Samsara projects FY 2027 revenue of $2.005B-$2.013B while targeting 20% non-GAAP operating margin
View original at seekingalpha.comSamsara projects FY 2027 revenue of $2.005B-$2.013B while targeting 20% non-GAAP operating margin Earnings Call Insights: Samsara (IOT) Q1 fiscal 2027 MANAGEMENT VIEW * "Samsara delivered a strong start to FY '27, with another quarter of durable and efficient growth" (CEO Sanjit Biswas), including: "We ended Q1 with ne…
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Net new ARR over the last 12 months was $455 million
60% confidenceSamsara is spending more money on AI and cloud, pressuring gross margin
60% confidenceSamsara uses coding bots and agents internally and is automating workflows
60% confidenceEmerging products were more than 20% of net new ACV in Q1 versus 23% of net new ACV in Q4 FY2026
60% confidenceSamsara is experimenting with different pricing models for new intelligence products
60% confidenceSamsara has confidence it will be able to find the supply it needs
60% confidenceLarge customers see an opportunity to bring workflows together on one platform
60% confidenceFor full year FY '27, Samsara expects revenue between $2.005 billion and $2.013 billion
60% confidenceQ2 non-GAAP EPS expected to be between $0.15 and $0.16
60% confidenceQ1 revenue was $479 million
60% confidenceWaste Intelligence is monetized as additional SKUs
60% confidenceSamsara expects to be GAAP profitable for Q2
60% confidenceAt some point Samsara may offer a consumption-based pricing model for agents
60% confidenceQ1 was Samsara's third consecutive quarter of GAAP profitability
60% confidenceThere is no unusual seasonality behind the modest-looking Q2 guidance step despite the raised full-year guide
60% confidence96% of $100,000-plus ARR customers subscribe to two or more products
60% confidenceFor Q2, Samsara expects revenue between $482 million and $484 million
60% confidenceQ1 net new ARR was $101 million
60% confidenceSamsara added $101 million in net new ARR in Q1
60% confidenceThere are no changes to hiring plans discussed on the last earnings call
60% confidenceMemory market visibility isn't as good as it has been in the past
60% confidenceNothing about Q1 strength stands out as one-time in nature
60% confidence$100,000-plus customers represent 62% of total ARR
60% confidenceGAAP EPS included a $30 million arbitration award from one of Samsara's lawsuits against Motive
60% confidenceQ2 non-GAAP operating margin expected to be 18%
60% confidenceSamsara's guidance philosophy remains the same and is de-risked for potential downside scenarios
60% confidenceThe Supreme Court ruling is good for Samsara's business overall
60% confidenceSamsara now has over $1.2 billion in ARR from customers spending $100,000 or more, growing 37% year-over-year
60% confidenceQ1 was the strongest international quarter Samsara has had
60% confidenceGAAP EPS was a positive $0.08
60% confidence