Chargepoint Holdings, Inc. · NYSE:CHPT
Chargepoint — Q4 2026 Earnings Presentation
13 slides from Chargepoint's earnings presentation, Mar 4, 2026
Slide 1: Q4 Fiscal 2026 Financial Results
Q4 Fiscal 2026 Financial Results March 4, 2026 You can find information regarding our use of non-GAAP financial measures in our earnings release dated March 4, 2026, found on the Investor Relations section of our website at https://www.chargepoint.com/ © 2026 ChargePoint Holdings, Inc.
Slide 2: Use of Non-GAAP Financial Measures
Use of Non-GAAP Financial Measures • ChargePoint has provided financial information in this press release that has not been prepared in accordance with generally accepted accounting principles in the United States (“GAAP”). ChargePoint uses these non-GAAP financial measures internally in analyzing i
Slide 3: Revenue Diversity
Revenue Diversity By Type By Geography $M $M $120 $109 $120 $109 $102 $106 $106 $98 $99 $102 $99 $98 $100 $100 $80 $80 $60 $60 $40 $40 $20 $20 -- -- Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Networked Charging Systems North America Subscriptions Europe Other Not
Slide 4: Gross Margin
Gross Margin 35% 33% 33% 33% 30% 31% 31% 30% 31% 31% 28% 29% 25% 20% Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 GAAP Gross Margin Non-GAAP Gross Margin Note: Unaudited. Fiscal year ending on January 31. 4 © 2026 ChargePoint Holdings, Inc.
Slide 5: Operating Expenses
Operating Expenses $100 100% $90 $87 $90 $84 $82 91% 90% 82% 84% $77 $80 80% 80% 73% $70 58% 59% 70% $60 51% 54% 53% 60% $M $50 $58 50% $59 $57 $57 $40 $52 40% $30 30% $20 20% $10 10% -- 0% Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 GAAP Operating Expenses Non-GAAP Operating Expenses - GAAP Operating E
Slide 6: Non-GAAP Adjusted EBITDA
Non-GAAP Adjusted EBITDA ($30) -30% -23% -22% ($20) -18% -20% -17% -17% $M ($23) ($22) ($10) ($19) ($18) -10% ($17) $0 0% Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Non-GAAP Adjusted EBITDA Non-GAAP Adjusted EBITDA as % of Revenue Note: Unaudited. Fiscal year ending on January 31. 6 © 2026 ChargePoint
Slide 7: Appendix
Appendix © 2026 ChargePoint Holdings, Inc. 7
Slide 8: GAAP Income Statement
GAAP Income Statement ($ in thousands; unaudited; preliminary) Three months ended Twelve months ended January 31, January 31, 2026 2025 2026 2025 Revenue Networked Charging Systems $ 57,645 $ 52,620 $ 216,514 $ 234,802 Subscriptions 42,467 38,272 162,387 144,325 Other 9,208 10,997 32,323 37,956 Tota
Slide 9: GAAP Balance Sheet
GAAP Balance Sheet ($ in thousands; unaudited; preliminary) January 31, January 31, 2026 2025 Assets Current assets: Cash and cash equivalents $ 141,564 $ 224,571 Restricted cash 400 400 Accounts receivable, net 86,132 95,906 Inventories 214,903 209,262 Prepaid expenses and other current assets 19,0
Slide 10: GAAP Statement of Cash Flows
GAAP Statement of Cash Flows ($ in thousands; unaudited; preliminary) Twelve Months Ended January 31, 2026 2025 Cash flows from operating activities Net loss $ (220,197) $ (277,066) Adjustments to reconcile net loss to net cash used in operating activities: Depreciation and amortization 27,047 29,19
Slide 11: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation ($ in thousands; unaudited; preliminary) Three Months Ended Three Months Ended Twelve Months Twelve Months January 31, 2026 January 31, 2025 January 31, 2026 January 31, 2025 Reconciliation of GAAP Net Loss to Non-GAAP Net Loss and Non-GAAP Adjusted EBITDA Loss: GAAP
Slide 12: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation ($ in thousands; unaudited; preliminary) Three Months Ended Three Months Ended Three Months Ended Three Months Ended Three Months Ended January 31, 2026 October 31, 2025 July 31, 2025 April 30, 2025 January 31, 2025 Reconciliation of GAAP Net Loss to Non-GAAP Net Loss
Slide 13: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation ($ in thousands; unaudited; preliminary) Three Months Ended Three Months Ended Three Months Ended Three Months Ended Three Months Ended January 31, 2026 October 31, 2025 July 31, 2025 April 30, 2025 January 31, 2025 Reconciliation of GAAP gross profit (margin) to non-