Samsara’s Q3 FY26 Results Show High Growth at Scale

Key Terms

annual recurring revenue financial

Annual recurring revenue is the predictable amount of money a company expects to earn each year from ongoing customer subscriptions or contracts. It helps businesses understand how much steady income they can count on, much like a subscription service that charges customers every month or year. This figure is important because it shows the company's stability and growth potential.

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.

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.

dual-facing AI dash cameras technical

Dual-facing AI dash cameras are advanced video recording devices installed in vehicles that use artificial intelligence to monitor both the road ahead and the interior of the vehicle simultaneously. They analyze footage in real-time to detect driving behavior, safety risks, or incidents, providing valuable data for fleet management, insurance, or safety improvements. For investors, these cameras represent a growing market in vehicle safety technology and data-driven decision making.

no-code workflow builder technical

A no-code workflow builder is a visual tool that allows users to create and organize automated sequences of tasks without needing programming skills. Think of it as assembling a series of steps with drag-and-drop blocks, similar to building with digital Lego bricks. For investors, it enables businesses to streamline operations quickly and efficiently, often leading to faster decision-making and improved agility.

real-time in-cab alerts technical

Real-time in-cab alerts are instant notifications delivered directly to drivers' vehicle dashboards or devices, providing critical information or warnings as they happen. These alerts help drivers respond quickly to changing conditions, such as safety hazards or operational updates. For investors, they indicate a company's focus on safety, efficiency, and technology integration, which can impact overall performance and reputation.

Momentum was driven by a milestone quarter of large customer growth: $416M in Q3 revenue and $1.75B in ARR, representing 29% YoY growth

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 third quarter of fiscal year 2026, highlighted by:

• $416M in Q3 revenue, growing 29% YoY
• $1.75B in ending ARR, growing 29% YoY
• $105 million in net new ARR, growing 24% YoY
• 219 $100K+ ARR customer additions, a quarterly record
• 17 $1M+ ARR customer additions, tying a quarterly record
• 20% of net new ACV came from new products launched since last year, led by AI Multicam, Asset Maintenance, Asset Tags, Connected Training, and Connected Workflows
• Achieved its first quarter of GAAP profitability

Empowering the World’s Largest Operators to Transform

As large enterprises in physical operations digitize, they’re demanding a partner that delivers scale, performance, and actionable insights. Samsara has become the platform of choice because of its ability to reduce complexity and deliver clear and fast ROI.

One of the largest mechanical contractors in the U.S. chose Samsara after a successful pilot, achieving a 44% total safety event rate reduction and a 72% reduction in mobile usage. The company now uses Video-Based Safety, Telematics, Connected Training, and Driver Qualification products to ensure its complex field operations remain safe and efficient.

Additional select large wins in Q3 include the State of New York, one of the world’s largest providers of oilfield services, one of the world's largest and most diversified media corporations, and Cadent, the UK’s largest gas distribution network.

Protecting Frontline Workers with Advanced AI Solutions

Given the inherent safety risks in asset-heavy, labor-intensive operations, reducing incidents is a top priority, as it can directly lower costs, protect brand reputation, and strengthen worker retention. Samsara’s platform helps customers achieve significant safety improvements, and the company continues to build innovative products to support increased protection of frontline workers.

Samsara’s new Safety Report showed on an aggregated basis, fleets using its dual-facing AI dash cameras, real-time in-cab alerts, and driver coaching saw a 37% reduction in accidents after the first six months of adoption, and this increased to a 73% reduction in accidents after 30 months. Further, larger fleets with over 500 vehicles achieved an aggregate 84% reduction in harsh events, a 23% reduction in speeding, and a 98% reduction in mobile usage.

Samsara delivered new AI-powered coaching features that help improve safety and efficiency:

• Automated Coaching: the first advanced, automated coaching for the entirety of the driver experience, including safety, compliance, idling, and more. This feature allows organizations to use avatars so that they can scale their coaching programs without additional headcount.
• Group Coaching: enables managers to recognize and coach frontline workers in a group setting using real operational data. It uses AI to generate a ready-to-use coaching session that highlights positive recognition, fuel efficiency (eco driving), compliance, and safety.
• Workflow Automations: a no-code workflow builder that leverages Samsara's massive data asset to streamline coaching and training processes. This feature can automate lower-priority events to the driver for self-review while ensuring that high-priority incidents are flagged for manager coaching and that all relevant trainings are assigned instantly.

"The world's largest operators are fundamentally changing how they protect their people and manage their assets with technology, and Samsara is their strategic partner in that transformation," said Amit Vyas, Chief Revenue Officer at Samsara. "The strongest validation of our platform are the tangible results we deliver across safety and efficiency. We're building on this momentum to make an even greater impact on the industries that power our economy."

To learn more about Samsara’s Q3 FY26 results, visit its Investor Relations website.

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.

Customer statistics contained in this press release were provided by Samsara’s customers.

The Samsara Safety Report features analyzed aggregated and anonymized data from over 2,600 Samsara customers operating medium and large fleets. See full methodology in the report.

View source version on businesswire.com: https://www.businesswire.com/news/home/20251204037082/en/

Stephanie Burke

Samsara

media@samsara.com

Source: Samsara