{
  "url": "https://struct.news/briefs/samsara-turned-six-month-growth-into-profit-receivables-grew-faster-than-sales",
  "title": "Samsara turned six-month growth into profit. Receivables grew faster than sales.",
  "summary": "Operating cash flow rose 50.8% to $154.9M, even as accounts receivable climbed 37.3%, ahead of revenue growth.",
  "published_at": "2026-09-08T20:20:05.329994+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "Samsara Inc.",
    "ticker": "IOT",
    "cik": "1628280",
    "sector": "Technology",
    "industry": "Software - Infrastructure"
  },
  "source_filing": {
    "form": "10-Q",
    "filed": "2026-09-08",
    "accession": "0001628280-26-060909",
    "url": "https://www.sec.gov/Archives/edgar/data/1642896/000162828026060909/iot-20260801.htm"
  },
  "comparison_filing": {
    "form": "10-Q",
    "filed": "2025-09-09",
    "url": "https://www.sec.gov/Archives/edgar/data/1642896/000164289625000074/iot-20250802.htm"
  },
  "reported_figures": [
    {
      "group": "The filing in three numbers",
      "label": "Revenue",
      "value": 1618635000,
      "display": "$1.6B",
      "unit": "usd",
      "period": "2026-01-31",
      "detail": null,
      "source": {
        "kind": "sec_filing",
        "label": "Filed company results",
        "form": "10-Q",
        "accession": "0001628280-26-060909",
        "filing_date": "2026-09-08"
      }
    },
    {
      "group": "The filing in three numbers",
      "label": "Revenue YoY",
      "value": 29.573830910847665,
      "display": "+29.6%",
      "unit": "percent",
      "period": "2026-01-31",
      "detail": null,
      "source": {
        "kind": "jodie_calculation",
        "label": "Calculated from filed company results",
        "form": "10-Q",
        "accession": "0001628280-26-060909",
        "filing_date": "2026-09-08"
      }
    },
    {
      "group": "The filing in three numbers",
      "label": "Operating margin",
      "value": -3.248168981889061,
      "display": "-3.2%",
      "unit": "percent",
      "period": "2026-01-31",
      "detail": null,
      "source": {
        "kind": "jodie_calculation",
        "label": "Calculated from filed company results",
        "form": "10-Q",
        "accession": "0001628280-26-060909",
        "filing_date": "2026-09-08"
      }
    }
  ],
  "watch_next": [
    {
      "type": "product_pipeline",
      "statement": "R&D spending increased as Samsara invested in AI tooling and related development infrastructure.",
      "importance": "medium",
      "evidence": "Research and development expense increased by $31.3 million, or 19%, for the six months ended August 1, 2026 compared to the six months ended August 2, 2025, primarily due to a $12.8 million increase in costs associated with software subscriptions, a $10.8 million increase in platform costs driven by investments in AI tooling and related development infrastructure, and a $10.1 million increase in employee-related costs primarily due to higher stock-based compensation expense.",
      "source_date": "2026-09-08"
    }
  ],
  "related_tickers": [
    "IOT"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}