Education
About Us
Working with TipRanks
Follow Us
Stem Inc (STEM)
NYSE:STEM
Earnings Data
Report Date
Aug 06, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.14Last Year’s EPS
-3.59Same Quarter Last Year
Based on 5 Analysts Ratings
---
Earnings Call Summary
Earnings Call Date:Apr 29, 2025
|% Change Since: 30.95%
|Next Earnings Date:Aug 06, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted significant progress in revenue growth, software and storage performance, and strategic restructuring, with cost-saving measures enhancing profitability. However, challenges from organizational changes and product de-emphasis were noted.Company Guidance
In the first quarter of 2025, Stem, Inc. made notable progress in aligning its operations with strategic priorities, including implementing a new internal structure with four distinct business units: Software, Professional Services, Managed Services, and OEM Hardware. This restructuring is expected to enhance efficiency and optimize capital allocation, with each unit responsible for its financial performance, including metrics like EBITDA and cash flow. The company announced a 27% workforce reduction, anticipated to save $30 million annually and deliver a $24 million cash benefit within the year. Stem's focus on growing software revenue was evident, as solar Annual Recurring Revenue (ARR) increased by 24% year-over-year and storage ARR by 31%. The firm reported a record non-GAAP gross margin of 46% and achieved positive operating cash flow for the first time. Stem reaffirmed its 2025 guidance across all metrics, despite economic uncertainties, maintaining its strategic emphasis on software and services to drive profitability and growth.Record Revenue Growth
Total revenue increased by 27% year-over-year, driven by robust growth across the business.
Software Revenue Surge
Software revenue was up 17% compared to Q1 2024, reflecting strong performance from PowerTrack and increased storage software activations.
Gross Margin Achievement
A record GAAP gross margin of 32% and a near all-time high non-GAAP gross margin of 46% were achieved.
Positive Cash Flow
Generated $9 million of operating cash flow, marking the first quarter of positive operating cash flow.
Strategic Business Unit Realignment
Implemented a new structure with four distinct business units, each with full P&L responsibility, to drive strategic priorities.
Software and Storage Growth
Solar ARR increased by 10% sequentially and 24% year-over-year; storage ARR grew by 4% sequentially and 31% year-over-year.
Cost Savings Initiatives
Announced a 27% reduction in force expected to result in $30 million of annual cash cost savings, with $24 million realized in 2025.
---
STEM Earnings History
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
---
STEM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 29, 2025 | $0.42 | $0.54 | +28.57% |
| Mar 04, 2025 | $0.46 | $0.52 | +13.04% |
| Oct 30, 2024 | $0.48 | $0.38 | -20.83% |
| Aug 06, 2024 | $1.00 | $0.59 | -41.00% |
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.
---
FAQ
When does Stem Inc (STEM) report earnings?
Stem Inc (STEM) is schdueled to report earning on Aug 06, 2025, TBA Not Confirmed.
What is Stem Inc (STEM) earnings time?
Stem Inc (STEM) earnings time is at Aug 06, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is STEM EPS forecast?
STEM EPS forecast for the fiscal quarter 2025 (Q2) is -0.14.
---