Loading
Sentiment · FY2027 Q2
As of FY2027 Q1, the Tellvest earnings-call sentiment score for Samsara Inc. (IOT) is 10/10, unchanged from the prior quarter.
Samsara delivered accelerating growth at scale in Q1 FY2027, with revenue up 31% year-over-year to $479 million and ARR reaching nearly $2 billion, up 30%. Profitability inflected further: GAAP EPS was a positive $0.08 — the third consecutive quarter of GAAP profitability — and non-GAAP operating margin expanded 5 points to 19%, though GAAP EPS included a one-time $30 million arbitration award. Growth was led by large customers, with $1 million-plus ARR up 62% and $100,000-plus ARR up 37%, alongside emerging products contributing more than 20% of net new ACV for a second straight quarter. Management raised full-year FY2027 guidance to $2.005 billion to $2.013 billion in revenue and $0.70 to $0.72 in non-GAAP EPS, citing durable large-customer momentum and physical-economy infrastructure tailwinds.
Scored from Samsara Inc.’s FY2027 Q1 earnings call. The newest quarter is available with Tellvest Pro.
All prior quarters are free.
Full Pro access for 30 days when you create a free account. No credit card required.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2025 Q3 | $322M | +35.6% | $-0.07 | +20.2% | -13.6% | -11.7% | $31M |
| FY2025 Q4 | $346M | +25.3% | $-0.02 | +90.5% | -5.0% | -3.2% | $49M |
| FY2026 Q1 | $367M | +30.7% | $-0.04 | +61.0% | -9.1% | -6.0% | $46M |
| FY2026 Q2 | $391M | +30.4% | $-0.03 | +67.2% | -6.8% | -4.3% | $44M |
| FY2026 Q3 | $416M | +29.2% | $0.01 | -93.0% | -0.4% | 1.9% | $56M |
| FY2026 Q4 | $444M | +28.3% | $0.04 | +288.4% | 2.0% | 5.0% | $62M |
| FY2027 Q1 | $479M | +30.5% | $0.08 | +305.1% | 1.5% | 9.3% | $73M |
| FY2027 Q2 | $508M | +29.9% | $0.03 | +202.0% | 1.0% | 3.2% | $65M |