{"filings":[{"id":834559,"accession_number":"0001758766-26-000059","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2026-06-03T20:29:49+00:00","items":["5.07","5.02","9.01"],"status":"ready","headline":"Stem shareholders approve 425k-share increase in 2024 Equity Incentive Plan at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All three Class II director nominees (Birns, Daley, Tammineedi) elected with majority of votes cast.","Amendment to 2024 Equity Incentive Plan passes: 425,000 new shares authorized, term extended.","Advisory say-on-pay approved with 1,891,571 votes for vs 128,692 against.","Ratification of RSM US LLP as independent auditor for FY2026 passes with 4,330,718 votes for.","Approximately 53% of outstanding shares voted; 4,532,097 shares represented at meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95241,"accession_number":"0001758766-26-000043","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Stem Q1 revenue $29M (-11% YoY); adjusted EBITDA positive $2M for 4th quarter; reaffirms FY 2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $29.0M (-11% YoY); software/services/edge hardware revenue $29.0M (+4% YoY).","GAAP gross margin 38% (vs 32% in 1Q25); non-GAAP gross margin 52% (vs 46%).","Net loss $18.9M improved from $25.0M; adjusted EBITDA +$2.0M vs ($4.6M) — 4th consecutive positive quarter.","Operating cash flow ($8.3M) vs $8.5M in 1Q25; cash $36.6M down from $48.9M in 4Q25.","Bookings $26.5M; CARR $67.2M flat sequentially; full-year 2026 guidance reaffirmed across all metrics."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":29000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108162,"accession_number":"0001758766-26-000031","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2026-03-17T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Stem, Inc. dismisses Deloitte & Touche, appoints RSM as new auditor effective Q1 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee dismissed Deloitte & Touche on March 12, 2026; no adverse opinions on prior financials.","No disagreements or reportable events with Deloitte during FY2024, FY2025, or subsequent interim period.","RSM US LLP appointed as new auditor effective Q1 2026 review and FY2026 audit.","Company did not consult RSM on accounting matters prior to engagement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108161,"accession_number":"0001758766-26-000024","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2026-03-06T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Stem enters $30M at-the-market equity offering with Jefferies","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Enters Open Market Sales Agreement with Jefferies LLC to sell up to $30M of common stock at prevailing market prices.","Shares may be sold in ordinary brokers' transactions or block trades on NYSE; company has no obligation to sell.","Jefferies will receive a commission of up to 3.0% of gross proceeds from any sales.","Offers made under existing S-3 registration statement (no. 333-291820) declared effective Dec 11, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108160,"accession_number":"0001758766-26-000014","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2026-03-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Stem achieves first positive annual adjusted EBITDA in FY25; guides to 85% growth in FY26","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY25 revenue $156.3M (+8% YoY); net income $137.8M vs loss $854.0M; adjusted EBITDA $6.7M (first positive annual).","Q4 revenue $47.2M (-15% YoY) but non-GAAP gross margin improved to 45% from 36%; Q4 adjusted EBITDA $5.5M.","FY25 bookings $131.8M (+14%); ARR $61.1M (+16%); solar operating AUM 36.1 GW (+21% YoY).","FY26 guidance: targeting ~85% adjusted EBITDA growth and ~10% ARR expansion from FY25 levels."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124589,"accession_number":"0001758766-25-000085","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Stem securities class action dismissed with prejudice by federal court","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["U.S. District Court for N.D. California dismissed all claims in In re Stem, Inc. Sec. Litig. (Case No. 23-CV-02329-MMC) on Dec 17, 2025.","Dismissal with prejudice bars refiling; lawsuit alleged securities law violations against Stem and certain former officers, directors, employees.","Order removes a material litigation overhang for Stem, Inc. (NYSE: STEM)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124588,"accession_number":"0001758766-25-000081","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2025-12-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Stem appoints Jeffrey Cabot as CAO; Rahul Shukla steps down effective Dec 19","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Rahul Shukla and Stem mutually agree he will step down as Chief Accounting Officer, effective Dec 19, 2025; separation agreement being negotiated.","Jeffrey Cabot appointed as new CAO effective Jan 5, 2026; previously CAO at Oak View Group and Air Methods.","Cabot receives $325k base salary, initial equity award of 14,000 shares (7k RSUs, 3.5k PSUs, 3.5k options) vesting over three years.","Eligible for annual cash incentive target of 45% of base salary and standard severance/change-in-control benefits.","No family relationships or related-party transactions with any director or executive officer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124587,"accession_number":"0001758766-25-000076","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2025-12-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Stem appoints CEO Arun Narayanan to Board; board size increased to 8","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board increased from seven to eight directors; Arun Narayanan appointed Class I Director effective Dec. 1, 2025.","Narayanan, CEO since January 2025, will receive no compensation for his director role.","Press release notes Narayanan's leadership achieved positive adjusted EBITDA and accelerating software revenue growth.","No arrangements or transactions requiring disclosure under Item 404(a) between Narayanan and Stem."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124586,"accession_number":"0001758766-25-000064","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Stem Q3 2025: revenue $38M (+31% YoY), adjusted EBITDA positive $2M, ARR $60M (+17% YoY)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $38.2M, up 31% YoY; GAAP gross margin 35% (vs 21% in 3Q24).","Net loss narrowed to $23.8M from $148.3M in 3Q24, a $124.5M improvement.","Adjusted EBITDA positive $2.0M, second consecutive quarter; vs $(3.5)M in 3Q24.","ARR $60.2M, up 17% YoY and 3% QoQ, driven by software-focused strategy.","Full-year 2025 guidance being refined and de-risked across nearly all metrics."],"consensus_eps_estimate":null,"consensus_eps_actual":-7.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":109123000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124585,"accession_number":"0001758766-25-000061","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2025-10-16T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Stem reduces stockholder meeting quorum to one-third of voting power","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved amendment to Bylaws on October 15, 2025, reducing quorum from majority to one-third of outstanding voting power.","Company cited past difficulty reaching quorum due to large, dispersed stockholder base.","Lower quorum aims to reduce adjournment costs, proxy solicitation costs, and management distractions.","Amendment filed as Exhibit 3.1 to the Form 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141263,"accession_number":"0001758766-25-000045","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2025-09-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Stem launches PowerTrack EMS, rebrands Athena to Optimizer, unifies brand","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Launched PowerTrack EMS on Sept. 2, delivering 32% reduction in engineering hours and 99.99% controller reliability.","Rebranded Athena platform to PowerTrack Optimizer on Sept. 5, consolidating under unified PowerTrack suite.","PowerTrack Sage (AI-powered LLM workflows) announced for future release.","Refreshed investor presentation published with updated strategic alignment and unified product portfolio.","Company showcasing unified platform at RE+ 2025 in Las Vegas through Sept. 11."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141262,"accession_number":"0001758766-25-000025","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Stem Q2 revenue $38.4M (+13% YoY); positive adjusted EBITDA of $3.8M; net income $202.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $38.4M, up 13% YoY; GAAP net income $202.5M vs net loss $582.3M in Q2 2024.","Adjusted EBITDA $3.8M vs -$11.3M YoY; GAAP gross margin 33% vs 28%.","ARR $58.5M, up 22% YoY; Storage operating AUM 1.7 GWh (+42% YoY).","Debt exchange reduced outstanding debt by $195M, extended majority of maturities to 2030.","Full-year 2025 guidance reaffirmed across all key metrics."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":70886000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141260,"accession_number":"0001758766-25-000023","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K/A","filed_at":"2025-07-22T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Stem discloses CFO Hole's separation terms: $475k cash, advisor agreement for RSU vesting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Cash payment of $475,000 (12 months base salary), pro rata FY2025 bonus, and COBRA reimbursement up to 9 months.","All unvested stock options and RSUs cancelled/forfeited except those covered by the Advisor Agreement.","Advisor agreement pays $18,269.23 cash and allows certain RSUs to vest by Aug 7, 2025 in exchange for services and non-compete/non-disparagement covenants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141259,"accession_number":"0001193125-25-155177","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K/A","filed_at":"2025-07-03T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Stem appoints Brian Musfeldt as CFO effective July 17, correcting options award in prior filing","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Doran Hole steps down effective July 17, 2025; serves as advisor through July 31.","Brian Musfeldt appointed CFO effective July 17; previously CFO of ikeGPS and Also Energy.","Musfeldt receives $400k base salary, $50k sign-on bonus, and equity awards (RSUs, PSUs, options).","Filing corrects typo in prior 8-K regarding number of options awarded to Musfeldt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141261,"accession_number":"0001193125-25-154971","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2025-07-02T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Stem appoints Brian Musfeldt as CFO effective July 17; Doran Hole steps down","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Brian Musfeldt named CFO; previously CFO of AlsoEnergy (acquired by Stem in 2022) and most recently CFO of ikeGPS.","Musfeldt receives $400K base salary, $50K sign-on bonus, and equity awards including RSUs, PSUs, and stock options.","Doran Hole steps down as CFO and EVP effective July 17, will advise through July 31 to ensure orderly transition.","CEO Arun Narayanan cites alignment with strategic direction focused on growing software services revenue and profitable growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159069,"accession_number":"0001193125-25-152073","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2025-06-30T23:59:59+00:00","items":["1.01","2.03","3.02","7.01","9.01"],"status":"ready","headline":"Stem exchanges $350M convertible notes for $155M new notes, reduces debt ~$195M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Exchanged $229M of 0.50% 2028 notes (77% of outstanding) and $121M of 4.25% 2030 notes (51% of outstanding).","Issued $155M of new 12.00%/11.00% Senior Secured PIK Toggle Notes due 2030 and warrants for 439,919 shares at $30 strike.","Received $10M cash; outstanding debt reduced by ~$195M; net debt after exchange: $68M (2028), $119M (2030), $155M (new).","New notes are senior secured, first-priority lien on substantially all assets, with optional PIK interest and maturity December 2030.","CEO Arun Narayanan and CFO Doran Hole highlight improved balance sheet flexibility and ability to execute software-focused strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159068,"accession_number":"0001758766-25-000020","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2025-06-16T23:59:59+00:00","items":["3.03","5.03","9.01"],"status":"ready","headline":"Stem approves 1-for-20 reverse stock split, authorized shares cut to 250M, effective June 23","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reverse split ratio of 1-for-20; effective 12:01 a.m. ET on June 23, 2025.","Authorized common shares reduced from 500 million to 250 million.","No fractional shares; cash paid in lieu based on June 20 closing price.","Split-adjusted trading begins June 23 under new CUSIP 85859N300.","Proportionate adjustments made to equity awards, warrants, convertible notes, and capped calls."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159067,"accession_number":"0001193125-25-135268","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2025-06-05T23:59:59+00:00","items":["5.07","5.02","9.01"],"status":"ready","headline":"Stockholders approve reverse stock split (10:1-20:1) and reduce authorized shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reverse stock split approved: 77.1M for, 11.3M against; ratio 10:1 to 20:1 inclusive.","Authorized shares reduction approved: 80.0M for, 8.2M against.","Amended equity plan: 4M additional shares authorized; 25.8M for, 10.4M against.","Class I directors elected: Krishna Shivram (34.8M for) and Laura D'Andrea Tyson (28.6M for).","Advisory say-on-pay passed with 23.9M for, 7.6M against, 5.3M abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159066,"accession_number":"0001758766-25-000010","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Stem Q1 revenue $32.5M (+27% YoY); first positive operating cash flow in history","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP gross margin 32% vs (95)% in 1Q24; non-GAAP gross margin 46% vs 24%.","Net loss narrowed to $25.0M from $72.3M; Adjusted EBITDA -$4.6M vs -$12.2M.","Operating cash flow of $8.5M, first positive quarter; cash balance $58.6M.","ARR $56.9M (+8% sequential); CARR $69.0M (+7% sequential).","Workforce reductions target $30M annualized cash savings; full-year guidance reaffirmed."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":32512000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159065,"accession_number":"0001193125-25-079764","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2025-04-14T23:59:59+00:00","items":["2.05","8.01","9.01"],"status":"ready","headline":"Stem cuts 27% of workforce; expects $6M-$6.5M severance costs, $30M annual savings","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reduction in force of ~27% of global full-time employees, announced April 9, 2025.","Estimated cash costs of $6.0M-$6.5M for severance and benefits, incurred mainly in Q2 2025.","Partial-year 2025 savings estimated at ~$24M; full-year 2026 savings ~$30M.","CEO cites large debt burden, limited operating cash, and lack of operational profitability.","Actions expected to be substantially complete by end of Q2 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177507,"accession_number":"0001758766-25-000007","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K/A","filed_at":"2025-03-25T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Stem discloses separation terms with ex-CEO Carrington: $600K cash, COBRA, accelerated RSUs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Cash payment of $600,000 (12 months base salary) plus COBRA premium reimbursements up to 12 months.","All unvested stock options and RSUs forfeited; 171,428 RSUs from Closing Grant received accelerated vesting.","Vested stock options remain exercisable for 3 months after Separation Date or until original expiration, whichever earlier.","Separation Agreement executed March 24, 2025, amending prior 8-K filed Sept 16, 2024 regarding CEO departure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177513,"accession_number":"0001193125-25-056217","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2025-03-18T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Stem appoints Krishna Shivram and Vasu Guruswamy to Board effective March 17, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Krishna Shivram appointed Class I director; brings corporate finance and M&A expertise; serves on boards of RNGR and ALSN.","Vasudevan (Vasu) Guruswamy appointed Class III director; brings energy/software experience as former global VP of software services at an energy tech company.","Chairman David Buzby states additions will help refine software focus and drive disciplined financial management.","No committee assignments have been made yet; both will receive standard non-employee director compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177512,"accession_number":"0001193125-25-049919","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2025-03-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Stem Inc. COO Michael Carlson transitions to President of Managed Services","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael Carlson, former COO, becomes President of Managed Services effective March 6, 2025.","Role change suggests organizational shift; no replacement COO named.","Carlson continues with the company in a new operational role."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177511,"accession_number":"0001758766-25-000002","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2025-03-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Stem reports Q4 and FY2024 results: revenue down 69% YoY, full-year net loss $854M, targets 15% ARR growth in 2025","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $55.8M (-67% YoY); GAAP gross margin (4)% vs 7% in Q4 2023.","Full-year net loss $854M vs $140.4M in 2023; includes $38.7M net revenue reduction.","Non-GAAP gross margin improved to 36% (Q4) and 35% (FY) from 13% and 15% respectively.","Q4 bookings $357.6M (+40% YoY); full-year bookings $435.9M (-72%); backlog $1.2B.","Guidance: ~15% ARR growth in 2025; reducing opex to improve EBITDA and cash flow; cash $56.3M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177510,"accession_number":"0001193125-25-035289","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2025-02-25T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Gerard Cunningham resigns from Stem board effective Feb 28, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Gerard Cunningham notified the Board of his resignation on Feb 25, 2025, effective Feb 28.","Resignation is for personal reasons, not due to any disagreement with the Company.","No replacement has been announced for the vacant board seat."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177506,"accession_number":"0001193125-25-020088","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K/A","filed_at":"2025-02-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Stem details separation terms for ex-CFO Bush: $318,750 severance, equity forfeiture","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Cash severance of $318,750 (9 months base salary) plus pro rata FY2024 bonus based on actual board-determined performance.","COBRA premium reimbursement for up to 9 months; all unvested stock options and RSUs cancelled and forfeited.","Vested options exercisable until 3 months after Separation Date (Nov 8, 2024) or award expiration, whichever earlier.","Separation agreement signed Jan 30, 2025; payments conditional on non-revocation of release and compliance with confidentiality, non-disparagement, and non-competition covenants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177509,"accession_number":"0001193125-25-009557","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2025-01-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Stem director Jane Woodward resigns from board effective Jan 31, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jane Woodward notified Stem's board of her resignation effective January 31, 2025, for personal reasons.","Woodward's departure is not due to any disagreement with Stem, management, or the board.","No replacement director has been announced as of the filing date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177508,"accession_number":"0001193125-25-007442","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2025-01-16T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Stem appoints Arun Narayanan as CEO effective Jan 27, 2025; Buzby stays Board Chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Arun Narayanan, former CEO of RES Digital Solutions, named CEO; succeeds David Buzby as Interim CEO.","David Buzby steps down as Interim CEO and Executive Chair Jan 27, 2025, remains non-executive Board Chair.","Narayanan receives base salary of $575K, sign-on bonus of $50K, and equity awards including 975K RSUs and 325K PSUs.","Buzby's amended agreement provides $600K base, 125% bonus target with 75% minimum guarantee, and 66,667 stock options vesting immediately.","CEO search announced Sept 2024 concludes; company emphasizes software-focused strategy under new leadership."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194233,"accession_number":"0001758766-24-000174","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Stem Q3 revenue falls 78% to $29.3M; net loss $148.3M; revises FY2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $29.3M (down 78% YoY); GAAP gross margin 21% (vs -15% YoY) on shift to software/services.","Net loss $148.3M (vs $77.1M) includes $104.1M bad debt expense from customer receivable impairment.","Non-GAAP gross margin record 46% (up from 12%); Adjusted EBITDA -$3.5M (vs -$0.9M).","Bookings $29.1M (vs $676.4M); Contracted backlog $1.5B (-17% YoY); CARR $92.3M (+5% YoY).","Cash $75.4M (down from $89.6M Q2); Company revises full year 2024 guidance for key metrics."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.99,"consensus_revenue_estimate":null,"consensus_revenue_actual":88759000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194232,"accession_number":"0001758766-24-000170","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2024-10-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Stem announces new software and services-centric strategy, reducing hardware reliance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shift to software and services for predictable, recurring, high-margin revenue; de-emphasizes hardware resale.","Expands energy consulting services as entry point, aiming for less dependent revenue on external factors.","Plans to combine PowerTrack and Athena platforms into a single asset management and optimization platform.","Hardware procurement will require zero working capital and accompany software; backlog ~$1.6B still serviced.","Further strategy details to be provided on Q3 2024 earnings call October 30, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210562,"accession_number":"0001758766-24-000166","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2024-09-16T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Stem CEO John Carrington steps down; David Buzby named interim CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Carrington stepped down as CEO and Board member effective Sept 11, 2024; will serve as advisor through Dec 31, 2024.","Board appointed current Executive Chair David Buzby as interim CEO; Buzby will continue as Executive Chair.","Board is conducting a search for a permanent CEO, including internal and external candidates.","Company is concluding its previously announced strategy review and expects to announce outcome in coming weeks.","Buzby's compensation: base salary $600k annualized, 125% target bonus (50% guaranteed), 400k stock options at $1.00."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210561,"accession_number":"0001758766-24-000159","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2024-08-30T23:59:59+00:00","items":["3.01","7.01","9.01"],"status":"ready","headline":"Stem receives NYSE notice for low share price; has 6-month cure period","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["NYSE notified Stem on Aug 28, 2024 that its avg closing price fell below $1.00 over 30 consecutive trading days.","Cure period is six months; Stem must respond within 10 business days with its intent to cure.","Stem can regain compliance if on the last trading day of any month closing price >= $1.00 and 30-day avg >= $1.00.","Shares continue trading on NYSE; failure to cure may lead to delisting but does not affect business operations or debt agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210560,"accession_number":"0001758766-24-000155","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2024-08-09T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Michael C. Morgan resigns from Stem board effective Oct 7, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael C. Morgan notified board of resignation on August 8, 2024, effective October 7, 2024.","Resignation is for personal reasons; no disagreement with company, management, or board.","Director departure does not involve any operational, policy, or practice disputes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210559,"accession_number":"0001758766-24-000153","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Stem appoints Doran Hole as CFO, David Buzby as Executive Chair; launches strategic review","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Doran Hole named CFO and EVP effective Sept 2, 2024; succeeds Bill Bush who steps down but remains in other roles.","David Buzby appointed Executive Chair; Laura D'Andrea Tyson becomes Lead Independent Director.","Prakesh Patel (Chief Strategy Officer) departs immediately; CSO role eliminated.","Board creates Software Strategy Working Group chaired by Gerard Cunningham.","Company initiates a strategic review of its business to focus on software services growth and cash flow."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210558,"accession_number":"0001758766-24-000147","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Stem Q2 revenue down 63% YoY, net loss $582M on $547M goodwill impairment; cuts FY2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $34.0M ($93.0M in 2Q23); GAAP net loss $582.3M vs income $19.1M from $547M non-cash goodwill impairment.","Adjusted EBITDA -$11.3M vs -$9.5M; bookings $25.4M, down 89% from $236.4M; CARR $90.1M (+20% YoY).","Full year 2024 guidance revised lower; expects positive operating cash flow and no need for equity raise.","CFO Bill Bush steps down September 2, 2024; Doran Hole appointed as successor in planned succession.","Ended 2Q24 with $89.6M cash; operating cash flow -$11.9M vs -$165.4M in 2Q23."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":59468000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210557,"accession_number":"0001758766-24-000140","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2024-07-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Stem Inc. CRO Alan Russo resigns effective July 12; no replacement planned due to sales realignment","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Alan Russo resigns as Chief Revenue Officer, effective July 12, 2024.","Company realigns sales team to primary business lines to improve customer engagement and drive profitability.","No replacement sought for the Chief Revenue Officer position."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228887,"accession_number":"0001758766-24-000108","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2024-05-29T23:59:59+00:00","items":["5.07","5.02"],"status":"ready","headline":"Stem Inc. annual meeting results: officer exculpation amendment fails","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Proposal 5 (officer exculpation) did not pass; received 54.2M for, 8.3M against, needed 66.7% of outstanding shares.","Stockholders approved the 2024 Equity Incentive Plan (36.5M for, 21.4M against) with 14.2M shares reserved.","Class III directors Buzby, Carrington, Morgan each elected with 40-44M votes for; broker non-votes of ~39.8M.","Advisory vote on executive compensation passed (39.1M for, 23.4M against).","Ratification of Deloitte & Touche as auditor for FY2024 passed overwhelmingly (100.7M for)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228886,"accession_number":"0001758766-24-000087","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Stem Q1 revenue down 62% to $25.5M; net loss $72.3M; reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $25.5M, down 62% YoY, reflecting $33M non-cash reduction from updated contract guarantee estimates.","GAAP net loss $72.3M vs $44.8M; Adjusted EBITDA improved to -$12.2M from -$13.7M.","Non-GAAP gross margin 24% (up from 19%); operating cash flow near breakeven at -$0.6M.","Bookings $23.8M vs $363.5M; contracted backlog $1.6B, up 33% YoY but down 16% sequentially.","Reaffirms FY2024 guidance for adj. EBITDA, OCF, gross margin and bookings; CARR-to-ARR conversion +42% expected."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":25469000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228885,"accession_number":"0001758766-24-000067","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2024-04-19T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Stem appoints Gerard Cunningham to Board; former McKinsey partner with AI/clean tech focus","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Gerard Cunningham appointed as Class I director effective April 19, 2024.","Cunningham most recently a partner at McKinsey & Company, co-founded global clean tech practice and AI for sustainability initiative.","He will receive pro-rated director compensation and a restricted stock unit grant of 12,138 RSUs vesting June 7, 2024.","Board determined no material interest in any transaction requiring disclosure under Item 404(a)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247521,"accession_number":"0001758766-24-000062","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K/A","filed_at":"2024-03-26T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Stem Inc. amends 8-K to detail separation terms for retiring division President Robert Schaefer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Robert Schaefer, President of Behind-the-Meter Division, retires effective May 3, 2024; serves as consultant through Feb 2, 2025.","Separation Agreement includes $425,000 cash payment (12 months base salary), pro-rata bonus, and 9 months COBRA reimbursement.","Unvested equity (except 667,556 RSUs from March 2022) cancelled; those RSUs vest during consulting period subject to performance.","Consulting Agreement pays $5,000/month and allows continued vesting of the Closing Grant."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247523,"accession_number":"0001758766-24-000031","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2024-03-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Stem's Behind the Meter Division President Robert Schaefer to retire effective May 3, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Robert Schaefer, President of Stem's Behind the Meter Division, notified retirement effective May 3, 2024.","Company expects to enter separation and consulting agreements with Schaefer; amendment to be filed later.","No successor named in the filing; process to appoint replacement is ongoing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247522,"accession_number":"0001758766-24-000027","cik":1758766,"company_name":"STEM, INC.","ticker":"STEM","form_type":"8-K","filed_at":"2024-02-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Stem posts Q4 revenue up 8% YoY, achieves positive adjusted EBITDA of $4.6M; guides 2024 operating cash flow > $50M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $167.4M (+8% YoY); net loss $37.7M vs $35.3M loss in Q4 2022.","Adjusted EBITDA turned positive at $4.6M in Q4, vs $(9.5)M loss in prior year.","Full year 2023 revenue $461.5M (+27% YoY); net loss $140.4M vs $124.1M.","Contracted backlog $1.9B, up 99% YoY; CARR $91M, up 39% YoY.","2024 guidance: positive adjusted EBITDA $5-20M; at least $50M operating cash flow; no equity issuance."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":461515000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":90823504.16195123,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}