Filing Flows › Samsara (IOT) › Q2 FY27 › vs Q1 FY27
Samsara (IOT) Q2 FY27 vs Q1 FY27 (quarter over quarter)
Samsara's revenue rose $29.6M (+6%) from $479M in Q1 FY27 to $508M in Q2 FY27. The biggest changes: Subscription revenue +$28.8M (+6%); Other revenue +$805K (+10%). Gross margin 77.2% against 75.4% (+1.8 pts).
Samsara, Q2 FY27: revenue $508M (+30% year over year), operating margin 1.0%, net earnings $16.2M, operating cash flow $73.5M. The chart draws each line against Q1 FY27, the increases inside each band.
Margins
| Q2 FY27 | Q1 FY27 | Change | |
|---|---|---|---|
| Gross margin | 77.2% | 75.4% | +1.8 pts |
| Operating margin | 1.0% | 1.5% | -0.5 pts |
| Net margin | 3.2% | 9.3% | -6.1 pts |
| Free cash flow margin | 12.7% | 15.3% | -2.5 pts |
Every line
| Line | Q2 FY27 | Q1 FY27 | Change | % |
|---|---|---|---|---|
| Subscription revenue | $500M | $471M | $28.8M | +6% |
| Other revenue | $8.7M | $7.9M | $805K | +10% |
| Revenue | $508M | $479M | $29.6M | +6% |
| Gross profit | $393M | $361M | $31.4M | +9% |
| Cost of revenue | $116M | $118M | −$1.8M | -2% |
| Other income, net | $12.7M | $41.7M | −$29.1M | -70% |
| Operating profit | $4.9M | $7.2M | −$2.3M | -32% |
| Operating expenses | $388M | $354M | $33.8M | +10% |
| Pre-tax earnings | $17.5M | $48.9M | −$31.4M | -64% |
| Research & development | $103M | $97.6M | $5.0M | +5% |
| Sales & marketing | $218M | $204M | $14.2M | +7% |
| General & admin | $67.4M | $52.8M | $14.6M | +28% |
| Net earnings | $16.2M | $44.5M | −$28.3M | -64% |
| Income tax | $1.3M | $4.4M | −$3.1M | -71% |
| Operating cash sources | $121M | $130M | −$8.9M | -7% |
| Depreciation & amortization | $8.4M | $7.9M | $483K | +6% |
| Share-based compensation | $96.4M | $77.5M | $18.9M | +24% |
| Working capital & other | $47.5M | $48.5M | −$980K | -2% |
| Operating cash flow | $73.5M | $81.4M | −$7.9M | -10% |
| Free cash flow (OCF − capex) | $64.7M | $73.2M | −$8.4M | -12% |
| Capital expenditures | $8.8M | $8.2M | $547K | +7% |
Questions
How much did Samsara's revenue grow quarter over quarter in Q2 FY27?
Samsara's revenue rose $29.6M (+6%) from $479M in Q1 FY27 to $508M in Q2 FY27.
What drove Samsara's revenue change in Q2 FY27?
Subscription revenue +$28.8M (+6%); Other revenue +$805K (+10%).