Every 8-K 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 8-K covers material events a company has to report between its quarterly 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) reported strong second quarter fiscal 2027 results, with revenue of $508.4 million, up 30% year over year, and ending Annual Recurring Revenue (ARR) of $2.125 billion, also up 30%. Net new ARR was $134.1 million, an increase of 28% year over year.
The company generated GAAP income from operations of $4.9 million and GAAP earnings per share of $0.03, its fourth consecutive quarter of GAAP profitability. Non-GAAP operating income was $106.0 million with a 21% non-GAAP operating margin, and non-GAAP EPS was $0.20.
Samsara produced $73.5 million of net cash provided by operating activities and $64.7 million of free cash flow, improving free cash flow margin to 13%. Customers with ARR over $1,000,000 contributed over $500 million of ARR, growing more than 50% year over year.
Samsara Inc. held its annual meeting of stockholders on July 22, 2026, where stockholders approved all three proposals presented. Eight directors were elected to serve until the next annual meeting, including Gary Steele, who received 2,225,879,315 votes for, 1,341,149 votes withheld, and 29,708,157 broker non-votes.
Stockholders ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending January 30, 2027, with 2,255,012,812 votes for, 1,752,631 against, and 163,178 abstentions. An advisory resolution approving compensation of named executive officers passed with 2,203,754,736 votes for, 23,276,163 against, 189,565 abstentions, and 29,708,157 broker non-votes.
Samsara Inc. reported strong first quarter fiscal 2027 results, combining rapid growth with continued profitability. Revenue reached $478.8 million, up 31% year over year, while annual recurring revenue climbed to $1.991 billion, a 30% increase that highlights expanding subscription demand.
The company delivered GAAP net income of $44.5 million, or $0.08 per share, marking its third consecutive GAAP-profitable quarter, and non-GAAP net income of $98.0 million, or $0.17 per share. GAAP operating margin improved from a (9%) loss to a 2% profit, while non-GAAP operating margin rose to 19%.
Cash generation remained solid, with net cash provided by operating activities of $81.4 million and adjusted free cash flow of $73.2 million, representing a 15% margin. Management also noted a $30.3 million arbitration award gain and reiterated expectations to remain GAAP EPS profitable for fiscal 2027 even without that award.
Samsara Inc. has changed its legal home from Delaware to Nevada through a reincorporation that became effective on June 1, 2026, at 12:02 a.m. Pacific Time. The company states this move does not change its business operations, management, employees, assets, liabilities, or material contracts, other than incurring related costs.
Each share of Delaware Class A and Class B common stock converted on a one-for-one basis into corresponding Nevada Class A and Class B common stock with the same par value of $0.0001 per share, and all outstanding stock-based awards similarly converted into rights over Nevada shares under the same terms. Samsara’s Class A common stock continues to trade on the New York Stock Exchange under the symbol IOT.
The company adopted new Nevada articles of incorporation and bylaws and entered into a new form of indemnification agreement with each director and executive officer. Additional details on the plan of conversion, Nevada charter, and bylaws are provided in an information statement filed on May 11, 2026 and in the exhibits to this report.
Samsara Inc. reports that certain major stockholders have approved a plan to reincorporate the company from Delaware to Nevada by conversion. These Consenting Stockholders acted by written consent instead of holding a stockholder meeting.
As of the close of business on April 28, 2026, the Consenting Stockholders held 1,890,352 shares of Class A common stock and 190,739,972 shares of Class B common stock, representing approximately 76.7% of the voting power entitled to vote. Samsara plans to complete the Nevada reincorporation no earlier than 20 calendar days after mailing an information statement on Schedule 14C to all holders of record of its voting capital stock as of that same date.
Samsara Inc. reported strong fourth quarter and full fiscal year 2026 results, highlighted by rapid growth and a move to consistent profitability. Q4 revenue reached $444.3 million, up 28% year over year, while annual recurring revenue climbed to $1.8899 billion, a 30% increase.
The company added $144.8 million of net new ARR in Q4, growing 33% year over year, and ended the year with $1.9 billion of ARR in constant currency. GAAP earnings per share were $0.04 in Q4, marking the second straight quarter of GAAP profitability, and non-GAAP EPS was $0.18.
Profitability metrics improved meaningfully: Q4 GAAP operating income was $9.0 million with a 2% margin, and non-GAAP operating income was $91.8 million with a 21% margin, up from 16% a year earlier. Net cash provided by operating activities in Q4 was $69.7 million, a 16% margin, and adjusted free cash flow was $62.9 million, a 14% margin, demonstrating solid cash generation alongside growth.
Samsara Inc. disclosed that CEO and co-founder Sanjit Biswas and CTO and co-founder John Bicket have pre-arranged stock trading plans for shares held by affiliated family trusts. These Rule 10b5-1 plans, adopted on September 29, 2025, will spread planned stock sales from January 6, 2026 through December 24, 2026 to reduce the impact of any single day’s trading, and all sales are subject to Rule 144 volume limits and other plan conditions.
As of January 1, 2026, Biswas and Bicket together beneficially owned approximately 196.30 million Samsara shares, or about 34.02% of shares outstanding as of November 1, 2025. Each intends to sell up to approximately 5.00 million shares under the plans, after which they would still collectively hold about 186.30 million shares, or roughly 32.29% of Samsara shares outstanding as of November 1, 2025, assuming no other stock issuances.
Samsara Inc. reported that it has released its financial results for the three and nine months ended November 1, 2025. The company furnished a press release detailing these results as an exhibit to a current report, rather than including full financial statements directly in the report itself. The press release is identified as Exhibit 99.1 and is dated December 4, 2025.
Samsara Inc. reports an update to a recent board appointment. Gary Steele was previously appointed to the Board of Directors on August 16, 2025, effective September 1, 2025, but committee assignments had not been finalized at that time. On September 17, 2025, the Board appointed Mr. Steele to the Audit Committee, with this committee role becoming effective November 2, 2025. The filing is signed on behalf of Samsara by Executive Vice President, Chief Legal Officer and Corporate Secretary Adam Eltoukhy.
Samsara Inc. filed a current report to note that it has released its latest financial results. On September 4, 2025, the company issued a press release detailing its performance for the three and six months ended August 2, 2025, and attached that release as Exhibit 99.1.
The filing clarifies that the press release and related information in this report are being furnished rather than filed, meaning they are not automatically subject to certain Exchange Act liabilities or incorporated into other securities filings unless specifically referenced.
Samsara Inc. reported that its Board of Directors appointed Gary Steele as a director on August 16, 2025, with his service effective September 1, 2025. Steele is a seasoned software and cybersecurity executive, currently Chief Executive Officer of Shield AI Inc., and previously served as CEO of Splunk Inc. and Proofpoint, Inc., both of which were acquired in recent years.
Under Samsara’s outside director compensation policy, Steele will receive an annual cash retainer of $47,500 for Board service and an initial restricted stock unit award with a grant date fair value of $500,000. He may receive additional compensation if he joins or chairs Board committees. Samsara has entered into its standard indemnification agreement with Steele and states there are no related-party transactions, family relationships, or special arrangements connected to his selection.