earnings
confidence high
sentiment neutral
materiality 0.70
ChargePoint Q1 FY2026 rev $97.6M (-9% YoY); net loss narrows to $57.1M
ChargePoint Holdings, Inc.
2026-Q1 EPS
reported -$0.12
vs consensus -$1.05
▲ beat
(+88.6%)
- Revenue $97.6M, down 9% YoY; subscription revenue $38M (+14%) drives margin improvement.
- GAAP gross margin 29% vs 22% YoY; GAAP net loss $57.1M, improved 20% from $71.8M loss.
- Cash $196.3M with undrawn $150M revolver; no debt maturities until 2028.
- Q2 FY2026 revenue guidance $90-$100M; company aims for positive adjusted EBITDA this fiscal year.
- Partnership with Eaton for integrated EV charging/power management; new AC architecture with bidirectional charging.
item 2.02item 9.01