ChargePoint (CHPT) Q1 FY27 earnings call

Earnings call· Apr 2026 (Q1 FY27)· Consumer Discretionary· Jun 3, 2026

Source: earnings call transcript

Q1 marks ChargePoint's pivot from pure cost discipline toward profitable growth as a capital-light, software-led platform: a third straight quarter of YoY growth, durable margins, and AI-driven operating leverage. The forward thesis rests on new DC hardware ramping into volume in H2, expanding software/services mix, and strengthening EV-adoption tailwinds—while the near-term path to positive operating cash flow hinges on winding down legacy inventory.

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CHPT operating KPIs by quarter

CHPT operating KPIs stated on its earnings calls, by fiscal quarter
KPI	This call Apr 2026 Q1 FY27	Jul 2026 Q2 FY27	Change vs prior quarter
Software-only managed ports	135K In terms of key performance indicators, including the new ones we introduced last quarter, software-only managed ports defined as third-party hardware ports managed by ChargePoint software grew to 135,000 from 130,000 last quarter. Source: earnings call transcript	138.75K Turning to our key performance indicators, software-only managed ports, defined as third-party hardware ports managed by the ChargePoint software platform, grew to 138,750 from 135,000 last quarter. Source: earnings call transcript	+2.8%
Ports exceeding 30% utilization on at least 1 day in a month AC ports	100K+ The share of ports exceeding 30% utilization on at least 1 day and a month, which we think is an important leading indicator for expansion demand remains slightly over 100,000 AC ports in April 2026. Source: earnings call transcript	141K Share of ports exceeding 30% utilization at least 1 day in a month, an important leading indicator for expansion demand, reached 141,000 AC ports compared to slightly over 100,000 AC ports in April 2026. Source: earnings call transcript	—
Monthly active users	1.48M+ Monthly active users, the equivalent of our user community slightly increased above 1.48 million active users at the end of April. Source: earnings call transcript	1.55M Monthly active users, the equivalent of our user community, increased to 1.55 million versus 1.48 million active users at the end of April. Source: earnings call transcript	—
Managed ports	~406K ChargePoint now manages approximately 406,000 ports up from 385,000 ports last quarter, including more than 44,600 DC fast chargers up from 41,000 and more than 145,000 ports located in Europe, up from 131,000. Source: earnings call transcript	~422K ChargePoint now manages approximately 422,000 ports, up from 406,000 ports last quarter, including more than 46,950 DC fast chargers, up from 44,650, and more than 150,000 ports located in Europe. Source: earnings call transcript	—
Managed ports DC fast chargers	44.6K+ ChargePoint now manages approximately 406,000 ports up from 385,000 ports last quarter, including more than 44,600 DC fast chargers up from 41,000 and more than 145,000 ports located in Europe, up from 131,000. Source: earnings call transcript	46.95K+ ChargePoint now manages approximately 422,000 ports, up from 406,000 ports last quarter, including more than 46,950 DC fast chargers, up from 44,650, and more than 150,000 ports located in Europe. Source: earnings call transcript	—
Managed ports Europe	145K+ ChargePoint now manages approximately 406,000 ports up from 385,000 ports last quarter, including more than 44,600 DC fast chargers up from 41,000 and more than 145,000 ports located in Europe, up from 131,000. Source: earnings call transcript	150K+ ChargePoint now manages approximately 422,000 ports, up from 406,000 ports last quarter, including more than 46,950 DC fast chargers, up from 44,650, and more than 150,000 ports located in Europe. Source: earnings call transcript	—
Accessible charging ports	1.41M+ Globally, ChargePoint drivers have access to over 1.41 million public and private charging ports versus 1.37 million last quarter. Source: earnings call transcript	<1.5M Globally, ChargePoint drivers have access to almost 1.5 million public and private charging ports versus slightly over 1.4 million last quarter. Source: earnings call transcript	—

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.