Zacks Investment Research
05 Jun 2026, 18:50 UTC · 1h ago
Samsara Q1 Earnings & Revenues Beat Estimates, FY27 Outlook Raised
Top 2 movers · tap to explore
Zacks Investment Research
05 Jun 2026, 18:50 UTC · 1h ago
Top 2 movers · tap to explore
Story key points
5 claims · impact-rated
Samsara Inc. (IOT) reported Q1 fiscal 2027 non-GAAP earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.13 by 30.8%. — A significant earnings beat typically triggers a positive price reaction and signals strong operational performance.
+0.60Samsara's first-quarter revenues reached $478.8 million, exceeding the $452 million consensus estimate and representing a 31% year-over-year increase. — Strong top-line growth and a beat on revenue expectations indicate robust market demand for the company's platform.
+0.50Annual recurring revenues (ARR) grew 30% year-over-year to $1.99 billion, with net new ARR of $100.7 million for the quarter. — ARR is a critical KPI for SaaS companies; high growth and strong net new additions suggest sustainable future revenue streams.
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Non-GAAP operating margin expanded 500 basis points to 19%, with operating income rising to $91 million from $51.1 million year-over-year. — Expanding operating margins demonstrate improved efficiency and scaling capabilities as the company grows.
+0.40Non-GAAP gross margin contracted by 300 basis points year-over-year to 76%. — Gross margin contraction can be a red flag for pricing pressure or increased cost of goods sold, though it is offset by the operating margin growth.
-0.20Ticker attribution
Model heads
The company reported first-quarter results with both earnings and revenues surpassing Zacks Consensus Estimates.
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