Core Insights - Stem (STEM) shares have increased by 11.9% following the release of its second-quarter 2025 results, driven by strong growth in software and managed services, new customer engagements, expanded professional services, and increased recurring revenue momentum [1][9] - The company reported a loss of $3.73 per share, which is an improvement from the $4.40 loss per share in the same quarter last year, although it missed the Zacks Consensus Estimate by 24.33% [1][9] Revenue Performance - Revenues for the second quarter of 2025 reached $38.4 million, marking a 12.9% year-over-year increase and surpassing the consensus estimate by 15.93% [2][9] - Solar Software revenues accounted for 24.8% of total revenues, increasing by 20.4% year over year to $9.5 million [3] - Edge Hardware, which made up 31.5% of revenues, saw an 8.6% year-over-year increase to $12.1 million [3] - Project and Professional Services surged by 76.1% year over year to $2.3 million, while Storage Software & Managed Services rose by 53.2% to $9 million [3] - Battery Hardware resale revenues decreased by 30% year over year to $5.4 million [3] Operational Metrics - Bookings for the second quarter were $34.3 million, slightly down from $34.5 million in the previous quarter, while contracted backlog increased by 6% to $26.8 million [4] - Storage operating assets under management (AUM) grew by 42% year over year to 1.7 gigawatt hours (GWh), and solar operating AUM increased by 22% to 32.7 gigawatts (GW) [4] - Contracted Annual Recurring Revenue remained stable at $69.2 million, while Annual Recurring Revenue (ARR) rose by 3% quarter over quarter to $58.5 million, reflecting a 22% year-over-year growth [5] Cost and Margin Analysis - Non-GAAP gross margin expanded by 900 basis points to 48.9% in the second quarter of 2025 [6][9] - Operating expenses decreased significantly by 95.6% year over year to $26.1 million, with research & development expenses down by 34.6% to $10 million, general & administrative expenses down by 43.8% to $8.9 million, and selling and marketing expenses down by 33.8% to $7.3 million [6] EBITDA and Cash Flow - Adjusted EBITDA for the second quarter reached $3.8 million, a significant improvement from an adjusted EBITDA loss of $11.3 million in the same quarter of 2024 [7] - As of June 30, 2025, Stem had cash and cash equivalents of $40.8 million, down from $58.6 million as of March 31, 2025 [8] - Operating cash outflow for the second quarter was $21.3 million, compared to $11.9 million in the second quarter of 2024 [8] Future Guidance - For 2025, Stem expects revenues to be between $125 million and $175 million, with software, edge hardware, and services projected to contribute between $120 million and $140 million [10] - Battery hardware resale is anticipated to be approximately $35 million, with a non-GAAP gross margin expected between 30% and 40% [10] - Adjusted EBITDA is projected to range from a loss of $10 million to a gain of $5 million, and year-end ARR is expected to be between $55 million and $65 million [10]

Stem, Inc. (STEM) came out with a quarterly loss of $3.73 per share versus the Zacks Consensus Estimate of a loss of $3. This compares to a loss of $4.4 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -24.33%. A quarter ago, it was expected that this company would post a loss of $4 per share when it actually produced a loss of $3, delivering a surprise of +25%.Over the last four quarters, the company has surpassed consensus EP ...

For the transition period from ________ to ________ STEM, INC. (Exact name of registrant as specified in its charter) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ————————————————— FORM 10-Q ————————————————— ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Delaware 001-39455 85-1972187 (State or Other J ...

Stem (STEM) Q2 2025 Earnings Call August 07, 2025 05:00 PM ET Speaker0Greetings and welcome to the STEM Inc. Second Quarter twenty twenty five Results Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded.I will now turn the conference over to your host, Erin Reed. Please go ahead.Speaker1Thank you, operator. This is Erin Reed, Head of Investor Relations at Stem. We welcome y ...

August 7, 2025 2Q 2025 Financial Results Cautionary Statement Regarding Forward-Looking Statements This presentation, as well as other statements we make, contains "forward-looking statements" within the meaning of the federal securities laws, which include any statements that are not historical facts. Such statements often contain words such as "expect," "may," "can," "believe," "predict," "plan," "potential," "projected," "projections," "forecast," "estimate," "intend," "anticipate," "ambition," "goal," " ...

Key Takeaways Stem is set to report Q2 earnings, with a focus on software strength and operational changes.Seasonal trends may have limited bookings, with stronger volumes expected later in the year.Product mix shift toward software and edge devices expected to aid margin improvement.Stem (STEM) is set to report its second-quarter 2025 earnings results on Aug. 7.The Zacks Consensus Estimate for the second quarter of 2025 revenues is pegged at $33.1 million, suggesting a decrease of 2.65% from the year-ago q ...

Stem, Inc. (STEM) shares soared 45.6% in the last trading session to close at $13.5. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 6.4% gain over the past four weeks.STEM is benefiting from its focus on high-margin software and services, particularly PowerTrack and managed services, along with cost reductions and improved operational efficiency. This company is expected to post quarterly loss of $3.00 per share in its upcoming ...

Group 1: Stem, Inc. (STEM) - STEM shares increased by 8.8% to $6.71 in the last trading session, following a 33.7% loss over the past four weeks [1] - The company is benefiting from a focus on high-margin software and services, particularly PowerTrack and managed services, along with cost reductions and improved operational efficiency [1] - The consensus EPS estimate for the upcoming report is a loss of $3.00 per share, reflecting a year-over-year change of +31.8%, with expected revenues of $33.1 million, down 2.7% from the previous year [2] Group 2: Earnings Estimates and Stock Performance - The consensus EPS estimate for STEM has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] - STEM currently holds a Zacks Rank of 2 (Buy), suggesting positive market sentiment [3] - The company is part of the Zacks Computers - IT Services industry, which includes Cognizant (CTSH), also holding a Zacks Rank of 2 (Buy) [3][4] Group 3: Cognizant (CTSH) - Cognizant's consensus EPS estimate for the upcoming report has increased by 0.7% to $1.26, representing a year-over-year change of +7.7% [4] - Cognizant's stock closed the last trading session at $77.59, with a return of -4.3% over the past month [3][4]

Leader in AI-Driven Energy Solutions January 2022 1 Cautionary Statement Regarding Forward-Looking Statements This presentation, as well as other statements we make, contains "forward-looking statements" within the meaning of the federal securities laws, which include any statements that are not historical facts. Such statements often contain words such as "expect," "may," "can," "believe," "predict," "plan," "potential," "projected," "projections," "forecast," "estimate," "intend," "anticipate," "ambition, ...

September 2023 Investor Presentation Cautionary Statement Regarding Forward-Looking Statements This presentation, as well as other statements we make, contains "forward-looking statements" within the meaning of the federal securities laws, which include any statements that are not historical facts. Such statements often contain words such as "expect," "may," "can," "believe," "predict," "plan," "potential," "projected," "projections," "forecast," "estimate," "intend," "anticipate," "ambition," "goal," "targ ...