Research Reports

Summary

Samsara Inc. announced its financial results for the fourth quarter and fiscal year ended January 31, 2026, reporting Q4 revenue of $444.3 million and ending ARR of $1.890 billion. The company provided forward-looking guidance for Q1 and the full fiscal year 2027, projecting total revenue of approximately $1.97 billion for the year.

Key takeaways

Q4 FY2026 Total Revenue was $444.3 million, a 28% increase year-over-year.
Ending Annual Recurring Revenue (ARR) reached $1.8899 billion, representing 30% year-over-year growth.
GAAP Diluted EPS was $0.04 for Q4 FY2026, marking the second consecutive quarter of GAAP profitability.
Q4 Net New ARR was $144.8 million, growing 33% year-over-year.
Full Fiscal Year 2027 Revenue guidance is projected to be between $1.965 billion and $1.975 billion.
Adjusted Free Cash Flow for Q4 FY2026 was $62.9 million with a margin of 14%.