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Samsara Reports Fourth Quarter and Full Fiscal Year 2025 Financial Results

Samsara Inc. (NYSE: IOT), the pioneer of the Connected Operations® Platform, reported financial results for the fourth quarter and fiscal year ended February 1, 2025, and released a shareholder lette...

Autore: Business Wire

Samsara Reports Fourth Quarter and Full Fiscal Year 2025 Financial Results

SAN FRANCISCO: Samsara Inc. (NYSE: IOT), the pioneer of the Connected Operations® Platform, reported financial results for the fourth quarter and fiscal year ended February 1, 2025, and released a shareholder letter accessible from the Samsara investor relations website at investors.samsara.com.

“Fiscal year 2025 was another year of durable and efficient growth. We ended the year with close to $1.5 billion of ARR, achieving 33% year-over-year adjusted growth,” said Sanjit Biswas, CEO and co-founder of Samsara. “We’re operating at a rare combination of growth, scale, and profitability, and we see a large market opportunity ahead of us. We’re partnering with some of the world’s largest and most complex operations organizations to transform how the world operates.”

Fourth Quarter Fiscal Year 2025 Financial Highlights

(In millions, except percentage, percentage points, and per share data)

 

Q4 FY2025

 

Q4 FY2024

 

Y/Y Change

Annual Recurring Revenue (ARR)

$

1,457.9

 

 

$

1,102.0

 

 

 

32

%

Adjusted ARR (1)

$

1,461.5

 

 

$

1,102.0

 

 

 

33

%

Total revenue

$

346.3

 

 

$

276.3

 

 

 

25

%

Adjusted total revenue (1) (2)

$

349.6

 

 

$

256.5

 

 

 

36

%

GAAP gross profit

$

266.0

 

 

$

207.3

 

 

$

58.7

 

GAAP gross margin

 

77

%

 

 

75

%

 

2 pts

Non-GAAP gross profit

$

269.8

 

 

$

210.7

 

 

$

59.1

 

Non-GAAP gross margin

 

78

%

 

 

76

%

 

2 pts

GAAP operating loss

$

(18.4

)

 

$

(123.0

)

 

$

104.6

 

GAAP operating margin

 

(5

%)

 

 

(45

%)

 

39 pts

Non-GAAP operating income

$

55.9

 

 

$

13.5

 

 

$

42.4

 

Non-GAAP operating margin

 

16

%

 

 

5

%

 

11 pts

GAAP net loss per share, basic and diluted

$

(0.02

)

 

$

(0.21

)

 

$

0.19

 

Non-GAAP net income per share, basic and diluted

$

0.11

 

 

$

0.04

 

 

$

0.07

 

Net cash provided by (used in) operating activities

$

53.9

 

 

$

(41.9

)

 

$

95.8

 

Net cash provided by (used in) operating activities margin

 

16

%

 

 

(15

%)

 

31 pts

Adjusted free cash flow

$

48.5

 

 

$

16.0

 

 

$

32.5

 

Adjusted free cash flow margin

 

14

%

 

 

6

%

 

8 pts

__________

Note: Numbers are rounded for presentation purposes.

Fiscal Year 2025 Financial Highlights

(In millions, except percentage, percentage points, and per share data)

 

FY 2025

 

FY 2024

 

Y/Y Change

ARR

$

1,457.9

 

 

$

1,102.0

 

 

 

32

%

Adjusted ARR (1)

$

1,461.5

 

 

$

1,102.0

 

 

 

33

%

Total revenue

$

1,249.2

 

 

$

937.4

 

 

 

33

%

Adjusted total revenue (1) (2)

$

1,253.5

 

 

$

917.7

 

 

 

37

%

GAAP gross profit

$

950.9

 

 

$

690.4

 

 

$

260.5

 

GAAP gross margin

 

76

%

 

 

74

%

 

2 pts

Non-GAAP gross profit

$

966.2

 

 

$

703.1

 

 

$

263.1

 

Non-GAAP gross margin

 

77

%

 

 

75

%

 

2 pts

GAAP operating loss

$

(190.0

)

 

$

(323.3

)

 

$

133.4

 

GAAP operating margin

 

(15

%)

 

 

(34

%)

 

19 pts

Non-GAAP operating income

$

113.6

 

 

$

1.3

 

 

$

112.3

 

Non-GAAP operating margin

 

9

%

 

 

0

%

 

9 pts

GAAP net loss per share, basic and diluted

$

(0.28

)

 

$

(0.54

)

 

$

0.26

 

Non-GAAP net income per share, basic

$

0.27

 

 

$

0.07

 

 

$

0.20

 

Non-GAAP net income per share, diluted

$

0.26

 

 

$

0.07

 

 

$

0.19

 

Net cash provided by (used in) operating activities

$

131.7

 

 

$

(11.8

)

 

$

143.5

 

Net cash provided by (used in) operating activities margin

 

11

%

 

 

(1

%)

 

12 pts

Adjusted free cash flow

$

111.5

 

 

$

27.1

 

 

$

84.4

 

Adjusted free cash flow margin

 

9

%

 

 

3

%

 

6 pts

__________

Note: Numbers are rounded for presentation purposes.

(1)

ARR and revenue are adjusted for constant currency. Constant currency impact is calculated by converting current period results for contracts denominated in currencies other than U.S. dollars into U.S. dollars using the average exchange rates in effect during the comparative period, rather than the actual exchange rates in effect during the current period.

(2)

Q4 FY24 was a 14-week fiscal quarter instead of a typical 13-week fiscal quarter. To enable comparability across periods, adjusted revenue and related growth are calculated by multiplying Q4 FY24 revenue by 13/14 to remove the impact of an additional week of revenue recognition in Q4 FY24.

We report non-GAAP financial measures in addition to, and not as a substitute for, or superior to, financial measures calculated in accordance with generally accepted accounting principles (“GAAP”). See the section titled “Use of Non-GAAP Financial Measures” for an explanation of non-GAAP financial measures and the tables in the section titled “Reconciliation Between GAAP and Non-GAAP Financial Measures” for a reconciliation of GAAP to non-GAAP financial measures.

Financial Outlook

Our guidance includes GAAP and non-GAAP financial measures. For the first quarter and fiscal year 2026, Samsara expects the following:

 

Q1 FY2026 Outlook

 

FY 2026 Outlook

Total revenue

$350 million – $352 million

 

$1.523 billion – $1.533 billion

Year/Year revenue growth

25%

 

22% – 23%

Year/Year revenue growth (Constant Currency) (1)

26% – 27%

 

23% – 24%

Non-GAAP operating margin (2)

7%

 


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