ChargePoint demonstrated strong revenue performance exceeding guidance, significant reductions in cash consumption, and expansion in strategic partnerships. However, challenges remain with a decline in network charging systems revenue and persistent issues in Europe. Overall, the company is optimistic about future growth driven by EV market trends and operational efficiencies.

Company Guidance

During the ChargePoint Q3 2025 earnings call, the company highlighted several key financial metrics and strategic progress. ChargePoint reported a revenue of $100 million, surpassing their guidance range of $85 million to $95 million, with non-GAAP gross margins steady at 26%. Operating expenses decreased to $59 million from $66 million in the prior quarter, contributing to a reduction in cash consumption to $24 million, a 64% decrease from Q1 2025. Subscription revenue increased by 19% year-over-year, totaling $36 million, while network charging systems revenue was $53 million. The company ended the quarter with $220 million in cash, maintaining a focus on cash management and operational excellence. For Q4 2025, ChargePoint anticipates revenue between $95 million and $105 million, reflecting confidence in their strategic initiatives and market trends, including an expanding EV market and increased charger utilization. Looking ahead, ChargePoint aims for positive non-GAAP adjusted EBITDA in fiscal year 2026, driven by revenue growth and improvements in gross margins.

Exceeding Revenue Guidance

ChargePoint reported Q3 revenue of $100 million, surpassing its guidance range of $85 million to $95 million.

Significant Cash Consumption Reduction

Cash consumption reduced to $24 million in Q3, a 64% decrease from Q1 of the same year.

Expansion in Strategic Partnerships

Notable expansions with partners like General Motors and IKEA, along with new installations at U.S. ports and collaborations with Energy Efficiency Pros.

Positive EV Market Trends

Record EV sales in the U.S., up 11% year-over-year, indicating growing market demand and infrastructure utilization.

Operational Efficiency and Cost Management

Non-GAAP operating expenses down to $59 million in Q3, a 28% decrease year-on-year.

---

ChargePoint Holdings (CHPT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CHPT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 05, 2025	2025 (Q4)	-0.14 / -	-0.23	―	―	―
Dec 04, 2024	2025 (Q3)	-0.17 / -0.18	-0.43	58.14% (+0.25)
Sep 04, 2024	2025 (Q2)	-0.16 / -0.16	-0.35	54.29% (+0.19)
Jun 05, 2024	2025 (Q1)	-0.19 / -0.17	-0.153	-11.11% (-0.02)
Mar 05, 2024	2024 (Q4)	-0.23 / -0.23	-0.135	-70.37% (-0.10)
Dec 06, 2023	2024 (Q3)	-0.31 / -0.43	-0.166	-159.04% (-0.26)
Sep 06, 2023	2024 (Q2)	-0.13 / -0.35	-0.188	-86.17% (-0.16)
Jun 01, 2023	2024 (Q1)	-0.16 / -0.15	-0.208	26.44% (+0.05)
Mar 02, 2023	2023 (Q4)	-0.19 / -0.14	-0.166	18.67% (+0.03)
Dec 01, 2022	2023 (Q3)	-0.20 / -0.17	-0.145	-14.48% (-0.02)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

---

CHPT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Dec 04, 2024	$1.22	$1.35	+10.66%
Sep 04, 2024	$1.69	$1.39	-17.75%
Jun 05, 2024	$1.73	$1.83	+5.78%
Mar 05, 2024	$2.00	$1.93	-3.50%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

---