ChargePoint(CHPT) - 2026 Q2 - Earnings Call Presentation

Financial Performance - Revenue - ChargePoint's revenue for Q2 Fiscal Year 2026 reached $98590 thousand[23], while Q2 Fiscal Year 2025 was $108539 thousand[23] - Networked Charging Systems revenue for Q2 Fiscal Year 2026 was $50421 thousand[23], and for Q2 Fiscal Year 2025 was $64146 thousand[23] - Subscriptions revenue increased to $39896 thousand in Q2 Fiscal Year 2026[23] from $36191 thousand in Q2 Fiscal Year 2025[23] Financial Performance - Profitability - GAAP gross profit was $30728 thousand in Q2 Fiscal Year 2026[23], compared to $25585 thousand in Q2 Fiscal Year 2025[23] - GAAP gross margin was 31% in Q2 Fiscal Year 2026[32] compared to 24% in Q2 Fiscal Year 2025[32] - Non-GAAP gross profit was $32775 thousand in Q2 Fiscal Year 2026[32], resulting in a non-GAAP gross margin of 33%[32] Financial Performance - Expenses and EBITDA - GAAP operating expenses totaled $89705 thousand in Q2 Fiscal Year 2026[32], representing 91% of revenue[32] - Non-GAAP operating expenses were $58597 thousand in Q2 Fiscal Year 2026[32], which is 59% of revenue[32] - GAAP net loss was $(66179) thousand in Q2 Fiscal Year 2026[28], compared to $(68874) thousand in Q2 Fiscal Year 2025[28] - Non-GAAP adjusted EBITDA loss was $(22074) thousand in Q2 Fiscal Year 2026[29], or -22% of revenue[29], compared to $(34134) thousand in Q2 Fiscal Year 2025[29], or -31% of revenue[29] Balance Sheet - Cash, cash equivalents, and restricted cash totaled $194523 thousand as of July 31, 2025[27] compared to $243663 thousand as of July 31, 2024[27]