Samsara Inc. — Form 8-K
Filed September 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Samsara reported Q2 FY2027 revenue of $508.4M (30% YoY growth), with ARR reaching $2.125B (30% YoY growth). Net new ARR was $134.1M. The company achieved GAAP profitability with $0.03 EPS and $64.7M free cash flow. High-value customers (ARR >$1M) generated >$500M ARR, up >50% YoY for three consecutive quarters. FY2027 guidance: $2.043–$2.047B revenue (26% growth), with 21% non-GAAP operating margin and $0.76–$0.78 non-GAAP EPS.
Why this rating
Strong growth (30% YoY) and GAAP profitability milestone meaningful for $12.7B company; 4% of ARR added YoY is solid but not transformational. Execution consistent, no major disruptions.
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