Samsara Inc. (IOT) Q2 2027 Earnings Call Transcript

SA Transcripts 162.09K Followers Follow Samsara Inc. ( IOT ) Q2 2027 Earnings Call September 3, 2026 5:00 PM EDT Company Participants Sanjit Biswas - Co-Founder, CEO & Chairman Dominic Phillips - Executive VP & CFO Conference Call Participants Dylan Becker - William Blair & Company L.L.C., Research Division Michael Turrin - Wells Fargo Securities, LLC, Research Division Aleksandr Zukin - Wolfe Research, LLC Matthew Hedberg - RBC Capital Markets, Research Division Matthew Martino - Goldman Sachs Group, Inc., Research Division S. Kirk Materne - Evercore ISI Institutional Equities, Research Division Matthew Bullock - BofA Securities, Research Division Nicholas Altmann - BTIG, LLC, Research Division Mark Schappel - Loop Capital Markets LLC, Research Division Jason Celino - KeyBanc Capital Markets Inc., Research Division Isabella Camaj - JPMorgan Chase & Co, Research Division Presentation Unknown Executive [Presentation] Good afternoon. Welcome to Samsara's Second Quarter Fiscal 2027 Earnings Call. I'm Marty Winick, Director of Finance and Strategy at Samsara. Joining me today are Samsara's 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, September 3, 2026, 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 second quarter fiscal 2027 financial results. We'd like to point out that the company reports non-GAAP results in addition to and not as a substitute for or superior