Chargepoint Holdings, Inc. · NYSE:CHPT
Chargepoint — Q2 2026 Earnings Presentation
13 slides from Chargepoint's earnings presentation, Sep 3, 2025
Slide 1: Q2 Fiscal 2026 Financial Results
Q2 Fiscal 2026 Financial Results September 3, 2025 You can find information regarding our use of non-GAAP financial measures in our earnings release dated September 3, 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 $109 $120 $109 $100 $102 $99 $100 $102 $98 $98 $99 $100 $100 $80 $80 $60 $60 $40 $40 $20 $20 -- -- Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Networked Charging Systems North America Subscriptions Europe Other Not
Slide 4: Gross Margin
Gross Margin 35% 33% 31% 30% 30% 31% 29% 28% 26% 26% 25% 24% 23% 20% Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 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 $88 $90 91% 91% 90% $84 $82 82% 84% $80 81% 80% $70 61% 59% 70% 58% 59% $60 51% 60% $66 $M $50 $59 50% $59 $57 $40 $52 40% $30 30% $20 20% $10 10% -- 0% Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 GAAP Operating Expenses Non-GAAP Operating Expenses - GAAP Operating E
Slide 6: Non-GAAP Adjusted EBITDA
Non-GAAP Adjusted EBITDA ($40) -40% -31% ($30) -29% -30% -23% -22% $M ($20) -20% ($34) -17% ($29) ($23) ($22) ($10) -10% ($17) $0 0% Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Non-GAAP Adjusted EBITDA Non-GAAP Adjusted EBITDA as % of Revenue Note: Unaudited. Fiscal year ending on January 31. 6 © 2025 C
Slide 7: Appendix
Appendix © 2025 ChargePoint Holdings, Inc. 7
Slide 8: GAAP Income Statement
GAAP Income Statement ($ in thousands; unaudited; preliminary) Three months ended Six months ended July 31, July 31, 2025 2024 2025 2024 Revenue Networked Charging Systems $ 50,421 $ 64,146 $ 102,480 $ 129,520 Subscriptions 39,896 36,191 77,916 69,636 Other 8,273 8,202 15,834 16,426 Total revenue 98
Slide 9: GAAP Balance Sheet
GAAP Balance Sheet ($ in thousands; unaudited; preliminary) July 31, January 31, 2025 2025 Assets Current assets: Cash and cash equivalents $ 194,123 $ 224,571 Restricted cash 400 400 Short-term investments — — Accounts receivable, net 96,014 95,906 Inventories 212,407 209,262 Prepaid expenses and o
Slide 10: GAAP Statement of Cash Flows
GAAP Statement of Cash Flows ($ in thousands; unaudited; preliminary) Six Months Ended July 31, 2025 2024 Cash flows from operating activities Net loss $ (123,300) $ (140,673) Adjustments to reconcile net loss to net cash used in operating activities: Depreciation and amortization 13,854 14,896 Non-
Slide 11: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation ($ in thousands; unaudited; preliminary) Three Months Ended Three Months Ended Six Months Ended Six Months Ended July 31, 2025 July 31, 2024 July 31, 2025 July 31, 2024 Reconciliation of GAAP Net Loss to Non-GAAP Net Loss and Non-GAAP Adjusted EBITDA Loss: GAAP net lo
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 July 31, 2025 April 30, 2025 January 31, 2025 October 31, 2024 July 31, 2024 Reconciliation of GAAP Net Loss to Non-GAAP Net Loss an
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 July 31, 2025 April 30, 2025 January 31, 2025 October 31, 2024 July 31, 2024 Reconciliation of GAAP gross profit (margin) to non-GAA