Chargepoint Holdings, Inc. · NYSE:CHPT
Chargepoint — Q3 2026 Earnings Presentation
13 slides from Chargepoint's earnings presentation, Dec 4, 2025
Slide 1: Q3 Fiscal 2026 Financial Results
Q3 Fiscal 2026 Financial Results December 4, 2025 You can find information regarding our use of non-GAAP financial measures in our earnings release dated December 4, 2025, found on the Investor Relations section of our website at https://www.chargepoint.com/ © 2025 ChargePoint Holdings, Inc.
Slide 2: Use of Non-GAAP Financial Measures
Use of Non-GAAP Financial Measures • ChargePoint has provided historical financial information in this presentation 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 a
Slide 3: Revenue Diversity
Revenue Diversity By Type By Geography $M $M $120 $120 $102 $106 $106 $100 $98 $99 $100 $102 $99 $98 $100 $100 $80 $80 $60 $60 $40 $40 $20 $20 -- -- Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Networked Charging Systems North America Subscriptions Europe Other Not
Slide 4: Gross Margin
Gross Margin 35% 33% 33% 31% 30% 30% 31% 31% 29% 26% 28% 25% 23% 20% Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 GAAP Gross Margin Non-GAAP Gross Margin Note: Unaudited. Fiscal year ending on January 31. 4 © 2025 ChargePoint Holdings, Inc.
Slide 5: Operating Expenses
Operating Expenses $100 100% $91 $90 $90 91% 91% 90% $84 $82 82% 84% $77 $80 80% 73% $70 59% 70% 58% 59% $60 51% 54% 60% $M $50 $57 50% $59 $57 $59 $40 $52 40% $30 30% $20 20% $10 10% -- 0% Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 GAAP Operating Expenses Non-GAAP Operating Expenses - GAAP Operating E
Slide 6: Non-GAAP Adjusted EBITDA
Non-GAAP Adjusted EBITDA ($30) -29% -30% -23% -22% ($20) -18% -20% -17% $M ($29) ($23) ($22) ($10) ($19) -10% ($17) $0 0% Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Non-GAAP Adjusted EBITDA Non-GAAP Adjusted EBITDA as % of Revenue Note: Unaudited. Fiscal year ending on January 31. 6 © 2025 ChargePoint
Slide 7: Appendix
Appendix © 2025 ChargePoint Holdings, Inc. 7
Slide 8: GAAP Income Statement
GAAP Income Statement ($ in thousands; unaudited; preliminary) Three months ended Nine months ended October 31, October 31, 2025 2024 2025 2024 Revenue Networked Charging Systems $ 56,389 $ 52,662 $ 158,869 $ 182,182 Subscriptions 42,004 36,417 119,920 106,053 Other 7,281 10,533 23,115 26,959 Total
Slide 9: GAAP Balance Sheet
GAAP Balance Sheet ($ in thousands; unaudited; preliminary) October 31, January 31, 2025 2025 Assets Current assets: Cash and cash equivalents $ 180,514 $ 224,571 Restricted cash 400 400 Accounts receivable, net 97,141 95,906 Inventories 212,209 209,262 Prepaid expenses and other current assets 25,8
Slide 10: GAAP Statement of Cash Flows
GAAP Statement of Cash Flows ($ in thousands; unaudited; preliminary) Nine Months Ended October 31, 2025 2024 Cash flows from operating activities Net loss $ (175,779) $ (218,263) Adjustments to reconcile net loss to net cash used in operating activities: Depreciation and amortization 20,569 22,205
Slide 11: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation ($ in thousands; unaudited; preliminary) Three Months Ended Three Months Ended Nine Months Ended Nine Months Ended October 31, 2025 October 31, 2024 October 31, 2025 October 31, 2024 Reconciliation of GAAP Net Loss to Non-GAAP Net Loss and Non-GAAP Adjusted EBITDA Los
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 October 31, 2025 July 31, 2025 April 30, 2025 January 31, 2025 October 31, 2024 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 October 31, 2025 July 31, 2025 April 30, 2025 January 31, 2025 October 31, 2024 Reconciliation of GAAP gross profit (margin) to non-