Every 10-Q that Samsara Inc (IOT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow IOT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full IOT filings page.
Samsara Inc. (IOT) delivered strong top-line and profitability improvements in the quarter ended August 1, 2026. Revenue rose to $508.4 million, up 30% year over year, with six‑month revenue of $987.3 million, also up 30%. GAAP results swung from a loss of $16.8 million to net income of $16.2 million for the quarter and $60.8 million for the first half.
Annual recurring revenue reached $2.12 billion versus $1.64 billion a year earlier, and customers generating over $100,000 in ARR increased to 3,605 from 2,771. Quarterly non‑GAAP operating margin expanded to 21%, and six‑month free cash flow was $137.9 million (14% margin). Gross margin remained high at 77% for the quarter and 76% year‑to‑date, while the company continued to invest heavily in R&D, AI platform capabilities, and global sales and marketing. Samsara closed the period with $1.33 billion in cash, cash equivalents, and investments and completed a corporate re‑domiciliation from Delaware to Nevada.
Samsara Inc. reported strong quarterly growth and profitability. Revenue for the three months ended May 2, 2026 reached $478.8 million, up 31% from $366.9 million a year earlier, driven by new customers and higher spending from existing ones. GAAP gross margin was 75%, slightly below 77% last year as cloud and cellular costs rose.
The company generated net income of $44.5 million, compared with a net loss of $22.1 million in the prior-year quarter, aided in part by a $30.3 million legal arbitration gain included in interest and other income. Non-GAAP operating income was $91.0 million, a 19% margin, and free cash flow was $73.2 million, a 15% margin, reflecting solid cash generation.
Annual recurring revenue reached $1.99 billion, up from $1.54 billion a year earlier, and customers generating more than $100,000 in ARR grew to 3,363 from 2,638. Samsara ended the quarter with $1.28 billion in cash, cash equivalents, and investments and total assets of $2.61 billion against total liabilities of $1.11 billion, supporting continued investment in its Connected Operations Platform.
Samsara Inc. reported strong third-quarter results with a return to profitability and continued rapid growth. Revenue for the three months ended November 1, 2025 rose to $415.975 million from $321.981 million a year earlier, driven mainly by subscription revenue of $408.121 million. Net income reached $7.766 million, compared with a net loss of $37.806 million in the prior-year quarter, resulting in basic and diluted earnings per share of $0.01 versus a loss of $0.07.
For the first nine months of fiscal 2026, revenue increased to $1,174.339 million from $902.909 million, while the net loss narrowed to $31.155 million from $143.705 million. Annual recurring revenue was $1,745.110 million as of November 1, 2025, with 2,990 customers generating more than $100,000 in ARR, up from 2,292 a year earlier. Samsara generated $166.477 million of net cash from operating activities in the first nine months, and total cash, cash equivalents, and restricted cash reached $296.380 million, supported by $872.057 million of marketable debt securities.
Samsara Inc. provides a Connected Operations Platform that links people, devices, and systems to generate operational insights. The condensed consolidated financial statements are unaudited and prepared in accordance with U.S. GAAP for the three and six months ended August 2, 2025, and include comparisons to prior periods.
The filing reports share counts of 348,744,278 Class A and 224,890,359 Class B shares outstanding as of August 2, 2025, and notes deferred commissions of $226.2 million (up from $209.3 million). Available-for-sale marketable debt securities are held with no material allowance for credit losses. Deferred revenue balances total $3,165.5 million with approximately $1,401.8 million expected to be recognized within 12 months. Letters of credit totaled $17.8 million. The company recorded income tax provisions of $1.6 million and $3.2 million for the three- and six-month periods in 2025, respectively, and reported negative effective tax rates for the periods shown. No individually material legal exposures were identified.