Samsara Stock Soars on Strong Q2 Earnings, Revenue Growth, and Raised Guidance

What's Going On With Samsara Stock Friday? - Samsara (NYSE:IOT)

The company reported revenue of $300.20 million beating analysts estimate of $289.54 million. Samsara Inc. IOT stock is trading higher Friday after the company reported better-than-expected 2025 fiscal year second quarter financial results and raised its fiscal year guidance. What To Know: Samsara reported adjusted EPS of 5 cents, beating analysts estimate of 1 cent. Revenue: Revenue grew 27% year over year to $300.20 million, beating analysts estimate of $289.54 million. ARR: The company ended the quarter with Annual Recurring Revenue of $1.264 billion, a 36% year-over-year growth. Guidance: Samsara also issued guidance for the third quarter and raised its 2025 fiscal year guidance. Q3: The company expects revenue between $309 million and $311 million and adjusted EPS from 3 to 4 cents. FY25: Samsara raised its revenue guidance range and now sees revenues of $1.224 billion to $1.228 billion versus analyst estimates of $1.213 billion. The company now sees adjusted EPS between 16 cents and 18 cents versus analysts estimate of 13 cents. Previously, the company expected adjusted EPS of 13 cents to 15 cents. Analyst Changes: Following the earnings report, multiple analysts issued price target changes. See Also: Broadcom Q3 Earnings Preview: Can 'Sustained AI Order Momentum' Help Company With History Of Beating Estimates? IOT Price Action: Samsara Inc. IOT shares are moving 15.8% higher at $44.87, according to data from Benzinga Pro. Image: Courtesy of Samsara Market News and Data brought to you by Benzinga APIs

Samsara Stock Jumps On Q2 Earnings: Revenue Beat, EPS Beat, ARR Up 36%, Raised Guidance And More - Samsara (NYSE:IOT)

Samsara raises its fiscal year 2025 earnings and revenue guidance. Samsara Inc IOT shares are trading higher in Thursday's after-hours session after the company reported better-than-expected financial results for the second quarter. Q2 Revenue: $300.2 million, versus estimates of $289.54 million Q2 EPS: 5 cents, versus estimates of 1 cent Total revenue was up 37% year-over-year. Annual recurring revenue (ARR) was $1.264 billion at quarter's end, up 37% year-over-year. Samsara said it ended the quarter with 2,133 customers with ARR over $100,000. "We achieved another strong quarter of durable and efficient growth at a greater scale. Q2 ended at $1.264 billion in ARR, growing 36% year-over-year, and at a quarterly record non-GAAP operating margin," said Sanjit Biswas, co-founder and CEO of Samsara. "As we grow our business, our data asset also scales. We're proud to have achieved an important company milestone this quarter -- we now collect more than 10 trillion data points annually on the Samsara platform." Don't Miss: DocuSign Q2 Earnings: 'Improved Business Stability' And 'Increased Efficiency' Drive Revenue, EPS Beat; Shares Slide Outlook: Samsara sees third-quarter revenue in the range of $309 million to $311 million. The company anticipates third-quarter adjusted earnings of 3 to 4 cents per share. Samsara also raised its fiscal year 2025 guidance. The company now expects full-year revenue of $1.224 billion to $1.228 billion versus estimates of $1.213 billion. The company now expects full-year adjusted earnings to be between 16 and 18 cents per share versus estimates of 13 cents per share. Management is set to hold a conference call with analysts and investors at 5 p.m. ET Thursday. IOT Price Action: Samsara shares were up 5.99% in after hours, trading at $41.07 at the time of publication Thursday, according to Benzinga Pro. This illustration was generated using artificial intelligence via Midjourney. Market News and Data brought to you by Benzinga APIs

Samsara Non-GAAP EPS of $0.05 beats by $0.04, revenue of $300.2M beats by $10.66M (NYSE:IOT)

Samsara press release (NYSE:IOT): Q2 Non-GAAP EPS of $0.05 beats by $0.04. Revenue of $300.2M (+36.9% Y/Y) beats by $10.66M. Shares +5.11%. Financial Outlook Our guidance includes GAAP and non-GAAP financial measures. For the third quarter, fourth quarter, and fiscal year 2025, Samsara expects the following: Q3 FY2025 Outlook Implied Q4 FY2025 Outlook FY 2025 Outlook Total revenue $309 million - $311 million, vs. $308.83M consensus $334 million - $336 million $1.224 billion - $1.228 billion, vs. $1.21B consensus Year/Year revenue growth 30% - 31% 21% - 22% 31% Year/Year adjusted revenue growth (1) 30% - 31% 33% - 34% Non-GAAP operating margin 4% 8% 5% Non-GAAP net income per share, diluted $0.03 - $0.04, vs. $0.03 consensus $0.06 - $0.07, $0.16 - $0.18, vs. $0.13 consensus More on Samsara Samsara: Robust Top-Line Growth Shows Us A Potentially Bullish Scenario Samsara: Leading The Charge In IOT Solutions - A Buy Ahead Of Earnings Samsara: Consider Buying This Stock, I Am Samsara Q2 2025 Earnings Preview Samsara initiated at Buy due to its AI auto safety offerings: BofA

Samsara Reports 37% Revenue Growth in Fiscal Q2 2025 | The Motley Fool

The Internet of Things company reported strong earnings as revenues and operating margins exceeded expectations. Samsara (IOT 0.23%), a leading provider of Internet of Things (IoT) solutions, delivered a fiscal Q2 2025 earnings report on Sept. 5 that exceeded expectations. For the quarter that ended Aug. 3, revenues rose by 37% year over year to $300.2 million, surpassing management's guidance range of $288 million to $290 million. Samsara's non-GAAP operating margin was 6% -- far better than the negative 2% margin that had been expected. Non-GAAP net income came in at $0.05 per share while the guidance range had been for no more than $0.01 per share. Source: Management's guidance from Samsara's fiscal Q1 2025 earnings report, released on June 6. Samsara specializes in IoT solutions that connect physical operations to the cloud through software and hardware. Its primary markets include transportation, logistics, construction, and public services. Samsara focuses on providing actionable data insights to improve operational efficiencies, safety, and sustainability outcomes for its customers. Recently, it has concentrated on expanding its customer base, enhancing its differentiated platform, and leveraging AI and advanced technologies. The company aims to deliver strong returns on investment to its customers while fostering a robust ecosystem of partners for continued growth and innovation. Samsara reported significant growth in its customer base. The company now has 2,133 customers providing it with annual recurring revenue (ARR) of more than $100,000, a 41% increase from 1,511 in the prior year. This notable rise reflects Samsara's focus on targeting large enterprises. The platform's differentiation and integration capabilities were instrumental in helping the company boost its non-GAAP gross margin by 2 percentage points year over year to 77%. This improvement demonstrates the value of Samsara's Connected Operations Cloud, which now processes over 10 trillion data points annually, enhancing its operational insights. Samsara's GAAP operating loss decreased to $58.2 million from $69.8 million, and its GAAP gross profit increased to $226.8 million from $160.4 million, reflecting increased cost management and customer value delivery. Revenue from large customers and sectors early in the digital adoption process were crucial drivers of the company's results. Samsara leveraged its extensive partnership ecosystem and strong innovation pipeline to maintain its competitive edge. Its continually improving financial and operational metrics allude to robust, sustainable growth. Non-GAAP operating income stood at $17.6 million, compared to an operating loss of $5.9 million in the prior-year period. Adjusted free cash flow increased to $13.1 million from $4.7 million. Inventory levels rose to $38.6 million compared to $22.2 million in February 2024, likely to meet the increasing demand for connected devices. For fiscal Q3, Samsara's management anticipates revenue between $309 million and $311 million, with a projected non-GAAP operating margin of 4%. Non-GAAP net income per share is expected to be in the $0.03 to $0.04 range. These projections reflect confidence in sustained growth and operational efficiency improvements. For fiscal 2025, revenue guidance was raised to between $1.224 billion and $1.228 billion. Non-GAAP net income per share is now forecast to be between $0.16 and $0.18, an increase from the previous guidance range of $0.13 to $0.15.