News•Mar 27, 2026
Premium: Catching up to Samsara
Samsara reported Q4 2026 results showing a rebound in annual recurring revenue, adding a record $145 million net new ARR and an 8.3% sequential growth rate. Emerging product lines now represent 23% of net new ACV, expanding the company’s data moat and AI‑driven service offerings. The firm improved GAAP operating margin by 31 basis points, achieving profitability for two quarters and targeting full‑year GAAP profit in FY27. International revenue remains a modest 15% of the mix, but EU regulatory changes could multiply its fleet addressable market.
