Gandhi M N Kumar

😎

[Gandhi M N Kumar @gmnkumar]

@vtuinfo does anyone even work here. Called 100s of times to reach out to the Registrars office $ to the EDDTS Service at 0831-2498136/256. Worst experience ever. An alumni has to struggle to get a hold of folks here. @vtuinfo the worst ever

@BSBommai @modi @dpradhanbjp help !

[Gandhi M N Kumar @gmnkumar]

@ShakePryzby1 @grok summarize what this is implying

[Gandhi M N Kumar @gmnkumar]

@ai_rohitt @grok summarize this

[とみちゃんの米国株分析 @tomi_usstocks]

$IOT
失望されたのはQ2ガイダンス。

決算自体は予想超えだったけど、
次四半期の見通しが期待ほど強くなかった⚠️

ただ、
ARR 19.9億ドル
4四半期連続でNet New ARR 1億ドル超

はかなり強い。

建設・物流・現場向けのPhysical AI需要はまだ続いているように見える🏗️

[CHItrader @CHItrader]

📊 Samsara $IOT Q1 Earnings

✅ Earnings Beat
Adj. EPS: $0.17
YoY: ↑ 54.55% (from $0.11)

✅ Revenue Beat
Sales: $478.800M
YoY: ↑ 30.50% (from $366.900M)

Guidance raised:
Q2 Sales: $482M-$484M
FY2027 Adj EPS: $0.70-$0.72 (raised)
FY2027 Sales: $2.005B-$2.013B (raised)

[Markets Today @marketsday]

SAMSARA ( $IOT) — Q1 FY27 EARNINGS HIGHLIGHTS 📡📊

🔹 Revenue: $478.8M ( Est. $455.2M) 🟢; +31% YoY — strong top‑line beat.
🔹 Adj. EPS: $0.17 ( Est. $0.13) 🟢 — solid earnings beat.
🔹 ARR: $1.991B; +30% YoY — robust subscription momentum.

FY27 Guidance
🔹 Revenue: $2.005B–$2.013B ( Est. $1.97B) 🟢; +24% YoY.
🔹 Adj. EPS: $0.70–$0.72 ( Est. $0.67) 🟢 — upside vs consensus.
🔹 Operating Margin: Non‑GAAP margin guided at 20%.
🔹 GAAP EPS: Profitable — milestone achievement.

📌 Takeaway: Samsara delivered a clean beat across revenue, EPS, and ARR, with FY27 guidance showing continued high‑growth trajectory and margin expansion. The company’s move into GAAP profitability underscores its transition from pure growth to scalable, profitable IoT platform leadership.

#Samsara #IOT #Earnings #ARR #IoTPlatform #EquityResearch #MarketUpdate

[Gandhi M N Kumar @gmnkumar]

@dashboardlim Free

[Gandhi M N Kumar @gmnkumar]

@tabaei1356 @grok summarize this

[Aurora @aurora_inno]

250k driverless miles on public roads, and counting! 📈 With our fleet operating across our network which we are tripling to 10 driverless routes, we are demonstrating the value and reliability of our technology every day. The future of freight is moving fast, and we’re proud to lead the way. ✨

[Gandhi M N Kumar @gmnkumar]

@dissectmarkets @TechEquityEng Old news, this is 2024 Jan news, not this years

[Elon Musk @elonmusk]

Making life multiplanetary

[Gandhi M N Kumar @gmnkumar]

@JSpitTrades Did you mean no**

1) AI capex spending is showing now** signs of slowing down, see Arista Networks $ANET

[Gandhi M N Kumar @gmnkumar]

@TRHLofficial Yes !!!!!!!!! Truth !

[Gandhi M N Kumar @gmnkumar]

@DeepValue47 Is this even legit?