Tomsmith585 In no real surprise, the EV charging space continues to struggle due to business models that don't work. ChargePoint Holdings, Inc. (NYSE:CHPT) has been the poster child for the failures of this space. My investment thesis remains Neutral on the stock on signs of a bottom below $2, though expectations for huge upside won't occur with the current business model. Source: Finviz Another Weak Quarter At the end of last week, ChargePoint reported FQ1 '25 results as follows: Source: Seeking Alpha The ...

Michael Vi ChargePoint Holdings, Inc. (NYSE:CHPT) reported a relatively lackluster Q1 ’25 earnings release, with 3 sequential quarters of revenue decline in total sales deriving from headwinds in their networked charging systems. On the back of waning consumer interest in electric vehicles, commercial sales appear to be falling off as customers defer purchases to later time periods, with verbiage targeted at infrastructure and construction headwinds. Though management remains optimistic about turning around ...

Table of Contents 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 April 30, 2024 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) De ...

ChargePoint Holdings, Inc. (CHPT) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate. S ...

财务数据和关键指标变化 - 第一季度收入为1.07亿美元,超过了指导范围中值 [7] - 非GAAP毛利率为24%,环比上升 [25] - 非GAAP经营费用为6600万美元,环比下降11% [25] - 非GAAP调整后EBITDA亏损为3600万美元,环比大幅改善 [26] 各条业务线数据和关键指标变化 - 网络充电系统收入占总收入的61%,环比下降12% [23] - 订阅收入占总收入的31%,环比基本持平,同比增长27% [23] - 其他收入占总收入的8%,环比持平,同比增长54% [23] 各个市场数据和关键指标变化 - 北美市场占总收入的81%,欧洲市场占19% [24] - 在美国,公司获得了首笔NEVI计划相关收入 [24] 公司战略和发展方向及行业竞争 - 公司正在推进四大战略重点:开放模块化软件平台、重塑硬件开发方式、提供一流的驾驶体验、运营卓越 [14][15][16][17][18][19] - 公司与AcBel Polytech和WNC签署了硬件联合开发协议,以提高产品上市速度和毛利率 [16] - 公司推出了功率高达1.2兆瓦的大功率充电系统,可满足大型车辆如卡车、船舶和航空的需求 [17] - 公司与Airbnb合作,为Airbnb房源提供充电设施,提升EV驾驶者的出行体验 [18] 管理层对经营环境和未来前景的评论 - 电动车销量持续增长,充电基础设施需求也在不断增加 [10][11] - 插电式混合动力车的采用为公司带来了商机,因为它们需要充电 [11] - 商业场所正在主动部署充电设施,与电动车销量增长的相关性在下降 [11][44] - 公司有信心在第四季度实现调整后EBITDA盈利 [9][30] 其他重要信息 - 公司现金余额为2.92亿美元,较上季度下降 [28] - 公司拥有15亿美元的可用信贷额度,无到期债务 [29] - 公司在第一季度没有通过股票发行筹集资金 [29] 问答环节重要的提问和回答 问题1 **James West 提问** NEVI计划获得的订单何时能够体现在收入中? [37][38] **Rick Wilmer 回答** 我们预计今年会有一些NEVI相关收入,但大部分会在明年体现。 [38] 问题2 **Colin Rusch 提问** 充电设施利用率上升和需求压力增加,如何转化为订单增长? [43][44] **Rick Wilmer 回答** 我们看到商业场所主动部署充电设施的趋势,这与电动车销量增长的相关性在下降。这种需求压力将转化为订单增长。 [44] 问题3 **Matt Summerville 提问** 存货去化对毛利的影响,以及新的亚洲制造合作伙伴对毛利的改善 [56][57][58] **Rick Wilmer 回答** 存货去化会推迟我们实现最优成本的时间,但随着年底前完成存货去化,我们将获得新的制造合作伙伴带来的成本优势。 [58]

ChargePoint Holdings, Inc. (CHPT) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of a loss of $0.13. This compares to loss of $0.15 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 15.38%. A quarter ago, it was expected that this company would post a loss of $0.12 per share when it actually produced a loss of $0.13, delivering a surprise of -8.33%. Over the last four quarters, the company ...

业绩总结 - Q1 FY25网络充电系统收入为1.6亿美元，同比增长23%[2] - Q1 FY25订阅收入为1.5亿美元，同比增长15%[2] - Q1 FY25非GAAP毛利率为24%，较上一季度下降2个百分点[4] - Q1 FY25非GAAP运营费用为1亿美元，占收入的80%[5] - Q1 FY25总收入为1.07亿美元，较去年同期下降17%[7] 财务状况 - 截至2024年4月30日，现金及现金等价物为2.92亿美元，较上一季度减少6,551万美元[9] - 非GAAP调整后的净亏损为4,516万美元，占收入的42%[10] - 非GAAP调整后的EBITDA亏损为3,648万美元，占收入的34%[10] - 非GAAP毛利率为25,457万美元，占收入的24%[11] - 非GAAP总运营费用为6,636.4万美元，占收入的62%[11]

财报数据 - ChargePoint2025财年第一季度营收为1.07亿美元，同比增长27%[1] - ChargePoint2025财年第一季度订阅收入为3300万美元，同比增长27%[1] - ChargePoint2025财年第一季度GAAP净亏损同比改善10%[1] - ChargePoint2025财年第一季度非GAAP调整后EBITDA亏损同比改善25%[1] - ChargePoint2025财年第二季度预计营收为1.08亿至1.18亿美元[1] 公司业务 - ChargePoint现在在全球范围内提供超过100万个充电点[1] - ChargePoint获得FedRAMP授权后，发货了首笔需要FedRAMP认证的数百万美元订单[1] - ChargePoint客户在国家电动车基础设施计划中赢得了超过120个提名场地奖项，总额约为7100万美元[1] 公司财务状况 - ChargePoint截至2024年4月30日的现金及等价物为2.923亿美元[1] - ChargePoint截至2024年4月30日的普通股总数约为4.25亿股[1] - ChargePoint Holdings, Inc. 截至2024年4月30日的资产总额为105,123.2万美元[28] - ChargePoint Holdings, Inc. 2024年4月30日的现金、现金等价物和受限制现金总额为292,259千美元[29] - ChargePoint Holdings, Inc. 2024年4月30日的非GAAP毛利率为24%[30] - ChargePoint Holdings, Inc. 2024年4月30日的非GAAP研发费用占收入的比例为26%[30] - ChargePoint Holdings, Inc. 2024年4月30日的非GAAP销售和营销费用占收入的比例为26%[30] - ChargePoint Holdings, Inc. 2024年4月30日的非GAAP总体营运费用占收入的比例为62%[30] - ChargePoint Holdings, Inc. 2024年4月30日的非GAAP净亏损占收入的比例为43%[30] - ChargePoint Holdings, Inc. 2024年4月30日的非GAAP调整后EBITDA亏损占收入的比例为34%[30]

Key Points ChargePoint is the largest EV charging station network in the United States, with over 31,000 charging stations and 56,000 ports. The implementation of artificial intelligence (AI) and machine learning (ML) algorithms enables ChargePoint to incorporate dynamic pricing, predict friction points, create personalized charging incentives and recommendations, and spot new locations for future stations. The EV slowdown has depressed shares of ChargePoint heading into its Q1 2024 earnings. 5 stocks we li ...

ChargePoint is building an asset-light EV charging business, but that doesn't mean investors shouldn't worry about the model. ChargePoint (CHPT 7.32%) is a key player in the electric vehicle (EV) market, but it doesn't make vehicles. It makes charging stations, which is more of a picks-and-shovels play in the EV space. The only problem is that so far, ChargePoint hasn't found a way to sell the vital products and services it provides profitably. Here's why the company's asset-light business isn't working out ...