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Jan 31
ChargePoint Q4 2026 Earnings Report
ChargePoint reported fourth quarter fiscal 2026 financial results, showing 7% year-over-year revenue growth and improved gross margins.
Key Takeaways
ChargePoint achieved $109.3 million in Q4 revenue, hitting the top end of its guidance. The company saw significant improvements in GAAP and non-GAAP gross margins driven by subscription growth, while narrowing its GAAP net loss by 24% compared to the prior year.
Q4 revenue grew 7% year-over-year to $109.3 million, led by an 11% increase in subscription revenue.
GAAP gross margin improved to 31% from 28% in the prior year, while non-GAAP gross margin reached 33%.
GAAP net loss narrowed significantly to $44.4 million compared to $58.8 million in the same quarter last year.
The company ended the fiscal year with $141.6 million in cash and cash equivalents.
Revenue by Segment
Forward Guidance
For the first fiscal quarter ending April 30, 2026, ChargePoint expects revenue to be between $90 million and $100 million.
Positive Outlook
- Revenue guidance of $90 million to $100 million for Q1 FY2027.
- Strategic partnership with RAW Charging valued at $7.5 million.
- New collaboration with Ford Pro for commercial fleet charging in Europe.
- Appointment of new Chief Product and Software Officer to lead global development.
- Continued growth in high-margin subscription revenue streams.
Challenges Ahead
- Macroeconomic trends and sustained inflation may reduce demand.
- Potential supply chain disruptions and component shortages.
- Dependence on auto manufacturers' transition plans to EVs.
- Risk of reduced governmental incentives or rebates for EV charging.
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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