Shares in Samsara Inc. fell in late trading today despite the internet of things cloud platform provider reporting earnings and revenue beats in its fiscal 2025 fourth quarter.

For the quarter that ended on Feb. 1, Samsara reported adjusted earnings per share of 11 cents, up from four cents per share in the same quarter of the previous fiscal year, on revenue of $346.3 million, up 36% year-over-year. Both figures were ahead of the seven cents per share and revenue of $335.35 million expected by analysts.

For its full fiscal year, Samsara reported adjusted earnings per share of 26 cents, up from seven cents per share the year prior, on revenue of $1.46 billion, up 32% year-over-year.

Samsara ended its fiscal quarter and year with $1.45 billion in annual recurring revenue, up 32% year-over-year. The company had $11 million adjusted free cash flow through the year, up 9%. It reported 2,506 customers with over $100,000 in annual recurring revenue, up 36% year-over-year.

Business highlights in the quarter included the October launch of Asset Tags, a feature that expanded Samsara’s tracking capabilities to cover non-powered and smaller assets. The offering extends visibility beyond vehicles, helping industrial customers monitor a wider range of critical equipment.

In November, Samsara introduced several new safety and efficiency features at its Go Beyond ’24 conference. Key announcements included Connected Training for ongoing driver education, Low Bridge Strike Alerting to prevent collisions and Electronic Brake Performance Monitoring to ensure braking systems remain within safe operating standards. The company also rolled out Privacy Mode as part of its Video-Based Safety solution, allowing fleets to disable video recording while still enabling real-time AI safety alerts.

In December, Samsara launched Samsara Intelligence, an expanded artificial intelligence suite designed to help customers discover insights, automate tasks and make smarter decisions. The offering includes tools such as Samsara Assistant for instant answers to operational questions and Intelligent Experiences that deliver proactive recommendations across the platform.

“We’re operating at a rare combination of growth, scale and profitability, and we see a large market opportunity ahead of us,” co-founder and Chief Executive Sanjit Biswas said in the company’s earnings release. “We’re partnering with some of the world’s largest and most complex operations organizations to transform how the world operates.”

For its fiscal 2026 first quarter, Samsara expects adjusted earnings per share of five to six cents on revenue of $350 million to $352 million. The figures were roughly in line with analysts who were expecting five cents and $351.3 million.

For its full fiscal year, the company expects adjusted earnings per share of 32 to 34 cents on revenue of $1.523 billion to $1.533 billion. Analysts had expected 28 cents and $1.528 billion.

Image: Samsara