Q3 2025 Samsara Inc Earnings Call Transcript
Key Points
- Samsara Inc (IOT) reported a strong quarter with $1.35 billion in ARR, growing 35% year over year.
- The company achieved a quarterly record 10% adjusted free cash flow margin.
- Samsara Inc (IOT) added 170 customers with more than $100,000 in ARR, marking the second highest quarterly additions ever.
- The company is seeing significant international growth, with 17% of net new ACV coming from international geographies, driven by strong performance in Mexico and Europe.
- Samsara Inc (IOT) launched 'Samsara Intelligence,' an expanded suite of AI offerings, which is expected to enhance operational efficiency and safety for customers.
- The company faces challenges in further penetrating the international market, which is less digitized compared to the US.
- There is uncertainty regarding the impact of the new administration's policies, such as tariffs, which could affect the supply chain.
- Despite strong growth, the company is still in the early stages of international market penetration, with low single-digit market share.
- The renewal rates and pricing power during renewals remain a concern, although they are embedded in the net retention rate metrics.
- The competitive landscape is evolving with industry consolidation, which could impact Samsara Inc (IOT)'s market position.
(introduction playing) Good afternoon, and welcome to Samsara third-quarter fiscal 2025 earnings call. I'm Mike Chang, Samsara's Vice President of Corporate Development and Investor Relations. Joining me today are Samsara Chief Executive Officer and Co-Founder, Sanjit Biswas; and our Chief Financial Officer, Dominic Phillips.
In addition to our prepared remarks on this call, additional information can be found in our shareholder letter, press release, investor presentation and SEC filings on our Investor Relations website at investors.samsara.com.
The matters we'll discuss today include forward-looking statements. Actual results may differ materially from those contained in the forward-looking statements and are subject to risks and uncertainties described more fully in our SEC filings.
Any forward-looking statements that we make on this call based on assumption as of today, December 5, 2024, and we undertake no obligation to update these statements as a result of new information or future events
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