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Nov 01, 2025
Samsara Q3 2026 Earnings Report
Samsara reported strong third-quarter fiscal year 2026 financial results, achieving GAAP profitability for the first time and demonstrating durable growth in ARR and revenue.
Key Takeaways
Samsara Inc. announced robust financial results for the third quarter of fiscal year 2026, with revenue reaching $416.0 million and ending ARR at $1.745 billion, both showing a 29% year-over-year growth. The company achieved GAAP profitability for the first time, reporting a net income of $7.766 million and a GAAP operating income of -$1.721 million. Non-GAAP operating income was $79.792 million, reflecting strong operational efficiency.
Q3 revenue reached $416.0 million, marking a 29% year-over-year growth in both actuals and constant currency.
Ending Annual Recurring Revenue (ARR) stood at $1.745 billion, also growing 29% year-over-year in actuals and constant currency.
The company achieved GAAP profitability for the first time, with a GAAP net income of $7.766 million and a GAAP operating margin of 0%.
Samsara added a record 219 customers with ARR over $100,000, bringing the total to 2,990, and tied a quarterly record with 17 new customers with ARR over $1,000,000, totaling 164.
Forward Guidance
Samsara provided optimistic guidance for Q4 FY2026 and the full fiscal year 2026, anticipating continued revenue growth and strong non-GAAP operating margins.
Positive Outlook
- Q4 FY2026 total revenue is projected to be between $421 million and $423 million.
- FY 2026 total revenue is expected to be between $1.595 billion and $1.597 billion.
- Year-over-year revenue growth for Q4 FY2026 is guided at 22%, and 21% in constant currency.
- Full FY 2026 year-over-year revenue growth is expected to be 28% in both actuals and constant currency.
- Non-GAAP operating margin for Q4 FY2026 is projected at 16%, and 16% for the full FY 2026.
Challenges Ahead
- Constant currency impact to revenue guidance for Q4 FY26 is a positive $3M, which could imply a slight headwind if not for currency fluctuations.
- Reconciliation of non-GAAP guidance to GAAP measures is not available without unreasonable effort due to the uncertainty and potential variability of certain expenses.
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