M
ME NEWS
07 Mar 2025, 04:57
Samsara Reports Strong Q4 and Fiscal Year 2025 Financial Results with 33% ARR Growth
SAN FRANCISCO – March 6, 2025 – Samsara Inc. (NYSE: IOT), the leader in Connected Operations®, announced its fourth quarter and full fiscal year 2025 results, highlighting record revenue growth, strong annual recurring revenue (ARR), and continued profitability improvements.
Key Financial Highlights for Q4 FY2025
Revenue: $346.3 million, up 25% YoY (adjusted revenue up 36%)
Annual Recurring Revenue (ARR): $1.46 billion, up 32% YoY (adjusted ARR up 33%)
Customers with ARR over $100,000: 2,506, up 36% YoY
GAAP Gross Margin: 77%, up 2 percentage points YoY
Non-GAAP Gross Margin: 78%, up 2 percentage points YoY
GAAP Operating Loss: $(18.4) million, improving by $104.6 million from Q4 FY2024
Non-GAAP Operating Income: $55.9 million, up $42.4 million YoY
Net Cash Provided by Operating Activities: $53.9 million, an improvement of $95.8 million YoY
Adjusted Free Cash Flow: $48.5 million, up $32.5 million YoY
Fiscal Year 2025 Financial Highlights
Total Revenue: $1.25 billion, up 33% YoY (adjusted revenue up 37%)
GAAP Gross Profit: $950.9 million, up $260.5 million YoY
GAAP Gross Margin: 76%, up 2 percentage points YoY
GAAP Operating Loss: $(190.0) million, improving $133.4 million from FY2024
Non-GAAP Operating Income: $113.6 million, up $112.3 million YoY
Net Cash Provided by Operating Activities: $131.7 million, an improvement of $143.5 million YoY
Adjusted Free Cash Flow: $111.5 million, up $84.4 million YoY
CEO Statement
Sanjit Biswas, CEO & Co-Founder:
"Fiscal 2025 was another year of durable and efficient growth. We ended the year with nearly $1.5 billion in ARR, achieving 33% YoY adjusted growth. We’re at a unique combination of growth, scale, and profitability, with a large market opportunity ahead. By partnering with the world’s largest and most complex operations organizations, we are transforming how industries operate.”
Financial Outlook for Q1 & FY2026
Q1 FY2026 Guidance
Revenue: $350 million - $352 million
YoY Revenue Growth: 25% (26-27% in constant currency)
Non-GAAP Operating Margin: 7%
Non-GAAP Net Income per Share (Diluted): $0.05 - $0.06
Full-Year FY2026 Guidance
Revenue: $1.52 billion - $1.53 billion
YoY Revenue Growth: 22-23% (23-24% in constant currency)
Non-GAAP Operating Margin: 11%
Non-GAAP Net Income per Share (Diluted): $0.32 - $0.34
Market & Strategic Outlook
Samsara continues to expand its Connected Operations® Platform, providing industry-leading solutions across transportation, logistics, construction, utilities, energy, and government sectors. With AI-powered analytics and automation, the company aims to drive higher efficiency, safety, and sustainability for enterprise customers.
Samsara will host a live webcast today at 2:00 PM PT / 5:00 PM ET to discuss the results. Visit investors.samsara.com for the shareholder letter and webcast details.
Investor Contact: Mike Chang, [email protected]
Media Contact: Stephanie Burke, [email protected]
SAN FRANCISCO – March 6, 2025 – Samsara Inc. (NYSE: IOT), the leader in Connected Operations®, announced its fourth quarter and full fiscal year 2025 results, highlighting record revenue growth, strong annual recurring revenue (ARR), and continued profitability improvements.
Key Financial Highlights for Q4 FY2025
Revenue: $346.3 million, up 25% YoY (adjusted revenue up 36%)
Annual Recurring Revenue (ARR): $1.46 billion, up 32% YoY (adjusted ARR up 33%)
Customers with ARR over $100,000: 2,506, up 36% YoY
GAAP Gross Margin: 77%, up 2 percentage points YoY
Non-GAAP Gross Margin: 78%, up 2 percentage points YoY
GAAP Operating Loss: $(18.4) million, improving by $104.6 million from Q4 FY2024
Non-GAAP Operating Income: $55.9 million, up $42.4 million YoY
Net Cash Provided by Operating Activities: $53.9 million, an improvement of $95.8 million YoY
Adjusted Free Cash Flow: $48.5 million, up $32.5 million YoY
Fiscal Year 2025 Financial Highlights
Total Revenue: $1.25 billion, up 33% YoY (adjusted revenue up 37%)
GAAP Gross Profit: $950.9 million, up $260.5 million YoY
GAAP Gross Margin: 76%, up 2 percentage points YoY
GAAP Operating Loss: $(190.0) million, improving $133.4 million from FY2024
Non-GAAP Operating Income: $113.6 million, up $112.3 million YoY
Net Cash Provided by Operating Activities: $131.7 million, an improvement of $143.5 million YoY
Adjusted Free Cash Flow: $111.5 million, up $84.4 million YoY
CEO Statement
Sanjit Biswas, CEO & Co-Founder:
"Fiscal 2025 was another year of durable and efficient growth. We ended the year with nearly $1.5 billion in ARR, achieving 33% YoY adjusted growth. We’re at a unique combination of growth, scale, and profitability, with a large market opportunity ahead. By partnering with the world’s largest and most complex operations organizations, we are transforming how industries operate.”
Financial Outlook for Q1 & FY2026
Q1 FY2026 Guidance
Revenue: $350 million - $352 million
YoY Revenue Growth: 25% (26-27% in constant currency)
Non-GAAP Operating Margin: 7%
Non-GAAP Net Income per Share (Diluted): $0.05 - $0.06
Full-Year FY2026 Guidance
Revenue: $1.52 billion - $1.53 billion
YoY Revenue Growth: 22-23% (23-24% in constant currency)
Non-GAAP Operating Margin: 11%
Non-GAAP Net Income per Share (Diluted): $0.32 - $0.34
Market & Strategic Outlook
Samsara continues to expand its Connected Operations® Platform, providing industry-leading solutions across transportation, logistics, construction, utilities, energy, and government sectors. With AI-powered analytics and automation, the company aims to drive higher efficiency, safety, and sustainability for enterprise customers.
Samsara will host a live webcast today at 2:00 PM PT / 5:00 PM ET to discuss the results. Visit investors.samsara.com for the shareholder letter and webcast details.
Investor Contact: Mike Chang, [email protected]
Media Contact: Stephanie Burke, [email protected]
