Filing Flows › Samsara (IOT) › Q3 FY26
Samsara (IOT) Q3 FY26 earnings results (third quarter fiscal 2026)
10-Q filed Dec 9, 2025
Samsara (IOT) reported revenue of $416M for the third quarter fiscal 2026 (Q3 FY26), +29% from a year earlier and +6% from the quarter before. Operating margin was -0.4%, net earnings $7.8M (1.9% of revenue).
Samsara, Q3 FY26: revenue $416M (+29% year over year), operating margin -0.4%, net earnings $7.8M, operating cash flow $63.7M. The chart follows the revenue to costs, profit and cash.
| Q3 FY26 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $416M | +6% | +29% |
| Operating profit | −$1.7M | — | — |
| Net earnings | $7.8M | — | — |
| Operating cash flow | $63.7M | +27% | +77% |
| Free cash flow | $55.8M | +26% | +79% |
What changed
Revenue was $416.0M in Q3 FY26, up 29% year over year and up 6% from the previous quarter. Subscription revenue was the largest line at 98% of revenue. Subscription revenue added $92.0M year over year (up 29%), 98% of the total change.
Gross margin was 76.7%, up 0.3 points from a year earlier. Operating costs exceeded revenue by $1.7M, an operating margin of -0.4%. Operating expenses grew 9% against revenue growth of 29%. The fastest-growing cost line was Sales & marketing (+12%). Net earnings were $7.8M. The effective tax rate was 14.6%. Non-operating items added $10.8M, 119% of pre-tax earnings, so the bottom line overstates operating performance.
Operating cash flow was $63.7M (up 77% year over year), 820% of net earnings. Non-cash charges added back $6.1M of depreciation and amortization and $77.8M of share-based compensation. Working capital and other items used $28.0M. Capital expenditures of $7.9M left free cash flow of $55.8M.
Questions
What was Samsara's revenue in the third quarter fiscal 2026?
Samsara (IOT) reported revenue of $416M for the third quarter fiscal 2026 (Q3 FY26), +29% from a year earlier and +6% from the quarter before.
Was Samsara profitable in the third quarter fiscal 2026?
Operating loss was $1.7M (-0.4% of revenue) and net earnings $7.8M.
Source: Samsara 10-Q on SEC EDGAR.