---
title: "Samsara | 8-K: FY2026 Q3 Revenue Beats Estimate at USD 415.98 M"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/268664987.md"
datetime: "2025-12-04T21:14:21.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/268664987.md)
  - [en](https://longbridge.com/en/news/268664987.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/268664987.md)
---

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# Samsara | 8-K: FY2026 Q3 Revenue Beats Estimate at USD 415.98 M

Revenue: As of FY2026 Q3, the actual value is USD 415.98 M, beating the estimate of USD 399.01 M.

EPS: As of FY2026 Q3, the actual value is USD 0.01, beating the estimate of USD -0.0337.

EBIT: As of FY2026 Q3, the actual value is USD -1.721 M.

### Segment Revenue

-   **Total Revenue**: $416.0 million in Q3 FY2026, a 29% increase from $322.0 million in Q3 FY2025.
-   **Annual Recurring Revenue (ARR)**: $1.745 billion, representing a 29% year-over-year growth.

### Operational Metrics

-   **GAAP Gross Profit**: $319.0 million in Q3 FY2026, up from $246.0 million in Q3 FY2025, with a gross margin of 77%.
-   **Non-GAAP Gross Profit**: $323.7 million, with a gross margin of 78%.
-   **GAAP Operating Loss**: - $1.7 million, improved from - $47.4 million in Q3 FY2025.
-   **Non-GAAP Operating Income**: $79.8 million, up from $33.9 million in Q3 FY2025, with a non-GAAP operating margin of 19%.
-   **GAAP Net Income**: $7.8 million, compared to a net loss of - $37.8 million in Q3 FY2025.

### Cash Flow

-   **Net Cash Provided by Operating Activities**: $63.7 million, up from $36.0 million in Q3 FY2025.
-   **Free Cash Flow**: $55.8 million, compared to $31.2 million in Q3 FY2025.

### Unique Metrics

-   **Customers with ARR over $100,000**: 2,990, with an increase of 219 in Q3, a quarterly record.
-   **Customers with ARR over $1,000,000**: 164, with an increase of 17 in Q3, tying a quarterly record.

### Outlook / Guidance

-   **Q4 FY2026 Revenue Outlook**: Expected to be between $421 million and $423 million, with a year-over-year growth of 22%.
-   **FY2026 Revenue Outlook**: Expected to be between $1.595 billion and $1.597 billion, with a year-over-year growth of 28%.
-   **Non-GAAP Operating Margin**: Expected to be 16% for both Q4 and FY2026.

### 相關股票

- [Samsara (IOT.US)](https://longbridge.com/zh-HK/quote/IOT.US.md)

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