Samsara Inc - Ordinary Shares - Class A
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+ FollowMarket Cap$24.64B
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Earnings Call Q2 2027
September 3, 2026 - AI Summary
Strong growth at scale (ARR, customers, retention)
- Q2 FY27 ARR: crossed $2.1B, up 30% YoY, driven by $134M net new ARR (+28% YoY constant-currency, accelerating sequentially vs prior-year Q2).
- Large customer engine: $100k+ customers reached 3,605, up 242 in the quarter (both record quarters), with $1.3B ARR (+38% YoY). $1M+ customers reached 210, up 20 (record), with ARR $500M+ (50%+ YoY, third straight quarter).
- Customer consolidation / platform adoption: 96% of $100k+ customers subscribe to 2+ products; 72% to 3+ products, supporting ~115% dollar-based net retention for core customers.
Innovation + “emerging products” momentum (what’s working)
- Beyond conference traction: newly launched products and AI features are translating into bookings; emerging products were >20% of net new ACV for the 3rd consecutive quarter.
- New products mix breadth: no single emerging product dominated (no >50% of new product bookings); impact varies by vertical (e.g., AI Multicam for vehicles like fire/waste; Tracking Label for shipment visibility).
- AI agent usage accelerating: management cited >4x adoption of some AI features in 2 months; >1,000 customers engaged on AI agents already (examples: safety voice alerts, warranty recovery/maintenance automation).
Financial performance and operating leverage (profitability)
- Q2 revenue: $508M, +30% YoY (or +29% constant-currency).
- Margins/profitability: non-GAAP operating margin 21% (+6 pts YoY). Free cash flow margin 13% (+1 pt YoY), and 16th consecutive quarter surpassing Rule of 40; GAAP EPS positive ($0.03) and 4th straight quarter of GAAP profitability.
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$28.08
31.5% downside
Current Fair Value
31.5% downsideOvervalued by 31.5% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $24.64 Billion |
|---|---|
| Enterprise Value | $25.14 Billion |
| Earnings per Share | $-0.02 |
| Beta | 1.35 |
| Outstanding Shares | 584,135,703 |
Return
| Return on Equity | 5.65% |
|---|---|
| Return on Assets | 3.27% |
| Return on Invested Capital | 4.70% |
Valuation & Multiples
| P/E Ratio | 260.33 |
|---|---|
| PEG | -132.37 |
| Price to Sales | 13.66 |
| Price to Book Ratio | 20.49 |
| Enterprise Value to Revenue | 13.61 |
| Enterprise Value to EBIT | 297.31 |
| Enterprise Value to Net Income | 277 |
| Total Debt to Enterprise | 0.03 |
| Debt to Equity | 0.5 |
Revenue Sources
No data
Last Earnings Call
Report Date
September 3, 2026
EPS Estimate
$0.16
Consensus analyst estimateRevenue Estimate
$483.29 M
Consensus analyst estimateNext Earnings Call
Expected Date
December 3, 2026
EPS Estimate
$0.19
Consensus analyst estimateRevenue Estimate
$515.22 M
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 49.54% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | 32,000▼ 98.73% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 2.33%▼ 66.26% |
|---|---|
| Total Invested | $521.09M▼ 95.97% |
| Investors Holding | 190▼ 392.00% |