Samsara Inc. (NYSE: IOT), the pioneer behind the Connected Operations® Platform, posted strong Q3 fiscal 2026 results, reinforcing its position as a go-to platform for enterprise digitization in physical operations. The company reported $416 million in revenue, up 29% year-over-year, and ending annual recurring revenue (ARR) of $1.75 billion, also up 29% YoY.
Adding to its momentum, Samsara secured $105 million in net new ARR (24% YoY growth), added 219 $100K+ ARR customers—a quarterly record—and 17 $1M+ ARR customers, tying its own record. Notably, 20% of net new annual contract value came from products launched in the past year, including AI Multicam, Asset Maintenance, Asset Tags, Connected Training, and Connected Workflows. The company also achieved its first quarter of GAAP profitability.
Enterprise Digitization Driving Demand
As large operators digitize complex field operations, demand for platforms that reduce operational complexity and deliver rapid ROI is surging. Samsara has emerged as a preferred partner for organizations seeking actionable insights across safety, compliance, and operational efficiency.
One of the largest U.S. mechanical contractors leveraged Samsara after a pilot program, reducing total safety events by 44% and mobile usage by 72%. The contractor now uses Video-Based Safety, Telematics, Connected Training, and Driver Qualification tools across its operations. Additional notable Q3 wins include the State of New York, a leading oilfield services provider, a major global media company, and Cadent, the UK’s largest gas distribution network.
AI-Driven Safety and Efficiency
Safety remains a top priority in asset-heavy, labor-intensive industries. Samsara’s AI-powered platform has demonstrated measurable improvements for frontline workers. According to its latest Safety Report, fleets using dual-facing AI dash cameras, real-time in-cab alerts, and driver coaching saw a 37% reduction in accidents after six months, which increased to 73% after 30 months. Larger fleets with more than 500 vehicles achieved an 84% reduction in harsh events, a 23% reduction in speeding, and a 98% reduction in mobile usage.
Samsara also introduced several new AI coaching features:
- Automated Coaching: Delivers advanced coaching across the driver lifecycle, covering safety, compliance, and idling, with scalable avatar-based programs.
- Group Coaching: Uses operational data to guide managers in conducting team-based coaching sessions focused on safety, fuel efficiency, and compliance.
- Workflow Automations: No-code automation streamlines coaching, assigning lower-priority incidents for self-review and flagging high-priority events for manager intervention.
“The world’s largest operators are fundamentally changing how they protect their people and manage assets with technology, and Samsara is their strategic partner in that transformation,” said Amit Vyas, Samsara Chief Revenue Officer. “The strongest validation of our platform is the tangible results we deliver across safety and efficiency.”
What This Means for the Industry
Samsara’s Q3 performance and AI-driven offerings underscore a broader trend: physical operations are finally going digital at scale. By integrating AI into coaching and workflows, Samsara is not just improving safety—it’s redefining operational intelligence for enterprise fleets. Competitors in the connected operations and industrial IoT space, such as KeepTruckin and Geotab, are also expanding AI features, but Samsara’s blend of large-scale deployments and measurable safety outcomes gives it a notable edge.
As enterprises continue to prioritize worker safety, regulatory compliance, and operational efficiency, platforms like Samsara are proving that AI can deliver both tangible ROI and transformative impact.
