NYSE$CHPT

Chargepoint Holdings Inc. · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

ChargePoint's Q1 2024 earnings showcased strong revenue growth and improved gross margins.

ChargePoint reported a 59% year-over-year increase in revenue, reaching $130 million in Q1 2024. The company's gross margin also improved to 23% GAAP and 25% Non-GAAP. ChargePoint anticipates revenue between $148 million and $158 million for the second fiscal quarter.

  • Revenue increased by 59% year-over-year, reaching $130 million.
  • GAAP gross margin improved to 23%, up from 15% in the prior year.
  • Non-GAAP gross margin increased to 25%, up from 17% in the prior year.
  • Networked charging systems revenue grew by 65% year-over-year, totaling $98.3 million.

Headline financials

Total Revenue

$130M

Previous: $81.6M+59.3%
EPS (adj)

-$0.15

Previous: -$0.21+28.6%
GAAP Gross Margin

23.0%

Previous: 15.0%+53.3%
Non-GAAP Gross Margin

25.0%

Previous: 17.0%+47.1%
Capital Expenditures

-$5.84M

Previous: -$3.19M-83.1%
Free Cash Flow

-$85.2M

Previous: -$92.5M+7.8%
Net Income

-$79.4M

Previous: -$89.3M+11.1%
Operating Income

-$79.9M

Previous: -$89.8M+11.0%
Gross Profit

$30.5M

Previous: $12.1M+152.2%
Cash & Equivalents

$283M

Previous: $541M-47.6%
Total Assets

$1.06B

Previous: $1.09B-2.5%
Stock-Based Comp

$24M

Previous: $15.5M+54.3%

Revenue & EPS history

ChargePoint · Revenue · Quarterly

$130M

Q1 2024+59.3%vs Q1 2023
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

ChargePoint · $130M total across 3 segments · Q1 2024

  • Networked Charging Systems
    $98.3M+65.0%
  • Subscriptions
    $26.4M+49.8%
  • Other
    $5.35M+20.5%

Forward guidance

ChargePoint anticipates revenue between $148 million and $158 million for the second fiscal quarter.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+0.8%

Avg return

Earnings day

-2.2%

Avg return

5 days after

-6.7%

Avg return

30 days after

52%

13 / 25 earnings

Positive

+21.8%

Q3 2026

Best reaction

-18.2%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027+7.9%-10.0%
Q4 2026-9.2%-16.8%-26.2%
Q3 2026+21.8%+9.5%-17.4%
Q2 2026-6.7%-2.6%+10.8%
Q1 2026-4.6%-3.0%-39.1%
Q4 2025+9.6%+4.5%-12.6%
Q3 2025+16.4%+20.7%+0.0%
Q2 2025-18.2%-24.7%-16.5%
Q1 2025+8.9%+6.0%+8.9%
Q4 2024-6.8%-7.2%-12.1%
Q3 2024+13.1%+17.1%+12.1%
Q2 2024-13.4%-20.8%-40.6%
Q1 2024-6.2%-2.1%-9.1%
Q4 2023+0.0%-7.3%-5.5%
Q3 2023-6.3%-12.3%-23.3%
Q2 2023+8.2%-3.6%-0.7%
Q1 2023-7.4%+8.3%+1.8%
Q4 2022+5.0%+10.1%+37.9%
Q3 2021+1.2%-2.6%-16.3%
Q3 2022+1.2%-2.6%-16.3%
Q2 2021+8.6%+4.1%-8.7%
Q1 2021+3.0%+8.1%+17.3%
Q4 2020-2.8%-13.7%-3.4%
Q4 2021-2.8%-13.7%-3.4%
Q3 2020+0.5%+0.5%+0.9%
Q2 2020
Q1 2019

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