Samsara Inc.(IOT)— Stock Profile, AI Score & Financials
Technology · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Samsara Inc. (IOT) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores IOT at 68.6/100 on a 32-signal composite quality model, placing it at rank #313 of 2,960 stocks — the top 25% of the AI-ranked universe. IOT scores in the top quartile across institutional flow (90.9), revenue growth (89.1), earnings quality (81.6). Shareholder dilution risk is elevated at 9.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Samsara Inc. reports quarterly revenue of $508.4M, net income of $16.2M, an operating margin of 1.0%. Top institutional holders of IOT by reported 13-F value include BAILLIE GIFFORD, PRICE T ROWE ASSOCIATES, FMR, based on the most recent SEC filings. IOT trades on the NYSE exchange and files with the SEC under CIK 1642896. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate IOT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Samsara Inc. directly from SEC EDGAR.
AI Quality Score
68.6/100
AI Rank
#313
Revenue
$508.4M
Net Income
$16.2M
Free Cash Flow
$64.7M
Operating Margin
1.0%
IOT key financials by period
Samsara Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$1.6B
$-9.1M
-3.3%
FY 2025
10-K
$1.2B
$-154.9M
-15.2%
FY 2024
10-K
$937.4M
$-286.7M
-34.5%
FY 2023
10-K
$652.5M
$-247.4M
-39.8%
FY 2022
10-K
$428.3M
$-355.0M
-82.6%
FY 2021
10-K
$249.9M
$-210.2M
-83.8%
Institutions holding IOT
Institutional investors reporting a position in Samsara Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-09-08 — Q2 FY2027 (quarter ended August 1, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Samsara achieved $508.4M in Q2 revenue (+30% YoY), swung to $16.2M net income from $16.8M loss, with ARR reaching $2.1B and 3,605 customers over $100K ARR.
Biggest Revenue Drivers
Subscription revenue$499.8M+30% YoY
Growth in new customers and increased purchases by existing customers
Other revenue$8.7M+14% YoY
Sale of replacement gateways, sensors, cameras, shipping, and professional services
Biggest Revenue Drivers
Total revenue: $508.4M+30% YoY
Subscription revenue$499.8M+30% YoY
Growth in new customers and increased purchases by existing customers
Other revenue$8.7M+14% YoY
Sale of replacement gateways, sensors, cameras, shipping, and professional services
Largest Expense Items
Sales and marketing$217.8M+25% YoY
Increased headcount, sales commissions, and marketing spend for demand generation
Research and development$102.6M+20% YoY
Software subscription costs, AI tooling investments, and platform development infrastructure
Cost of revenue$115.9M+28% YoY
Cloud and cellular costs, connected device amortization, and employee-related costs
General and administrative$67.4M-1% YoY
Executive, finance, legal, and human resources functions
Margins: Gross margin held flat at 77% for Q2, indicating cost of revenue growth matched revenue growth. Operating income improved to $4.9M from operating loss of $26.6M YoY, driven by revenue growth and operating leverage, partially offset by investments in R&D and sales expansion.
Watch Items from the Filing
ARR $2.1B (+30% YoY) with 3,605 customers over $100K ARR (+30 YoY); RPO $4.3B with $1.8B expected over next 12 months indicates strong customer demand but concentration risk if large customers churn.
Supply chain exposure: Dependency on limited joint design manufacturers; Taiwan tensions, memory/storage component shortage driven by AI infrastructure, and tariff policies could increase device costs and disrupt delivery.
$30.3M arbitration award from Motive dispute recognized in Q2 2026 as non-recurring gain; future legal costs and outcomes uncertain; no customer concentration above 10% of revenue.
Cloud hosting commitment: $900M in non-cancelable cloud infrastructure purchases through July 2031 under new agreement represents material fixed obligation.
AI-related risks: Significant R&D investments in AI/agents, token-based pricing exposure, regulatory uncertainty (EU AI Act up to 7% of revenue fines), and potential misuse of internal tools by employees or AI agents.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
