Core Insights - ChargePoint Holdings, Inc. (CHPT) reported a narrower loss of 54 cents per share for Q4 fiscal 2026, compared to a loss of $1.2 in the same quarter last year, and better than the Zacks Consensus Estimate of a loss of $1.07 per share [1] - The company achieved revenues of $109.32 million for Q4, reflecting a year-over-year increase of 7.3% from $101.89 million, surpassing the Zacks Consensus Estimate of $104.61 million [1][7] Revenue Breakdown - Revenues from networked charging systems increased by 9.6% year over year to $57.65 million from $52.62 million in the prior-year quarter [2] - Subscription revenues rose by 11% year over year to $42.47 million from $38.27 million in the year-ago period [2] - Other revenues declined by 16.3% to $9.21 million from $11.0 million in the prior-year quarter [3] Cost and Profit Analysis - Cost of revenues for networked charging systems totaled $52.8 million, up from $50.2 million a year ago [2] - Total gross profit was $34.4 million, an increase from $28.7 million in the prior-year quarter [3] - Loss from operations narrowed to $53 million from $54.9 million a year ago, while net loss before income taxes was $43 million compared to $58 million in the year-ago quarter [3] Financial Position - As of January 31, 2026, ChargePoint had cash and cash equivalents of $141.6 million, with total debt amounting to $260.9 million [4] - For fiscal 2026, net cash used in operating activities was $62.8 million, a decrease from $146.9 million in the prior year [4] - ChargePoint expects revenues for Q1 fiscal 2027 to be in the range of $90 million to $100 million [4][7]

Core Insights - ChargePoint Holdings, Inc. reported revenue of $109.32 million for the quarter ended January 2026, marking a year-over-year increase of 7.3% and exceeding the Zacks Consensus Estimate of $104.61 million by 4.51% [1] - The company reported an EPS of -$0.54, an improvement from -$1.20 a year ago, and delivered an EPS surprise of 49.53% against the consensus estimate of -$1.07 [1] Financial Performance - ChargePoint's networked charging systems generated $57.65 million, surpassing the estimated $55.13 million, reflecting a year-over-year increase of 9.6% [4] - Subscription revenue reached $42.47 million, slightly below the average estimate of $42.6 million, but still showing an 11% increase year-over-year [4] - Other revenue sources totaled $9.21 million, which was below the average estimate of $7.33 million, indicating a year-over-year decline of 16.3% [4] Market Performance - ChargePoint shares have returned +11% over the past month, contrasting with the Zacks S&P 500 composite's decline of -1.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Viewpoint - ChargePoint Holdings, Inc. (CHPT) is expected to report a quarterly loss of -$1.07 per share, which is a 10.8% increase compared to the same period last year, with revenues forecasted at $104.61 million, reflecting a year-over-year increase of 2.7% [1] Group 1: Earnings Estimates - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating analysts' reassessment of their initial projections [1] - Changes in earnings estimates are crucial for predicting potential investor reactions to the stock [2] Group 2: Key Metrics Projections - Analysts project 'Networked charging systems' revenue to reach $55.13 million, indicating a year-over-year change of +4.8% [4] - The average estimate for 'Subscriptions' is $42.60 million, reflecting an increase of +11.3% from the prior-year quarter [4] - The consensus for 'Other' revenue is expected to be $7.33 million, suggesting a year-over-year decline of -33.4% [4] Group 3: Stock Performance - ChargePoint shares have increased by +4.6% over the past month, contrasting with the Zacks S&P 500 composite's decline of -0.5% [4] - ChargePoint holds a Zacks Rank 3 (Hold), indicating it is expected to closely follow overall market performance in the near term [4]

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]