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Samsara | 10-Q: Q1 2025 Earnings Report

Samsara | 10-Q: Q1 2025 Earnings Report

Samsara | 10-Q:2025财年一季报
美股SEC公告 ·  2024/06/12 04:24

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Samsara delivered strong Q1 fiscal 2025 results with revenue growing 37% year-over-year to $280.7 million. The company's gross margin improved to 76% from 72% in the prior year, while net loss narrowed to $56.3 million from $67.9 million. Annual Recurring Revenue (ARR) reached $1.18 billion, with customers contributing over $100,000 in ARR increasing to 1,964.The company demonstrated improved operational efficiency with non-GAAP operating income of $6.2 million compared to a loss of $19.0 million in the prior year period. Free cash flow strengthened to $18.6 million, representing a 7% margin. Gross profit rose to $212.1 million as the company benefited from infrastructure cost efficiencies and optimized device costs.Looking ahead, Samsara continues to invest in research and development while expanding its sales capacity globally. The company maintained a strong liquidity position with $845.0 million in cash and investments as of May 4, 2024. Management remains focused on growing the customer base and increasing adoption of its Connected Operations Cloud platform across existing customers.
Samsara delivered strong Q1 fiscal 2025 results with revenue growing 37% year-over-year to $280.7 million. The company's gross margin improved to 76% from 72% in the prior year, while net loss narrowed to $56.3 million from $67.9 million. Annual Recurring Revenue (ARR) reached $1.18 billion, with customers contributing over $100,000 in ARR increasing to 1,964.The company demonstrated improved operational efficiency with non-GAAP operating income of $6.2 million compared to a loss of $19.0 million in the prior year period. Free cash flow strengthened to $18.6 million, representing a 7% margin. Gross profit rose to $212.1 million as the company benefited from infrastructure cost efficiencies and optimized device costs.Looking ahead, Samsara continues to invest in research and development while expanding its sales capacity globally. The company maintained a strong liquidity position with $845.0 million in cash and investments as of May 4, 2024. Management remains focused on growing the customer base and increasing adoption of its Connected Operations Cloud platform across existing customers.
Samsara是一家专门从事基于物联网的运营数据整合的公司,报告了截至2024年5月4日的季度营业收入显著增长。该公司的营业收入从去年同期的2,0430万美元增长37%至2,8070万美元。尽管实现了增长,Samsara仍然经历了净亏损5630万美元,这是与去年同期报告的净亏损6790万美元相比有所改善。该公司的毛利率也有所改善,由于运营效率的提高,从72%增加至76%。Samsara的业务发展集中于其Connected Operations Cloud,随着采用率的提高,年度循环营业收入(ARR)增长至11.75亿美元,而去年同期这一数字为85620万美元,贡献超过10万美元的ARR客户数量也从1375人增加至1964人。展望未来,Samsara计划继续投资于销售和营销以扩大其客户群,并打算在其Connected Operations Cloud内推动创新。该公司还在关注全球宏观经济趋势,例如通货膨胀和地缘政治紧张局势,这可能会影响其表现。
Samsara是一家专门从事基于物联网的运营数据整合的公司,报告了截至2024年5月4日的季度营业收入显著增长。该公司的营业收入从去年同期的2,0430万美元增长37%至2,8070万美元。尽管实现了增长,Samsara仍然经历了净亏损5630万美元,这是与去年同期报告的净亏损6790万美元相比有所改善。该公司的毛利率也有所改善,由于运营效率的提高,从72%增加至76%。Samsara的业务发展集中于其Connected Operations Cloud,随着采用率的提高,年度循环营业收入(ARR)增长至11.75亿美元,而去年同期这一数字为85620万美元,贡献超过10万美元的ARR客户数量也从1375人增加至1964人。展望未来,Samsara计划继续投资于销售和营销以扩大其客户群,并打算在其Connected Operations Cloud内推动创新。该公司还在关注全球宏观经济趋势,例如通货膨胀和地缘政治紧张局势,这可能会影响其表现。
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