Filing Flows › Samsara (IOT) › Q2 FY27 › vs Q2 FY26
Samsara (IOT) Q2 FY27 vs Q2 FY26 (year over year)
Samsara's revenue rose $117M (+30%) from $391M in Q2 FY26 to $508M in Q2 FY27. The biggest changes: Subscription revenue +$116M (+30%); Other revenue +$1.1M (+14%). Gross margin 77.2% against 76.9% (+0.3 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 Q2 FY26, the increases inside each band.
Margins
| Q2 FY27 | Q2 FY26 | Change | |
|---|---|---|---|
| Gross margin | 77.2% | 76.9% | +0.3 pts |
| Operating margin | 1.0% | -6.8% | +7.8 pts |
| Net margin | 3.2% | -4.3% | +7.5 pts |
| Free cash flow margin | 12.7% | 11.3% | +1.4 pts |
Every line
| Line | Q2 FY27 | Q2 FY26 | Change | % |
|---|---|---|---|---|
| Subscription revenue | $500M | $384M | $116M | +30% |
| Other revenue | $8.7M | $7.6M | $1.1M | +14% |
| Revenue | $508M | $391M | $117M | +30% |
| Gross profit | $393M | $301M | $91.6M | +30% |
| Cost of revenue | $116M | $90.5M | $25.4M | +28% |
| Other income, net | $12.7M | $11.4M | $1.2M | +11% |
| Operating profit | $4.9M | −$26.6M | $31.5M | — |
| Operating expenses | $388M | $328M | $60.1M | +18% |
| Pre-tax earnings | $17.5M | −$15.2M | $32.7M | — |
| Research & development | $103M | $85.6M | $16.9M | +20% |
| Sales & marketing | $218M | $174M | $43.7M | +25% |
| General & admin | $67.4M | $67.9M | −$527K | -0.8% |
| Net earnings | $16.2M | −$16.8M | $33.0M | — |
| Income tax | $1.3M | $1.6M | −$320K | -20% |
| Operating cash sources | $121M | $69.7M | $51.3M | +74% |
| Depreciation & amortization | $8.4M | $5.4M | $3.0M | +56% |
| Share-based compensation | $96.4M | $81.1M | $15.2M | +19% |
| Working capital & other | $47.5M | $19.6M | $27.9M | +143% |
| Operating cash flow | $73.5M | $50.2M | $23.4M | +47% |
| Free cash flow (OCF − capex) | $64.7M | $44.2M | $20.5M | +46% |
| Capital expenditures | $8.8M | $6.0M | $2.8M | +47% |
Questions
How much did Samsara's revenue grow year over year in Q2 FY27?
Samsara's revenue rose $117M (+30%) from $391M in Q2 FY26 to $508M in Q2 FY27.
What drove Samsara's revenue change in Q2 FY27?
Subscription revenue +$116M (+30%); Other revenue +$1.1M (+14%).