Overview
- Samsara posted fiscal Q2 adjusted EPS of $0.12 versus a $0.07 consensus and revenue of $391.5 million versus $372.2 million expected.
- Annual recurring revenue reached $1.64 billion, rising 30% year over year.
- The count of customers with over $100,000 in ARR increased to 2,771 and generated about $1 billion of ARR, while accounts above $1 million contributed more than 20%.
- Full-year fiscal 2026 guidance was raised to $0.45–$0.47 in adjusted EPS with revenue of $1.574–$1.578 billion.
- Shares jumped after hours and then surged more than 15% Friday as RBC highlighted net new ARR of about $105 million versus roughly $88.6 million expected.