ChargePoint Holdings, Inc. (CHPT) Earnings Call Transcripts
ChargePoint Holdings, Inc.'s Latest Earnings Call - June 23, 2026
In the fiscal quarter ending June 23, 2026, ChargePoint Holdings, Inc. reported a continuation of its revenue growth trend, marking three consecutive quarters of year-over-year growth. Management highlighted that the company is transitioning to a more favorable market environment, driven by increasing EV adoption and improved product offerings. Revenue details and specific earnings figures were not disclosed, but management expressed optimism about future performance, particularly with new product launches and a strategic focus on the European market. ChargePoint is targeting a revenue split of 50-50 between North America and Europe within the next 3-4 years, up from the current 80-20 split.
Reported metrics
| Metric | Value |
|---|---|
| Revenue Growth | null (positive) |
| Gross Margin | 32% (positive) |
| Subscription Revenue | 40% (positive) |
| European Revenue Split Target | 50% (positive) |
| Operational Efficiency | reduced accounts receivable team from 20 to 4-5 (positive) |
| Cash Flow Breakeven Target | null (positive) |
Guidance from management
ChargePoint is targeting a revenue split of 50-50 between North America and Europe within the next 3-4 years, indicating strong growth potential in the European market. Management also expects to achieve cash flow breakeven and positive cash generation in the near term.
What management said
ChargePoint is one of the largest EV infrastructure providers in the world. And we serve all the different submarkets within the EV space, including home charging, commercial charging and fleet charging with our geographic focus being here in North America and in Europe.
So from a capacity standpoint, we've got a lot of flexibility to expand capacity to meet demand. We'd probably be more constrained by supply chain because some of the components that we buy are components that are used in AI data centers. But if we make purchasing commitments further -- far enough in advance, we'll be able to secure what we need to meet the demand that we expect to see on this product. And quite fran...
What analysts pressed on
Analysts expressed concerns regarding the sustainability of revenue growth and the potential impact of supply chain constraints on production capacity. There were questions about how ChargePoint plans to maintain its competitive edge as the market evolves and competitors exit.
Main topics on the call
- Revenue Growth Momentum — ChargePoint has achieved three consecutive quarters of year-over-year revenue growth, signaling a potential recovery from previous market challenges. CEO Richard Wilmer stated, "The worst of it is definitely behind us," ...
- New Product Launch: Express DC Fast Charger — The new Express DC fast charger is expected to deliver better margins due to its innovative architecture, which reduces costs. Wilmer noted, "We would expect to generate much better margins on a product like this than we...
- European Market Expansion — ChargePoint anticipates increasing its European revenue mix to 50% within 3-4 years, driven by strong demand for EV infrastructure. Wilmer mentioned, "The number of opportunities that are $10 million plus... is larger" i...
- Operational Efficiency through AI — Management is leveraging AI to enhance operational efficiency, significantly reducing headcount in accounts receivable. Wilmer stated, "We were able to reduce our accounts receivable team from 20 to what, 4 or 5..." indi...
Read the full ChargePoint Holdings, Inc. transcript (June 23, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About ChargePoint Holdings, Inc.
ChargePoint Holdings, Inc. (CHPT) is a publicly listed company in the Electrical Equipment industry, within the Industrials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 37 calls on record spanning March 11, 2021 to June 23, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 37 ChargePoint Holdings, Inc. earnings call transcripts on record, spanning March 11, 2021 to June 23, 2026. Based on this history, ChargePoint Holdings, Inc. reports quarterly. The most recent call on file is dated June 23, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- CHPT
- Exchange
- NYSE
- Country
- US
- Sector
- Industrials
- Industry
- Electrical Equipment
- Calls on record
- 37
- First call
- March 11, 2021
- Most recent
- June 23, 2026
- Reporting cadence
- quarterly