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Apr 30, 2025
ChargePoint Q1 2026 Earnings Report
ChargePoint reported Q1 2026 results with a narrowed net loss and modest revenue decline.
Key Takeaways
ChargePoint posted a Q1 net loss of $57.1M on $97.6M in revenue, reflecting improvements in gross margin and cost control. Despite lower sales of charging systems, subscription revenues grew, supported by new product introductions and a strategic partnership with Eaton.
Revenue reached $97.6M, down from $107.0M YoY.
GAAP Net Loss narrowed to $57.1M from $71.8M YoY.
Subscription revenue grew 14% YoY to $38.0M.
New partnership with Eaton and AC product architecture introduced.
Revenue by Segment
Forward Guidance
ChargePoint guided Q2 FY26 revenue between $90M and $100M, aiming to drive growth through product innovation and channel expansion.
Positive Outlook
- Expected revenue range of $90M to $100M in Q2.
- Continued progress toward positive non-GAAP adjusted EBITDA in FY26.
- New AC charging architecture with bidirectional capability to support growth.
- Partnership with Eaton opens access to broader distribution networks.
- Operational cost reductions and improved gross margins.
Challenges Ahead
- Ongoing net losses despite narrowing YoY.
- Revenue decline in core hardware segment.
- Limited visibility into regional/geographic performance.
- Continued dependency on subsidies and government policies.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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