The chart below shows how CHPT performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CHPT sees a +3.37% change in stock price 10 days leading up to the earnings, and a -6.40% change 10 days following the report. On the earnings day itself, the stock moves by +0.14%. This data can give you a slight idea of what to expect for the next quarter's release.
Positive
Q3 Revenue Exceeds Guidance: Revenue for the third quarter was $100 million, exceeding our guidance range of $85 million to $95 million.
Stable Gross Margins: Non-GAAP gross margins remained steady at 26%, indicating stable profitability.
Cost Management Success: Operating expenses were down at $59 million compared to $66 million in the second quarter, reflecting effective cost management.
Strong Liquidity Position: We ended the quarter with $220 million cash on hand, providing a strong liquidity position.
Fourth Quarter Revenue Forecast: We expect revenue to be between $95 million to $105 million for the fourth quarter of fiscal 2025, indicating continued growth.
Negative
Quarterly Revenue Decline: Revenue for the third quarter was $100 million, down 18% sequentially and down 29% year-on-year.
Net Working Charging Systems Revenue: Net working charging systems at $53 million accounted for 53% of third quarter revenue, down 18% sequentially and down 29% year-on-year.
Operating Expenses Decline: Operating expenses were $59 million, down 12% sequentially and down 28% from $81 million in the third quarter last year.
EBITDA Loss Improvement: Non-GAAP adjusted EBITDA loss for the third quarter was $29 million, a fourth consecutive quarter of improvement, but still a loss compared to a loss of $34 million in the second quarter and a loss of $97 million in Q3 of last year.
Inventory Balance Decline: Our inventory balance decreased by $7 million in the third quarter from an all-time high in the second quarter.
ChargePoint Holdings, Inc. (CHPT) Q3 2025 Earnings Call Transcript
CHPT.N
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