Samsara Posts $1.9 B ARR with 30% Growth, Guides $1.965–$1.975 B 2027 Revenue
Samsara closed fiscal 2026 with $1.9 billion in ARR (up 30%), added $432 million net new ARR for the year including $145 million in Q4, and delivered 31% Q4 net new ARR growth. Emerging products now exceed $100 million in ARR, the AI Safety Coach agent launched this quarter, and fiscal 2027 revenue is guided at $1.965–$1.975 billion.
1. Fiscal 2026 ARR and Net New ARR Growth
Samsara ended fiscal 2026 with $1.9 billion in annual recurring revenue, a 30% year-over-year increase. The company added $432 million in net new ARR for the year, including $145 million in Q4, marking 31% net new ARR growth—the strongest in eight quarters.
2. Emerging Products Driving Adoption
Emerging products now contribute over $100 million in ARR, with 23% of Q4 net new ACV sourced from offerings launched in the past two years. Eight of the ten largest Q4 net new ACV deals included an emerging product, and 96% of $100,000+ ARR customers subscribe to two or more products.
3. AI Safety Coach and Data Network Effect
Samsara rolled out its first AI agent, the AI Safety Coach, which processes safety videos, driver records and weather inputs to deliver real-time in-cab voice coaching and personalized safety summaries. Management highlighted that over 25 trillion operational data points flow through the platform annually, creating a data network effect for future AI automation.
4. Profitability Achieved and FY2027 Outlook
The company reported its second consecutive quarter of GAAP profitability, with fiscal 2026 revenue of $1.6 billion, 78% non-GAAP gross margin and 17% non-GAAP operating margin. For fiscal 2027, Samsara guided $1.965–$1.975 billion in revenue, 19% non-GAAP operating margin and expects stock-based compensation to remain below 20% of ARR.