Samsara Reveals Customer And Platform Growth Milestones; Concludes The Quarter With $1.6B In ARR, Growing 30% Year-Over-Year, And Adds A Quarterly Record Of 17 Customers With $1M+ In ARR

Author: Benzinga Newsdesk | September 04, 2025 04:22pm

Samsara Inc. ("Samsara") (NYSE:IOT), the pioneer of the Connected Operations® Platform, today announced new company milestones and strong financial results for the second quarter of fiscal year 2026. Samsara concluded the quarter with $1.6B in ARR, growing 30% year-over-year, and added a quarterly record of 17 customers with $1M+ in ARR.

Samsara's Q2 FY26 results prove its strategy to partner with the world's largest and most complex operations organizations is working, and is fueling its growth at scale. Its $100K+ ARR customers now contribute close to $1 billion of ARR, or 59% of Samsara's ARR. In addition, Samsara's $1M+ customers crossed an important milestone in Q2 and now generate more than 20% of the company's ARR.

Samsara's Q2 large customer wins include a range of top organizations across industries, including Alaska Airlines, the fifth largest airline in the U.S., SRM Concrete, the largest ready-mix concrete provider in the U.S., Bonnie Plants, the largest national grower and distributor of vegetable and herb plants in the U.S., and one of the largest Fortune 1000 rental equipment companies in North America with more than 600 branches across the U.S. and Canada.

"Our Q2 results really show the power of our platform," said Amit Vyas, Chief Revenue Officer at Samsara. "We are helping operations teams tackle the real problems they deal with every day. We work closely with our customers to build what they actually need, and it's paying off. The progress we've made together has been incredible, and I can't wait to see what we accomplish next."

Platform Milestones Highlight Samsara's Market Leadership

Samsara is building one of the world's largest connected operations datasets. Its unique and proprietary data asset is not found on the internet. Rather, Samsara pulls IoT data from gateways and sensors that it has deployed within its customers' vast operations with breadth across diverse asset types, end markets, geographies, and customer sizes.

Recent platform achievements include:

• ~20T data points processed annually, representing more than 50% year-over-year growth.
• 90B+ miles traveled annually.
• 300M+ workflows digitized annually.
• 350+ partner integrations, the most expansive open ecosystem, with the largest customers using six integrations on average.

New Safety and AI-Powered Technology to Make Operations Safer and Smarter

Samsara recently announced a record number of new products and features, many of which are specifically designed to enhance safety, protect frontline workers, and make operations safer and smarter through AI-powered technology.

Examples of innovations announced at its Beyond conference include:

• AI Multicam: Delivers real-time, 360-degree HD video coverage around any vehicle to help eliminate blind spots, proactively detect risk, and help teams resolve incidents faster.
• Driver and Vehicle Qualifications: Helps fleets manage driver credentials and compliance documentation in one easy, cloud-based dashboard.
• Route Planning: Creates, optimizes, and manages vehicle routes to finish them with fewer miles, fewer vehicles, and less wasted driver time.
• Tank Level Monitoring: Building off the Samsara Asset Tag, this measures and tracks the fill levels of tanks holding gas, liquid, or solids.
• Commercial Navigation: Navigating and routing for commercial vehicle drivers that is tailored to the unique constraints of large vehicles, such as vehicle height, weight, hazardous cargo, and restricted roads.
• Worker Safety: Protects frontline workers everywhere they work (job sites, in the field, in remote locations), and includes proactive safety alerts, instant SOS communications, and real-time monitoring.
• Asset Maintenance: Helps organizations monitor, manage, and optimize the upkeep of their vehicles and equipment, reducing unplanned downtime, streamlining preventative maintenance, and cutting overall maintenance costs.

As Samsara builds for the long term, it continuously invests in innovation to meet customers' evolving needs. This focus has resulted in helping customers globally achieve impressive impact. Maxim Crane Works, a leading crane rental company in the U.S., shifted to proactive maintenance and saved $13M in maintenance costs in one year. Additionally, Mohawk Industries, the largest flooring manufacturer in the world, closed the gap in planned vs. actual routing to save $7.75M annually by reducing mileage by 25%.

Read about the customer success and platform announcements made in Q2. To learn more about Samsara's Q2 FY26 results, visit its Investor Relations website.

Posted In: IOT