ChargePoint Holdings (CHPT) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

May 28, 2026

After Close (Confirmed)

Period Ending

2027 (Q1)

Consensus EPS Forecast

-1.72

Last Year’s EPS

-2.4

Same Quarter Last Year

Analyst Consensus

Hold

Based on 8 Analysts Ratings

Earnings Call Summary

Q4 2026

Earnings Call Date:Mar 04, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasized multiple operational and financial improvements—Q4 revenue growth, record non-GAAP gross margins, very strong subscription margins, meaningful operational reliability gains, and improved cash usage—alongside clear product and partnership catalysts (new hardware ramps, AI deployment, strategic alliances in Europe). Lowlights were largely near-term and structural: the company remains EBITDA negative (non-GAAP adjusted EBITDA loss of $18M), Q1 guidance reflects seasonality with potential sequential softness, elevated inventory and working capital timing risk, and balance sheet complexity from a recent debt exchange. On balance, positive trends in revenue, margins, user and utilization growth, operational metrics, and cash improvement outweigh the near-term challenges and path-to-profitability risks.

Company Guidance

ChargePoint guided first-quarter fiscal 2027 revenue of $90 million to $100 million (noting typical Q1 seasonality of a ~5%–15% decline versus Q4), after reporting Q4 revenue of $109 million (high end of guidance, +3% sequential, +7% year‑over‑year) and full‑year FY26 revenue of $411 million; Q4 non‑GAAP gross margin was a record 33% (FY26 non‑GAAP gross margin 32%) with subscription gross margin at a GAAP record of 64%, non‑GAAP operating expenses of $58 million in Q4 ($231 million for FY26), and a non‑GAAP adjusted EBITDA loss of $18 million (vs. $19 million prior quarter); cash ended Q4 at $142 million after a $40 million debt payment (FY26 net cash usage excluding that payment was $43 million vs. $133 million prior year), inventory was $215 million, and management expects near‑term non‑GAAP OpEx to remain in its current range while gross margin and revenue improvement ramp later in the year as new hardware and software products scale—backed by KPIs like 1.48 million monthly active users (+8% YoY), ~385,000 managed ports (including >41,000 DC and >130,000 in Europe), nearly 130,000 software‑only managed ports (~30% of ports), >100,000 AC ports recording >30% utilization at least one day in January, station outages below 1%, first‑time‑right deployments >95%, and CSAT scores ≥8.5/10.

Q4 Revenue at High End of Guidance; Continued YoY Growth

Revenue for Q4 was $109.0M (at the high end of guidance), up 3% sequentially and up 7% year-over-year, and full fiscal 2026 revenue was $411M.

Record Gross Margins, Strong Subscription Margins

Non-GAAP gross margin reached a record 33% in Q4 (32% for full FY26). Subscription gross margin hit a new GAAP record of 64%, reflecting scale and efficiencies in support-related costs.

Improved Cash Discipline and Reduced Net Cash Usage

Ended the quarter with $142M in cash after a $40M debt payment. Excluding that payment, full-year FY26 net cash usage was just $43M, an improvement from $133M used in the prior fiscal year.

Operational Improvements Driving Reliability and Customer Satisfaction

Stations that are down were reduced by over half year-over-year and are now below 1%. First-time-right deployments improved to above 95%. Customer satisfaction (CSAT) across driver, owner and home support is 8.5+/10, and over 80% of owner support cases are proactively detected.

Growth in Network, Users and New KPIs

ChargePoint manages ~385,000 ports (including >41,000 DC fast chargers) and nearly 130,000 software-only managed ports (~30% of ports under management). Monthly active users were 1.48M, up 8% year-over-year.

Increasing Utilization Indicators

More than 100,000 AC ports recorded time utilization above 30% at least one day in January 2026 (indicative of locations likely to seek expansion).

Product Innovation and Strategic Partnerships

New product ramps underway (Flex single-port AC ramping now; next-gen DC planned to ramp H2 with better margin profiles). Strategic partnerships highlighted include Ford Pro (integrated access in U.K. and Germany), expanded work with Georgia Power, a multiyear RAW Charging agreement with an initial commitment of $7.5M, and an ongoing partnership with Eaton.

Europe Strength and Market Momentum

Europe delivered robust double-digit growth; Q4 revenue mix was 23% Europe (the highest share since becoming public), and Europe contributed >130,000 ports.

Operational Levers from AI Delivering Early Benefits

Deployment of AI is producing measurable operational efficiencies (examples cited where teams can do twice as much work with fewer people); expected to accelerate product development, code generation/testing, and overall operational effectiveness.

ChargePoint Holdings (CHPT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CHPT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 28, 2026	2027 (Q1)	-1.72 / -	-2.4	―	―	―
Mar 04, 2026	2026 (Q4)	-1.96 / -1.85	-2.8	33.93% (+0.95)
Dec 04, 2025	2026 (Q3)	-2.42 / -2.23	-3.6	38.06% (+1.37)
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)

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
Mar 04, 2026	$6.50	$5.92	-8.92%
Dec 04, 2025	$8.52	$10.43	+22.42%
Sep 03, 2025	$10.78	$10.19	-5.47%
Jun 04, 2025	$17.47	$13.54	-22.50%

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.