Stem, Inc. (STEM) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Greetings. Welcome to STEM's fourth quarter 2025 results conference call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star and the number zero on your telephone keypad. Please note this conference is being recorded. I will now turn the conference over to Erin Reid, head of investor relations. Thank you. You may begin. Thank you, Operator. This is Erin Reed, Head of Investor Relations at STEM. We welcome you to our fourth quarter and full year 2025 earnings call. Before we begin, please note that some of the statements we will be making today are forward-looking. These statements involve risks and uncertainties that could cause our results to differ materially from those projected in these statements. We therefore refer you to our latest 10-K and other SEC filings and supplemental materials, which can be found on our IR website. Our comments today also include non-GAAP financial measures. Additional details and reconciliations to the most directly comparable GAAP financial measures can be found in our fourth quarter and full year 2025 earnings release, which is on our website. Arun Narayanan, CEO, and Brian Musfelt, CFO, will start the call today with prepared remarks, and then we will take your questions. With that, I'll turn the call over to Arun. Thank you, Erin. Good afternoon, everyone, and thank you all for joining us today. I am pleased to be speaking with you one year after assuming the role of CEO, and I could not be more proud of what the STEM team has accomplished over the past 12 months. Best in class execution, unwavering commitment to our customers and each other, and disciplined financial perfo...