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) 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.
Samsara (NYSE:IOT) launched new agentic AI capabilities, including Agent Studio, to automate repetitive operational tasks across physical operations. Teams can discover, customize, and deploy AI Agents using real-world data from millions of connected assets.
Agent Studio offers 15+ pre-built templates, custom agents, permissions, monitoring, and performance dashboards, helping customers save time and reallocate staff to higher-value work.
Samsara (NYSE:IOT) launched the Tracking Label, a disposable Bluetooth shipping label, along with the new Shipment Center and Shipment App to increase supply chain visibility across any carrier.
The label offers 45-day battery life, no hazardous materials, integrates with the Samsara Network covering 99% of major U.S. roads, supports cross-border tracking, AI-driven shipment exceptions, and connects to existing TMS/ERP systems without replacing current workflows.
Samsara (NYSE:IOT) announced a new 360 Camera for operated equipment, expanded AI Multicam features, and two-way voice through its dash cam, aiming to improve visibility and safety for fleets and field teams.
The 360 Camera provides a single-module, 360-degree view for equipment like forklifts and baggage tugs, while new AI Multicam capabilities add Bird’s Eye View, Rear Collision Warning, and Blind Spot Detection. Two-way voice enables AI-driven and manager-initiated in-cab conversations for real-time safety guidance and incident response.