Q4 25 EPS
$0.11
BEAT +55.81%
Est. $0.07
Q4 25 Revenue
$346.3M
BEAT +3.27%
Est. $335.3M
vs S&P Since Q4 25
-48.3%
TRAILING MARKET
IOT -21.0% vs S&P +27.3%
Full Year 2025 Results
FY 25 EPS
$0.26
BEAT +17.22%
Est. $0.22
FY 25 Revenue
$1.25B
BEAT +0.82%
Est. $1.24B
Market Reaction
Did IOT Beat Earnings? Q4 2025 Results
Samsara closed out fiscal 2025 on a strong note, posting Q4 revenue of $346.29 million, up 25.3% year-over-year and ahead of the $335.33 million consensus estimate, while non-GAAP diluted EPS of $0.11 beat the $0.07 analyst forecast by 55.81%. The mo… Read more Samsara closed out fiscal 2025 on a strong note, posting Q4 revenue of $346.29 million, up 25.3% year-over-year and ahead of the $335.33 million consensus estimate, while non-GAAP diluted EPS of $0.11 beat the $0.07 analyst forecast by 55.81%. The most material driver behind the quarter's profitability improvement was a dramatic expansion in non-GAAP operating income, which reached $55.90 million at a 16% margin, compared to just 5% in the year-ago period, as the company's Connected Operations platform scaled efficiently across transportation, logistics, and construction customers. Annual Recurring Revenue climbed 32% year-over-year to $1.46 billion, with 2,506 customers now contributing over $100,000 in ARR. The company also swung to positive free cash flow of $48.51 million, against negative cash flow a year ago. Looking ahead, Samsara guided Q1 FY2026 revenue of $350 million to $352 million and full-year FY2026 revenue of $1.52 billion to $1.53 billion, implying 22% to 23% growth, with non-GAAP EPS of $0.32 to $0.34 for the year.
Key Takeaways
- • 32% year-over-year ARR growth to $1.458 billion
- • 36% growth in customers with ARR over $100,000 to 2,506 customers
- • Non-GAAP operating margin expansion to 16% in Q4 from 5% year-ago
- • Free cash flow margin of 14% in Q4 vs negative 16% in Q4 FY24
- • GAAP gross margin improved 2 percentage points to 77% in Q4
- • Adjusted revenue growth of 36% in Q4 after normalizing for extra week and constant currency
IOT YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
“Fiscal year 2025 was another year of durable and efficient growth. We ended the year with close to $1.5 billion of ARR, achieving 33% year-over-year adjusted growth.”
— Sanjit Biswas, Q4 2025 Earnings Press Release
IOT Earnings Trends
IOT vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
IOT EPS Trend
Earnings per share: estimate vs actual
IOT Revenue Trend
Quarterly revenue: estimate vs actual
IOT Quarterly Results
8 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 27 BEAT | $0.13 | $0.17 | +30.47% | $478.8M | +5.20% |
| Q4 26 BEAT FY | $0.13 | $0.18 | +40.85% | $444.3M | +5.20% |
| FY Full Year | — | $0.56 | — | $1.62B | — |
| Q3 26 BEAT | $0.12 | $0.15 | +26.37% | $416.0M | +4.25% |
| Q2 26 BEAT | $0.07 | $0.12 | +65.52% | $391.5M | +5.17% |
| Q1 26 BEAT | $0.06 | $0.11 | +91.64% | $366.9M | +4.39% |
| Q4 25 BEAT FY | $0.07 | $0.11 | +55.81% | $346.3M | +3.27% |
| FY Full Year | $0.22 | $0.26 | +17.22% | $1.25B | +0.82% |
| Q3 25 BEAT | $0.04 | $0.07 | +74.13% | $322.0M | +3.68% |
| Q2 23 BEAT | $-0.07 | $-0.04 | +42.86% | $153.5M | +7.36% |