Samsara Q2 revenue jumps 30% as transportation, Mexico fuel growth

Samsara, a connected-operations technology provider, reported a significant 30% increase in Q2 fiscal 2027 revenue to $508.4 million. The company's Connected Operations platform, which integrates telematics, video-based safety, equipment monitoring and maintenance applications, continues to gain traction among large customers. Transportation accounted for the second-highest net new annual contract value (ACV), while Mexico saw accelerating growth in ACV, giving the country its highest share of net new ACV in five quarters.

Large customers are driving Samsara's momentum, and adoption of the company's latest artificial intelligence features has increased more than fourfold in the past two months. Samsara's GAAP operating income improved to $4.9 million with a 1% operating margin, marking the fourth consecutive profitable quarter. The company forecasts revenue of $514 million to $516 million for the fiscal third quarter, representing about 24% year-over-year growth.