Samsara Delivers Combination of Growth, Scale, and Profitability in FY25

Rhea-AI Summary

Samsara (NYSE: IOT) reported strong financial performance for FY25, achieving $1.46B in annual recurring revenue (ARR), representing 33% year-over-year growth on an adjusted basis. The company demonstrated significant scale with 2,506 customers having more than $100K in ARR, up 36% YoY. In Q4, they added 14 customers with $1M+ ARR and a record 203 customers with $100K+ ARR.

The company's operational data processing reached 14T+ data points, growing over 50% YoY. Their platform tracked 80B+ miles traveled (25% YoY growth) and processed 120B+ API calls (50% YoY growth). Notable new customers include Bimbo Bakeries, Swissport, and a major global telecommunications company.

Samsara also announced enhancements to its Smart Trailers solution, expanding partnerships with Continental's TPMS and SKF's wheel-end sensors, bringing their total ecosystem to 300+ partner integrations. The company reported $111M in FY25 adjusted free cash flow, achieving a 9% adjusted FCF margin.

Positive

• ARR grew 33% YoY to $1.46B
• 36% YoY growth in customers with $100K+ ARR
• $111M positive adjusted free cash flow (9% margin)
• Added 14 new $1M+ ARR customers in Q4
• 50% YoY growth in data processing volume
• Expanded partnership ecosystem to 300+ integrations

Negative

• None.

Insights

Financial Analyst

Samsara's FY25 results demonstrate excellent financial execution with $1.46 billion in ARR, growing 33% year-over-year on an adjusted basis. This high-growth rate is particularly impressive at their scale. The company is showing a compelling combination of growth and improving profitability, evidenced by $111 million in adjusted free cash flow with a 9% FCF margin.

Customer metrics are equally strong, with 2,506 customers contributing over $100,000 in ARR (up 36% YoY). Q4 showed acceleration with 14 new customers surpassing $1 million in ARR and a record 203 new customers exceeding $100,000 in ARR. The company is successfully landing enterprise-level clients like Bimbo Bakeries and Swissport, demonstrating strong market penetration in industries with complex operational needs.

What's particularly notable is Samsara's operational efficiency - as they scale past the billion-dollar revenue mark, they're increasing profitability rather than sacrificing margins for growth. This indicates strong unit economics and effective go-to-market execution. Their focus on multi-product adoption likely contributes to both customer retention and increased wallet share, driving the favorable economics.

The rapidly expanding data set (processing 14+ trillion data points, up 50% YoY) creates a substantial competitive moat. As this operational data asset grows, Samsara's AI capabilities should deliver increasingly valuable insights, potentially accelerating their expansion across the physical operations sector that represents 40% of global GDP.

Tech Industry Specialist

Samsara is positioning itself as the definitive system of record for physical operations through its Connected Operations Platform. The company's technology strategy shows impressive maturity with its focus on creating an integrated ecosystem rather than isolated point solutions. The expansion to 300+ partner integrations underscores this platform approach, allowing customers to consolidate operational data across multiple vendors.

Their product innovation in Smart Trailers demonstrates how they're extending their value proposition deeper into specific operational workflows. By integrating Continental's TPMS and SKF's wheel-end sensors, they're solving genuine maintenance and safety challenges while centralizing these insights in a single dashboard. This reduces the technical burden on IT teams and creates stickier customer relationships.

The data scale metrics are particularly significant: 14+ trillion data points processed (up 50% YoY), 80+ billion miles traveled (up 25% YoY), and 120+ billion API calls (up 50% YoY). This massive operational dataset positions Samsara to deliver increasingly sophisticated AI-powered insights that aren't easily replicable by competitors.

Their quantified customer impact metrics - preventing 250,000+ vehicle accidents, digitizing 300+ million workflows, and saving 3+ billion pounds of CO2 - demonstrate how their technology translates into measurable business outcomes beyond just operational visibility. As AI capabilities advance, Samsara's early lead in operational data collection should allow them to accelerate their technological advantage in this traditionally analog sector.

Shows continued high growth at scale and record profitability metrics

• $1.46B in annual recurring revenue (ARR¹), growing 33% year-over-year (YoY) on an adjusted basis²
• 2,506 customers with more than $100K in ARR, growing 36% YoY
• $111M FY25 adjusted free cash flow (FCF), 9% adjusted FCF margin
• Powers one of the world’s largest operational data sets with 14T+ data points processed, reflecting more than 50% YoY growth

 

SAN FRANCISCO--(BUSINESS WIRE)-- Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations^® Platform, today revealed new growth figures reflecting the strength of its platform and partnerships with some of the world’s largest and most complex operations. Highlights from Samsara’s Fiscal Year 25 include:

Samsara FY25 stats (Graphic: Business Wire)

• Achieved $1.46B in ARR: In Q4, Samsara added 14 customers with $1M+ ARR and a quarterly record of 203 customers with $100K+ ARR. It also landed leading organizations as new customers, including Bimbo Bakeries, the largest U.S. commercial baking company, Swissport, a leading global aviation services provider, and one of the top three global telecommunications companies.
• Empowered Customers with Real-Time Insights: As Samsara expanded its customer base and achieved further multi-product adoption, it led to significant growth of its data set in FY25: 14T+ data points processed, representing more than 50% YoY growth, 80B+ miles traveled, representing more than 25% YoY growth, and 120B+ API calls, representing more than 50% YoY growth.
• Enabled Life-Changing Impact: With Samsara’s support, its customers prevented 250K+ vehicle accidents, digitized 300M+ workflows, and saved 3B+ pounds of CO2 in FY25³.

“Our customers partner with us because we provide actionable insights that help them operate smarter,” said Sanjit Biswas, CEO and Co-Founder at Samsara. “Samsara is building one of the world's largest operational data sets and combining it with AI will transform our customers' operations in the next decade.”

Transforming How the World Runs: Factors Driving Samsara’s Strong Momentum

Samsara is driven by its commitment to help customers achieve their ambitious goals. There are several factors contributing to the company’s strong momentum to date, including:

• Serving the Backbone of the Economy: Samsara is addressing a large market that is in the early stages of digitization. Physical operations represent more than 40% of the global GDP and are the backbone of the economy.
• Purpose-Built Platform: Samsara pioneered the Connected Operations Platform, a singular system of record for physical operations, specifically for this market.
• Focus on Building for the Long Term: Samsara’s increasing scale and strong unit economics are delivering operational efficiency.
• Innovation for Impact: Samsara is continuously innovating and expanding its multi-product platform to solve its customers’ most pressing challenges.

With a continued focus on enabling its customers to operate smarter with data, Samsara today announced enhancements to its Smart Trailers solution with features and strategic partnerships designed to help fleets boost efficiency, reduce costs, and improve safety.

Powered by Samsara’s advanced Asset Gateways, these features provide real-time visibility into trailer health, including tire pressure and power status, and detect trailer mispulls—enabling fleets to proactively manage maintenance and minimize costly downtime. Samsara’s expansive ecosystem of 300+ partner integrations now includes partners like Continental’s TPMS for real-time tire pressure and temperature monitoring, and SKF’s wheel-end sensors to detect bearing failures or extreme wheel heat. Customers can access their critical trailer insights across vendors all in the Samsara dashboard, helping to improve maintenance, reduce downtime, and ensure compliance.

To learn more about Samsara’s platform and impact, visit here.

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¹Samsara defines ARR as the annualized value of subscription contracts that have commenced revenue recognition as of the measurement date. Figures as of Q4 FY25.
²Adjusted ARR growth is ARR growth adjusted for Constant Currency.
³FY25 statistics based on internal estimates of customer improvements.

About Samsara

Samsara (NYSE: IOT) is the pioneer of the Connected Operations^® Platform, which enables organizations that depend on physical operations to harness Internet of Things (IoT) data 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 construction, transportation and warehousing, field services, manufacturing, retail, logistics, and the public sector. The company's mission is to increase the safety, efficiency, and sustainability of the operations that power the global economy.

Samsara is a registered trademark of Samsara Inc. All other brand names, product names or trademarks belong to their respective holders.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250306721163/en/

Stephanie Burke

Samsara

media@samsara.com

Source: Samsara

FAQ

What is Samsara's (IOT) current Annual Recurring Revenue and growth rate?

Samsara's ARR reached $1.46B in FY25, growing 33% year-over-year on an adjusted basis.

How many customers does Samsara (IOT) have with over $100K ARR?

Samsara has 2,506 customers with more than $100K in ARR, showing 36% growth year-over-year.

What was Samsara's (IOT) adjusted free cash flow in FY25?

Samsara generated $111M in adjusted free cash flow in FY25, with a 9% adjusted FCF margin.

How much operational data does Samsara (IOT) process annually?

Samsara processed over 14 trillion data points in FY25, representing more than 50% year-over-year growth.

What new features did Samsara (IOT) add to its Smart Trailers solution?

Samsara added real-time tire pressure and temperature monitoring through Continental's TPMS and wheel-end failure detection through SKF sensors.