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5 Revealing Analyst Questions From Samsara’s Q2 Earnings Call

By: StockStory

IOT Cover Image

Samsara’s Q2 results were marked by robust enterprise demand and new product adoption, leading to a positive market reaction. Management credited the quarter’s momentum to strong growth in large customer cohorts, particularly those spending over $1 million annually, and the rapid uptake of recently launched AI-enabled products. CEO Sanjit Biswas highlighted that Samsara’s “strategy to partner with the world’s largest and most complex operations organizations is working and is fueling our growth at scale.” Expansion in verticals such as construction and public sector, along with the successful onboarding of major clients like Alaska Airlines and SRM Concrete, further contributed to the company’s outperformance.

Is now the time to buy IOT? Find out in our full research report (it’s free).

Samsara (IOT) Q2 CY2025 Highlights:

  • Revenue: $391.5 million vs analyst estimates of $372.3 million (30.4% year-on-year growth, 5.2% beat)
  • Adjusted EPS: $0.12 vs analyst estimates of $0.07 (65.6% beat)
  • Adjusted Operating Income: $59.7 million vs analyst estimates of $33.6 million (15.2% margin, 77.6% beat)
  • The company lifted its revenue guidance for the full year to $1.58 billion at the midpoint from $1.55 billion, a 1.6% increase
  • Management raised its full-year Adjusted EPS guidance to $0.46 at the midpoint, a 15% increase
  • Operating Margin: -6.8%, up from -19.4% in the same quarter last year
  • Customers: 2,771 customers paying more than $100,000 annually
  • Annual Recurring Revenue: $1.64 billion vs analyst estimates of $1.62 billion (29.8% year-on-year growth, 1% beat)
  • Billings: $425.9 million at quarter end, up 27.2% year on year
  • Market Capitalization: $22.23 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Samsara’s Q2 Earnings Call

  • Alex Zukin (Wolfe Research) asked which new products are seeing the fastest uptake post-launch. CEO Sanjit Biswas responded that routing, commercial navigation, and asset maintenance products have gained the most traction, with 8% of new ACV coming from these newer offerings.
  • Matt Hedberg (RBC Capital Markets) inquired about the monetization strategy for AI-based functionality. Biswas explained that AI is enhancing both existing and new products, creating deeper insights and enabling additional value without a significant change in current pricing models.
  • Chris Quintero (Morgan Stanley) probed the factors behind enterprise deal momentum. Biswas cited the company-wide focus on dedicated teams, robust integrations, and security, while CFO Dominic Phillips added that large enterprise customers remain the primary source of growth in the $1 million-plus cohort.
  • Jessica (Raymond James) questioned the impact of international competition and aggressive pricing. Biswas noted that Samsara differentiates through its platform approach and ability to deliver operational savings, with most customers prioritizing value over price competition.
  • Dan Jester (BMO Capital Markets) asked about the pre-delivery installation program for hardware. Biswas described this initiative as a way to streamline customer onboarding and reduce operational headaches, particularly for large fleets replacing vehicles across multiple locations.

Catalysts in Upcoming Quarters

In the coming quarters, the StockStory team will be watching (1) the pace of adoption and revenue contribution from recently launched AI-powered products such as asset maintenance and AI multicam, (2) sustained growth and deal momentum in large enterprise and international segments, and (3) the ability to maintain operating leverage as Samsara balances ongoing investment in R&D and sales capacity. Additional attention will be given to how the company navigates macro pressures like tariffs and labor shortages.

Samsara currently trades at $38.77, up from $35.85 just before the earnings. In the wake of this quarter, is it a buy or sell? Find out in our full research report (it’s free).

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