Samsara Inc.

Samsara Tracking Label Named to TIME’s Best Inventions of 2026

Samsara's disposable Bluetooth Tracking Label was named to TIME's Best Inventions of 2026 in the Logistics category, following prior recognition from Fast Company and FreightWaves. The label, launched in June within Samsara Shipment Visibility, delivers near-real-time shipment visibility via the Samsara Network without requiring carrier participation, with a 45-day battery and no lithium content. The release also notes Samsara surpassed $2.1 billion in ARR, up 30% year over year, with its platform collecting over 30 trillion data points annually. Early adopter DCL Logistics endorsed the product, calling it revolutionary for the freight industry.

•10d ago

Adoption of Samsara AI Agents Accelerates Across Physical Operations

Samsara launched Agent Studio, a no-code platform for building custom chat and voice AI agents for physical operations, now available to all customers. Adoption of AI agents on Samsara's platform accelerated 7x since June, and voice has surpassed chat as the dominant agent interface within four weeks of launch. Among organizations using voice agents, roughly 75% have increased weekly usage, with more than half at least doubling it. Customer deployments cited include a 99% reduction in report generation time for Grand Isle Shipyard, returning roughly $100,000 a year in specialist capacity, and an 84% cut in weekly compliance review time for S. Bertram Foods. The release is a product/marketing announcement with no financial figures, but it reinforces Samsara's AI monetization narrative ahead of earnings.

•12d ago

Asplundh Selects Samsara to Protect Crews and Accelerate Response

Samsara announced that Asplundh, a global vegetation management and infrastructure services firm, selected its Connected Operations Platform across its North American operations. The deployment spans tens of thousands of vehicles and specialty equipment at one of the top 10 U.S. private fleets, covering AI Dash Cams, Vehicle Gateways, Powered Asset Gateways, and Asset Tags. Asplundh cites improved safety, faster dispatching, and reduced insurance collateral obligations; the win is a marquee enterprise logo for Samsara, though no financial terms were disclosed.

•1mo ago

Samsara MCP Brings Live Operational Context Into the AI Tools Teams Already Use

Samsara launched Samsara MCP (Model Context Protocol), letting customers connect their Samsara operational data directly into third-party AI assistants like Claude Desktop, ChatGPT, Microsoft Copilot and Cursor without custom integrations. Access respects existing Samsara permissions and single sign-on, with more than 40 read-only tools covering vehicles, drivers, safety events and hours of service. MCP complements Agent Studio announced at the Beyond 2026 conference, giving customers two supported paths for AI workflows and deepening platform stickiness; it is available now to all Samsara customers.

•1mo ago

Samsara Launches Driver Perks: First Rewards Program Built for Professional Drivers

Samsara launched Driver Perks, billed as the first rewards program built for professional drivers, free to drivers and at no cost to the fleet, available starting today in the U.S. Millions of drivers in the Samsara network get access to exclusive offers from more than 50 brands including Audible, BetterHelp, Dickies, Liquid I.V., and OLIPOP, with the program co-built alongside Samsara's Driver Council. Driver surveys shaped the lineup, with fitness and wellness (64%), food and beverage (58%), and learning and personal development (51%) ranking highest among what drivers value. The launch coincides with Samsara's inaugural global Driver Appreciation Month; no revenue impact is disclosed, framing this as a driver-retention and brand play that reinforces the stickiness of the Connected Operations platform.

•1mo ago

IOT: 10-Q · periodic report

Samsara delivered a standout Q2 FY2027, with revenue of $508.4 million up 30% year-over-year and a swing to GAAP net income of $16.2 million ($0.03 per share) from a $16.8 million loss in the year-ago quarter. Six-month revenue reached $987.3 million, also up 30%, with six-month net income of $60.8 million. The growth engine remains strong: annual recurring revenue hit $2.12 billion, up 30% YoY, customers generating over $100,000 in ARR grew to 3,605 from 2,771, and remaining performance obligations stand at $4.29 billion. Profitability and cash generation inflected as well: non-GAAP operating margin expanded to 21% from 15%, and first-half free cash flow rose to $137.9 million (14% margin). The company holds $1.33 billion in cash and investments. Caveat: first-half results include a one-time $30.3 million arbitration award gain and $12.2 million of interest income, while stock-based compensation ran $96.4 million in the quarter. Housekeeping and risk notes: Samsara completed its Delaware-to-Nevada conversion on June 1, 2026, refreshed its brand identity in the quarter, and added risk-factor language on AI agent misuse, reliance on third-party AI models, and AI-driven memory component shortages that are raising device costs. No share repurchases or unregistered sales occurred in the period.

SEC 10-Q•1mo ago

Samsara Compounding Risk Report Finds 10% of Drivers Account for ~50% of Crashes

Samsara released its Compounding Risk Report, finding that the top 10% of risk-ranked drivers account for 47% of crashes. The report is based on a patent-pending Risk Model that analyzes 50 factors to help safety leaders prioritize coaching efforts. The research supports the launch of Coaching Priority, an AI-powered feature that consolidates risk signals to identify where managers can have the greatest impact.

•1mo ago

Samsara Crosses $2.1 Billion in ARR as Large Enterprises Standardize on Its Platform

Samsara crossed $2.1 billion in annual recurring revenue in Q2 FY27, up 30% year over year, with $134 million in net new ARR, up 28% year over year. Large-customer momentum set quarterly records: 242 customers with $100,000-plus ARR and 20 customers with $1 million-plus ARR were added, while ARR from $1 million-plus customers surpassed $500 million, growing more than 50% year over year for the third consecutive quarter. The company posted its fourth consecutive quarter of GAAP EPS profitability, and platform depth is widening — 96% of $100,000-plus ARR customers subscribe to at least two products and 72% to at least three. Samsara also rolled out new Physical AI products at its Beyond conference, including Tracking Label, Shipment Center and AI Agents, with adoption of its latest AI features up more than fourfold in two months and the platform now collecting 30 trillion data points annually, up more than 40% year over year.

•1mo ago

Samsara Reports Second Quarter Fiscal Year 2027 Financial Results

Samsara reported Q2 FY2027 revenue of $508.4 million, up 30% year-over-year, and ending ARR of $2.125 billion, also up 30% — its third consecutive quarter at that ARR growth rate. GAAP EPS of $0.03 marked the fourth straight GAAP-profitable quarter, with non-GAAP EPS of $0.20 versus $0.12 a year ago, free cash flow of $64.7 million (13% margin), and customers with ARR over $1 million growing more than 50% YoY for a third consecutive quarter. Guidance calls for Q3 revenue of $514-$516 million (+24% YoY) and FY2027 revenue of $2.043-$2.047 billion (+26%), with a 21% non-GAAP operating margin and FY non-GAAP EPS of $0.76-$0.78, implying modest growth deceleration from Q2's 30% pace. CEO Sanjit Biswas highlighted that adoption of the company's latest AI features is up more than 4x in the last two months; results also include a $30.3 million arbitration award gain versus Motive Technologies recognized in the first half.

•1mo ago

Samsara Launches Fuel Command Center to Help Fleets Control Costs Amid Price Volatility

Samsara launched the Fuel Command Center, a centralized dashboard that combines fuel usage data, driver behavior, routing, and card controls to help fleets reduce costs and prevent fraud. The company cited data showing fuel costs represent 30% to 40% of marginal operating costs and identified $2 billion in potential savings for U.S. customers in the first half of the year. An analysis of 2,000 customers indicated a median 4% reduction in fuel spend when using preferred vendors, while integration with Coast fuel cards helped one customer save nearly $15,000 monthly.

•2mo ago

First Student Enters the New School Year with Strong Safety, Technology, and Operational Performance

First Student, North America's largest student transportation provider with over 48,000 vehicles, reported significant safety improvements using Samsara's AI-powered technology, achieving a 49% reduction in rolling stops and a 45% decrease in inattentive driving during a pilot. The company also expanded its electric fleet to approximately 490 buses with 550 on order, logging over 11.2 million electric miles while leveraging Samsara's platform for operational visibility. David Perez, First Student's VP of Safety, was recognized as Samsara's Technology Leader of the Year, underscoring the depth of the partnership and the effectiveness of the connected operations technology.

•2mo ago

Samsara Evolves Brand to Reflect Next Decade of Scale in Physical AI

Samsara unveiled a new brand identity reflecting its evolution into an AI orchestration layer for physical operations, concurrently disclosing it has reached $2 billion in ARR. The company reported 30% year-over-year growth, with emerging products like AI-powered coaching and asset tracking approaching $150 million in ARR. Management noted that over $1 billion has been dedicated to R&D since founding, resulting in more than 200 rigorously tested new features released annually.

•3mo ago

Samsara Study Reveals Equipment Theft and Loss Costs Mid-Size Operations an Average of $18M Annually

Samsara released a study revealing that equipment theft and loss costs mid-size organizations without asset tracking an average of CAD $18M annually. The research indicates that 72% of these operational costs stem from missing assets valued under $14K, and untracked operations are 70% more likely to incur a seven-figure loss. Samsara leverages these findings to promote its Asset Gateway, Asset Tag, and Asset Tag XS, noting that tracking solutions can significantly reduce project shutdowns and insurance premiums.

•3mo ago

Samsara Study Reveals Equipment Theft and Loss Costs Mid-Size Operations an Average of £9.7M Annually

Samsara released its 2026 State of Connected Operations report, revealing that equipment theft and loss costs mid-size organizations an average of £9.7 million annually. The study of 1,500 executives found that 72% of these costs stem from missing assets valued under £7.4K, while untracked operations are 70% more likely to face significant losses. Samsara leverages the data to promote its Asset Gateway and Tag solutions, which provide real-time visibility to mitigate the operational and financial impact of missing equipment.

•3mo ago

Samsara Introduces 360 Camera for Operated Equipment and Expands AI Multicam and Two-Way Voice Capabilities through the Dash Cam

Samsara announced the launch of the Samsara 360 Camera, the first-to-market 360-degree visibility solution for operated equipment like forklifts, excavators, and baggage tugs. The company also expanded its AI Multicam capabilities for road fleets, introducing Bird’s Eye View, Rear Collision Warning, and Vehicle in Blind Spot Detection. Additionally, Samsara added two-way voice capabilities to its dash cam, enabling real-time conversations between drivers and AI or safety managers without relying on cellular connectivity.

•4mo ago

Samsara Introduces the Tracking Label and Agentic Shipment Center to Close Supply Chain Visibility Gap

Samsara launched the Samsara Tracking Label, a disposable Bluetooth smart label that provides near-real-time shipment visibility via the Samsara Network. The new Tracking Label features a 45-day battery life and is designed for seamless integration with the AI-powered Shipment Center to help operations teams deter theft and manage exceptions. This solution addresses a market where cargo theft costs roughly $35 billion annually, leveraging the company's existing network coverage across 99% of major U.S. roads.

•4mo ago

Samsara Launches New Agentic Capabilities to Automate Tedious Operational Tasks

Samsara launched Agent Studio, a new set of agentic tools that allow operations teams to automate manual tasks like paperwork and driver communication without needing IT expertise. The platform leverages the 25 trillion data points Samsara captured in 2025 to power over 15 pre-built agent templates or custom-built solutions for specific workflows. Early adopters report significant efficiency gains, including one customer automating reporting work that previously cost six figures annually, freeing up resources for higher-value initiatives.

•4mo ago

Samsara Announces 2026 Connected Operations Award Winners

Samsara announced the winners of its 2026 Connected Operations Awards, recognizing customers across North America and EMEA for achievements in safety, efficiency, and sustainability. The awards highlight specific customer success stories, including Massey Services saving $1.3M in fuel costs and Utility Supply & Construction reducing insurance claim costs by 98%. COO Robert Stobaugh noted that the winners demonstrate the clear benefits of AI-powered operations, emphasizing the platform's impact on saving lives and cutting costs.

•4mo ago

Samsara Unveils the “Samsara Community” to Connect the People Who Power the Global Economy

Samsara launched the Samsara Community, a global online hub designed to connect physical operations professionals for networking and knowledge sharing. The platform features product-specific forums, regional groups, and access to resources like the Knowledge Base and Academy, while allowing users to provide input on the product roadmap. CMO Meagen Eisenberg described the community as a long-term investment in customer success that leverages the company's diverse base across North America and Europe.

•4mo ago

IOT: 10-Q · periodic report

Samsara Inc. reported its first-ever quarter of GAAP profitability, posting net income of $44.5 million on revenue of $478.8 million for the three months ended May 2, 2026. This represents a significant turnaround from the $22.1 million net loss reported in the same quarter of the prior year, driven by 31% year-over-year revenue growth and improved operating leverage. The GAAP results were bolstered by a one-time $30.3 million gain from an arbitration award, which accounted for a substantial portion of the net income. Excluding this non-recurring item and stock-based compensation, Non-GAAP net income was $97.9 million, reflecting strong underlying operational performance and a 19% Non-GAAP operating margin. Key business metrics continued to accelerate, with Annual Recurring Revenue (ARR) reaching $1.99 billion, up from $1.54 billion year-over-year. The company also reported free cash flow of $73.2 million and ended the quarter with $1.28 billion in cash and investments, providing ample liquidity for future growth initiatives.

SEC 10-Q•4mo ago

Samsara Approaches $2 Billion in ARR Amid Physical Economy Boom

Samsara reported strong Q1 FY27 operational results, approaching $2 billion in ARR with 30% year-over-year growth driven by accelerating enterprise adoption and deepening platform usage. The company generated $101 million in net new ARR and saw ARR from customers spending over $100,000 rise 37% to $1.2 billion, marking the third straight quarter of acceleration for this segment while achieving its third consecutive quarter of GAAP profitability. Strategic wins included 11 new seven-figure deals with customers like Hertz and the State of Connecticut, with 96% of top-tier customers now adopting two or more Samsara products.

•4mo ago

Samsara Reports First Quarter Fiscal Year 2027 Financial Results

Samsara reported Q1 revenue of $478.8 million, up 31% year-over-year, with net new ARR of $100.7 million driving total ARR to nearly $2 billion. GAAP earnings per share were $0.08, marking the third consecutive quarter of GAAP profitability, while adjusted free cash flow grew to $73.2 million. For the full year 2027, the company expects revenue between $2.005 billion and $2.013 billion and affirmed it will remain GAAP profitable.

•4mo ago

Samsara Sweeps Fleet Technology Rankings With 23 No. 1 Rankings Across Reports

Samsara announced it earned the No. 1 spot on 23 separate Summer 2026 G2 Grid Reports, more than any other fleet technology brand. The company highlighted a 96 satisfaction score in Enterprise Fleet Management, leading the competition by 11 points, and a 99 G2 Score in Fleet Maintenance, which is more than double the nearest competitor. Customer case studies cited significant operational improvements, including a 7x ROI for Bramco and a 66% reduction in maintenance costs for Garden City Public Schools.

•4mo ago