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Feb 01, 2025
Samsara Q4 2024 Earnings Report
Samsara reported strong Q4 2025 revenue growth and profitability improvements.
Key Takeaways
Samsara Inc. delivered Q4 2025 revenue of $346.3 million, reflecting a 25% year-over-year increase. The company’s Annual Recurring Revenue (ARR) grew to $1.46 billion, a 32% increase. Samsara reported a GAAP operating loss of $18.4 million, significantly improved from the prior year's $123.0 million loss. Non-GAAP EPS reached $0.11, compared to $0.04 in Q4 2024. The company achieved an adjusted free cash flow of $48.5 million, indicating a positive cash generation trend.
Revenue increased 25% year-over-year to $346.3 million.
ARR grew 32% to $1.46 billion, reflecting strong customer demand.
Non-GAAP EPS rose to $0.11 from $0.04 in Q4 2024.
Free cash flow improved to $48.5 million, signaling enhanced financial strength.
Forward Guidance
Samsara expects continued growth momentum in fiscal 2026, with projected Q1 revenue between $350 million and $352 million, and full-year revenue guidance of $1.52 billion to $1.53 billion. The company aims for a non-GAAP operating margin of 11% for the full fiscal year.
Positive Outlook
- Q1 FY26 revenue guidance of $350M - $352M, up 25% year-over-year.
- Full-year FY26 revenue forecast of $1.52B - $1.53B, reflecting continued growth.
- Expected non-GAAP operating margin improvement to 11%.
- Strength in ARR growth driven by enterprise customer expansion.
- Continued positive free cash flow generation anticipated.
Challenges Ahead
- Macroeconomic conditions could impact customer spending.
- Increased competition in the IoT and SaaS markets.
- Higher R&D investments may weigh on short-term profitability.
- Foreign exchange fluctuations could affect international revenue.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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