revenue $508.4M, net income $16.2M. Samsara swings to profit with 30% revenue growth, aided by one-time arbitration award

Filed September 8, 2026 · Period ending August 1, 2026 · Compared to 10-Q Sep 9, 2025 · ~1 min read

Key Changes

• high

  Revenue rose 29.9% to $508.4M in the quarter, with ARR and large customers (> ARR) up 30% to 3,605.

  MD&A: Revenue & ARR verify on EDGAR →
• high

  Net income swung to $16.2M from a loss a year ago, driven by a arbitration award and operating leverage.

  MD&A: Profitability verify on EDGAR →
• high

  Free cash flow jumped, reflecting improved operating performance and working capital management.

  MD&A: Cash Flow verify on EDGAR →