Post-earnings recap
Reported
Thu, Sep 3, 2026
EPS actual
$0.20
EPS est.
$0.02
EPS surprise
+809.09%
1-day move
+5.33%
Samsara's strong earnings report, particularly the significant EPS beat, led to a positive stock reaction, with shares rising 5.33%. The company demonstrated robust growth in annual recurring revenue and customer acquisition, indicating strong demand for its services. This performance suggests a solid foundation for future growth as they continue to expand their customer base and enhance their data capabilities.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.20 | N/A | +809.09% |
| Annual Recurring Revenue (ARR) | $2.1 billion | N/A | N/A |
| New Customers ($100k+ ARR) | 242 | N/A | N/A |
| New Customers ($1M+ ARR) | 20 | N/A | N/A |
Management expressed confidence in the company's growth trajectory, highlighting strong ARR growth and customer additions. They noted the significant contribution of emerging products to net new annual contract value.
Samsara achieved 30% year-over-year ARR growth.
The company expects FY27 revenue between $2.043 billion and $2.047 billion.
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Est. EPS
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Est. Rev
—
Impl. Move
±38.2%