Samsara Reaches $1.9 Billion ARR With 30% Growth Rate

Samsara reported fiscal year 2026 results showing $1.9 billion in annual recurring revenue, growing 30% year-over-year. The company added $432 million in net new ARR for FY26, representing a 21% increase over the prior year's additions. The connected operations platform now serves 3,194 customers paying $100,000 or more in ARR, with that cohort generating $1.2 billion or 61% of total revenue. The $1 million-plus customer segment grew 56% year-over-year, contributing over $400 million in ARR. Samsara posted GAAP profitability for two consecutive quarters, with Q4 GAAP earnings per share of $0.04. Non-GAAP operating margin reached 17% for the full year, up from 9% in FY25. Management guided FY27 for 21-22% revenue growth with 19% non-GAAP operating margins and full-year GAAP profitability. The company attributed growth momentum to AI-powered products and multi-product adoption, with 96% of large customers subscribing to two or more products. SaaStr analysis of Samsara Q4 FY26 investor presentation