Slide 1: Q3 FY26 Investor Presentation
Q3 FY26 Investor Presentation December 4, 2025
Slide 2: Disclaimer and Statement Regarding Use of Non-GAAP Measures
Disclaimer and Statement Regarding Use of Non-GAAP Measures This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and The trademarks included herein are the property of the owners thereof and are used for reference purposes only. Such u
Slide 3: Q3 FY26 Business Highlights
Q3 FY26 Business Highlights
Slide 4: Q3 FY26 key metrics and mission
$1.75B Q3 FY26 ARR 29% Y/Y Growth Actuals and Constant Currency 2,990 $100K ARR CUSTOMERS OUR MISSION 164 To increase the safety, efficiency, $1M ARR CUSTOMERS and sustainability of the operations that power the global economy $56M Q3 FY26 FREE CASH FLOW 13% FCF Margin Figures as of Q3 FY26 Fiscal
Slide 5: Select large customer wins
Select large customer wins One of the worldʼs largest oilfield, industrial, One of the world's largest and most Fourth most populous state in the U.S. and energy technology companies diversified media corporations A top five largest school bus provider in One of the largest mechanical contractors UK
Slide 6: Empowering the world's largest operators
Empowering the worldʼs largest operators Broad, Actionable Partnership Single System Enterprise-Grade Multi-Application AIPowered to Deliver of Record Foundation Platform Insights Outcomes © Samsara Inc.
Slide 7: A top five largest school bus provider in North America
A top five largest school bus provider in North America 500 30 1M districts states & students provinces transported per day Video-Based Safety AI Multicam © Samsara Inc. Telematics
Slide 8: One of the largest mechanical contractors in the U.S.
One of the largest mechanical contractors in the U.S. 5K 44% 72% employees reduction in reduction in total safety mobile event rate usage Video-Based Safety Connected Training Qualifications Telematics © Samsara Inc. Statistics reported by customer.
Slide 9: Our customers' top safety goals
Our customersʼ top safety goals COSTS BRAND TALENT Protecting brand Attracting and Mitigating significant reputation and retaining frontline financial costs competitive edge talent © Samsara Inc.
Slide 10: Automating behavior with AI-powered coaching
Automating behavior with AI-powered coaching END Automated Group Workflow Coaching Coaching Automations © Samsara Inc.
Slide 11: Delivering real-world safety impact
Samsara Safety Report Delivering real-world safety impact 1 ––– Fleets with our dual-facing AI dash cameras, real-time in-cab alerts, and driver coaching © Samsara Inc. 1 See Appendix for methodology
Slide 12: Investing in international for the long-term
Investing in CUSTOMER CONFERENCES international for the long-term Scaling ecosystem & long-term opportunity PARTNERSHIPS Strengthening partnerships with global leaders UNITED KINGDOM MEXICO Driving efficiency & ROI across regions © Samsara Inc.
Slide 13: Q3 FY26 Financial Highlights
Q3 FY26 Financial Highlights
Slide 14: Rapid Growth at Scale
Rapid Growth at Scale Q3 FY26 Ending ARR $M Q3 FY26 Net New ARR $M Q3 FY26 Revenue $M Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Y/Y Y/Y Y/Y Growth 35% 32% 31% 30% 29% Growth 17% 10% 5% 19% 24% Growth 36% 25% 31% 30%
Slide 15: Large Customer Momentum
Large Customer Momentum Large Customer Scale and Growth ARR Mix by Customer Segment $100K ARR Customers CORE CUSTOMERS $10K$100K ARR Customers Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 # of 100K $10K ARR 2,292 2,484 2,638 2,771 2,990 Customers Customers Avg. ARR / Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q
Slide 16: Multi-product Strength
Multi-product Strength 95% $100K ARR customers 10 of Top-10 subscribe to 2+ products net new ACV deals in Q3 included 2+ products 70% $100K ARR customers subscribe to 3+ products 9 of Top-10 net new ACV deals in Q3 included 3+ products © Samsara Inc.
Slide 17: Continued Success in New Frontiers
Continued Success in New Frontiers Emerging Products End Market Diversity International Momentum 20% 100% 16% net new ACV from y/y growth in net new ACV net new ACV from emerging products launched from Public Sector in Q3 non-US geographies in Q3 since last year © Samsara Inc.
Slide 18: Improving Operating Efficiency
Improving Operating Efficiency Non-GAAP Gross Margin Non-GAAP Operating Margin Adj. Free Cash Flow Margin +0 pp +9 pp +4 pp © Samsara Inc. Fiscal year ends on the Saturday closest to February 1 See Appendix for reconciliation to GAAP financial measures Note some numbers may not add up due to rounding
Slide 19: Financial Guidance
Financial Guidance Q4 FY26 FY26 Total Revenue $421 $423 million $1.595 $1.597 billion Y/Y Revenue Growth 22% growth 28% growth Y/Y Adj. Revenue Growth1 21% growth 28% growth Non-GAAP Operating Margin %2 16% 16% Non-GAAP EPS2 $0.12 $0.13 $0.50 $0.51 © Samsara Inc. Fiscal year ends on the Satu
Slide 20: Revenue
Results / Updated Guidance vs. Previous Guidance Q3 FY26 FY26 4% Beat 1% Raise $3 $0 $0 $17 $17 Revenue $M $416 $1,596 $399 $1,576 Prev. Guidance Q3 CC Actual Prev. Guidance Q3 Guidance CC New Guidance Midpoint1 Performance Impact2 Results Midpoint1 Performance Change Impact2 Midpoint © Samsara In
Slide 21: Q&A
Q&A
Slide 22: Appendix
Appendix
Slide 23: Currency Impact to Revenue and Net New ARR
Currency Impact to Revenue and Net New ARR Q1 Q3FY25 FY25 Q2 Q4FY25 FY25 Q3 Q1 FY25 FY26 Q4 FY25 Q2 FY26 Q1FY26 Q3 FY26 $0 $1 REVENUE ($M) $4 $3 $1 $257 Y/Y 36% 36% 25% / 35%1 36% 31% 32% 30% 31% 29% 29% Growth $2 $0 $1 NN ARR ($M) $1 $2 Y/Y Growth 17% 18% 10% 12% 5% 8% 19% 19% 24% 23% Prior Year Pe
Slide 24: GAAP to Non-GAAP Reconciliations
Note: Figures (other than %’s) in $000’s GAAP to Non-GAAP Reconciliations FY23 FY24 FY25 Q3 FY25 Q3 FY26 GAAP revenue $652,545 $937,385 $1,249,199 $321,981 $415,975 Less: Additional week in Q4 FY24 $0 $19,734 $0 $0 $0 Add: Constant currency adjustment $0 $0 $4,259 $0 ($1,496) Adjusted revenue $652,5
Slide 25: GAAP to Non-GAAP Reconciliations
GAAP to Non-GAAP Reconciliations Note: Figures (other than %’s) in $000’s FY23 FY24 FY25 Q3 FY25 Q3 FY26 GAAP S&M expense $370,098 $486,649 $601,648 $150,065 $168,392 GAAP S&M margin (% of total revenue) 57% 52% 48% 47% 40% Less: Stock-based compensation ($54,072) ($75,203) ($90,471) ($23,441) ($21,
Slide 26: GAAP to Non-GAAP Reconciliations
GAAP to Non-GAAP Reconciliations Note: Figures (other than %’s) in $000’s FY23 FY24 FY25 Q3 FY25 Q3 FY26 GAAP operating loss ($259,455) ($323,347) ($189,973) ($47,370) ($1,721) GAAP operating margin (40%) (34%) (15%) (15%) 0% Add: Stock-based compensation $181,424 $251,190 $298,647 $77,677 $81,513 e
Slide 27: Definitions / Methodology
Definitions / Methodology Annual Contract Value (ACV) Customer We define ACV as the annualized value of a customer's total contract value for Samsara products as of the We define a customer as an entity, or group of affiliated entities with a shared parent organization, that has ARR of greater than measu
Slide 28: Definitions / Methodology
Definitions / Methodology Samsara Safety Report The analysis examines the safety performance of a defined customer cohort using Samsara’s platform across North America, the UK, and the European Union and includes organizations that first purchased Samsara software between 2022 and 2025. Safety outcomes
Slide 29: Samsara
@ samsara