Samsara Inc. · IOT · Next earnings

Samsara Inc. reports Thursday, Dec 3, 2026

IOT reports after market close with consensus EPS at $0.19 and revenue at $515.2M. Last quarter: Samsara: AI adoption expands as FY27 guidance holds

Reports After market close73 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.19 Calendar consensus
Consensus revenue $515.2M Calendar consensus
Report date Dec 3, 2026 Thursday, date estimated
Session After market close 73 days away

Where IOT left off: FY2027 Q2

Full report

Samsara: AI adoption expands as FY27 guidance holds

EPS surprise +25.0% Reported $0.20 vs $0.16
Revenue surprise +5.2% Reported $508.4M vs $483.3M
Stock move +3.7% Event window
Subsequent drift -1.6% Up to 20 sessions

Management maintained FY27 guidance, with revenue growth expected at approximately 26% year over year and continued GAAP profitability.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Rising supply-chain and component costs could pressure gross margins.
  • Higher inventory purchases may extend the free-cash-flow lag.
  • Public-sector spending cycles and hardware-install-base growth remain important to the outlook.
  • Competition in IoT and operational AI could intensify.

Questions analysts left open

  • Whether AI feature adoption and emerging-product contribution can remain durable.
  • Supply-chain and component costs may pressure gross margins and free cash flow.
  • Public-sector deal timing and concentration could affect growth consistency.

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Recent IOT quarters

All IOT earnings
+3.7%FY2027 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.