Samsara Reports Strong Q3 Results with First Profit, Stock Reaction Mixed
Dec 4, 2025
Samsara Inc. (NYSE: IOT), a company specializing in connected operations platforms, announced strong financial results for the third quarter of fiscal year 2026.
The company reported $416 million in revenue for the quarter, a 29% increase from the same period last year. Annual recurring revenue (ARR) reached $1.75 billion, also up 29% year-over-year.
Samsara achieved a significant milestone by delivering its first quarter of profitability.
The company added a record 219 new customers generating more than $100,000 in ARR and tied its record by adding 17 new customers with over $1 million in ARR.
Despite exceeding earnings estimates, Samsara's stock remained mostly flat after the results were announced, as revenue guidance for the next quarter was only slightly above expectations.
What does 'profitable quarter' mean for Samsara?
It means Samsara made more money than it spent during the third quarter, marking the first time the company has reported a profit.
Why didn't the stock price go up after good results?
Although Samsara beat earnings estimates, its revenue forecast for the next quarter was just slightly better than expected, which may not have excited investors.
What is annual recurring revenue (ARR)?
Annual recurring revenue is the amount of money a company can expect to receive every year from its customers' ongoing subscriptions or contracts.
What does Samsara do?
Samsara provides technology to help companies manage and connect their operations, such as vehicles, equipment, and workers, through software and sensors.
Sources
Samsara's Q3 FY26 Results Show High Growth at Scale
Business Wire
Business Wire
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced strong financial results and performance for the third quarter of fiscal year 2026, highlighted by: $416M in Q3 revenue, growing 29% YoY $1.75B in ending ARR, grow...
Samsara Reports Third Quarter Fiscal Year 2026 Financial Results
Business Wire
Business Wire
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. (NYSE: IOT), the pioneer of the Connected Operations® Platform, reported financial results for the third quarter ended November 1, 2025, and released a shareholder letter accessible from the Samsara investor relations website at investors.samsara.com. “Sa...
Samsara (IOT) Delivers Its First Quarter of Profitability
24/7 Wall Street
24/7 Wall Street
Samsara (NYSE: IOT) delivered a milestone quarter after the close on Dec.
Samsara Reports Better-Than-Expected Q3 Results: Details
Benzinga
Benzinga
Samsara, Inc. (NYSE: IOT) stock remained mostly flat in Thursday's extended trading after the company released its third-quarter earnings report. Here's a look at the details inside.
Samsara Earnings Beat, Revenue Outlook Underwhelms
Investors Business Daily
Investors Business Daily
Samsara stock dipped amid Q3 earnings that topped estimates while revenue guidance came in slightly above views.
Samsara Inc. (IOT) Q3 Earnings and Revenues Surpass Estimates
Zacks Investment Research
Zacks Investment Research
Samsara Inc. (IOT) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.07 per share a year ago.
Samsara Inc. (IOT) Q3 2026 Earnings Call Transcript
Seeking Alpha
Seeking Alpha
Samsara Inc. (IOT) Q3 2026 Earnings Call Transcript
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