Q4 25 EPS
$0.11
BEAT +257.14%
Est. $-0.07
Q4 25 Revenue
$346.3M
vs S&P Since Q4 25
-48.0%
TRAILING MARKET
IOT -22.9% vs S&P +25.1%
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 its fiscal year on a high note, posting a blowout fourth quarter that delivered profits well ahead of Wall Street's expectations. The connected operations platform reported Q4 FY2025 revenue of $346.29 million, up 25.3% year-over-y… Read more Samsara closed out its fiscal year on a high note, posting a blowout fourth quarter that delivered profits well ahead of Wall Street's expectations. The connected operations platform reported Q4 FY2025 revenue of $346.29 million, up 25.3% year-over-year and ahead of the $336.12 million consensus, while non-GAAP EPS of $0.11 dramatically exceeded the $-0.07 analyst estimate, a 257.14% beat. The standout driver was a surge in operational leverage: non-GAAP operating margin expanded 11 percentage points to 16%, and free cash flow swung to a positive $48.51 million from negative $43.97 million a year ago, underscoring how much the business has matured since its early profitability milestones. Annual Recurring Revenue climbed 32% to $1.46 billion, with the number of customers spending over $100,000 annually growing 36% to 2,506. Looking ahead, management guided Q1 FY2026 revenue of $350-$352 million and full-year FY2026 revenue of $1.52-$1.53 billion, implying 22%-23% growth, with non-GAAP EPS of $0.32-$0.34.
Key Takeaways
- • ARR reached $1.458 billion, 32% YoY growth (33% adjusted)
- • 2,506 customers with ARR over $100,000, up 36% YoY
- • Non-GAAP operating margin expanded to 16% in Q4 from 5% YoY
- • Non-GAAP gross margin improved to 78% from 76% YoY in Q4
- • Free cash flow swung to $48.5M from negative $44.0M in Q4 FY24
- • Adjusted revenue growth of 36% YoY after normalizing for extra week in Q4 FY24
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
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 | — | — | — | — | — |
| 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 | +257.14% | $346.3M | — |
| FY Full Year | $0.22 | $0.26 | +17.22% | $1.25B | +0.82% |
| Q2 23 BEAT | $-0.07 | $-0.04 | +42.86% | $153.5M | +7.36% |