--- title: "Samsara 的 2026 财年显示出在规模上的加速增长，因为其 AI 平台为推动全球经济的组织带来了显著的益处" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/277988343.md" description: "Samsara Inc. 报告了 FY26 强劲的财务业绩，实现了 19 亿美元的年度经常性收入（ARR），同比增长 30%。该公司还新增了 4.32 亿美元的 ARR，增长 21%，以及来自超过 10 万美元客户的 12 亿美元收入，增长 37%。仅在第四季度，收入达到了 4.44 亿美元，同比增长 28%，并创下了 13 笔超过 100 万美元的交易记录。Samsara 的平台处理了超过 25 万亿个数据点，增强了其人工智能能力和客户洞察力，使公司在物理操作数字化的持续增长中处于有利位置" datetime: "2026-03-05T21:15:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/277988343.md) - [en](https://longbridge.com/en/news/277988343.md) - [zh-HK](https://longbridge.com/zh-HK/news/277988343.md) --- # Samsara 的 2026 财年显示出在规模上的加速增长，因为其 AI 平台为推动全球经济的组织带来了显著的益处 - $1.9B in FY26 ARR1, 30% YoY growth, representing a year of durable and efficient growth - $432M in FY26 net new ARR, 21% YoY growth, demonstrating accelerated growth at a much larger scale - $1.2B in ARR from $100K+ customers in FY26, 37% YoY growth, showing momentum is strongest with its largest customers - 25T+ data points flow through the Samsara platform annually, a growing and proprietary data asset that fuels a powerful network effect SAN FRANCISCO--(BUSINESS WIRE)-- Samsara Inc. ( IOT ) ("Samsara") , the pioneer of the Connected Operations® Platform, today announced strong financial results and performance for the fourth quarter and fiscal year 2026, highlighted by: **Q4 FY26 Results:** - $444M in Q4 revenue, 28% YoY increase - 13 $1M+ net new ACV transactions in Q4, a quarterly record - Second consecutive quarter of GAAP profitability **Ending FY26 Results:** - $1.9B in FY26 ARR, 30% YoY growth - $432M in FY26 net new ARR, 21% YoY growth - $1.2B in ARR from its $100K+ customer cohort in FY26, 37% YoY growth **Delivering Impact with Industry-Leading Operators** Physical operations organizations select Samsara to solve their most complex challenges, driving innovations that enhance their own performance while delivering a profound safety impact for all who share the roads. In FY26, Samsara and its customers2: - Prevented 380K accidents - Traveled 100B safer miles - Digitized 340M workflows Samsara demonstrated its ability to scale across diverse sectors through key Q4 wins and expansions, featuring a wide range of public and private sector leaders, including Dawsongroup, Estes, Groundworks, North American Central School Bus, Southern California Edison, The Metropolitan Transit Authority of Harris County, Texas, Total Safety, and Werner Enterprises. Many customers extend beyond their initial deployment in vehicles and into trailers, assets, routing, navigation, and maintenance as they digitize their entire operations with Samsara. Estes, the largest privately held freight transportation company in North America, is one example expansion from Q4. After partnering for Video-Based Safety and Telematics, Estes added Equipment Monitoring (Asset Gateways and Asset Tags) and Connected Asset Maintenance, unifying its operations on the Samsara platform. **Why Samsara is Well-Positioned for Durable Growth** Samsara serves the backbone of the global economy—essential organizations that rely heavily on physical assets and labor. While customers often realize immediate ROI by connecting their operations to the cloud, the digitization of physical operations is a multi-decade opportunity that represents a massive, long-term growth runway for Samsara. The company continues to differentiate its position through a unique and defensible data advantage, AI innovation, and strong customer partnerships. By instrumenting physical assets with IoT devices, Samsara generates an expansive, proprietary data set that is increasingly difficult to replicate. As of FY26, the company processes more than 25T data points annually. This foundational moat fuels a powerful data network effect: as Samsara adds more customers and assets, its AI models become more insightful for everyone on the platform, creating a compounding advantage. “Since our founding more than a decade ago, we have committed to digitizing the world’s physical operations,” said Sanjit Biswas, co-founder and CEO at Samsara. “This transformation occurs in three phases: it starts with connecting assets and frontline workers, then surfacing insights with AI, and ultimately automating entire workflows with AI agents. Our platform is foundational to our customers’ safety and performance, and we remain focused on delivering clear outcomes throughout their digitization journey.” To learn more about Samsara’s Q4 and FY26 results, visit its Investor Relations website. For information about recent product innovations, visit: - Samsara Launches Asset Tag XS, Integrates Hubble’s Terrestrial Network of 90M Consumer Smartphones to Further Strengthen Network - Introducing Samsara Coach: AI-Powered Driver Coaching at Scale **About Samsara** Samsara is the pioneer of the Connected Operations® Platform, which is an open platform that connects the people, devices, and systems of some of the world’s most complex operations, allowing them to develop actionable insights and improve their operations. With tens of thousands of customers across North America and Europe, Samsara is a proud technology partner to the people who keep our global economy running, including the world’s leading organizations across industries in transportation, construction, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and others. The company's mission is to increase the safety, efficiency, and sustainability of the operations that power the global economy. **Forward-Looking Statements and Other Legal Notices** This press release contains forward-looking statements that are based on our management’s beliefs and assumptions and on information currently available to management. These statements relate to, but are not limited to, current expectations about our market opportunity, product adoption by our customers, and the expansion of our product offerings, as well as assumptions relating to the foregoing. You should not put undue reliance on any forward-looking statements. Forward-looking statements should not be read as a guarantee of future performance or results and will not necessarily be accurate indications of the times at, or by, which such performance or results will be achieved, if at all. These statements are subject to risks and uncertainties that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements, including those described in our filings and reports that we may file from time to time with the Securities and Exchange Commission. Except as required by law, we do not undertake any obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments, or otherwise. Samsara is a registered trademark of Samsara Inc. ( IOT ) All other brand names, product names or trademarks belong to their respective holders. \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ 1 Samsara defines ARR as the annualized value of subscription contracts that have commenced revenue recognition as of the measurement date. 2 Internal estimates for FY26. View source version on businesswire.com: https://www.businesswire.com/news/home/20260305964933/en/ Source: Samsara ### 相关股票 - [IOT.US](https://longbridge.com/zh-CN/quote/IOT.US.md) - [CLOU.US](https://longbridge.com/zh-CN/quote/CLOU.US.md) - [SNSR.US](https://longbridge.com/zh-CN/quote/SNSR.US.md) - [LRNZ.US](https://longbridge.com/zh-CN/quote/LRNZ.US.md) - [DTCR.US](https://longbridge.com/zh-CN/quote/DTCR.US.md) - [DAT.US](https://longbridge.com/zh-CN/quote/DAT.US.md) - [XDAT.US](https://longbridge.com/zh-CN/quote/XDAT.US.md) ## 相关资讯与研究 - [分析师称 CrowdStrike 涨势还未结束，AI 威胁可能提供上行空](https://longbridge.com/zh-CN/news/287012485.md) - [谷歌升级搜索体验迎接 AI 时代 并推出新编程工具](https://longbridge.com/zh-CN/news/286958438.md) - [三位大咖同台：世界正变得 “容易出故障”，中国或成具身智能第一大国](https://longbridge.com/zh-CN/news/286855350.md) - [物理 AI 火了，我的一些新思考](https://longbridge.com/zh-CN/news/286712731.md) - [Agent 闯入物理世界：硬件行业要被 “重做” 一遍了吗？](https://longbridge.com/zh-CN/news/287181034.md)