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Samsara Non-GAAP EPS of -$0.02 beats by $0.04, revenue of $169.8M beats by $14.4M

  • Samsara press release (NYSE:IOT): Q3 Non-GAAP EPS of -$0.02 beats by $0.04.
  • Revenue of $169.8M (+49.2% Y/Y) beats by $14.4M.
  • Ending ARR of $723.7 million, representing 47% year-over-year growth
  • 1,113 customers with ARR over $100,000, up 56% year-over-year.
  • Q4 Outlook: Total revenue $170 million – $172 million Year/Year growth 35% – 37% vs. consensus of $161.38M; Non-GAAP operating margin (16%); Non-GAAP net loss per share ($0.05) – ($0.06) vs. consensus of -$0.06.
  • FY Outlook: Total revenue $636 million – $638 million vs. consensus of $613.01M Year/Year growth 48% – 49%; Non-GAAP operating margin (14%); Non-GAAP net loss per share ($0.16) – ($0.17) vs. consensus of -$0.21.
  • Shares +14.04%.