The earnings call highlighted strong revenue achievement and gross margin improvements, successful cash management strategies, and promising growth potential in the European market. However, these positives are counterbalanced by a year-over-year revenue decline, delayed EBITDA breakeven, market uncertainties in North America, and continued operating losses.

Company Guidance

During ChargePoint Holdings, Inc.'s second quarter fiscal 2026 earnings call, the company reported $99 million in revenue, which was at the top of its guidance range, and a non-GAAP gross margin of 33%, marking the highest margin since going public. The company managed to maintain a strong cash position with $195 million, just $2 million below the previous quarter, thanks to structural operating expense changes. The collaboration with GM is advancing, with numerous sites and fast charging ports coming online, contributing to a network of over 363,000 ports globally. Despite a 3% year-over-year growth slowdown in U.S. passenger EV sales and the challenges posed by expiring tax credits and tariffs, ChargePoint remains focused on achieving non-GAAP adjusted EBITDA breakeven, albeit beyond this fiscal year, while continuing to drive innovation and market expansion through partnerships like the recent one with Eaton. The company sees promising growth in Europe, with a 26% year-over-year increase in EV sales reported by Roadmotion, and expects its new products to positively impact hardware gross margins and market share.

Revenue Achievement

Second quarter revenue was $99 million, landing at the top of the guidance range.

Gross Margin Improvement

Non-GAAP gross margin improved sequentially, reaching 33%, the highest since becoming a public company.

Cash Management Success

Ending cash balance was $195 million, with cash usage significantly reduced to less than $2 million compared to $49 million in Q2 last year.

Eaton Partnership Progress

Operationalizing of the Eaton partnership is progressing rapidly, with new products introduced and expanded channel reach leading to new revenue streams.

European Market Growth Potential

European EV sales increased 26% year-over-year in the first half of the year, indicating strong future charging demand.

ChargePoint Holdings (CHPT) Earnings, Revenues Date & History

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CHPT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 03, 2025	2026 (Q3)	-2.38 / -	-3.6	―	―	―
Sep 03, 2025	2026 (Q2)	-2.24 / -2.85	-3.2	10.94% (+0.35)
Jun 04, 2025	2026 (Q1)	-2.49 / -2.40	-3.4	29.41% (+1.00)
Mar 04, 2025	2025 (Q4)	-2.78 / -2.80	-4.6	39.13% (+1.80)
Dec 04, 2024	2025 (Q3)	-3.34 / -3.60	-8.6	58.14% (+5.00)
Sep 04, 2024	2025 (Q2)	-3.22 / -3.20	-7	54.29% (+3.80)
Jun 05, 2024	2025 (Q1)	-3.82 / -3.40	-3.057	-11.22% (-0.34)
Mar 05, 2024	2024 (Q4)	-4.58 / -4.60	-2.694	-70.75% (-1.91)
Dec 06, 2023	2024 (Q3)	-6.25 / -8.60	-3.32	-159.04% (-5.28)
Sep 06, 2023	2024 (Q2)	-2.68 / -7.00	-3.769	-85.73% (-3.23)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CHPT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 03, 2025	$10.78	$10.19	-5.47%
Jun 04, 2025	$17.47	$13.54	-22.50%
Mar 04, 2025	$13.20	$14.47	+9.62%
Dec 04, 2024	$24.40	$27.00	+10.66%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.