Samsara’s Growth Story Hides a Slowdown in New Customer Adds

Posted on by Elim@CANSLIM Research
IOT earnings-call technical analysis chart — Stage 2 (Advancing), Cup with Handle, Golden Cross, 52wk High, 52wk Low, last price $36.79, as of September 04, 2026 at 08:53
Elim@CANSLIM Research's avatarElim@CANSLIM Research

In Short

Samsara's Q2 beat hides a slowdown: net new ARR growth decelerated to 27% cc, and NRR went undisclosed after 115% last quarter. Record $134M adds mask reliance on mega-deals. Is 30% growth sustainable? Read the full breakdown.

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