The earnings call reflects a positive sentiment with significant achievements in revenue growth, software revenue, and debt refinancing. While the company faces challenges with operating cash flow, the strategic initiatives and new product offerings indicate a strong position for future growth.

Company Guidance -

Q3 2025

During the second quarter of 2025, Stem Inc. demonstrated significant progress across multiple metrics, delivering a total revenue of $38.4 million, which marked a 13% year-over-year increase. The company reported a positive adjusted EBITDA of $4 million, representing a substantial $15 million improvement from the previous year. Total Annual Recurring Revenue (ARR) grew by 3% sequentially and 22% year-over-year to $59 million, indicating strong momentum in their recurring revenue base. Additionally, Stem achieved a 49% non-GAAP gross margin, reflecting the increasing mix of higher-margin software and services in their revenue base. The strategic reduction in personnel costs resulted in a 35% decrease in these costs, contributing to a 39% year-over-year reduction in cash operating expenses. Stem also completed a strategic debt exchange transaction, reducing its debt by approximately $200 million, which extended the maturity of most of its debt to five years. Despite headwinds from tariffs and policy uncertainties, the company reiterated its full-year 2025 guidance, anticipating tracking towards the high end for most metrics except operating cash flow, which is expected to be at the lower end of the range.

Record Software Revenue and Positive Adjusted EBITDA

The company delivered record software revenue and achieved a positive adjusted EBITDA of $4 million for the quarter, representing a $15 million year-over-year improvement.

Total Revenue and ARR Growth

Reported total revenue was $38.4 million, up 13% year-over-year. Total ARR grew 3% sequentially and 22% year-over-year to $59 million.

Strategic Reduction in Force

Implemented a 35% reduction in personnel costs, which enabled the company to reduce cash OpEx year-over-year by nearly 40%.

Debt Refinancing

Completed a strategic debt exchange transaction, reducing the debt burden by approximately $200 million and extending the first debt maturity significantly.

New Software Offerings

Introduced PowerTrack EMS and PowerTrack Sage, expanding the company’s offerings into storage, hybrid assets, and utility scale markets.

Stem Inc (STEM) 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

Daily Earnings Calendar >

STEM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	-1.98 / -	-18.2	―	―	―
Aug 07, 2025	2025 (Q2)	-2.76 / -1.79	-71.8	97.51% (+70.01)
Apr 29, 2025	2025 (Q1)	-3.66 / -3.00	-9.2	67.39% (+6.20)
Mar 04, 2025	2024 (Q4)	-4.17 / -6.60	-4.8	-37.50% (-1.80)
Oct 30, 2024	2024 (Q3)	-4.13 / -18.20	-9.8	-85.71% (-8.40)
Aug 06, 2024	2024 (Q2)	-15.35 / -71.80	2.4	-3091.67% (-74.20)
May 02, 2024	2024 (Q1)	-4.05 / -9.20	-5.8	-58.62% (-3.40)
Feb 28, 2024	2023 (Q4)	-2.83 / -4.80	-4.563	-5.19% (-0.24)
Nov 02, 2023	2023 (Q3)	-3.46 / -9.80	-4.4	-122.73% (-5.40)
Aug 03, 2023	2023 (Q2)	-3.36 / 2.40	-4.2	157.14% (+6.60)

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
Aug 07, 2025	$12.45	$12.72	+2.17%
Apr 29, 2025	$8.30	$10.82	+30.36%
Mar 04, 2025	$9.20	$10.40	+13.04%
Oct 30, 2024	$9.63	$7.55	-21.60%

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 Oct 30, 2025, Before Open (Confirmed).

What is Stem Inc (STEM) earnings time?

Stem Inc (STEM) earnings time is at Oct 30, 2025, Before Open (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 (Q3) is -1.98.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing