Filing Flows › Samsara (IOT) › Q1 FY27 › vs Q4 FY26
Samsara (IOT) Q1 FY27 vs Q4 FY26 (quarter over quarter)
Samsara's revenue rose $34.5M (+8%) from $444M in Q4 FY26 to $479M in Q1 FY27. The biggest changes: Subscription revenue +$34.2M (+8%); Other revenue +$343K (+5%). Gross margin 75.4% against 76.2% (-0.7 pts).
Samsara, Q1 FY27: revenue $479M (+30% year over year), operating margin 1.5%, net earnings $44.5M, operating cash flow $81.4M. The chart draws each line against Q4 FY26, the increases inside each band.
Margins
| Q1 FY27 | Q4 FY26 | Change | |
|---|---|---|---|
| Gross margin | 75.4% | 76.2% | -0.7 pts |
| Operating margin | 1.5% | 2.0% | -0.5 pts |
| Net margin | 9.3% | 5.0% | +4.3 pts |
| Free cash flow margin | 15.3% | 13.9% | +1.4 pts |
Every line
| Line | Q1 FY27 | Q4 FY26 | Change | % |
|---|---|---|---|---|
| Subscription revenue | $471M | $437M | $34.2M | +8% |
| Other revenue | $7.9M | $7.5M | $343K | +5% |
| Revenue | $479M | $444M | $34.5M | +8% |
| Gross profit | $361M | $338M | $22.8M | +7% |
| Cost of revenue | $118M | $106M | $11.8M | +11% |
| Other income, net | $41.7M | $18.5M | $23.2M | +125% |
| Operating profit | $7.2M | $9.0M | −$1.8M | -20% |
| Operating expenses | $354M | $329M | $24.6M | +7% |
| Pre-tax earnings | $48.9M | $27.5M | $21.4M | +78% |
| Research & development | $97.6M | $89.5M | $8.1M | +9% |
| Sales & marketing | $204M | $176M | $27.7M | +16% |
| General & admin | $52.8M | $63.9M | −$11.2M | -17% |
| Net earnings | $44.5M | $22.0M | $22.5M | +102% |
| Income tax | $4.4M | $5.5M | −$1.1M | -20% |
| Operating cash sources | $130M | $108M | $21.5M | +20% |
| Depreciation & amortization | $7.9M | $7.4M | $496K | +7% |
| Share-based compensation | $77.5M | $78.9M | −$1.5M | -2% |
| Working capital & other | $48.5M | $38.7M | $9.8M | +25% |
| Operating cash flow | $81.4M | $69.7M | $11.7M | +17% |
| Free cash flow (OCF − capex) | $73.2M | $61.7M | $11.5M | +19% |
| Capital expenditures | $8.2M | $8.0M | $218K | +3% |
Questions
How much did Samsara's revenue grow quarter over quarter in Q1 FY27?
Samsara's revenue rose $34.5M (+8%) from $444M in Q4 FY26 to $479M in Q1 FY27.
What drove Samsara's revenue change in Q1 FY27?
Subscription revenue +$34.2M (+8%); Other revenue +$343K (+5%).