MongoDB(MDB) - 2026 Q1 - Earnings Call Transcript
2025-06-04 22:02
Financial Data and Key Metrics Changes - The company generated revenue of $549 million, a 22% year-over-year increase, exceeding the high end of guidance [5][23] - Non-GAAP operating income was $87 million, resulting in a 16% non-GAAP operating margin, compared to a 7% operating margin in the year-ago period [6][26] - Net income for the quarter was $86 million, or $1 per share, compared to $43 million, or $0.51 per share, in the prior year [27] Business Line Data and Key Metrics Changes - Atlas revenue grew 26% year-over-year, now representing 72% of total revenue, up from 70% in the first quarter of fiscal 2025 [5][23] - The total customer count increased by approximately 2,600 sequentially, bringing the total to over 57,100 customers, with Atlas having over 55,800 customers [24][25] - The net ARR expansion rate was approximately 119%, consistent with recent quarters [26] Market Data and Key Metrics Changes - The company experienced strong adoption across various industries, with notable customers including the European Commission, Lenovo, and CSX [18] - The self-serve customer additions were particularly strong, reinforcing MongoDB's position as a preferred platform for developers [8] Company Strategy and Development Direction - The company aims to become the standard platform for enterprises and the default choice for developers building new applications [9] - Focus on high-end market opportunities and application modernization is expected to fuel growth into fiscal 2027 and beyond [15][16] - The recent acquisition of Voyage AI is intended to enhance capabilities in AI applications, improving accuracy and reliability [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to execute on long-term opportunities despite a dynamic macro environment [6][19] - The company is raising its revenue expectations for the fiscal year based on a strong start, with an increase in operating margin guidance by 200 basis points [28][29] - Management noted that while AI adoption is still early, the company is well-positioned to capitalize on future opportunities [92][94] Other Important Information - The company announced an increase in its share repurchase program, allowing for up to an additional $800 million in buybacks, bringing the total authorization to $1 billion [29] - The company ended the quarter with $2.5 billion in cash and cash equivalents, indicating a strong balance sheet [27] Q&A Session Summary Question: What is driving Atlas growth in terms of application types? - Management highlighted that customers are building a wide variety of applications, including transactional, IoT, and AI-focused applications, leveraging MongoDB's flexible architecture [38][42] Question: How does the company view the opportunity ahead from a CFO perspective? - The new CFO emphasized the importance of capital structure and cash flow generation, indicating a focus on operational discipline and efficiency [44][46] Question: How does MongoDB fit into the competitive landscape with recent moves by Snowflake and Databricks? - Management noted that the operational data store is crucial for AI and that building such capabilities organically is challenging, positioning MongoDB favorably against competitors [54][56] Question: Is the rising popularity of Postgres a concern for MongoDB's long-term relevance? - Management clarified that while Postgres is gaining traction, MongoDB's architecture is better suited for modern applications, especially in the AI space [66][68] Question: What is the status of growth initiatives like Relational Migrator and moving upmarket? - Management reported positive returns on R&D investments and noted that moving upmarket has resulted in larger deals and increased productivity [78][80]
Argan(AGX) - 2026 Q1 - Earnings Call Transcript
2025-06-04 22:02
Financial Data and Key Metrics Changes - The company reported consolidated revenue growth of 23% to $193.7 million for the first quarter of fiscal 2026, with a gross margin of 19% [6][21] - Net income increased to approximately $22.6 million or $1.6 per diluted share, up from $7.9 million or $0.58 per diluted share year over year [6][24] - EBITDA rose to $30.3 million, representing 15.6% of revenues, compared to $11.9 million or 7.5% for the same period last year [6][25] - The company achieved a record backlog of $1.9 billion as of April 30, 2025, reflecting a 36% increase from January 31, 2025 [7][17] Business Segment Data and Key Metrics Changes - Power Industry Services segment revenues increased by 45% to $160 million, contributing 83% of total revenues, with a pretax book income of approximately $31 million [11] - Industrial Construction Services segment revenues decreased to $29 million from $44 million, contributing 15% of total revenues, with a pretax book income of approximately $2 million [11][12] - Telecommunications Infrastructure Services segment contributed 2% of total revenues, with a gross margin of 18% [13][23] Market Data and Key Metrics Changes - The company noted a substantial increase in power demand, reaching its highest level in two decades, driven by AI data centers, onshoring of manufacturing, and electric vehicle adoption [8][14] - The current project backlog is comprised of approximately 67% natural gas projects and 28% renewable energy projects [14][15] Company Strategy and Development Direction - The company plans to maintain its presence in renewable energy while focusing on natural gas projects as the core growth engine [18][29] - The company aims to leverage its capabilities in constructing both traditional and renewable energy facilities to meet the increasing demand for reliable power [29][30] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the demand environment, expecting attractive project opportunities for the next decade [9][30] - The company highlighted the urgency to meet power consumption increases coinciding with aging infrastructure and underinvestment in energy [29][30] Other Important Information - The company has a strong balance sheet with $546 million in cash and investments, net liquidity of $315 million, and no debt as of April 30, 2025 [9][26] - The board increased the share repurchase program to $150 million, reflecting a disciplined capital allocation strategy [9][28] Q&A Session Summary Question: What does the pipeline look like for the rest of the year? - Management indicated a strong pipeline and expects to add several power industrial jobs, potentially exceeding $2 billion in backlog later this year [35][37] Question: What is the outlook for the Industrial business segment? - Management acknowledged a slight contraction but noted strong interest in the segment, expecting revenues to increase meaningfully over the next several quarters [39] Question: Can you quantify the excess margin from projects like Trumbull? - Management stated that the gross margins reflect strong execution and a favorable project mix, expecting to exceed last year's margin profile [42] Question: Is the current project timeline of three to four years a permanent change? - Management attributed the extended timeline primarily to supply chain issues, indicating that it may not revert to previous timelines [48]
Xcel(XELB) - 2025 Q1 - Earnings Call Transcript
2025-06-04 22:00
Financial Data and Key Metrics Changes - Total revenues for Q4 2024 were $1.2 million and for the full fiscal year 2024 were $8.3 million, both approximately half of the prior year due to the sale of the Lori Goldstein brand and exit from wholesale operations [13][14] - Total revenues for Q1 2025 were $1.3 million, showing a slight increase from Q4 2024 [13] - The company reported a net loss of approximately $2.8 million for Q1 2025, an improvement from a loss of $6.3 million in the prior year quarter, representing a 56% improvement on a GAAP basis [18] - Adjusted EBITDA for Q1 2025 was negative $700,000, a 56% improvement over the negative $1.6 million reported in the prior year quarter [18] Business Line Data and Key Metrics Changes - The company has significantly reduced direct operating costs and expenses by nearly 50% year over year from FY 2023 to FY 2024 [14] - Direct operating expenses for Q1 2025 were approximately $2.3 million, about 40% lower than the prior year period [14] - The company generated an adjusted EBITDA loss of $792,000 in Q4 2024, which is a $361,000 improvement over Q4 2023 [12] Market Data and Key Metrics Changes - The social media reach across the brand portfolio grew from 5 million followers in January 2025 to 45 million to date, indicating a significant increase in media currency [9] - The company aims to build a portfolio of creator influencer brands that reaches 100 million followers, which is expected to accelerate growth [11] Company Strategy and Development Direction - The company closed a strategic transaction with United Trademark Group in April 2025, enhancing its brand management and supply chain capabilities [7] - The partnership with UTG is expected to accelerate the formation of additional creator influencer brands [8] - The company is focusing on acquiring brands with significant social media followings and media companies to extend its reach [34] Management's Comments on Operating Environment and Future Outlook - Management expressed caution for Q3 and Q4 2025 due to potential impacts from tariffs and the consolidation of HSN's operations [10] - The company is assessing the impact of tariffs and the HSN Tampa studio closure and is working on potential solutions, including short-term domestic production [12] - Management forecasts adjusted EBITDA for 2025 to be in the range of $1 million to $2.5 million, including potential impacts from tariffs and operational disruptions [21] Other Important Information - The company reported stockholders' equity of approximately $26 million and unrestricted cash of approximately $300,000 as of March 31, 2025 [19] - The company refinanced its term debt in April 2025, resulting in a net increase of approximately $3 million in liquidity [19] Q&A Session Summary Question: Clarification on adjusted EBITDA for 2025 - Management confirmed that the adjusted EBITDA forecast includes potential impacts from tariffs and disruptions due to HSN's relocation [21] Question: Run rate of operating costs - The run rate for operating costs is approximately $9 million annually, translating to less than $2.5 million per quarter [23][24] Question: Guarantees from G III on Halston - The guaranteed minimum under the license is $1.7 million per year, with expectations for a slight pickup in Q2 [25] Question: Liquidity needs for upcoming launches - Management indicated that current liquidity is sufficient, but they will address any additional capital needs as they arise [26][27] Question: Revenue potential from new brands - Management anticipates that new brands like Cesar Millan's pet products could generate between $5 million and $10 million in royalty income per year [46] Question: Operating expenses as the business pivots to growth - The structure is designed to scale, with incremental costs primarily tied to revenue growth [47][48]
Planet Labs PBC(PL) - 2026 Q1 - Earnings Call Transcript
2025-06-04 22:00
Financial Data and Key Metrics Changes - The company generated $66.3 million in revenue for Q1 2026, representing approximately 10% year-over-year growth, exceeding expectations [6][19] - Non-GAAP gross margin improved to 59%, up from 55% a year ago [6][22] - Adjusted EBITDA profit was $1.2 million, marking the second consecutive quarter of adjusted EBITDA profitability [6][19] - Positive cash flow from operating activities was $17.3 million, with the first-ever quarter of positive free cash flow at $8 million [6][24] - Remaining performance obligations (RPOs) were approximately $451.9 million, up 262% year-over-year [25] - Backlog increased to approximately $527 million, up 140% year-over-year [25] Business Line Data and Key Metrics Changes - Revenue from the defense and intelligence sector grew over 20% year-over-year, driven by strong performance in core data and solutions business [9][19] - Civil government sector revenue was down year-over-year, primarily due to the expiration of the NICFI contract [10][19] - Commercial sector revenue was flat year-over-year, showing signs of stabilization despite quarter-to-quarter variability [12][19] Market Data and Key Metrics Changes - Revenue grew more than 30% year-over-year in both EMEA and Asia Pacific regions, while North America and Latin America saw declines [20][21] - The end of period customer count was 919, reflecting a focus on large customers in core verticals [21] Company Strategy and Development Direction - The company aims to deliver integrated global insights via AI-enabled solutions and rapidly expand its satellite services offering [17][29] - The strategic shift towards downstream solutions is validated by significant customer wins and demand signals [28][29] - The company is positioning itself as a reliable partner amid changing geopolitical landscapes, particularly in defense and intelligence sectors [8][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the opportunities outweighing risks in the current dynamic environment [7][45] - The company anticipates revenue for Q2 to be between $65 million and $67 million, with full-year revenue expectations between $265 million and $280 million [26][27] - Management highlighted the importance of efficient growth and sustainable cash flow generation [24][28] Other Important Information - The company is in a growth capital expenditure investment cycle, planning for approximately $50 million to $65 million in capital expenditures for the year [28] - The company is focusing on enhancing its self-service purchasing offerings for small customers [14] Q&A Session Summary Question: Inquiry about AI partnership with Anthropic - Management discussed the partnership with Anthropic, focusing on fine-tuning models on satellite data to improve accuracy [34] Question: Free cash flow and working capital - Management acknowledged the variability in working capital due to large contracts and emphasized a path to sustainable free cash flow generation [39] Question: Drivers of sequential growth in Q1 - Revenue outperformance was attributed to strong sales team performance, increased customer engagement, and progress on the JSAT contract [42] Question: Demand in the defense sector - Management noted unprecedented demand for data and satellite services driven by changing political landscapes, particularly in Europe and Asia [45] Question: European Maritime deals - Management highlighted the urgency for maritime domain awareness solutions and the strategic shift in Europe towards enhanced security capabilities [49] Question: NASA budget cuts and potential risks - Management expressed confidence in their relationship with NASA and the potential for providing efficient solutions despite budget uncertainties [60][66] Question: Overall demand and usage patterns - Management indicated that while there are seasonal usage patterns, they are working to engage customers to sustain usage levels [67]
MongoDB(MDB) - 2026 Q1 - Earnings Call Transcript
2025-06-04 22:00
Financial Data and Key Metrics Changes - The company reported revenue of $549 million, a 22% year-over-year increase, exceeding the high end of guidance [4][22] - Non-GAAP operating income was $87 million, resulting in a 16% non-GAAP operating margin, compared to a 7% operating margin in the year-ago period [5][26] - Net income for the quarter was $86 million, or $1 per share, compared to $43 million, or $0.51 per share, in the previous year [27] Business Line Data and Key Metrics Changes - Atlas revenue grew 26% year-over-year, now representing 72% of total revenue, up from 70% in the first quarter of fiscal 2025 [4][22] - The total customer count increased to over 57,100, with approximately 2,600 net new customers added in the quarter [6][23] - The net ARR expansion rate was approximately 119%, consistent with recent quarters [25] Market Data and Key Metrics Changes - The company experienced strong customer additions across various industries, including significant projects from the European Commission, Lenovo, and CSX [17] - The self-serve customer additions were particularly strong, indicating robust adoption of MongoDB across a wide range of use cases [6][18] Company Strategy and Development Direction - The company aims to become the standard platform for enterprises and the default choice for developers building new applications, particularly in AI [7][14] - There is a focus on moving upmarket and modernizing legacy applications, with significant demand for these initiatives [14][15] - The recent acquisition of Voyage AI is expected to enhance the company's capabilities in serving AI applications [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to drive continued revenue and profitability growth despite a dynamic macroeconomic environment [28][30] - The company raised its full-year revenue guidance by $10 million, reflecting strong performance in Atlas [30] - Management noted that while AI adoption is still early among enterprises, the company is well-positioned to capitalize on this trend [92][94] Other Important Information - The company announced an increase in its share repurchase program, allowing for up to an additional $800 million in buybacks, bringing the total authorization to $1 billion [29] - The company ended the quarter with $2.5 billion in cash and cash equivalents, indicating a strong balance sheet [27] Q&A Session Summary Question: What is driving Atlas growth in terms of application types? - Management highlighted that customers are building a variety of applications, including transactional, IoT, and AI-focused solutions, all on a single platform [40][41] Question: How does the company view the competition from Postgres and other relational databases? - Management believes that the moves by competitors validate the importance of operational data stores for AI and emphasizes MongoDB's architectural advantages [53][57] Question: What are the expectations for AI's contribution to revenue growth? - Management indicated that while AI is still early in adoption, the company is well-positioned for future growth as enterprises begin to build custom AI applications [92][94] Question: What is the outlook for the EA business and potential upside? - Management noted that the EA business had a good quarter, but timing of renewals could impact future performance [86][87] Question: Has the company reached a stable trajectory for Atlas growth? - Management expressed pride in the strong Q1 results and indicated confidence in the growth trajectory moving forward, particularly with AI and app modernization initiatives [102]
Argan(AGX) - 2026 Q1 - Earnings Call Transcript
2025-06-04 22:00
Financial Data and Key Metrics Changes - The company reported consolidated revenue growth of 23% to $193.7 million for Q1 fiscal 2026, with a gross margin of 19% [6][22] - Net income increased to approximately $23 million or $1.6 per diluted share, up from $7.9 million or $0.58 per diluted share year over year [6][23] - EBITDA rose to $30.3 million, representing 15.6% of revenues, compared to $11.9 million or 7.5% in the same period last year [6][24] Business Segment Data and Key Metrics Changes - Power Industry Services segment revenues increased by 45% to $160 million, contributing 83% of total revenues, with a pretax book income of approximately $31 million [11][22] - Industrial Construction Services segment revenues decreased to $29 million from $44 million, contributing 15% of total revenues, with a pretax book income of approximately $2 million [11][22] - Telecommunications Infrastructure Services segment contributed 2% of total revenues, with a gross margin of 18% [13][23] Market Data and Key Metrics Changes - The company reported a record backlog of $1.9 billion as of April 30, 2025, reflecting a 36% increase from January 31, 2025 [7][17] - The backlog is comprised of approximately 67% natural gas projects and 28% renewable projects, indicating a strong demand for both types of energy sources [14][18] Company Strategy and Development Direction - The company is focused on capitalizing on the growing demand for energy infrastructure, particularly in the construction of natural gas and renewable energy facilities [7][28] - The strategy includes maintaining a strong balance sheet, returning capital to shareholders, and exploring M&A opportunities to enhance capabilities [8][27] - The company aims to strengthen its leadership role in energy infrastructure construction, emphasizing disciplined risk management and project execution [29] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the demand environment for energy infrastructure, expecting attractive project opportunities for the next decade [7][28] - The company highlighted the urgency to meet increasing power consumption needs coinciding with aging infrastructure and underinvestment in energy resources [28][29] - Management noted that combined cycle projects typically take three to four years to complete, indicating a long-term growth outlook [30] Other Important Information - The company has a strong liquidity position with $546.5 million in cash and investments, net liquidity of $315 million, and no debt as of April 30, 2025 [8][25] - A quarterly dividend of 37.5¢ was paid, and the share repurchase program was increased to $150 million [8][27] Q&A Session Summary Question: What does the pipeline look like for the rest of the year? - Management indicated a strong pipeline and expects to add several power industrial jobs, potentially exceeding $2 billion in backlog later this year [35][36] Question: What is the outlook for the Industrial business? - Management acknowledged a slight contraction in the previous quarter but expressed confidence in revenue growth due to strong interest in onshoring U.S. manufacturing [38][39] Question: Can you quantify the excess margin from projects like Trumbull? - Management noted that gross margins reflect strong execution and a favorable project mix, expecting to exceed last year's margin profile [42] Question: Is there an optimal backlog level if most of it is natural gas? - Management stated that backlog levels can fluctuate significantly, but they expect an overall increase in backlog throughout the year [43] Question: What is driving the extended project timelines? - Management attributed the longer timelines primarily to supply chain issues, indicating that the current typical timeframe is three to four years [46]
Verint(VRNT) - 2026 Q1 - Earnings Call Transcript
2025-06-04 21:32
Financial Data and Key Metrics Changes - The company reported a 6% year-over-year growth in Annual Recurring Revenue (ARR) for Q1, exceeding guidance for both revenue and diluted EPS [7][15] - Revenue for Q1 was $208 million, with non-GAAP diluted EPS at $0.29, driven by the timing of two large unbundled SaaS deals [15][20] - The company expects to exit the year with approximately $768 million in ARR, reflecting an 8% year-over-year growth [17][20] Business Line Data and Key Metrics Changes - AI ARR grew 24% year-over-year, reaching $354 million, now representing close to 50% of the company's subscription ARR [19][39] - The company continues to win large deals, including a $13 million TCV order from a leading insurance company and a $14 million TCV order from a healthcare company [9][10] Market Data and Key Metrics Changes - The rolling four-quarter SaaS pipeline has increased by more than 30% year-over-year, indicating strong demand for AI solutions [17][20] - The company maintains a total of 4 million seats under management, with some customers reducing agent numbers due to AI adoption [37][39] Company Strategy and Development Direction - The company focuses on transforming AI technology into tangible business outcomes, emphasizing a hybrid cloud model that allows customers to layer AI solutions on existing infrastructures [8][12] - The strategy includes targeting large accounts to drive AI adoption and innovation, with a focus on proven AI outcomes reported by leading brands [47][72] Management's Comments on Operating Environment and Future Outlook - Management noted a shift in customer conversations towards value and ROI, with a focus on achieving measurable results in less than six months [63][64] - The company expects continued momentum in AI adoption, with a target of double-digit free cash flow growth for the year [13][22] Other Important Information - The company has increased its revolver to $500 million and extended the term to 2030, which can be used to pay down existing convertible notes [21][22] - The management highlighted the importance of customer success stories in accelerating AI adoption across the market [48][49] Q&A Session Summary Question: How does Verint differentiate in the AI space? - Management emphasized proven AI outcomes and the ability to layer AI on existing infrastructures as key differentiators [26][27] Question: Can you provide examples of successful upselling from smaller deals? - Management shared examples of customers increasing their AI consumption significantly after proving value, leading to larger deals [30][32] Question: What is the current state of AI voice chatbot adoption? - Management noted that while some customers are reducing agent numbers, the overall number of seats remains stable, with AI driving growth [36][39] Question: What is the company's confidence in achieving ARR targets for the second half? - Management expressed confidence based on a strong pipeline and historical seasonality trends [54][56] Question: How is the macro environment affecting customer behavior? - Management indicated that customers are now more focused on immediate value and ROI rather than long-term projects [63][64] Question: What are the key metrics for AI ARR and retention? - Management highlighted that AI ARR is a key driver of growth, with net retention rates above 100% [60][61] Question: What bots are performing well and how is customer adoption progressing? - Management reported positive feedback on various bots, noting that some require behavioral changes for full adoption [84][86]
Tilly’s(TLYS) - 2026 Q1 - Earnings Call Transcript
2025-06-04 21:32
Tilly’s (TLYS) Q1 2026 Earnings Call June 04, 2025 04:30 PM ET Company Participants Gar Jackson - Founder & PresidentMichael Henry - EVP & CFOHezy Shaked - Co-Founder, Executive Chairman, President & CEOMarni Shapiro - Managing PartnerRichard Magnusen - Senior Research Associate Conference Call Participants Matthew Koranda - MD & Senior Research Analyst Operator Good day, and welcome to Tilly's First Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. Please no ...
Five Below(FIVE) - 2026 Q1 - Earnings Call Transcript
2025-06-04 21:32
Financial Data and Key Metrics Changes - Total sales in Q1 2025 increased by 19.5% to $970.5 million from $811.9 million in Q1 2024 [22] - Comparable sales rose by 7.1%, driven by a 6.2% increase in transactions and a 0.9% increase in average ticket size [22] - Adjusted EPS for Q1 2025 was $0.86 compared to $0.60 in Q1 2024 [25] - Adjusted operating income increased to $59.6 million from $38.1 million in the previous year [24] - Adjusted gross margin improved by approximately 140 basis points to 33.8% [23] Business Line Data and Key Metrics Changes - The company opened 55 new stores in Q1 2025, compared to 61 in Q1 2024, ending the quarter with 1,826 stores, a 13.8% increase year-over-year [23] - New stores showed productivity at 87%, slightly above the targeted mid-80s range [23] - Inventory at the end of Q1 2025 was approximately $702 million, up from $630 million in Q1 2024, with average inventory per store decreasing by about 2% [26] Market Data and Key Metrics Changes - The company experienced broad-based outperformance across most product categories, particularly in beauty, novelty food, and collectibles [10][13] - The focus on customer-centric strategies has validated the company's market position as a resource for fun and great value [11] Company Strategy and Development Direction - The company aims to enhance customer experience through product value and store experience, positioning itself as a destination for both kids and parents [8] - Plans include vendor negotiations, diversification of sourcing, and adjustments in pricing strategies to mitigate tariff impacts [16][17] - The company is committed to maintaining a strong in-stock position in key areas like tech products [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate macroeconomic uncertainties while focusing on executional excellence [18] - The tariff environment presents challenges, but the company is actively working on mitigation strategies [16] - Management anticipates continued sales growth and improved customer engagement through enhanced store experiences and marketing efforts [15][19] Other Important Information - The CFO announced her departure for personal reasons, with an interim CFO appointed while a national search for a new CFO is underway [20] - The company has reduced its reliance on Chinese sourcing by approximately 10 percentage points for the back half of the year [17][99] Q&A Session Summary Question: How much of the comp cadence improvement is attributed to Five Below's actions versus other factors? - Management attributed the sales momentum to the team's hard work, effective product selection, and improved in-store execution [35][36] Question: Are you seeing new customer acquisition or basket build from existing customers? - The company reported a 6.2% increase in transactions, with growth in both new and returning customers contributing to the business [43] Question: Can you unpack the annual compression in operating margins? - Management indicated that tariff-related costs and higher incentive compensation are driving the expected operating margin compression [50][56] Question: How is the company addressing pricing complexity due to tariffs? - The company is simplifying pricing while maintaining a focus on delivering value, with adjustments made to about 15% of SKUs [62] Question: What is the company's strategy for sourcing and reducing reliance on China? - The company is diversifying its vendor base and sourcing from multiple countries to mitigate tariff impacts and improve agility [99][100]
ChargePoint(CHPT) - 2026 Q1 - Earnings Call Transcript
2025-06-04 21:32
ChargePoint (CHPT) Q1 2026 Earnings Call June 04, 2025 04:30 PM ET Company Participants John Paolo Canton - Vice President, CommunicationsRick Wilmer - President, CEO & DirectorMansi Khetani - Chief Financial OfficerColin Rusch - Managing Director - Head of Sustainable Growth & Resource Optimization Research Operator Ladies and gentlemen, good afternoon. My name is Kate, and I'll be your conference operator for today. At this time, I would like to welcome everyone to the ChargePoint First Quarter Fiscal twe ...