Samsara Inc. (IOT) earnings-call sentiment score | Tellvest

Latest Quarter Insights

2027 Q1

Sentiment

10/10

How this score was built

Base8Transcript0EPS+1Guidance+2Final10

How this score was built

Base8Transcript0

Macro Signals

↓Supply Chain↑CAPEX↓Labor Market

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.

Key Themes7

positive📊 company

Accelerating Revenue Growth At $2 Billion Scale

Q1 revenue rose 31% year-over-year to $479 million, accelerating sequentially, while ARR reached nearly $2 billion, growing 30% year-over-year.

Revenue GrowthDemand

positive📊 company

Third Consecutive Quarter Of GAAP Profitability

GAAP EPS was a positive $0.08, and non-GAAP operating margin was 19%, up 5 percentage points year-over-year, with free cash flow margin of 15%, up 3 percentage points.

Margin

positive📊 company

Large-Customer Momentum Accelerates

ARR from $1 million-plus customers increased 62% year-over-year, the fourth consecutive quarter of sequential acceleration, and $100,000-plus customer ARR grew 37%.

Q&A Topicsfrequency by quarter

	Demand	Product Launch	Revenue Growth	Competitive Dynamics	Cloud & AI	Geographic Expansion	Macroeconomic	Innovation & R&D
2025Q3	7	5	2	4	1	3	1	2
2025Q4	6	2	3	3	1	1	3	1
2026Q1	8	4	2	4	1	2	2
2026Q2	7	7	5	3	2		1
2026Q3	10	2	2	4	1	1
2026Q4	9	8	5	2	1	2	1	4
2027Q1	9	6	4	2	2

	'25Q3	'25Q4	'26Q1	'26Q2	'26Q3	'26Q4	'27Q1
Demand	7	6	8	7	10	9	9
Product Launch	5	2	4	7	2	8	6
Revenue Growth	2	3	2	5	2	5	4
Competitive Dynamics	4	3	4	3	4	2	2
Cloud & AI	1	1	1	2	1	1	2
Geographic Expansion	3	1	2		1	2
Macroeconomic	1	3	2	1		1
Innovation & R&D	2	1				4

Analyst Q&A16 analysts · 17 questions · 6% challenge

Alex SklarRaymond James

can you talk about what you're seeing from customer budgets over the last few quarters for those newer products?

View in transcript →

Alex ZukinWolfe Research

how are you going to be charging for these tools? When will we -- or these products, when will we start to see them

View in transcript →

Alexei Gogolev

View Technology sector trends →View Software - Infrastructure industry trends →

Key financialsFY2027 Q1

Reported GAAP figures from SEC filings

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%

Top Analysts & Firms

Most Active Analysts

Analyst	Firm	Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Derrick Wood	TD Cowen	11 (9%)
Matt Bullock	Bank of America	10 (30%)
Dylan Becker	William Blair

Most Active Firms

Firm	Analysts	Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Morgan Stanley	3	11 (9%)
TD Cowen	1	11 (9%)
Bank of America	1	10 (30%)
William Blair	1	9 (0%)
Wells Fargo	2	8 (0%)
RBC Capital Markets	1	8 (0%)
Evercore ISI	1	8 (0%)
Loop Capital	1	8 (0%)

Industry Peersas of Q2 2026

Software - Infrastructure

Company	Score	Rev YoY	Headline
IOT Samsara Inc.	10	+30.5%	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%
ADBE Adobe Inc.	9	+12.7%	Adobe posted record Q2 FY2026 revenue of $6.62 billion, up 11% year over year, and raised its full-year revenue and non-GAAP EPS targets, lifting the non-GAAP EPS range to $24.35 to $24.45
AKAM Akamai Technologies	4	+5.4%	Akamai's total revenue rose 5% year over year to $1.1 billion, but earnings fell as heavy cloud-infrastructure investment compressed margins: non-GAAP EPS was $1.59, down 8% (GAAP EPS was $0.52), and non-GAAP operating margin was 25% versus a mid-20s target
CPAY Corpay	8	+21.5%	Corpay delivered a strong fiscal Q2 2026, with GAAP revenue of $1.34 billion up 21% year over year and 10% organic growth led by Corporate Payments (+16% organic) and Vehicle Payments (+8% organic)
CRWD CrowdStrike	10	+25.6%	CrowdStrike opened FY2027 with a standout quarter: total revenue grew 26% year over year to $1.39 billion, accelerating for the fourth consecutive quarter, while record Q1 net new ARR of $255.8 million (up 32%) drove ending ARR to $5.51 billion
CRWV CoreWeave, Inc. Class A Common Stock	9	+112.3%	CoreWeave's second quarter of 2026 delivered record revenue of $2.6 billion, up 112% year-over-year and 24% sequentially, as active power reached 1.5 gigawatts on the largest quarterly capacity addition in company history
FFIV F5, Inc.	9	+10.8%	F5 grew revenue 11% to $865 million, with product revenue of $463 million up 19% and systems revenue of $240 million up 32%, the eighth consecutive quarter of double-digit product growth as the iSeries refresh combined with sovereignty-driven data center reinvestment and rising on-premises AI traffic
FTNT Fortinet	10	+25.6%	Fortinet's second quarter of 2026 accelerated on every top-line measure: total revenue grew 26% to 2.05 billion led by product revenue up 52% to $773 million, while total billings grew 33% to $2.37 billion with secure networking, unified SASE and security operations each accelerating from the first quarter
GDDY GoDaddy	7	+6.6%	GoDaddy grew total revenue 7% to $1.3 billion (6.60% GAAP YoY) in Q2 FY2026, coming in above the midpoint of its guide while expanding Normalized EBITDA margin more than 200 basis points to 33.4% and generating $443 million of free cash flow, up 13%
GEN Gen Digital	8	+6.3%	Gen Digital delivered a beat-and-raise first quarter, with revenue of $1.34 billion up 11% on an adjusted basis, its fastest growth rate since the company was formed, and non-GAAP EPS of $0.71 up 19%, both above guidance
MDB MongoDB, Inc.	9	+25.3%	MongoDB delivered a strong first quarter of fiscal 2027, with total revenue of $688 million up 25% year-over-year and accelerating from 22% a year ago, beating the high end of guidance
MSFT Microsoft Corporation	8	+17.8%	Microsoft closed fiscal 2026 with quarterly revenue of $90 billion, up 18%, and operating income up 18%, capping a year in which annual revenue surpassed $331 billion and Microsoft Cloud surpassed $214 billion
NET Cloudflare, Inc.	9	+35.9%	Cloudflare delivered an accelerating quarter, with revenue up 36% year-over-year to $696.1 million and a record 986 net new large customers (those spending more than $100,000 annually) added over the trailing twelve months, lifting dollar-based net retention to 120%
ORCL Oracle Corporation	9	+20.6%	Oracle closed fiscal 2026 with a record quarter: revenue of $19.2 billion, up 21%, led by cloud infrastructure revenue growth of 93% and Cloud Applications up 10%
PANW Palo Alto Networks	9	+31.1%	Palo Alto Networks delivered a record fiscal Q3 2026, with total revenue of $3 billion growing 31% year-over-year and NGS ARR reaching $8.13 billion, up 60% (28% organic excluding CyberArk and Chronosphere)
PATH UiPath Inc.	9	+17.3%	UiPath delivered its first GAAP-profitable quarter in company history, with first-quarter revenue up 17% year-over-year to $418 million (15% excluding a roughly $7 million FX tailwind) and non-GAAP operating income of $92 million, a 22% margin
PLTR Palantir Technologies	10	+92.8%	Palantir delivered its strongest quarter to date, with revenue up 93% year over year to $1.935 billion and US revenue up 115%, led by US commercial revenue accelerating to 149% growth
SNPS Synopsys	7	+41.9%	Synopsys delivered Q2 revenue of $2.276B including approximately $652M from Ansys, with organic ex-Ansys growth of approximately 3-4% driven by AI-related chip design activity and hardware-assisted verification demand
VRSN Verisign	7	+6.0%	VeriSign delivered a solid second quarter, with revenue of $435 million up 6% year over year and diluted EPS of $2.38 up 7.7% from $2.21 a year ago
XYZ Block, Inc.	10	+9.3%	Block delivered second-quarter gross profit growth of 25% year-over-year with a record 27% adjusted operating income margin and adjusted diluted EPS growth of 65%, well above a GAAP diluted EPS of $0.15 that remains distorted by acquisition amortization and reorganization charges
ZS Zscaler	9	+25.4%	Zscaler delivered 25% revenue growth to $850 million with non-GAAP operating margin reaching an all-time high of 23%, achieving Rule of 55 performance year-to-date

Shared themes this quarter

IOADAKCPCRCRFFFTGDGEMDMSNEORPAPAPLSNVRXYZS

Demand

IOADAKCP

Macro signal alignment

AI & tech

↑ ADBE↑ AKAM↑ CRWD↑ CRWD↑ CRWV↑ FFIV↑ FTNT↑ GDDY GEN↑ MDB↑ MSFT↑ NET↑ ORCL↑ PANW↑ PATH↑ PLTR↑ SNPS

Samsara Inc.

Latest Quarter Insights

Q&A Topicsfrequency by quarter

Key financialsFY2027 Q1

Top Analysts & Firms

Most Active Analysts

Most Active Firms

Companies IOT discussed