Samsara Inc (IOT) — the earnings record
As of the 2026-09-02 card — updated after each print. An investment research diary, not advice.
The record at a glance
Reactions across the covered prints span -17.6% to +22.0% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est revenue ~$0.52B into the next print.
Print by print
| Date | EPS | Revenue | |
|---|---|---|---|
| Sep 26 | 2026-09-03 | ✓ beat | ✓ beat |
| Jun 26 | 2026-06-04 | ✓ beat | ✓ beat |
| Mar 26 | 2026-03-05 | ✓ beat | ✓ beat |
| Dec 25 | 2025-12-04 | ✓ beat | ✓ beat |
| Sep 25 | 2025-09-04 | ✓ beat | ✓ beat |
| Jun 25 | 2025-06-05 | ✓ beat | ✓ beat |
| Mar 25 | 2025-03-06 | ✓ beat | ✓ beat |
| Dec 24 | 2024-12-05 | ✓ beat | ✓ beat |
| Sep 24 | 2024-09-05 | ✓ beat | ✓ beat |
| Jun 24 | 2024-06-06 | ✓ beat | ✓ beat |
| Mar 24 | 2024-03-07 | ✓ beat | ✓ beat |
The per-print reaction chart, the load-bearing metric and the behavior read live on the full IOT print-record card — free registration.
FAQ · from the current data · as of 2026-09-02
Quick answers
How often does Samsara Inc beat earnings estimates?
Across the last 11 covered prints (as of the 2026-09-02 card), Samsara Inc beat EPS estimates 11 of 11 times and revenue estimates 11 of 11 times, with 11 double beats.
How does IOT stock react to earnings?
Measured close-of-print-day to the close three sessions later: 5 of the last 11 prints resolved up (beyond +3%), 1 flat, 5 down — reactions spanning -17.6% to +22.0%. Beat-or-miss and reaction are scored separately because they frequently disagree.
What was IOT's biggest earnings reaction?
+22% over the three sessions after the Sep 24 print (2024-09-05).
When does Samsara Inc report earnings next?
2026-12-03 (Window closed 9 September: flat, −0.3% — the first window inside the ±3% band in eleven prints, on the card that had never once landed flat. Next print 3 December — est EPS $0.20 · est revenue ~$0.52B). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.
Mentioned on Closelook
Where IOT appears in the diary — 9 pieces, newest first. Every link is our own writing.
Long reads
- The Agentic Winners 25
Samsara's IoT platform connects the physical fleet, warehouse, and equipment assets that operational agents need to monitor and manage.
Dailies
- The trade flips at midday: chips fade, software bounces — Meta +6%, Cloudflare +9%, Datadog +6% while oil holds $101 and the 10-year hits 4.85%
Zscaler and Samsara are graded at the close.
- Samsara jumps 15%, Zscaler beats and goes nowhere, bitcoin tops $81,000 — Wall Street’s best day in a month lands the night before the jobs report
Samsara beat on every line, raised its forecast and jumped 13% to 15% after hours.
- Snowflake jumps 20%, Broadcom stalls, Dell soars 16% — the market is paying for faster growth, not for beats
Zscaler and Samsara report tonight, and Friday brings the first jobs report of the Warsh Fed.
- Software's day: Snowflake soars 20%, ServiceNow jumps 6% and the software ETF turns positive for the year
Lululemon, Samsara and Zscaler report after the close
- Chips up, software down: Nvidia leads a split rebound while the bond market catches its breath
The selling has spread to the whole AI-software group: Cloudflare (NET), Datadog (DDOG), ServiceNow (NOW) and Samsara (IOT), which reports tomorrow, are all lower, and together they are the main weight on the software ETF.
- Lighter Into the Print, and a Year More Time on NVDA
AI Build-Out swapped two lines for two others at Friday's closes — SHECY and MU out, Q and SKHY in, 30,560 dollars out and 34,423 in — then cut five winners smaller at Monday's closes, ATEYY, COHR, IOT, RBRK and SNOW by seventeen to…
- Two Agentic Earnings Beats
Samsara (IOT) also delivered: revenue +31% YoY to about $479M, adjusted EPS $0.17, ARR +30% to $1.99B.
- Introducing the Agentic Winners 25
25 names across 7 sectors: MAG7 Gateway (MSFT, GOOGL, AAPL), Platform (SAP, NOW, CRM, WDAY), Toll Booth (NET, DDOG, CRWD, TWLO, OKTA), Neocloud/Edge (DOCN, FSLY, QCOM), Data/Search (SNOW, MDB, ESTC), Vertical (VEEV, INTU, PTC, CSGP, IOT)…
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