ChargePoint Holdings (CHPT -2.42%) was once a hot company pushing the electric vehicle revolution forward. Its charging stations sprouted up like weeds, fueled by a shift toward the production of EVs as it looked to stake its claim in the $100 billion market opportunity. However, the EV company faces significant headwinds as losses keep piling up, and the stock is down 86% since the start of 2022. If you're considering buying ChargePoint today, there are three things you should consider first. 1. ChargePoin ...

ChargePoint Holdings (CHPT 0.61%) shares have been on a roll lately. The stock has jumped nearly 25% over the past month. But shares of the electric vehicle (EV) charging network company would have been even higher if they hadn't dropped by 12.5% this week as of early Friday, according to data provided by S&P Global Market Intelligence. Interest rates matter Last month's rise in ChargePoint shares didn't come because of any good news from the company. The stock surged as many technology and growth stocks fe ...

收入来源和竞争对手 - ChargePoint主要通过销售网络化充电系统、云服务和延长部件和劳务保修来产生收入[73] - ChargePoint的竞争对手主要是在商业Level 2 Alternating Current（AC）充电领域[76] 市场扩张和未来增长 - ChargePoint在欧洲市场的扩张对未来收入有重要影响[78] - ChargePoint的未来增长高度依赖于EV车队应用的成功[79] 营收构成和增长趋势 - ChargePoint的营收主要包括网络化充电系统的交付和转移低碳燃料计划所获得的监管激励费用[87] - 网络充电系统收入在2023年10月31日的三个月内同比下降24.3%[88] - 订阅服务收入在2023年10月31日的三个月内同比增长41.0%[89] - 其他收入在2023年10月31日的三个月内同比下降4.1%[89] - 网络充电系统收入在2023年10月31日的九个月内同比增长18.9%[88] - 订阅服务收入在2023年10月31日的九个月内同比增长46.0%[89] - 其他收入在2023年10月31日的九个月内同比增长18.5%[89] 财务状况和利息情况 - 2023年10月31日，ChargePoint的利息收入为1,868万美元，较2022年同期的1,905万美元下降了1.9%[100] - 2023年10月31日，ChargePoint的利息收入占总收入的比例为1.7%[100] - 2023年10月31日，ChargePoint的利息收入为6,168万美元，较2022年同期的3,471万美元增长了77.7%[100] - 2023年10月31日，ChargePoint的利息收入占总收入的比例为1.6%[100] - 2023年10月31日，ChargePoint的利息支出为-3,820万美元，较2022年同期的-2,606万美元增长了46.6%[101] - 2023年10月31日，ChargePoint的利息支出占总收入的比例为-3.5%[101] - 2023年10月31日，ChargePoint的利息支出为-9,673万美元，较2022年同期的-6,467万美元增长了49.6%[101] - 2023年10月31日，ChargePoint的利息支出占总收入的比例为-2.5%[101] 现金流和投资活动 - 2023年10月31日，ChargePoint的其他收入（费用）为-2,815万美元，较2022年同期的-943万美元增长了198.5%[103] - 2023年10月31日，ChargePoint的其他收入（费用）占总收入的比例为-2.6%[103] - 2023年10月31日，公司经营活动中的净现金流出为2.875亿美元，主要由净亏损3.629亿美元和净经营资产增加1.206亿美元组成[109] - 2023年10月31日，公司投资活动中的净现金流入为9030万美元，主要来自短期投资到期收到的1.05亿美元现金[110] - 2023年10月31日，公司融资活动中的净现金流入为3.007亿美元，主要来自ATM Facility出售普通股净额2.872亿美元[111]

财务数据和关键指标变化 - 第三季度收入为1.1亿美元,同比下降12%,环比下降27%,低于公司预期的1.5亿至1.65亿美元 [10] - 第三季度非GAAP毛利率为负18%,主要由于计提了4200万美元的非现金减值费用,剔除该费用后毛利率为20% [11][12] - 第三季度非GAAP经营费用为8100万美元,同比增加2%,环比下降9% [12] - 第三季度非GAAP调整后EBITDA亏损为9700万美元 [12] 各条业务线数据和关键指标变化 - 网络充电系统收入为7400万美元,占总收入的67%,同比下降24% [10] - 订阅收入为3100万美元,占总收入的28%,同比增长41% [10] - 其他收入为600万美元,占总收入的5%,同比下降4% [10] 各个市场数据和关键指标变化 - 北美市场占总收入的79%,欧洲市场占21%,与上一季度持平 [11] - 欧洲市场第三季度收入为2300万美元,同比增长30%,环比下降28%,主要由于商业客户需求下降 [11] 公司战略和发展方向及行业竞争 - 公司目前的产品和市场策略是良好的,将继续优化以适应市场变化 [21] - 公司计划在2024年第四季度实现经调整EBITDA盈利,正在采取措施提高运营效率和改善成本结构 [17][18] - 公司将在下一季度提供更多关于实现盈利目标的细节 [22][23] 管理层对经营环境和未来前景的评论 - 商业和公务车客户推迟了基础设施投资,主要原因是车辆交付延迟 [4][5] - 商业客户需求放缓,同时供应链正在正常化,导致渠道商减少库存 [6][7] - 美国汽车行业罢工也对第三季度收入产生负面影响 [8] 问答环节重要的提问和回答 问题1 **James West 提问** 商业和公务车客户为何推迟基础设施投资 [13][14] **Rick Wilmer 回答** 客户希望车辆交付和基础设施建设能够同步,以优化资本投入 [13][14] 问题2 **Colin Rush 提问** 公司如何管理现金流和存货 [15][16] **Monte Katani 回答** 未来几个季度将逐步降低存货,同时可持续经营现金流 [15][16] 问题3 **Bill Peterson 提问** 渠道库存情况如何,是否还需要去库存 [15] **Rick Wilmer 回答** 渠道库存已基本正常化,不需要大规模去库存 [15]

Q3 Fiscal 2024 Financial Results December 6, 2023 © 2023 ChargePoint Holdings, Inc. Revenue Diversity By Type By Geography $M $M $153 $150 $160 $130 $125 $110 $120 $80 $40 -- Q3 FY23 Q4 FY23 Q1 FY24 Q2 FY24 Q3 FY24 Networked Charging Systems Subscriptions Other $153 $150 $160 $130 $125 $110 $120 $80 $40 -- Q3 FY23 Q4 FY23 Q1 FY24 Q2 FY24 Q3 FY24 North America Europe Note: Unaudited. Fiscal year ending on January 31. © 2023 ChargePoint Holdings, Inc. 2 Non-GAAP Gross Margin 30% 23% 25% 20% 20% 10% 3% 0% Q3 F ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ Commission file number 001-39004 ChargePoint Holdings, Inc. (Exact name of registrant as specified in its charter) Delaware 84-1747686 ( ...

ChargePoint Holdings, Inc. (NYSE:CHPT) Goldman Sachs Communacopia & Technology Conference September 7, 2023 4:45 PM ET Company Participants Pasquale Romano - President, CEO Conference Call Participants Mark Delaney - Goldman Sachs Mark Delaney Okay, great. My name is Mark Delaney, and I have the pleasure of covering ChargePoint at Goldman Sachs. I'm very pleased to have with us, Pasquale Romano, the President and CEO of the company. Thanks so much for joining. Pasquale Romano Thanks very much for having m ...

Q2 Fiscal 2024 Financial Results September 6, 2023 © 2023 ChargePoint Holdings, Inc. Revenue Diversity By Type By Geography $M $M $153 $150 $160 $130 $125 $120 $108 $80 $40 -- Q2 FY23 Q3 FY23 Q4 FY23 Q1 FY24 Q2 FY24 Networked Charging Systems Subscriptions Other $153 $150 $160 $130 $125 $120 $108 $80 $40 -- Q2 FY23 Q3 FY23 Q4 FY23 Q1 FY24 Q2 FY24 North America Europe Note: Unaudited. Fiscal year ending on January 31. © 2023 ChargePoint Holdings, Inc. 2 Non-GAAP Gross Margin 30% 25% 23% 25% 19% 20% 20% 15% 1 ...

ChargePoint Holdings, Inc. (NYSE:CHPT) Q2 2024 Earnings Conference Call September 6, 2023 4:30 PM ET Company Participants Patrick Hamer - VP, Capital Markets & IR Pasquale Romano - CEO Rex Jackson - CFO Conference Call Participants James West - Evercore ISI Colin Rusch - Oppenheimer Matt Summerville - D.A. Davidson Alexander Vrabel - Bank of America William Peterson - JPMorgan Joseph Osha - Guggenheim Partners Stephen Gengaro - Stifel Shreyas Patil - Wolfe Research Chris Pierce - Needham Steven Fox - Fox Ad ...

1 Driving the Electrification of Mobility June 2023 Safe Harbor This presentation may contain "forward-looking" statements within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act that are based on our management's beliefs and assumptions and on information currently available to management, including statements regarding estimates and forecasts of financial and performance metrics, projections of market opportunity and market share. These forward-looking statements are pr ...