Samsara passes $2.1 billion ARR. Fleet technology is becoming big technology.

Samsara has delivered another powerful set of numbers.

Second-quarter FY2027 revenue reached $508.4 million, up 30% year on year.

Annual recurring revenue reached $2.125 billion, also up 30%.

Net new ARR was $134.1 million, up 28%.

But perhaps the most important number wasn't revenue.

It was 3,605.

That's the number of Samsara customers now spending more than $100,000 annually with the company.

Samsara added a record 242 of them during the quarter.

It also now has 210 customers spending more than $1 million annually.

Those million-dollar customers collectively represent more than $500 million of ARR.

This matters far beyond Samsara.