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Aug 03, 2024
Samsara Q2 2025 Earnings Report
Samsara reported strong Q2 FY25 results with continued revenue growth and record non-GAAP margins.
Key Takeaways
Samsara achieved durable growth in Q2 FY25 with $300 million in revenue and increased operating efficiency, adding 169 large customers and launching new product categories.
Revenue grew to $300 million, up 37% year-over-year.
Ended the quarter with $1.264 billion in ARR.
Achieved a record 6% non-GAAP operating margin.
Added 169 customers with over $100K ARR, surpassing 2,000 total.
Forward Guidance
Samsara raised its FY25 outlook, projecting higher revenue and profitability driven by strong Q2 performance and operational momentum.
Positive Outlook
- Q3 FY25 revenue expected between $309–$311 million, 30–31% YoY growth
- FY25 revenue raised to $1.224–$1.228 billion
- FY25 non-GAAP EPS raised to $0.16–$0.18
- FY25 non-GAAP operating margin raised to 5%
- Q3 non-GAAP EPS expected between $0.03–$0.04
Challenges Ahead
- Q4 FY25 guidance implies lower YoY growth (21–22%) due to one less week vs. prior year
- Free cash flow margin for Q2 remained seasonally lowest at 4%
- FY25 share dilution expected with weighted average shares rising to 579M in Q3
- Continued macroeconomic uncertainty factored into forecast scenarios
Historical Earnings Impact
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Avg. Return Before/After Earnings
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