Samsara Inc.

Samsara Inc. 在 2026年9月3日 公布了什么

截至 2026年8月1日 的季度，与去年同季度相比。

这些是单季度数字，不是滚动一年——本站其他地方的数字覆盖十二个月，会大得多。季节性业务在两者之间摆动很大：ServiceNow 在十二月季度赚 20 亿美元自由现金流，在六月季度只有 5 亿。

对比对象是去年同一季度，而不是分析师预测。要说“超预期”或“不及预期”需要一致预期数据，那是我们没有的授权数据——而搞错它比不提更糟。

管理层说了什么

“Samsara delivered another quarter of durable and efficient growth, crossing $2.1 billion in ARR with 30% year-over-year growth for the third consecutive quarter,”

逐字引自公告，且只在文件将其归于具名人士时才展示。

股价作何反应

公告在收盘后或开盘前发布，因此这里的变动是随后的那个交易日。

Samsara Inc. 做什么

Samsara is the pioneer of the Connected Operations ® Platform, which is an open platform that connects the people, assets, and systems of some of the world’s most complex operations, allowing them to develop actionable insights and improve their operations. With tens of thousands of customers across North America and Europe, Samsara is a proud technology partner to the people who keep our global economy running, including the world’s leading organizations across industries in construction, transportation, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and others. The company’s mission is to increase the safety, efficiency, and sustainability of the operations that power the global economy.

公司自己的描述，取自公告末尾。