Samsara Inc. (NYSE:IOT) Q3 2025 Earnings Conference Call December 5, 2024 5:00 PM ET
Company Participants
Mike Chang - Vice President of Corporate Development and Investor Relations
Sanjit Biswas - Co-Founder and Chief Executive Officer
Dominic Phillips - Chief Financial Officer
Conference Call Participants
Matthew Hedberg - RBC Capital Markets
Keith Weiss - Morgan Stanley
Alex Zukin - Wolfe Research
Michael Turrin - Wells Fargo Securities
Kirk Materne - Evercore ISI
Dylan Becker - William Blair & Company
Matthew Bullock - Bank of America Merrill Lynch
Derrick Wood - TD Cowen
James Fish - Piper Sandler & Co.
Elyse Kanner - JPMorgan Chase & Co.
Junaid Siddiqui - Truist Securities, Inc.
Mark Schappel - Loop Capital Markets
Daniel Jester - BMO Capital Markets
Mike Chang
Good afternoon and welcome to Samsara's Third Quarter Fiscal 2025 Earnings Call. I'm Mike Chang, Samsara's Vice President of Corporate Development and Investor Relations.
Joining me today are Samsara Chief Executive Officer and Co-Founder, Sanjit Biswas; and our Chief Financial Officer, Dominic Phillips. In addition to our prepared remarks on this call, additional information can be found in our shareholder letter, press release, investor presentation and SEC filings on our Investor Relations website at investors.samsara.com.
The matters we'll discuss today include forward-looking statements. Actual results may differ materially from those contained in the forward-looking statements and are subject to risks and uncertainties described more fully in our SEC filings. Any forward-looking statements that we make on this call are based on assumptions as of today, December 5, 2024, and we undertake no obligation to update these statements as a result of new information or future events unless required by law.
During today's call, we will discuss our third quarter fiscal 2025 financial results. We would like to point out that the company reports non-GAAP results in addition to and not as a substitute for or superior to financial measures calculated in accordance with GAAP. Reconciliations of GAAP to non-GAAP financial measures are provided in our press release and investor presentation. We'll make opening remarks, dive into highlights for the quarter and then open the call up for Q&A.
With that, I'll hand over the call to Sanjit.
Sanjit Biswas
Thanks, Mike, and thank you, everyone, for joining us today. Samsara delivered another strong quarter of durable and efficient growth. We ended Q3 with $1.35 billion in ARR, growing 35% year-over-year. We also delivered a quarterly record 10% adjusted free cash flow margin. Our growth is powered by our deep partnerships with the world’s largest and most complex operations organizations.