Welcome to our dedicated page for Samsara news (Ticker: IOT), a resource for investors and traders seeking the latest updates and insights on Samsara stock.
Samsara Inc. provides the Connected Operations Platform, an open cloud platform that connects people, devices, vehicles, equipment, and third-party systems used in complex physical operations. The company serves customers across transportation, construction, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and other operating industries, with revenue tied primarily to subscription services.
Recurring Samsara news includes financial-results announcements, AI-enabled fleet safety features, asset tracking products, compliance tools for fleet operators, and customer advisory board activity. Coverage also includes public-sector deployments, OEM and pre-delivery installation partnerships, research on connected operations, and product updates such as driver coaching, fuel theft alerts, weather intelligence, and tachograph compliance workflows.
Samsara (IOT) launched Driver Perks, described as the first rewards program built specifically for professional drivers, available starting today in the U.S. The program is free for drivers and comes at no cost to participating fleets.
Millions of drivers using the Samsara network in segments such as long-haul trucking, passenger transit, and last‑mile delivery can access exclusive offers and discounts from more than 50 partner brands. Categories include food and beverage, wellness, fitness, travel, learning, and personal development, with examples such as Audible, BetterHelp, BetterSleep, Dickies, Liquid I.V., OLIPOP, Pit Boss Grills, MEATZY, and Truck Parking Club.
Driver Perks can be accessed through the Samsara Driver App, a direct web link, or a QR code provided by organizations. The launch coincides with Samsara’s inaugural global Driver Appreciation Month, which the company said is intended to recognize the role of professional drivers and extend its broader commitment to frontline workers.
Samsara (IOT) released its Compounding Risk Report based on a patent-pending Risk Model showing that the top 10% of risk-ranked drivers account for 47% of crashes.
The model evaluates about 50 factors across behavior, exposure, context and driver development, and is designed to rank drivers by relative risk so safety leaders can prioritize coaching. The research finds that risk concentrates among a small group of drivers and compounds when behaviors like mobile use, distraction and harsh braking appear together. These insights power Samsara’s AI-based Coaching Priority feature, which highlights where targeted coaching and self-coaching may most improve fleet safety.
Samsara (IOT) reported Q2 FY27 results with annual recurring revenue reaching $2.1 billion, up 30% year over year.
The company generated $134 million in net new ARR, an increase of 28% year over year, and set quarterly records by adding 242 customers with $100,000-plus ARR and 20 customers with $1 million-plus ARR. ARR from $1 million-plus customers surpassed $500 million and has grown more than 50% year over year for three consecutive quarters. Emerging products contributed over 20% of net new ACV for the third straight quarter, and Q2 marked the fourth consecutive quarter of GAAP EPS profitability.
Large enterprises are deepening platform usage, with 96% of $100,000-plus ARR customers using at least two products and 72% using three or more. Samsara expanded its Physical AI suite with new tracking, shipment management, AI agents, voice capabilities, and advanced safety camera features, while annual data volume exceeded 30 trillion points, up more than 40% year over year.
Samsara (IOT) reported Q2 FY2027 revenue of $508.4 million, up 30% year over year and 29% in constant currency, with GAAP EPS of $0.03 for a fourth consecutive profitable quarter.
Annual Recurring Revenue reached $2.1247 billion, also up 30% year over year. Net new ARR was $134.1 million, growing 28%. Customers with ARR over $1 million generated over $500 million of ARR, exceeding 50% year-over-year growth for the third straight quarter. GAAP operating income was $4.9 million versus a $26.6 million loss a year ago, while non-GAAP operating income rose to $106.0 million, a 21% margin. Operating cash flow was $73.5 million and free cash flow $64.7 million, with margins of 14% and 13%, respectively.
For Q3 FY2027, Samsara guides revenue to $514–$516 million and non-GAAP operating margin to 21%, with diluted non-GAAP EPS of $0.18–$0.19 and continued GAAP profitability. Full-year FY2027 revenue is expected at $2.043–$2.047 billion, implying 26% growth and a 21% non-GAAP operating margin.
Samsara (NYSE: IOT) launched its Fuel Command Center, a centralized fuel-management experience that unifies fuel usage, driver behavior, routing, and Coast fuel card controls into one dashboard for operations and finance teams.
The platform consolidates total and recoverable fuel spend, flags losses from idling, fueling locations, efficiency, fraud, and suspicious fuel drops, and recommends actions. Integrated with Commercial Navigation, it builds preferred fuel stops into routes and can reroute to low-cost, preferred stations; a 90-day analysis of over 2,000 customers showed a median 4% reduction in fuel spend when fueling at preferred vendors. Through its Coast integration, it links card authorization to vehicle location to block transactions when the assigned vehicle is absent, addressing fraud that Samsara data shows rises about 9% for every $0.10 diesel price increase.
First Student, North America's largest student transportation services provider, reported safety, technology, and operational milestones from the 2025-26 school year as it enters a new school year. The company highlighted continued investments in drivers, its proprietary HALO platform, and AI-powered tools across a fleet of more than 48,000 vehicles at 530+ locations.
Working with Samsara (NYSE: IOT), First Student reported a 49% reduction in rolling stops and a 45% decrease in inattentive driving. It operated about 490 electric buses with over 11.2 million electric miles driven and has more than 550 additional electric vehicles on order. Its First View app now connects over 300,000 parents, and HALO and safety efforts received multiple industry awards during the 2025-26 school year.
Samsara (NYSE: IOT) plans to release its second quarter fiscal year 2027 financial results, for the quarter ended August 1, 2026, after the U.S. market close on Thursday, September 3, 2026. The company will host a live webcast at 2:00 p.m. Pacific (5:00 p.m. Eastern) that day to discuss the results. The earnings press release and a webcast replay will be available via the Samsara investor relations website.
Samsara (NYSE: IOT) unveiled a new brand identity, its first major visual update since founding, designed with customers to reflect its role as an AI orchestration layer for physical operations industries such as construction, logistics, energy, retail, and manufacturing.
The refreshed brand, built around the ethos “Built with operators,” features a reimagined owl, a custom typeface based on engineers’ handwriting, and a high-visibility yellow inspired by worksites. According to Samsara, the launch coincides with reaching $2 billion in ARR, growing 30% year over year. The company reports investing more than $1 billion in R&D and releasing over 200 new features annually, with emerging products like AI-powered coaching and asset tracking approaching $150 million in ARR and contributing over 20% of net new business.
Samsara (NYSE: IOT) released its 2026 State of Connected Operations Asset Theft & Loss Report, quantifying how equipment theft and loss affect mid-size operations (CAD $340M–<$1.4B revenue) without asset tracking. According to Samsara, these organizations face an average CAD $18M in annual direct and indirect costs from missing equipment.
The study, based on 1,500 financial executives across North America and Europe, finds 72% of these costs come from assets valued under $14K, such as tools, sensors, generators, and specialized parts. 71% of operations without tracking experience equipment theft every quarter and allocate 25% of new equipment budgets to replacements. In Canada, staff often spend 10+ hours weekly searching for assets, many organizations suffer shutdowns, delays, and emergency rentals, and high-value equipment is frequently unrecovered. Samsara highlights that customers report reduced shutdowns and insurance premiums after implementing its asset tracking devices.
Samsara (NYSE: IOT) released its 2026 State of Connected Operations Asset Theft & Loss Report, quantifying the impact of missing equipment on mid-size organisations with £180M–<£740M in annual revenue that do not use asset tracking.
The study, based on 1,500 financial executives across seven countries and multiple industries, finds these operations incur an average £9.7M in annual losses from equipment theft and loss, with 72% of costs coming from assets valued under £7.4K. According to Samsara, 71% of such operations experience theft every quarter, 25% of new equipment budgets go to replacements, and productivity is hit by frequent asset searches, project shutdowns, and long recovery times.