Samsara’s FY26 Shows Accelerated Growth at Scale as AI Platform Delivers Clear Benefits to Organizations Powering the Global Economy

Key Terms

arr financial

ARR, or Annual Recurring Revenue, is the predictable income a business expects to earn each year from ongoing customer subscriptions or contracts. It’s like a steady paycheck that shows the company's ability to generate consistent revenue over time, helping investors assess its stability and growth potential. ARR provides a clear picture of how well a company is performing in building long-term customer relationships.

net new arr financial

Net new ARR is the change in a company’s annual recurring revenue over a period, calculated by adding new subscription sales and expansions and subtracting lost or downgraded subscriptions. It’s like counting how many new plants a gardener adds this year after removing the ones that died or were removed; a positive number shows subscription growth, while a negative one signals shrinking recurring income, which matters to investors tracking sustainable revenue trends.

gaap profitability financial

GAAP profitability refers to a company's ability to earn profit according to standardized accounting rules known as Generally Accepted Accounting Principles (GAAP). It shows whether a business is truly making money in a consistent and reliable way, helping investors understand its financial health. Think of it as checking the company's official scorecard to see how well it is performing financially.

ai agents technical

AI agents are computer programs designed to perform tasks or make decisions automatically, often by learning from data and adapting to new information. They act like virtual assistants or robots that can handle complex activities without human intervention, which can help businesses and individuals save time and improve efficiency. For investors, AI agents matter because they can enhance decision-making and automate processes that influence markets and financial outcomes.

iot devices technical

Internet of Things (IoT) devices are everyday objects—like sensors, appliances, machines or wearables—that are fitted with connectivity and simple computing so they can collect and share data over the internet. Investors care because these devices can create recurring revenue from services and data, drive cost savings or new product lines, and introduce risks around security and scale that can materially affect a company’s growth and profitability.

connected operations technical

Connected operations means linking different parts of a business—such as factories, supply chains, sales channels and IT systems—so they share data and work together in real time. Like turning a set of separate appliances into a single smart home, this improves efficiency, spotting problems faster, reducing waste and enabling faster decisions; for investors, it can boost margins, predictability and growth potential while also introducing digital and cybersecurity risks to consider.

• $1.9B in FY26 ARR¹, 30% YoY growth, representing a year of durable and efficient growth
• $432M in FY26 net new ARR, 21% YoY growth, demonstrating accelerated growth at a much larger scale
• $1.2B in ARR from $100K+ customers in FY26, 37% YoY growth, showing momentum is strongest with its largest customers
• 25T+ data points flow through the Samsara platform annually, a growing and proprietary data asset that fuels a powerful network effect

 

SAN FRANCISCO--(BUSINESS WIRE)-- Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced strong financial results and performance for the fourth quarter and fiscal year 2026, highlighted by:

Q4 FY26 Results:

• $444M in Q4 revenue, 28% YoY increase
• 13 $1M+ net new ACV transactions in Q4, a quarterly record
• Second consecutive quarter of GAAP profitability

Ending FY26 Results:

• $1.9B in FY26 ARR, 30% YoY growth
• $432M in FY26 net new ARR, 21% YoY growth
• $1.2B in ARR from its $100K+ customer cohort in FY26, 37% YoY growth

Delivering Impact with Industry-Leading Operators

Physical operations organizations select Samsara to solve their most complex challenges, driving innovations that enhance their own performance while delivering a profound safety impact for all who share the roads.

In FY26, Samsara and its customers²:

• Prevented 380K accidents
• Traveled 100B safer miles
• Digitized 340M workflows

Samsara demonstrated its ability to scale across diverse sectors through key Q4 wins and expansions, featuring a wide range of public and private sector leaders, including Dawsongroup, Estes, Groundworks, North American Central School Bus, Southern California Edison, The Metropolitan Transit Authority of Harris County, Texas, Total Safety, and Werner Enterprises.

Many customers extend beyond their initial deployment in vehicles and into trailers, assets, routing, navigation, and maintenance as they digitize their entire operations with Samsara. Estes, the largest privately held freight transportation company in North America, is one example expansion from Q4. After partnering for Video-Based Safety and Telematics, Estes added Equipment Monitoring (Asset Gateways and Asset Tags) and Connected Asset Maintenance, unifying its operations on the Samsara platform.

Why Samsara is Well-Positioned for Durable Growth

Samsara serves the backbone of the global economy—essential organizations that rely heavily on physical assets and labor. While customers often realize immediate ROI by connecting their operations to the cloud, the digitization of physical operations is a multi-decade opportunity that represents a massive, long-term growth runway for Samsara.

The company continues to differentiate its position through a unique and defensible data advantage, AI innovation, and strong customer partnerships. By instrumenting physical assets with IoT devices, Samsara generates an expansive, proprietary data set that is increasingly difficult to replicate. As of FY26, the company processes more than 25T data points annually.

This foundational moat fuels a powerful data network effect: as Samsara adds more customers and assets, its AI models become more insightful for everyone on the platform, creating a compounding advantage.

“Since our founding more than a decade ago, we have committed to digitizing the world’s physical operations,” said Sanjit Biswas, co-founder and CEO at Samsara. “This transformation occurs in three phases: it starts with connecting assets and frontline workers, then surfacing insights with AI, and ultimately automating entire workflows with AI agents. Our platform is foundational to our customers’ safety and performance, and we remain focused on delivering clear outcomes throughout their digitization journey.”

To learn more about Samsara’s Q4 and FY26 results, visit its Investor Relations website. For information about recent product innovations, visit:

• Samsara Launches Asset Tag XS, Integrates Hubble’s Terrestrial Network of 90M Consumer Smartphones to Further Strengthen Network
• Introducing Samsara Coach: AI-Powered Driver Coaching at Scale

About Samsara

Samsara (NYSE: IOT) is the pioneer of the Connected Operations® Platform, which is an open platform that connects the people, devices, and systems of some of the world’s most complex operations, allowing them to develop actionable insights and improve their operations. With tens of thousands of customers across North America and Europe, Samsara is a proud technology partner to the people who keep our global economy running, including the world’s leading organizations across industries in transportation, construction, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and others. The company's mission is to increase the safety, efficiency, and sustainability of the operations that power the global economy.

Forward-Looking Statements and Other Legal Notices

This press release contains forward-looking statements that are based on our management’s beliefs and assumptions and on information currently available to management. These statements relate to, but are not limited to, current expectations about our market opportunity, product adoption by our customers, and the expansion of our product offerings, as well as assumptions relating to the foregoing. You should not put undue reliance on any forward-looking statements. Forward-looking statements should not be read as a guarantee of future performance or results and will not necessarily be accurate indications of the times at, or by, which such performance or results will be achieved, if at all. These statements are subject to risks and uncertainties that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements, including those described in our filings and reports that we may file from time to time with the Securities and Exchange Commission. Except as required by law, we do not undertake any obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments, or otherwise.

Samsara is a registered trademark of Samsara Inc. All other brand names, product names or trademarks belong to their respective holders.

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1 Samsara defines ARR as the annualized value of subscription contracts that have commenced revenue recognition as of the measurement date.

2 Internal estimates for FY26.

 

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Media Contact

Stephanie Burke

media@samsara.com

Investor Contact

Mike Chang

ir@samsara.com

Source: Samsara