ChargePoint reports $116.1M revenue

ChargePoint reported fiscal second-quarter revenue of $116.1 million on Sept. 2, up 18% from $98.6 million a year earlier, as the electric-vehicle charging company extended its return to year-over-year growth. The quarter ended July 31, 2026. ChargePoint said revenue came in above its guidance range, while gross margin improved and its adjusted EBITDA loss narrowed. (businesswire.com) ### What exactly did ChargePoint report? ChargePoint said second-quarter revenue was $116.1 million, compared with $98.6 million in the same quarter a year earlier. (businesswire.com) The company said networked charging systems revenue rose 25% to $62.9 million, while subscription revenue increased 10% to $44 million. (stocktitan.net) The company said GAAP gross margin was 36% and non-GAAP gross margin was 38%. ChargePoint also reported a non-GAAP adjusted EBITDA loss of $4.8 million, compared with a loss of $22.1 million a year earlier. ### Did the results beat what ChargePoint had told investors to expect? (businesswire.com) ChargePoint said revenue was above its guidance range for the quarter. In its earnings release, the company described the period as an “exceptional quarter” and said it had exceeded the high end of its outlook. Rick Wilmer, ChargePoint’s president and chief executive, said in the release that the company remained focused on “profitable growth” through innovation, operational execution and cost discipline. (sec.gov) The company has now posted four consecutive quarters of year-over-year growth, according to earnings-call summaries published after the release. (businesswire.com) ### Where are investors still focused? ChargePoint said cash, cash equivalents and restricted cash totaled $95.7 million as of July 31, 2026. The company also said stockholders’ equity showed a deficit of $36.1 million at quarter end. (businesswire.com) TradingKey said tariff refunds accounted for most of the gross-margin expansion and said first-half operating cash usage remained elevated. That assessment was published after the earnings release and reflects one outside reading of the quarter rather than company guidance. ### Which parts of the business grew fastest? Networked charging systems generated $62.9 million in second-quarter revenue, up from $50.4 million a year earlier, making it the fastest-growing major segment disclosed in the release. (sec.gov) Subscription revenue reached $44 million, up from the prior year, giving ChargePoint a larger recurring-revenue base alongside hardware sales. (stocktitan.net) ChargePoint has previously pointed investors to recurring subscription revenue as part of its business mix. In its fiscal fourth-quarter 2026 results, the company reported full-year revenue of $411 million and subscription revenue of $162 million. (tradingkey.com) ### What did ChargePoint say comes next? ChargePoint said it expects fiscal third-quarter revenue of $105 million to $115 million. StockStory said that midpoint was modestly above analysts’ estimates, though the same report noted the company’s GAAP loss per share was worse than consensus. (sec.gov) The company’s next formal update is expected with its fiscal third-quarter results later this year. Investors will be watching whether ChargePoint can sustain revenue growth, preserve margins after the second-quarter tariff benefit and continue reducing cash burn. (tradingkey.com) (markets.financialcontent.com) (chargepoint.com)