Software & data
Samsara
Business, financial evidence and documented connections to the AI buildout.
Business and AI exposure
Samsara supplies connected-operations software using vehicle, equipment and operational data. Agent Studio adds AI agents to those workflows, with subscription and customer expansion providing the commercial pathway.
Earnings and disclosures
Latest verified results: Q2 fiscal 2027 · Released 2026-09-03
Next results: No next results date listed in the official event listings checked 2026-10-18.
Checked 2026-10-18 · Financial context and sources ↓
Financial context
For fiscal Q2 2027, Samsara reported $508.4 million of revenue, $4.9 million of GAAP operating income, $73.5 million of operating cash flow and $64.7 million of free cash flow. Cash was $291.4 million and short- and long-term investments totaled $1.034 billion.
Delivery and commitments
Agent Studio was generally available to customers, and Samsara reported sevenfold adoption growth since June. MCP support also became generally available. These are product and usage developments; the announcement does not isolate the dollar value of AI-agent revenue.
Costs, funding and dependencies
Customer data quality, reliable operational integration, adoption and renewal determine whether agents produce durable commercial expansion. Corporate cash supports the broader platform but is not a budget or return measure for a specific AI feature.
What to watch next
Follow paid customer expansion, sustained usage and margins after general availability. No distinct future AI-only customer-acceptance or revenue deadline is established in the cited releases.
Documented project connections
Each connection below has a specific, cited role. A supplier, lender, customer or proposed acquirer has different economics from the project owner.
No named tracked-project role has been established by the evidence used for this profile. This does not mean the company has no AI exposure.
Evidence boundaries
Company totals, segment sales, bookings, backlog, spending, capacity and usage describe different things. They do not establish project-level revenue, earnings or an exact AI-only revenue share unless the cited disclosure explicitly says so.
This is a dated research snapshot. Forecasts are attributed expectations, and undisclosed amounts remain unknown. Source review does not certify every project or future outcome.