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Stem Inc (STEM)
NYSE:STEM
Earnings Data
Report Date
May 01, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
-0.19Last Year’s EPS
-0.46Same Quarter Last Year
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 04, 2025
|% Change Since: -21.74%
|Next Earnings Date:May 01, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture with promising growth and high margins in the software segment, particularly with PowerTrack, but was offset by a significant decline in total revenue, operational challenges, and adjustments to backlog. Efforts to reduce costs and focus on high-margin business were positive, yet concerns about NYSE compliance and financial impairments were notable.Company Guidance
In the fourth quarter 2024 earnings call for Stem, Inc., the company provided guidance for 2025, focusing on a strategic shift towards software and services revenue. They anticipate recognizing revenue between $125 million and $175 million, with $120 million to $140 million expected from high-margin software, edge devices, and services, and up to $35 million from battery hardware resales. The company projects non-GAAP gross margins to be between 30% and 40%, and aims for adjusted EBITDA ranging from negative $10 million to positive $5 million. Operating cash flow is expected to be between $0 million and $15 million. Stem also plans to reduce run-rate cash operating expenses by more than 20% during 2025 relative to their 2024 exit rate. Additionally, they forecast 15% growth in Annual Recurring Revenue (ARR), targeting between $55 million and $65 million by year-end 2025.PowerTrack Software Success
PowerTrack has become the standard for 13 of the top 16 commercial and industrial solar asset owners in the U.S., with significant international opportunities, including a new deal with Neovolt in Hungary covering 484 megawatts.
High Gross Margins
PowerTrack software achieves 70% to 80% gross margins, with associated professional services and edge devices also contributing high margins.
Cost Reduction Initiatives
The company plans to reduce its cost structure by more than 20% in 2025, beyond the 15% reduction already achieved, aiming at operational efficiencies and streamlined corporate structure.
2025 Guidance on Revenue Mix
Expected 2025 revenue of $125 million to $175 million, with $120 million to $140 million from high-margin software, edge device, and services revenue, indicating a focus on recurring, high-margin business.
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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
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STEM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| 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% |
| May 02, 2024 | $1.91 | $1.36 | -28.80% |
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.
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FAQ
When does Stem Inc (STEM) report earnings?
Stem Inc (STEM) is schdueled to report earning on May 01, 2025, TBA Not Confirmed.
What is Stem Inc (STEM) earnings time?
Stem Inc (STEM) earnings time is at May 01, 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 (Q1) is -0.19.
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