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SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations® Platform, today released its Compounding Risk Report, new research based on Samsara's patent-pending Risk Model that shows the top 10% of risk-ranked drivers account for 47% of crashes. The report evaluates approximately 50 factors spanning driving behavior, exposure, context and driver development. By analyzing how these factors interact over time, the model gives safety leaders a way.
Samsara (NYSE: IOT) reported second-quarter fiscal 2027 results marked by 30% year-over-year growth in annual recurring revenue and revenue, while the provider of connected operations software expanded its large-customer base and maintained GAAP profitability. The company ended the quarter with $2.1 billion in ARR, up 30% from a year earlier, after adding $134 million in net
Samsara Inc. (NYSE:IOT) posted better-than-expected fiscal 2027 second-quarter results after Thursday's closing bell.
IOT's Q2 earnings beat estimates as ARR growth accelerates, margins expands and large-customer adoption fuels strong revenue gains.
IOT pairs 26% fiscal 2027 revenue growth guidance with rising AI adoption and large-customer expansion, even as free cash flow margin faces pressure.
Samsara remains a Hold after a ~72% rally, as recent gains are driven mainly by multiple expansion rather than step-change fundamentals. Operating margin inflection, durable ~30% revenue growth, and strong large-customer expansion justify a rerating, but valuations at ~12x forward sales are now full. Growth is moderating to ~26% for FY2027, with margin improvement slowing and FCF margins not visibly expanding further, limiting upside from current levels.
Samsara Inc. (IOT) Q2 2027 Earnings Call Transcript
Samsara NYSE: IOT reported second-quarter fiscal 2027 results marked by 30% year-over-year growth in annual recurring revenue and revenue, while the provider of connected operations software expanded its large-customer base and maintained GAAP profitability.