Скачать или смотреть ChargePoint Holdings, Inc. (NYSE: CHPT) Q1 2026 Earnings Call | 6/4/2025

ChargePoint Holdings, Inc. (NYSE: CHPT) reported Q1 2026 results on June 4, 2025, with revenue of $97.6 million, down 9% year-over-year amid continued softness in networked charging system sales. Despite the revenue decline, the company delivered record profitability metrics: GAAP gross margin improved to 29% (up from 22% last year) and non-GAAP gross margin hit a new high of 31%, driven by a greater mix of high-margin subscription revenue and efficiency gains.

Subscription revenue rose 14% to $38 million, now comprising 39% of total revenue, while networked charging system revenue fell 20% to $52.1 million. GAAP operating expenses dropped 10% to $81.8 million, and non-GAAP operating expenses fell 15% to $56.7 million, reflecting ongoing cost discipline. The GAAP net loss narrowed 20% year-over-year to $57.1 million, and non-GAAP pre-tax net loss improved 35% to $29.3 million. Adjusted EBITDA loss was $22.8 million, a 38% improvement from the prior year.

ChargePoint ended the quarter with $196 million in cash and $212 million in inventory, positioning the company to support future demand and innovation. Key business highlights included the launch of a new AC charging architecture and a strategic partnership with Eaton to expand integrated EV charging and power management solutions in North America and Europe.

Outlook:

Q2 2026 revenue guidance: $90–$100 million

ChargePoint reiterated its goal of achieving positive non-GAAP adjusted EBITDA in a quarter during fiscal 2026.

CEO Rick Wilmer emphasized the company’s focus on margin expansion, recurring revenue growth, and operational efficiency as ChargePoint navigates a dynamic EV charging market.

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