Samsara Inc. Beat Expectations

Samsara Inc. (IOT) reported earnings of $0.11 per share on revenue of $346.29 million for the fiscal fourth quarter ended January 2025. The consensus earnings estimate was $0.06 per share on revenue of $335.53 million. The Earnings Whisper number was $0.09 per share. The company beat expectations by 22.22% while revenue grew 25.34% on a year-over-year basis.

The company said it expects first quarter non-GAAP earnings of $0.05 to $0.06 per share on revenue of $350.0 million to $352.0 million. The current consensus earnings estimate is $0.05 per share on revenue of $352.63 million for the quarter ending April 30, 2025. The company said it expects fiscal 2026 non-GAAP earnings of $0.32 to $0.34 per share on revenue of $1.523 billion to $1.533 billion. The current consensus earnings estimate is $0.27 per share on revenue of $1.53 billion for the year ending January 31, 2026.

Samsara is the pioneer of the Connected Operations Cloud, which allows businesses that depend on physical operations to harness IoT (Internet of Things) data to develop actionable business insights and improve their operations.