Group 1 - ChargePoint Holdings, Inc. reported $98.59 million in revenue for the quarter ended July 2025, a year-over-year decline of 9.2% [1] - The EPS for the same period was -$1.42, an improvement from -$2.00 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $95.1 million, resulting in a surprise of +3.67% [1] Group 2 - ChargePoint's EPS surprise was -22.41%, with the consensus EPS estimate being -$1.16 [1] - The company has seen a stock return of +10.4% over the past month, outperforming the Zacks S&P 500 composite's +3% change [3] - ChargePoint currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3] Group 3 - Networked charging systems revenue was $50.42 million, surpassing the estimated $49.49 million by three analysts [4] - Subscription revenue reached $39.9 million, exceeding the three-analyst average estimate of $37.9 million [4] - Other revenue amounted to $8.27 million, compared to the three-analyst average estimate of $7.35 million [4]

Core Insights - ChargePoint Holdings, Inc. reported a quarterly loss of $1.42 per share, which was worse than the analyst estimate of a loss of $1.21 [1] - The company's quarterly revenue was $98.59 million, exceeding the Street estimate of $96.64 million [1] Financial Performance - ChargePoint's networked charging systems revenue for the first quarter was $50.4 million, a decrease of 21% from $64.1 million in the same quarter of the previous year [4] - Subscription revenue increased to $39.9 million, up 10% from $36.2 million in the prior year's same quarter [4] - Non-GAAP gross margin improved to 33%, compared to 26% in the prior year's same quarter, primarily due to growth in subscription revenue [4] - Non-GAAP operating expenses were $58.6 million, down 12% from $66.4 million in the prior year's same quarter [4] Future Outlook - ChargePoint anticipates third-quarter revenue to be in the range of $90 million to $100 million, lower than the analyst estimate of $106.69 million [3] - Following the earnings report, ChargePoint's stock price fell by 4.92% to $10.25 in extended trading [3] Management Commentary - CEO Rick Wilmer highlighted that the focus on operational excellence has led to improvements in gross margin and cash management, and the commitment to innovation is resulting in new products that are positively received in the market [2]