What is the revenue and EPS growth rate for ChargePoint year over year?

What is ChargePoint's latest dividend and current dividend yield?

What were the key takeaways from ChargePoint’s earnings call?

What is the market's earnings forecast for ChargePoint next quarter?

What is ChargePoint's gross profit margin?

What guidance did ChargePoint's management provide for the next earnings period?

What factors drove the changes in ChargePoint's revenue and profit?

What were the key takeaways from ChargePoint's earnings call?

- **Revenue Beat and Margin Strength**: Q3 revenue of $106M (+6% YoY), non-GAAP gross margin 33%, subscription margin 63%.
- **Debt Restructuring Win**: $172M debt reduction, saving $10M annually, with 50% debt deleveraging.
- **Innovative Products Launching**: ChargePoint Express (30% CapEx savings) and Flex (V2G/V2H) driving European growth.
- **Cash Efficiency Improving**: Q3 cash usage $14M, down from $24M a year ago.
- **European Expansion**: New products positioned to capture regulatory-driven EV infrastructure growth.

**【CEO Summary Section】**
- **Revenue Growth and Strategic Momentum**: Q3 revenue reached $106 million, exceeding guidance, with 7% sequential and 6% year-over-year growth. North America accounted for 85% of revenue, while Europe showed accelerating demand. Non-GAAP gross margin remained at a record 33%.
- **Debt Restructuring Success**: Completed a $172 million debt exchange, reducing total debt by over 50% and extending maturity to 2030. This transaction shifted $82 million in change of control premium to shareholders.
- **Product Innovation and Partnerships**: Launched ChargePoint Express (DC fast charging with Eaton) and Flex (AC with Eaton's smart panel tech), both offering 30% CapEx savings. Eaton partnership is exceeding expectations, with co-branded products shipping.
- **Market Expansion in Europe**: New products position ChargePoint to capture growth in Europe, driven by regulatory support and EV adoption. Customer response to new DC and AC solutions is overwhelmingly positive.
- **Operational Efficiency**: Reduced cash burn to $14 million Q3, down from $24 million a year ago. Inventory management improving, with gradual reduction expected.

**【CFO Financial Commentary】**
- **Financial Highlights**: 
  - Revenue: $106 million (vs. $90-100M guidance), 53% from network systems, 40% from subscriptions.
  - Gross Margin: 33% (flat Q/Q, +7% YoY), subscription margin at 63% (record high).
  - Operating Expenses: $57 million (-2% Q/Q, -2% YoY), driven by cost control.
  - Adjusted EBITDA: -$19 million (vs. -$22M Q2, -$29M YoY).
  - Cash: $181 million, with $14 million cash usage.
- **Debt Exchange Impact**: Annual interest savings of $10 million, maturity extended to 2030. Over $39 million net cash used over 4Qs, down from $178 million prior period.
- **Guidance**: Q4 2026 revenue $100-110 million (3% YoY midpoint growth). Focus on subscription growth and margin expansion.

**【Q&A Key Highlights】**
- **Product Demand and Timing**: New products (Express, Flex) expected to drive margin improvement in H2 2026. Residential sales boosted by expiring EV tax credits.
- **Inventory Management**: Inventory stable at $212 million, gradual reduction expected. Hardware margin improvements tied to selling through legacy inventory.
- **European Growth**: Confident in winning significant projects in Europe, targeting both passenger and truck charging.
- **Virtual Power Plants (VPPs)**: New products enable V2G/V2H at 30% lower CapEx, aligning with grid-integrated charging trends.
- **Eaton Collaboration**: Partnership exceeding expectations, with co-branded products shipping and innovation pipeline strong.

ChargePoint Holdings, Inc. (CHPT) Q3 2026 Earnings Call Transcript

- **Record Margins & Cash**: 33% non-GAAP gross margin (highest since IPO), $195M cash with < $2M Q2 cash burn. 
- **Eaton Synergy Success**: 2 new product lines (Express DC, Flex) driving $90M+ annualized revenue opportunity. 
- **Europe Growth Engine**: 26% EV sales growth vs. 3% U.S., with ChargePoint capturing 123K European ports. 
- **Breakeven Pushed Out**: EBITDA breakeven now beyond FY2026 to fund innovation pipeline. 
- **New Product Momentum**: 7 new products in pipeline, 3 launched Q2 with >$10M early sales.

**【CEO Summary Section】**
- Q2 revenue of $99 million hit the top of guidance, with non-GAAP gross margin reaching 33%, the highest since becoming public. 
- Cash balance remained stable at $195 million, despite delays in North America projects due to expiring EV tax credits and tariffs.
- Strategic partnership with Eaton launched new products: Express DC fast charging line (lower CapEx, faster deployment) and Flex home charging solution (V2G capabilities). 
- Europe shows growth potential with 26% EV sales YoY, but infrastructure lags demand. 
- Pushed out EBITDA breakeven target beyond FY2026 to prioritize innovation and commercialization.

**【CFO Financial Commentary】**
- Q2 GAAP revenue $99 million, with 51% from networked systems, 40% from subscriptions (10% YoY growth). 
- Non-GAAP gross margin improved 3pts QoQ to 33%, driven by hardware and subscription margin gains. 
- OpEx $59 million (+3% QoQ) due to R&D investments in new product lines. 
- Adjusted EBITDA loss narrowed to $22 million (-34% YoY). 
- Cash usage minimal ($2 million QoQ), with inventory management maintaining balance at $212 million. 
- Q3 guidance: $90-100 million revenue, reflecting cautious macro outlook.

**【Q&A Highlights】**
- **OpEx Trends**: R&D spend elevated for Q3 due to product launches, but expected to decline in Q4+.
- **Europe Growth**: New products (Flex, Express DC) positioned to capture 26% EV sales growth in Europe. 
- **Competitive Edge**: Software platform with AI integration provides moat vs. pure-play hardware competitors. 
- **Charging Mix**: DC fast charging not cannibalizing Level 2, with 84% North America revenue from commercial/fleet use cases. 
- **Gross Margin Outlook**: New products designed for higher margin profiles, but mix-dependent.

ChargePoint Holdings, Inc. (CHPT) Q2 2026 Earnings Call Transcript

- **Revenue & Margin Strength**: Q1 $98M revenue, 31% non-GAAP gross margin (vs. 24% last year). Subscription margin hits 60%.
- **Game-Changing Partnerships**: 
  - **Eaton**: End-to-end EV+power solutions launched, targeting Q3 scale-up with $25B partner.
  - **GM**: 500+ new DC ports signed, accelerating deployment.
- **Product Innovation**: New low-cost AC hardware enters U.S. residential and European fleet markets in July.
- **Market Leadership**: 352K ports managed, 1.25M global roaming access points, 40% U.S. city peak utilization strain.
- **Financial Discipline**: OpEx down 15% YoY, $196M cash on hand, targeting EBITDA positive in 2026.

**【CEO Key Highlights】**
- **Revenue Growth & Margin Expansion**: Q1 revenue of $98M, with non-GAAP gross margin at 31% (up 7pts YoY). Subscription gross margin reached 60%, driven by SaaS model strength.
- **Strategic Partnerships**: 
  - **GM DC Fast Charging**: 500+ new ports signed for deployment, accelerating site openings.
  - **Eaton Partnership**: End-to-end EV charging + power management solutions launched, leveraging Eaton's $25B global reach. Co-developed tech for V2X capabilities to be announced in Q3.
- **Product Innovation**: New AC hardware architecture entering market at competitive price points, targeting U.S. residential and European fleet segments. First European model begins production in July.
- **Market Resilience**: 352,000 ports under management (35K DC fast chargers, 122K in Europe), enabling access to 1.25M global ports via roaming. U.S. cities nearing 40% peak utilization, signaling infrastructure expansion need.

**【CFO Financial Breakdown】**
- **Revenue Composition**: 
  - Network Systems: $52M (53% of total)
  - Subscription: $38M (39%, +14% YoY)
  - Other: $8M (8%, -8% YoY)
- **Geographic Mix**: 85% North America, 15% Europe (impacted by German weakness).
- **Cost Management**: 
  - OpEx: $57M (-15% YoY, +9% QoQ due to annual raises)
  - Inventory: $212M (down 1% QoQ, units declining)
  - Cash: $196M (Q1 seasonal high usage)
- **Guidance**: Q2 2026 revenue $90-100M, targeting EBITDA positive in 2026. New AC hardware and Eaton partnership drive H2 upside.

**【Q&A Key Takeaways】**
- **Eaton Partnership Momentum**: Full operationalization expected by Q3, with focus on North America and Europe before expanding geographies.
- **Inventory Reduction**: Gradual decline in H2, aligned with revenue growth.
- **Growth Catalysts**: New AC hardware in Europe, Eaton's grid-integration solutions, and DC fast charger utilization trends.


ChargePoint Holdings, Inc. (CHPT) Q1 2026 Earnings Call Transcript

- **Revenue Beat & Margin Expansion**: Q4 2025 revenue $102M (+14% subscription), non-GAAP gross margin 30%. Q4 OpEx down 42% YoY to $52M.
- **GM Partnership Payoff**: First DC fast charging location opened within 4 weeks of program launch, signaling rapid execution capability.
- **Cash Flow Turnaround**: Q4 cash usage $3M (vs. $31M Q3), ending balance $225M. Inventory down $13M to $209M.
- **Resilience to Policy Shifts**: <1% revenue from federal NEVI deals; tariffs on raw materials negligible impact.
- **Subscription Growth Driver**: 342K managed ports, 27M Q4 charging sessions (30% of FY2025 total).

**【CEO Summary Section】**
- **Revenue Growth**: Q4 2025 revenue of $102 million exceeded guidance midpoint, with subscription revenue up 14% YoY to $38 million. North America accounted for 81% of revenue, Europe 19%.
- **Gross Margin Improvement**: Non-GAAP gross margin rose to 30%, driven by higher hardware margins and subscription revenue. Q4 OpEx dropped 42% YoY to $52 million.
- **Strategic Partnerships**: Collaborated with GM Energy to expand DC fast charging networks, opening first location within 4 weeks of program launch.
- **Market Leadership**: Managed 342,000 charging ports globally, including 120,000 in Europe and 33,000 DC fast chargers. Network delivered 27M charging sessions in Q4, 30% of total since FY2024 start.
- **Policy Resilience**: Minimal reliance on federal funding (NEVI deals <1% of 2024 revenue). Tariffs on raw materials inconsequential to manufacturing costs.

**【CFO Financial Commentary】**
- **Cash Management**: Q4 cash usage reduced to $3M (vs. $31M in Q3), ending balance $225M. Inventory decreased $13M to $209M, second straight quarter decline.
- **EBITDA Progress**: Adjusted EBITDA loss narrowed to $17M (vs. $29M in Q3 and $45M in Q4 2024). FY2025 total revenue $417M, non-GAAP gross margin 26%.
- **Guidance FY26Q1**: Revenue $95-105M, aligning with Q4 at midpoint despite seasonal headwinds. Focus on selling through inventory to maintain cash flow efficiency.

**【Q&A Highlights】**
- **Subscription Margin Strength**: Q4 subscription gross margin boosted by cloud cost optimization and automation. Expect ongoing improvements with scale.
- **Competitive Landscape**: Rationalization of smaller players creating opportunities for ChargePoint's diversified, SaaS-driven model. 100+ third-party hardware models now managed via software.
- **Supply Chain Resilience**: Global manufacturing footprint (including US) mitigates tariff risks. Inventory normalization supports steady sell-through rates.
- **EV Adoption Momentum**: 2024 global EV sales up 9% (North America +22% YoY in Jan 2025). Fleet customers report 30%+ cost savings vs. ICE vehicles.
- **Regulatory Headwinds**: Permitting delays and grid infrastructure constraints remain, but no significant improvement expected in near term.


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