Samsara Guides Thinner Cash Margin, Higher Operating Margin for Fiscal 2027

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โดย Yahoo Finance·US·Read original
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Samsara now expects a thinner free cash flow margin and a fatter operating margin for fiscal 2027, as the company pays upfront for the IoT hardware that carries its AI subscriptions. The CFO said Samsara buys the devices upfront while revenue comes back ratably over the customer contract, and the company cited the IoT devices that faster growth needs, inventory it is prebuying as a buffer, and higher supply chain costs in the second half of fiscal 2027. Free cash flow margin is guided about 100 basis points below fiscal 2026, which on the $2.04 billion of revenue guided for fiscal 2027 works out to roughly $20 million, while the non-GAAP operating margin guide rose to 21% from 20%. More than 20% of Samsara's net new contract value came from emerging products in each of the last three quarters, and deals with a top-five U.S. city included more than $2 million of emerging products in fiscal Q2 2027. Samsara crossed $2.1 billion in annual recurring revenue in fiscal Q2 2027, up 30% over the past year, and raised its fiscal 2027 revenue, growth, operating margin and earnings guides at one release.

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Smart City / Autonomous Infrastructure▲ · 4 stocks
Samsara Inc
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Guides thinner FCF margin (~100bp below FY2026) on upfront IoT hardware spend and higher supply chain costs, but raises operating margin to 21% and lifts revenue/earnings guides.

Robotics & Physical AI▲ · 1 stocks

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