Samsara Reports 29% ARR Growth and Record Customer Additions—AI Safety Features Drive Results

Customer Expansion Reaches New Highs as Enterprises Digitize

Samsara (NYSE: IOT), the pioneer of the Connected Operations® Platform, posted impressive Q3 FY26 results, propelled by strong demand from large-scale enterprise customers. The company reached $1.75 billion in annual recurring revenue (ARR), up 29% year over year, and recorded its first-ever quarter of GAAP profitability—signaling operational discipline and accelerating adoption. This momentum was fueled by the addition of 219 new $100K+ ARR customers (a new record) and 17 new $1M+ ARR customers (tying a quarterly high), highlighting the platform’s resonance with complex, asset-heavy operations across sectors like transportation, logistics, and utilities.

AI-Powered Safety Delivers Tangible Operational Improvements

At the core of Samsara’s expansion is its advanced safety platform. The latest Samsara Safety Report revealed that fleets using the company’s dual-facing AI dash cameras, real-time alerts, and driver coaching saw a 37% drop in accidents within the first six months of use—and an eye-catching 73% reduction after 30 months. Larger fleets (500+ vehicles) achieved even stronger safety outcomes, with an 84% reduction in harsh driving events and near-elimination (98% reduction) in mobile device usage behind the wheel.

This safety innovation isn’t limited to statistics—major enterprise wins include the State of New York, a leading oilfield services provider, and Cadent (the UK’s largest gas distribution network). Samsara’s suite of new products (AI Multicam, Asset Maintenance, Asset Tags, Connected Training, Connected Workflows) contributed 20% of net new ACV this quarter, underscoring its growing impact beyond legacy telematics.

Automation and Group Coaching Boost Safety and Efficiency

Samsara rolled out a range of automated AI coaching and workflow tools to streamline safety, compliance, and fuel efficiency training—offering advanced group coaching, customizable avatars, and no-code automation for incident management. Early adoption from one of America’s largest mechanical contractors, for example, produced a 44% reduction in total safety event rates and a 72% reduction in mobile device usage across complex field operations.

Key Takeaway: Samsara Rides High on Enterprise Demand and Data-Driven Results

For investors and operators alike, Samsara’s Q3 shows more than just growth at scale; it points to a step-change in how connected operations leverage real-time data and AI for tangible business impact. With record-setting customer additions, growing recurring revenues, and product-led expansion, the company’s strategic focus on safety and efficiency appears to be paying off. While continued execution and broader adoption remain crucial, Samsara’s results make it a name to watch in digital operations—and a bellwether for the future of AI-powered safety solutions.

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