ChargePoint Holdings Inc
NYSE:CHPT
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ChargePoint Holdings Inc
NYSE:CHPT
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US |
ChargePoint Holdings Inc
ChargePoint Holdings, Inc. operates as an electric vehicle charging network provider. The company is headquartered in Campbell, California and currently employs 1,436 full-time employees. The company went IPO on 2019-07-30. The firm provides networked charging solutions in North America and Europe for all segments, such as commercial (retail, workplace, parking, recreation, education, and highway fast charging), fleet (delivery, logistics, motor pool, transit, and shared mobility) and residential (homes, apartments, and condominiums). ChargePoint has activated approximately 174,000 ports on its network, including approximately 11,500 DC ports, excluding single family home ports. The company is a provider that sells networked charging hardware, cloud-based software services, and extended parts and labor warranty solutions to customers to enable electrification. ChargePoint’s networked charging solution types of EVs include cars, trucks, delivery vehicles, buses, yard tractors, and 18-wheelers. The ChargePoint ChargePoint-as-a-Service (CPaaS) program combines the customer's.
ChargePoint Holdings, Inc. operates as an electric vehicle charging network provider. The company is headquartered in Campbell, California and currently employs 1,436 full-time employees. The company went IPO on 2019-07-30. The firm provides networked charging solutions in North America and Europe for all segments, such as commercial (retail, workplace, parking, recreation, education, and highway fast charging), fleet (delivery, logistics, motor pool, transit, and shared mobility) and residential (homes, apartments, and condominiums). ChargePoint has activated approximately 174,000 ports on its network, including approximately 11,500 DC ports, excluding single family home ports. The company is a provider that sells networked charging hardware, cloud-based software services, and extended parts and labor warranty solutions to customers to enable electrification. ChargePoint’s networked charging solution types of EVs include cars, trucks, delivery vehicles, buses, yard tractors, and 18-wheelers. The ChargePoint ChargePoint-as-a-Service (CPaaS) program combines the customer's.
Revenue: Q4 revenue was $109 million, at the high end of guidance, up 3% sequentially and 7% year‑over‑year.
Margins: Gross margin held at a record 33%; subscription margin hit a record 64%.
Cash & working capital: Ended the quarter with $142 million in cash after a $40 million debt payment; fiscal 2026 net cash usage (excluding that payment) was $43 million.
Growth drivers: Management expects acceleration from new hardware ramps (Flex AC and next‑gen DC), strong European demand, and higher utilization across the network.
Profitability path: Company cites three levers to reach positive EBITDA — top‑line growth, better weighted gross margins from new products, and OpEx discipline (aided by AI).
KPIs & scale: 1.48 million active users (up 8% YoY); ~385,000 ports managed globally including >41,000 DC fast chargers; nearly 130,000 software‑only managed ports.
