Samsara Inc. · NYSE:IOT
Samsara — Q1 FY27 Earnings Presentation
32 slides from Samsara's earnings presentation, Jun 4, 2026
Slide 1: Q1 FY27 Investor Presentation
Q1 FY27 Investor Presentation June 4, 2026
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: Q1 FY27 Business Highlights
Q1 FY27 Business Highlights
Slide 4: Q1 FY27 ARR, NNARR and mission
$2.0B Q1 FY27 ARR 30% Y/Y Growth Actuals and Constant Currency $101M Q1 FY27 NNARR OUR MISSION 30% Y/Y Growth Actuals and 27% Constant Currency To increase the safety, efficiency, and sustainability of the operations that power the global economy $1.2B ARR from $100K ARR Customers 37% Y/Y Growth F
Slide 5: Select large customer wins
Select large customer wins One of the worldʼs largest One of the worldʼs largest #1 U.S. state in per capita 2nd largest supermarket investor-owned energy vehicle rental companies personal income chain in U.K. companies One of the largest discount Leading North American specialty One of the worldʼs
Slide 6: Consistent drivers of Samsara adoption
Consistent drivers of Samsara adoption 01 02 03 Scaling to meet Expanding to emerging Accelerating interest global demand products in AI © Samsara Inc.
Slide 7: Partnering with the builders of global infrastructure
Partnering with Projected infrastructure investment the builders through 2040 $ in trillion) of global infrastructure 5% 2% 6% Transportation AI & data center buildout 34% Energy 15% Digital Energy & grid infrastructure Total: $106T Social Waste & water Public infrastructure modernization Agricultu
Slide 8: Global engineering, architecture, and environmental consulting firm
A global engineering, architecture, and environmental consulting firm 34K 450 6 Employees Locations Continents AI Video-Based Safety Asset Tags Telematics ↓ 10% © Samsara Inc. Connected Workflows in operational costs Statistics reported by customer.
Slide 9: Emerging product portfolio
Emerging product portfolio 20%+ of Q1 FY27 NNACV from Emerging Products Connected Asset Agent AI Multicam Asset Tags Commercial Navigation Maintenance © Samsara Inc. Connected Training Connected Workflows Routing Site Visibility Wearable
Slide 10: Samsara maintenance solutions
Samsara Samsara Connected Asset Maintenance maintenance Benefits solutions Maximizing Extending Optimizing Improving Increasing Lowering asset asset resource safety and fuel emergency uptime lifecycles allocation compliance efficiency repair costs Data-driven approach to shift customers from reactiv
Slide 11: One of Canada's largest supermarket chains
One of Canada's largest supermarket chains 1.6K 128K Stores Employees AI Video-Based Safety Telematics Asset Gateways Connected Asset Maintenance © Samsara Inc. Statistics reported by customer.
Slide 12: Introducing our new operational AI products
Introducing our new operational AI products Waste Intelligence Ground Intelligence Ridership Management Overfill Detected Passenger Left Behind Irregular Road Condition © Samsara Inc.
Slide 13: Samsara Waste Intelligence
Revenue generating Samsara Waste Intelligence Service Verification Overfill Detection Contamination Detection © Samsara Inc.
Slide 14: Samsara Ground Intelligence
Cost savings Samsara Ground Intelligence Unlocking billions in savings for our customers $3 billion annual vehicle damage cost from potholes 39% of major U.S. roads in poor or mediocre condition 99% of major U.S. roads covered by Samsara network © Samsara Inc. Source: AAA Oregon/Idaho, "Pothole Dama
Slide 15: Save the date
SAVE THE DATE JUNE 23 26, 2026 • LAS VEGAS, NEVADA © Samsara Inc.
Slide 16: Q1 FY27 Financial Highlights
Q1 FY27 Financial Highlights
Slide 17: Rapid Growth at Scale
Rapid Growth at Scale Net New ARR $M Ending ARR $M Revenue $M Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Qtr Y/Y Y/Y Y/Y Growth / CC 5%/8% 19%/19% 24%/23% 33%/31% 30%/27% Growth / CC 31%/31% 30%/30% 29%/29% 30%/30% 30
Slide 18: Large Customer Momentum
Large Customer Momentum Large Customer Scale and Growth ARR Mix by Customer Segment $100K ARR Customers CORE CUSTOMERS $25K ARR $25K$100K ARR Customers Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 # of 100K $25K ARR Customers 2,638 2,771 2,990 3,194 3,363 Customers Avg. ARR / Q1 FY25 Q1 FY26 Q1 FY
Slide 19: Multi-product Strength
Multi-product Strength 96% $100K ARR customers 9 of Top-10 subscribe to 2+ products net new ACV deals in Q1 included 2+ products 70% 4 of Top-10 $100K ARR customers subscribe to 3+ products net new ACV deals in Q1 included 4+ products © Samsara Inc.
Slide 20: Success in New Frontiers
Success in New Frontiers Emerging Products End Market Diversity International Momentum 20% 2nd 18% net new ACV from emerging highest-ever net new ACV mix net new ACV from non-US products from wholesale & retail trade geographies in Q1, tied for a quarterly record © Samsara Inc.
Slide 21: Improving Operating Efficiency
Improving Operating Efficiency Non-GAAP Operating Margin Free Cash Flow Margin GAAP EPS $0.08 $0.04 $0.01 ($0.03) ($0.04) COGS % of 21% 22% 22% 23% 24% Rev1 OPEX SBC % of 65% 63% 59% 57% 57% % of 21% 21% 19% 18% 16% Rev1 Rev © Samsara Inc. Fiscal year ends on the Saturday closest to February 1. See
Slide 22: Financial Guidance
Financial Guidance Q2 FY27 FY27 Total Revenue $482 $484 million $2.005 $2.013 billion Y/Y Revenue Growth 23% 24% growth 24% growth Y/Y Adj. Revenue Growth1 22% 23% growth 23% 24% growth Non-GAAP Operating Margin %2 18% 20% Non-GAAP EPS2 $0.15 $0.16 $0.70 $0.72 GAAP EPS GAAP Profitable G
Slide 23: Revenue ($M) beat and raise
CC Impact on Actual Results Q1 FY27 FY27 5% Beat 2% Raise $14 $1 $0 $24 $24 Revenue ($M) $2,009 $479 $1,970 $455 Prev. Guidance Q1 CC Actual Prev. Guidance Q1 Guidance CC New Guidance Midpoint1 Performance Impact2 Results Midpoint1 Performance Change Impact2 Midpoint © Samsara Inc. Fiscal year ends
Slide 24: Q&A
Q&A
Slide 25: Appendix
Appendix
Slide 26: Currency Impact to Revenue and Net New ARR
Currency Impact to Revenue and Net New ARR Q1 Q1 FY25 FY26 Q2 FY25 Q2 FY26 Q3FY26 Q3 FY25 Q4FY26 Q4 FY25 Q1 Q1FY27 FY26 ($4) ($5) $0 ($1) REVENUE ($M) $4 Y/Y Growth 31% 32% 30% 31% 29% 29% 28% 27% 31% 29% ($2) $0 ($1) ($2) NN ARR ($M) $2 Y/Y Growth 5% 8% 19% 19% 24% 23% 33% 31% 30% 27% Prior Year Pe
Slide 27: GAAP to Non-GAAP Reconciliations
Note: Figures (other than %’s) in $000’s GAAP to Non-GAAP Reconciliations FY24 FY25 FY26 Q1 FY26 Q1 FY27 GAAP revenue $937,385 $1,249,199 $1,618,635 $366,884 $478,844 Less: Additional week in Q4 FY24 $19,734 $0 $0 $0 $0 Add: Constant currency adjustment $0 $0 ($2,061) $3,565 ($5,126) Adjusted revenu
Slide 28: GAAP to Non-GAAP Reconciliations
GAAP to Non-GAAP Reconciliations Note: Figures (other than %’s) in $000’s FY24 FY25 FY26 Q1 FY26 Q1 FY27 GAAP S&M expense $486,649 $601,648 $683,780 $165,400 $203,603 GAAP S&M margin (% of total revenue) 52% 48% 42% 45% 43% Less: Stock-based compensation ($75,203) ($90,471) ($94,697) ($25,580) ($24,
Slide 29: GAAP to Non-GAAP Reconciliations
GAAP to Non-GAAP Reconciliations Note: Figures (other than %’s) in $000’s FY24 FY25 FY26 Q1 FY26 Q1 FY27 GAAP income (loss) from operations ($323,347) ($189,973) ($52,576) ($33,255) $7,195 GAAP operating margin (34%) (15%) (3%) (9%) 2% Add: Stock-based compensation $251,190 $298,647 $334,975 $84,326
Slide 30: GAAP to Non-GAAP Reconciliations
GAAP to Non-GAAP Reconciliations Note: Figures (other than %’s) in $000’s FY24 FY25 FY26 Q1 FY26 Q1 FY27 GAAP net income (loss) per share, diluted ($0.54) ($0.28) ($0.02) ($0.04) $0.08 Non-GAAP net income per share, diluted $0.07 $0.26 $0.56 $0.11 $0.17 Weighted-average shares used in computing GAAP
Slide 31: 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 32: Samsara
@ samsara