Loading...
•
Nov 02, 2024
Samsara Q3 2025 Earnings Report
Samsara reported strong Q3 FY25 results with record profitability and significant customer growth.
Key Takeaways
Samsara delivered strong Q3 FY25 results with $322 million in revenue and record non-GAAP margins, driven by growth in large enterprise customers and expansion of AI-powered offerings.
Revenue reached $322 million, growing 36% year-over-year.
Adjusted free cash flow margin hit a record 10%.
Added 170 customers with over $100K ARR, second highest quarterly additions.
Surpassed 100 customers with $1M+ ARR.
Forward Guidance
Samsara raised FY25 revenue and profitability guidance, projecting continued growth and efficiency.
Positive Outlook
- FY25 revenue guidance raised to $1.237–$1.239 billion
- FY25 non-GAAP EPS expected between $0.22–$0.23
- FY25 non-GAAP operating margin raised to 7%
- Q4 revenue expected between $334–$336 million
- Q4 non-GAAP EPS expected between $0.07–$0.08
Challenges Ahead
- Q4 FY25 has one fewer week vs. Q4 FY24, reducing YoY growth by 3 percentage points
- No new upward revision to Q4 revenue vs. prior implied guidance
- FY25 equity dilution expected under 2%
- Q4 net new ARR expected only in line with consensus
- High growth still dependent on international and product expansion
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...