| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'27 | September 3, 2026 | 6/12 | 2 high, 3 medium flags | 0 | 0 | Call sheet → |
| Q1'27 | June 4, 2026 | 10/12 | 3 medium, 4 low flags | 5 | 0 | Call sheet → |
| Q4'26 | 2026-03-05 | 10/12 | 3 medium, 5 low flags | 5 | 0 | Call sheet → |
| Q3'26 | December 4, 2025 | 10/12 | 1 medium, 5 low flags | 6 | 0 | Call sheet → |
| Q1'26 | June 5, 2025 | 4/12 | 1 high, 4 medium, 3 low flags | 5 | 0 | Call sheet → |
| Q4'25 | 2025-03-06 | 9/12 | 2 medium, 5 low flags | 4 | 1 | Call sheet → |
| Q3'25 | December 5, 2024 | 9/12 | 2 medium, 5 low flags | 6 | 0 | Call sheet → |
| Q2'25 | September 5, 2024 | 9/12 | 3 medium, 5 low flags | 5 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q1'27 | Delivered | GAAP profitability sustainability Third consecutive quarter of GAAP EPS profitability, positive even excluding $30M award |
| Q1'27 | Exceeded | Operational leverage at scale Non-GAAP operating margin 19% vs 15% guidance, 500 bps YoY improvement |
| Q1'27 | Exceeded | International expansion delivering results Hit record 18% net new ACV mix vs 15% prior quarter, Europe largest deal ever |
| Q1'27 | Exceeded | Large customer momentum continuing $1M+ ARR growth accelerated to 62% YoY from 56%, fourth consecutive quarter of acceleration |
| Q1'27 | Delivered | Emerging products to be material contributor (implied 20%+ mix) Delivered 20%+ for second consecutive quarter, though declined from 23% to 20%+ |
| Q4'26 | Delivered | Maintain ~115% dollar-based net retention rate Maintained 115% target for both old and new core customer definitions |
| Q4'26 | Delivered | Large customer momentum to drive higher growth at scale $100K+ and $1M+ customers both accelerated for multiple consecutive quarters |
| Q4'26 | Exceeded | Emerging products to contribute meaningful ARR growth Emerged products hit 23% of net new ACV, crossed $100M ARR milestone |
| Q4'26 | Exceeded | Public sector growth momentum to continue Public sector had highest net new ACV mix ever and 3rd consecutive year of acceleration |
| Q4'26 | Delivered | Drive continued acceleration in Europe for multiple quarters Europe accelerated for 4th straight quarter as promised |
| Q4'26 | Pending | Continue making investments in R&D and go-to-market resources internationally in FY27 Softened to vague 'long-term' language, no specific FY27 commitment made |
| Q3'26 | Exceeded | Non-GAAP operating margin 15% for full year Raised to 16% for full year, delivered 19% in Q3 |
| Q3'26 | Delivered | First Student deal phased rollout over several quarters Confirmed phased approach, though ARR addition already decelerating in Q3 |
| Q3'26 | Exceeded | Full year FY26 revenue $1.574-1.578B (26% growth) Raised guidance to $1.595-1.597B (28% growth) |
| Q3'26 | Delivered | Large customer momentum driving higher growth at scale 219 $100K+ customers added (quarterly record) and 36% growth from this cohort |
| Q3'26 | Delivered | Dollar-based net retention rate approximately 115% Achieved target 115% rate as promised |
| Q3'26 | Exceeded | Emerging products contribution around 8% continuing to ramp Delivered 20% contribution, massive beat vs 8% expectation |
| Q3'26 | Pending | Continue to add more sales capacity in international going into second half Not specifically updated on international hiring progress this quarter |
| Q1'26 | Pending | Equipment monitoring scale would benefit gross margins Gross margin hit record 79% but no attribution to equipment monitoring specifically |
| Q1'26 | Pending | Large customers provide expansion opportunities to drive growth Customer adds slowed 32% QoQ despite record Q4, expansion timeline elongating |
| Q1'26 | Delivered | International to be area of continued investment and focus Achieved tied-highest international mix at 18% of net new ACV |
| Q1'26 | Exceeded | FY26 non-GAAP operating margin approximately 11% Raised to approximately 13%, +200 bps improvement |
| Q1'26 | Exceeded | FY26 revenue between $1.523-1.533B Raised to $1.547-1.555B, +$24M midpoint increase |
| Q1'26 | Delivered | Continue adding more sales capacity throughout the year Confirmed continued sales hiring based on Q1 productivity |
| Q1'26 | Delivered | Target dollar-based net retention rate of approximately 115% Achieved exactly 115% in Q1, consistent with Q4 target |
| Q4'25 | Delivered | More than 100% quarter-over-quarter growth in Asset Tag net new ACV Continued strong Asset Tag growth mentioned in Q4, though being more cautious about FY26 impact |
| Q4'25 | Delivered | 17% of net new ACV came from international in Q3, second highest ever Maintained 17% international mix in Q4, tied for second highest |
| Q4'25 | Exceeded | We expect FY25 non-GAAP operating margin to be approximately 7% Delivered better than 7% with Q4 at 16% operating margin |
| Q4'25 | Exceeded | We expect revenue to be between $334M and $336M for Q4 Delivered $346M, beat by $10M+ on strong large customer quarter |
| Q4'25 | Pending | Both Samsara Assistant and Intelligent Experiences will be generally available after running customer feedback Still in beta, now saying they need to 'figure out pricing and packaging' - timeline pushed |
| Q4'25 | Missed | We feel good with where the current consensus dollars are right now for FY26 Q3 Dom said consensus was fine - actual FY26 guide came in below consensus at 22-23% vs expected ~25%+ |
| Q3'25 | Delivered | Continue to add more large customers and grow average ARR per large customer Added 170 $100K+ customers (second highest ever), crossed 100 $1M+ customer milestone |
| Q3'25 | Delivered | Asset Tags customer feedback has been strong, seeing new use cases every week Multiple large transactions including $300K+ expansion with top 100 construction customer |
| Q3'25 | Delivered | Europe fourth consecutive quarter of accelerating year-over-year ARR growth International hit 17% of net new ACV, second highest quarterly contribution ever |
| Q3'25 | Delivered | We're going to continue a pretty rapid pace of innovation in product development Delivered Samsara Intelligence suite, European compliance features, Mexico security features |
| Q3'25 | Delivered | Rolling out generative AI chat environment to customers for feedback over next couple months Samsara Assistant now in beta with North American customers, on track for GA after feedback |
| Q3'25 | Exceeded | Asset Tags reaching approximately $1 million in net new ACV in first quarter Q2 Delivered over 100% quarter-over-quarter growth in Q3, showing accelerating adoption |
| Q2'25 | Exceeded | Delivering operating leverage and margin expansion 6% operating margin beat expectations, quarterly record |
| Q2'25 | Pending | Continued investment in sales hiring and capacity building Language softened from 'strongest ever' to 'on track' - may be pulling back |
| Q2'25 | Delivered | Targeting dollar-based net retention of 115% core, 120% large customers Hit targets exactly as guided |
| Q2'25 | Delivered | Sustaining revenue growth rate at larger scale 37% revenue growth maintained for third consecutive quarter |
| Q2'25 | Exceeded | Continue demonstrating strong execution across frontier markets including international and emerging products International at 16% mix, record $1M+ customer adds, new product traction all exceeded |
| Q2'25 | Delivered | Hosting Beyond customer conference June 26-28 in Chicago with Investor Day June 27 Successfully held Beyond conference as promised |
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