Subscription revenue — Revenue
Samsara Subscription revenue — Revenue increased by 7.0% to $436.77M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 29.2%, from $338.10M to $436.77M. Over 4 years (FY 2022 to FY 2026), Subscription revenue — Revenue shows an upward trend with a 39.5% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
An increase indicates successful customer acquisition and expansion of the recurring revenue base, while a decrease may signal churn or slowing demand for the core platform.
Detailed definition
This metric represents the total revenue generated from recurring software-as-a-service (SaaS) subscriptions for the com...
Peer comparison
This is a standard metric for SaaS and IoT companies, comparable to Annual Recurring Revenue (ARR) or subscription-based service revenue reported by enterprise software peers.
iot_segment_subscription_revenue_revenueHistorical Data
| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $85.43M | $100.33M | $108.98M | $124.24M | $140.73M | $151.70M | $166.56M | $182.45M | $199.48M | $215.18M | $232.86M | $271.84M | $276.19M | $295.32M | $316.16M | $338.10M | $359.60M | $383.89M | $408.12M | $436.77M |
| QoQ Change | — | +17.4% | +8.6% | +14.0% | +13.3% | +7.8% | +9.8% | +9.5% | +9.3% | +7.9% | +8.2% | +16.7% | +1.6% | +6.9% | +7.1% | +6.9% | +6.4% | +6.8% | +6.3% | +7.0% |
| YoY Change | — | — | — | — | +64.7% | +51.2% | +52.8% | +46.9% | +41.8% | +41.8% | +39.8% | +49.0% | +38.5% | +37.2% | +35.8% | +24.4% | +30.2% | +30.0% | +29.1% | +29.2% |
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Frequently Asked Questions
- What is Samsara's subscription revenue — revenue?
- Samsara (IOT) reported subscription revenue — revenue of $436.77M in Q4 2025.
- How has Samsara's subscription revenue — revenue changed year-over-year?
- Samsara's subscription revenue — revenue increased by 29.2% year-over-year, from $338.10M to $436.77M.
- What is the long-term trend for Samsara's subscription revenue — revenue?
- Over 4 years (2022 to 2026), Samsara's subscription revenue — revenue has grown at a 39.5% compound annual growth rate (CAGR), from $418.98M to $1.59B.
- What does subscription revenue — revenue mean?
- The total recurring revenue earned from customers paying for ongoing access to the company's software platform and services.