Samsara delivered a durable quarter of growth in Q2 FY2026, underscored by a 30% year-over-year increase in ARR to $1.64 billion and a revenue beat of 30% YoY to $391.5 million (31% in constant currency). The company highlighted ongoing success with large, complex enterprises, including Alaska Airlines, SRM Concrete, and a Fortune 1000 rental company, driving expansion across multiple product lines and a growing data asset. Core profitability improved meaningfully on a non-GAAP basis (gross margin ~78%, operating margin ~15%), while cash flow remained positive with a free cash flow margin of 11%. Samsara also emphasized its defensible data asset and AI-enabled product strategy as the engine of durable growth, aided by a broader partner ecosystem (350+ integrations) and accelerating international activity (15% of net new ACV from non-US geographies, led by Europe). Management signaled continued emphasis on large enterprise sales, cross-sell across an expanding product portfolio, and ongoing investments in AI and platform capabilities to sustain faster, more efficient growth trajectory.
In addition to the top-line strength, Samsara showcased meaningful product momentum, including 8% of net new ACV from new products launched in the past year (asset tags, connected workflows, maintenance, AI multicam, commercial navigation, etc.). The company reiterated guidance for FY26 of roughly $1.574–$1.578 billion in revenue (about +26% YoY) with a consistent 15% non-GAAP operating margin and 45–47 cents non-GAAP EPS for the full year, and Q3 guidance implying ongoing revenue growth around the mid-20s percentage range in USD terms. The quarter reinforces Samsara’s thesis that a defensible, data-driven AI platform can unlock rapid ROI for large operators across construction, public sector, and manufacturing, while successfully expanding internationally and advancing new product categories.