Samsara's Q2 in six numbers
Samsara's second-quarter FY2027 results in six numbers: revenue, ARR, net new ARR, large customers and GAAP profitability.
Samsara's 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 - 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.
Samsara also reported its fourth consecutive quarter of GAAP profitability. For a business already operating at this scale, maintaining 30% growth is significant.
WHY IT MATTERS
The results provide one of the clearest available indicators of demand across the connected-fleet technology market. Fleet digitisation isn't slowing down. It's broadening. Safety, video, maintenance, asset tracking, fuel and AI increasingly sit within the same technology purchasing decision.
Sources
This story first appeared in The Fleet Brief Issue 002, published 7 September 2026.