Samsara Q2 FY2027业绩全面超预期并大幅上调全年指引，盘后涨超12%

Samsara ( IOT ) shares popped more than 10.5% in extended trading on Thursday after the tech company reported second-quarter results and lifted its full-year guidance. For the period ending Aug. 1, Samsara said it earned an adjusted $0.20 per share as revenue rose 30% year-over-year to $508.4M. Analysts had expected the company to earn $0.16 per share on an adjusted basis and generate $483.4M in revenue. Adjusted operating income was $106M during the period, while its adjusted gross margin  was 78%. Annualized recurring revenue came in at $2.12B, above the $2.1B estimate. “Our large customers continue to drive our momentum, and customer adoption of some of our latest AI features is up more than 4x in the last two months,” Sanjit Biswas, CEO and co-founder of Samsara, said in a statement . “We’re innovating at an unprecedented pace and are excited to deliver even greater impact for our customers who keep the global economy running.” Looking ahead to the fiscal third quarter, Samsara said it expects to earn an adjusted $0.18 or $0.19 per share, above the $0.18 per share estimate. Sales are forecast to be between $514M and $516M, above the $509.7M estimate. The company also upped its full-year outlook, as it now expects to earn between $0.76 and $0.78 per share on an adjusted basis, up from its previous forecast of $0.70 to $0.72 per share. Revenue is forecast to be between $2.043B and $2.047B. Analysts had expected $0.72 per share in full-year earnings and $2.01B in revenue. The company will host a conference call at 5 p.m. EST to discuss the results.