Samsara reported a third quarter of durable growth at scale for FY2025, underscored by a 35% year-over-year rise in ARR to $1.35 billion and 36% revenue growth to $322 million. The company also achieved a quarterly record in non-GAAP profitability metrics, including an 11% non-GAAP operating margin and a 10% free cash flow margin, alongside 78% gross margin. Management attributed the strength to large multi-product deals, a robust upsell engine within an expanding installed base, and continued momentum in international geographies. The quarterly performance supports an elevated growth narrative powered by Samsara Intelligence (AI-driven offerings) and a broadening product footprint across both vehicle-based and non-vehicle applications.
Management reinforced a constructive view on AI-enabled ROI, international expansion, and product execution as the catalysts for durable growth, while acknowledging the ongoing path to GAAP profitability and the need for disciplined go-to-market investments to sustain the healthy mix of new logos and expansions. The FY2025 guidance was raised across all key metrics, signaling confidence in continued execution through Q4 and into FY2026, albeit with macro and execution risks to monitor.