$INTC Sold my net week $140 calls and just DCAed all morning into 06/18/2026 $150 calls. Today's dip was a wonderful opportunity. Now at a profit. Expecting a run up soon!
One of the strongest software trends continues to be the digitization of the physical world.
$IOT helps companies monitor vehicles, equipment, fleets, & industrial ops in real time. The result: 31% rev growth, rising profitability, & another guidance increase.
JUST IN: $IOT delivered another strong quarter, beating revenue estimates by nearly $24M while growing sales 31% year-over-year. Management also raised full-year guidance and expects to remain GAAP profitable.
$IOT
Management gets a A. Delivered textbook earnings w 3rd consecutive quarter of GAAP profitability - proving their scaling model is on target. Now they need to ace the call. If they do, the Vol crush will be sweet.
$IOT Earnings:
- Q1 revenue of $478.8 million, representing 31% year-over-year growth and 29% in constant currency
- Q1 net new ARR of $100.7 million, representing 30% year-over-year growth and 27% in constant currency
- Ending ARR of $1.991 billion, representing 30% year-over-year growth
- GAAP earnings per share of $0.08, representing the third consecutive quarter of GAAP profitability
“Samsara delivered a strong Q1, approaching $2B in ARR with 30% growth and GAAP EPS profitability for the third consecutive quarter,” said Sanjit Biswas, CEO and Co-founder, Samsara. “Our customers are facing unprecedented demand and are constrained by worker capacity. We see a massive opportunity to transform physical industries with Operational AI and AI Agents – automating work, unlocking capacity, and driving greater productivity across the sectors that power the global economy.”
https://t.co/dopVXZtNnN
@devang_shah@RICKYRUBIOWMWWW Looks like someone knew ahead of time and got out of their position just in case. I hope $IOT rips just to screw them over though