ChargePoint | 8-K: FY2026 Q3 Revenue Beats Estimate at USD 105.67 M

Revenue: As of FY2026 Q3, the actual value is USD 105.67 M, beating the estimate of USD 96.51 M.

EPS: As of FY2026 Q3, the actual value is USD -2.23, missing the estimate of USD -2.1642.

EBIT: As of FY2026 Q3, the actual value is USD -37.37 M.

Revenue

• Total Revenue: $105.7 million, up 6% from $99.6 million in the prior year’s same quarter.
• Networked Charging Systems Revenue: $56.4 million, up 7% from $52.7 million in the prior year’s same quarter.
• Subscription Revenue: $42.0 million, up 15% from $36.4 million in the prior year’s same quarter.

Gross Margin

• GAAP Gross Margin: 31%, up from 23% in the prior year’s same quarter.
• Non-GAAP Gross Margin: 33%, up from 26% in the prior year’s same quarter.

Operating Expenses

• GAAP Operating Expenses: $76.8 million, down 16% from $91.0 million in the prior year’s same quarter.
• Non-GAAP Operating Expenses: $57.5 million, down 2% from $58.6 million in the prior year’s same quarter.

Net Income/Loss

• GAAP Net Loss: $52.5 million, down 32% from $77.6 million in the prior year’s same quarter.
• Non-GAAP Pre-Tax Net Loss: $30.2 million, down 26% from $40.7 million in the prior year’s same quarter.
• Non-GAAP Adjusted EBITDA Loss: $19.4 million, down 32% from $28.6 million in the prior year’s same quarter.

Liquidity

• Cash and Cash Equivalents: $180.9 million as of October 31, 2025.

Shares Outstanding

• Shares Outstanding: Approximately 24 million shares of common stock as of October 31, 2025.

Outlook / Guidance

• Fourth Quarter Fiscal 2026 Guidance: ChargePoint expects revenue of $100 million to $110 million for the fourth fiscal quarter ending January 31, 2026.