Slide 1: Q2 FY27 | Sep 3, 2026
Q2 FY27 | SEP 3, 2026 © Samsara Inc.
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: Q2 FY27 Business Highlights
BUSINESS HIGHLIGHTS
Slide 4: Q2 FY27 ARR, NNARR and $100K+ ARR customers
$2.1B Q2 FY27 ARR 30% Y/Y Growth $134M Q2 FY27 NNARR 28% Y/Y Growth $1.3B ARR from $100K+ ARR Customers 38% Y/Y Growth © Samsara Inc. Figures as of Q2 FY27 Fiscal year ends on the Saturday closest to February 1 See Appendix for definitions, reconciliations, and methodology.
Slide 5: Select large customer wins
Select large customer wins World's leading B2B One of the world’s largest e-commerce A global provider of safety, distributor of electrical products companies (Germany & U.K. operations) security, and specialty services The largest natural gas A leading provider of vegetation management A global con
Slide 6: Data highlights
Data 30T+ data points highlights collected annually 105B+ Miles driven 340M+ Workflows automated 30T+ 20T+ 10T+ Q2 FY25 LTM Q2 FY26 LTM Q2 FY27 LTM Stats for twelve-month period ending July 31, 2026
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Slide 8: Route Performance
TRACKING 360 W Drag to look around LABEL CAMERA — & serlitozoom Route Performance ‘SPN 5443 FMI15 ‘Severe (DPF HE Absorption Waring mp cost: 8280-5800, Est. repair cost: $000-$1500 Al AGENTS FOR SAFETY; MAINTENANCE, AND DISPATCH
Slide 9: One hardware device powers multiple products
One hardware device powers multiple products Vehicle Gateway AI Dash Cam AI Multicam INITIAL HARDWARE PRODUCT POWERED BY HARDWARE SOFTWARE PRODUCTS Connected Asset Maintenance Ground Intelligence Routing Waste Intelligence © Samsara Inc.
Slide 10: Top 5 largest city in the U.S.
Top 5 largest city in the U.S. Samsara products AI Multicam AI Dash Cam Vehicle Gateways Ground Intelligence Connected Asset Maintenance © Samsara Inc.
Slide 11: A leading heavy civil & general contractor for over 75 years
A leading heavy civil & general contractor for over 75 years Samsara products AI Multicam Asset Tags AI Dash Cam Powered Asset Gateways Vehicle Gateways Connected Forms Connected Asset Maintenance © Samsara Inc.
Slide 12: New AI features
New AI features Good morning. Your safety score is holding steady at 96. Two-Way Voice Agent New AI Multicam Shipment Bird's Eye through the dash cam detections Center View © Samsara Inc.
Slide 13: Members 5,000+
© Samsara Inc. Members 5,000+
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Slide 15: Q2 FY27 Financial Highlights
FINANCIAL HIGHLIGHTS
Slide 16: Rapid growth at scale
Rapid growth at scale Net new ARR ($M) Ending ARR ($M) Revenue ($M) Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Y/Y Growth / CC Y/Y Growth / CC Y/Y Growth / CC 19% / 19% 24% / 23% 33% / 31% 30% / 27% 28% / 28% 30%/30% 29%/29
Slide 17: Large customer momentum
Large customer momentum Large customer scale and growth ARR mix by customer cohort $100K+ ARR Customers CORE CUSTOMERS ($25K+ ARR) $25K–$100K ARR Customers Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 # of 100K+ Customers <$25K ARR 2,771 2,990 3,194 3,363 3,605 Customers Avg. ARR / $100K Customer $349K
Slide 18: Multi-product strength
Multi-product strength $100K+ ARR customers subscribe 72% to 3+ products 8 of Top 10 Net new ACV deals included 3+ products Core customers 56% subscribe 7 of Top 10 to 3+ products Net new ACV deals included 4+ products © Samsara Inc.
Slide 19: 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 net new ACV from products for the 3rd consecutive ACV mix from public sector non-US geographies in Q2, quarter tied for a quarterly record © Samsara Inc.
Slide 20: Improving operating efficiency
Improving operating efficiency Non-GAAP operating margin Free cash flow margin GAAP EPS Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Fiscal year ends on the Saturday closest to February 1. © Samsara Inc. See Appendix for reco
Slide 21: Financial guidance
Financial guidance Q3 FY27 FY27 Implied Q4 Total Revenue $514 - $516 million $2.043 - $2.047 billion $542 - $544 million Y/Y Revenue Growth 24% growth 26% growth 22% growth Y/Y Revenue Growth (CC) 1 23% - 24% growth 22% growth 26% growth Non-GAAP Operating Margin %2 21% 21% 23% Non-GAAP EPS2 $0.18 -
Slide 22: Results / Updated Guidance vs. Previous Guidance
Results / Updated Guidance vs. Previous Guidance Q2 FY27 FY27 5% Beat 2% Raise $12 ($1) $25 ($0) $25 Revenue ($M) $2,045 $508 $2,009 $483 Prev. Guidance Q2 CC Actual Prev. Guidance Q2 Guidance CC New Guidance Midpoint1 Performance Impact2 Results Midpoint1 Performance Change Impact2 Midpoint Fiscal
Slide 23: Q&A
O&A
Slide 24: Appendix
APPENDIX
Slide 25: Currency Impact to Revenue and Net New ARR
Currency Impact to Revenue and Net New ARR Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Revenue ($M) ($5) ($2) ($4) $0 ($1) Y/Y Growth 30% 31% 29% 29% 28% 27% 31% 29% 30% 29% NN ARR ($M) ($2) ($0) ($1) ($0) ($2) Y/Y Growth 19% 19% 24% 23% 33% 31% 30% 27% 28% 28% Fiscal year ends on the Saturday closest t
Slide 26: GAAP to Non-GAAP Reconciliations
GAAP to Non-GAAP Reconciliations Note: Figures (other than %’s) in $000’s FY24 FY25 FY26 Q2 FY26 Q2 FY27 GAAP revenue $937,385 $1,249,199 $1,618,635 $391,480 $508,437 Less: Additional week in Q4 FY24 $19,734 $0 $0 $0 $0 Add: Constant currency adjustment $0 $0 ($2,061) $316 ($2,297) Adjusted revenue
Slide 27: GAAP to Non-GAAP Reconciliations
GAAP to Non-GAAP Reconciliations Note: Figures (other than %’s) in $000’s FY24 FY25 FY26 Q2 FY26 Q2 FY27 GAAP S&M expense $486,649 $601,648 $683,780 $174,083 $217,774 GAAP S&M margin (% of total revenue) 52% 48% 42% 44% 43% Less: Stock-based compensation ($75,203) ($90,471) ($94,697) ($25,345) ($29,
Slide 28: GAAP to Non-GAAP Reconciliations
GAAP to Non-GAAP Reconciliations Note: Figures (other than %’s) in $000’s FY24 FY25 FY26 Q2 FY26 Q2 FY27 GAAP income (loss) from operations ($323,347) ($189,973) ($52,576) ($26,619) $4,875 GAAP operating margin (34%) (15%) (3%) (7%) 1% Add: Stock-based compensation $251,190 $298,647 $334,975 $86,317
Slide 29: GAAP to Non-GAAP Reconciliations
GAAP to Non-GAAP Reconciliations Note: Figures (other than %’s, share and per share) in $000’s FY24 FY25 FY26 Q2 FY26 Q2 FY27 GAAP net income (loss) per share, ($0.54) ($0.28) ($0.02) ($0.03) $0.03 diluted Non-GAAP net income per share, diluted $0.07 $0.26 $0.56 $0.12 $0.20 Weighted-average shares u
Slide 30: 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 We define a customer as an entity, or group of affiliated entities with a shared parent organization, that has products as of the measurement date. AR
Slide 31: Definitions / Methodology
Definitions / Methodology Free Cash Flow and Free Cash Flow Margin We define free cash flow as net cash provided by operating activities reduced by cash used for purchases of property and equipment. Free cash flow margin is calculated as free cash flow as a percentage of total revenue. We believe th
Slide 32: Samsara
Y SAMSARA"