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Samsara IOT Deferred commissions, non-current

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Other financials

Income statement

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Revenue$478.8M+30.5%
Gross profit$361.1M+27.3%
Operating income$7.2M+122%
Net income$44.5M+301%
EPS (diluted)$0.08+300%

Balance sheet

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Cash & equivalents$222.2M-20.9%
Total debt$69.0M-15.9%
Total equity$1.5B+33.7%
Total assets$2.6B+26.1%

Cash flow

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Operating cash flow$81.4M+54.7%
CapEx$8.2M+19.0%
Free cash flow$73.2M+60.2%

Valuation

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Market cap$22.27B+6.4%
Enterprise value$22.12B+6.7%
P/E1,667.9×
P/S12.9×-1.8×

Profitability

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Gross margin76.2%-0.3pp
Operating margin-5.3%-2.3pp
Net margin-2.8%-1.3pp
FCF margin13.6%+3.2pp

Returns & leverage

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Return on equity-3.7%-1.7pp
Debt / equity0.0×
Current ratio1.6×+0.1×

Where this comes from

Reported directly by Samsara in its filing.

Tagged under the XBRL concept iot:CapitalizedContractCostNetNoncurrentCommissionCosts.

The source filing: Samsara’s 10-Q, filed June 9, 2026.

Filed
Jun 9, 2026, 4:11 PM EDT
Fiscal quarter
Q1 FY2027
Calendar quarter
Q2 2026
Accession
0001628280-26-041893
Line itemAs of / May 2, 2026As of / January 31, 2026
Property and equipment, net84,41881,607
Operating lease right-of-use assets57,26560,303
Connected device costs, non-current310,497297,245
Deferred commissions, non-current184,675176,415
Other assets21,84514,863
Total assets$2,614,070$2,540,674
Liabilities and stockholders’ equity
Current liabilities:

Item 1. Financial Statements (Unaudited)

FAQ

What is Samsara's deferred commissions, non-current?
Samsara (IOT) reported deferred commissions, non-current of $184.68M in Q1 2026.
How has Samsara's deferred commissions, non-current changed year-over-year?
Samsara's deferred commissions, non-current decreased by 14.4% year-over-year, from $215.79M to $184.68M.
What is the long-term trend for Samsara's deferred commissions, non-current?
Over 4 years (2022 to 2026), Samsara's deferred commissions, non-current has grown at a 10.6% compound annual growth rate (CAGR), from $117.76M to $176.42M.
What does deferred commissions, non-current mean?
This represents the long-term portion of incremental costs of obtaining a contract, primarily sales commissions, that are capitalized. These costs are amortized over the expected period of benefit from the customer relationship. It provides insight into the long-term efficiency of the company's sales and marketing spend.

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