Samsara: From Explosive Growth To Growing Pains
Samsara excels in AI-powered IoT solutions for fleet management, showing strong revenue growth, high ARR, and expanding gross margins. The firm's FCF margin expanded significantly in Q4, but high SBC expenses and a lack of GAAP profitability raise concerns about efficient capital use and valuation. Key risks include potential revenue growth slowdown and challenges in upselling to existing customers, which could impact future ARR and net revenue retention.
Samsara Benefits From Expanding Portfolio and Strong Partnerships
IOT gains from expanded product offerings, strong partnerships, and AI-powered solutions, positioning itself for continued success in 2025.
Samsara Stock Plunges, But Technicals Flash a Buy Signal
Not many tech stocks have had a better run than Samsara Inc NYSE: IOT in recent months. The company, known for its AI-powered solutions used by the trucking industry, hit an all-time high in mid-February, riding a wave of strong earnings and growth momentum.
Samsara CEO talks Q4 results after stock drops significantly following conservative guidance
Sanjit Biswas, Samsara CEO, joins 'Closing Bell Overtime' to talk Q4 results as the stock falls on conservative guidance.
Overlooked Stock: IOT
Samsara Inc. (IOT) sold off more than 40% from its all-time high it hit just weeks ago. The equipment manufacturer software company caught George Tsilis's eye.
Why Samsara Stock Is Plummeting Today
Samsara (IOT -16.64%) stock is plunging in Friday's trading following the company's earnings report. The Internet of Things (IoT) company's share price was down 17.3% as of 12:30 p.m.
Samsara Q4 Earnings: Why I'm Still Bullish Despite Slowing Growth
Samsara's fiscal 2026 report shows slowing growth but improved free cash flow and a strong, debt-free balance sheet, making $40 per share attractive but not a homerun. I sold IOT at $54 per share, realizing a 60% profit in 13 months; the stock has since dropped 25%, validating my exit strategy. Samsara targets large enterprises with AI-driven fleet management solutions, offering significant growth potential as businesses digitize, despite not delivering hypergrowth.
Samsara Inc. (IOT) Q4 2025 Earnings Call Transcript
Samsara Inc. (NYSE:IOT ) Q4 2025 Earnings Conference Call March 6, 2025 5:00 PM ET Company Participants Mike Chang - VP of Corporate Development and IR Sanjit Biswas - CEO and Co-Founder Dominic Phillips - CFO Conference Call Participants Matt Hedberg - RBC Jim Fish - Piper Sandler Dylan Becker - William Blair Pete Burkly - Evercore Chris Quintero - Morgan Stanley Matt Bullock - BofA Andrew DeGasperi - BNP Dan Jester - BMO Mark Schappel - Loop Capital Ella Smith - JPMorgan Operator Good afternoon and welcome to Samsara's Fourth Quarter Fiscal 2025 Earnings Call. I'm Mike Chang, Samsara's Vice President of Corporate Development and Investor Relations.
Samsara Inc. (IOT) Q4 Earnings and Revenues Beat Estimates
Samsara Inc. (IOT) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.04 per share a year ago.
Samsara Tops Expectations in Fiscal Q4
Samsara (IOT -3.92%), a leader in Internet of Things (IoT) solutions, released its fiscal fourth-quarter 2025 results on March 6. Its non-GAAP EPS of $0.11 outperformed analysts' estimates of $0.07 and management's guidance range of $0.07 to $0.08.
Samsara Earnings Top Estimates. Shares Tumble As Sales Guidance Just Meets Views.
Samsara stock tumbled amid Q4 earnings and revenue that topped Wall Street targets while fiscal 2026 sales guidance just met expectations. The post Samsara Earnings Top Estimates.
Here's Why Samsara Inc. (IOT) Gained But Lagged the Market Today
In the closing of the recent trading day, Samsara Inc. (IOT) stood at $54.02, denoting a +0.04% change from the preceding trading day.
