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May 03, 2025
Samsara Q1 2025 Earnings Report
Samsara reported strong growth and profitability in Q1 FY26, with increased ARR, record margins, and robust customer expansion.
Key Takeaways
Samsara delivered a strong Q1 FY26 with $367 million in revenue, $76.2 million in net income, and a 31% YoY ARR growth, driven by continued expansion among large enterprise customers.
Revenue reached $367M, reflecting 31% YoY growth.
Net income was $76.2M, with an EPS of $0.13.
ARR increased to $1.54B, up 31% YoY.
Samsara added 154 new $100K+ ARR customers during the quarter.
Forward Guidance
Samsara expects continued growth in Q2 and FY26, with strong revenue and EPS guidance despite macroeconomic uncertainty.
Positive Outlook
- Q2 revenue guided between $371M and $373M.
- FY26 revenue expected between $1.547B and $1.555B.
- FY26 non-GAAP EPS expected between $0.39 and $0.41.
- Strong pipeline and healthy win rates continue.
- Targeting large, stable operations budgets with fast ROI solutions.
Challenges Ahead
- Macro uncertainty may elongate sales cycles.
- Tariff-impacted goods may affect short-term customer spending.
- Seasonal weakness expected in Q2 free cash flow margin.
- Customer hesitation post-Liberation Day affected some Q1 deals.
- Modest FX headwinds expected in Q2 and FY26 revenue.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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