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Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
ChargePoint
ChargePoint (CHPT) investor relations material
ChargePoint 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Strategic and operational highlights
Achieved significant OpEx reduction, from $90M to mid-$50M per quarter, and returned to growth in the most recent quarter.
Formed a major partnership with Eaton, enabling cost-effective, innovative DC and home charging solutions, and expanded collaborations with auto OEMs.
Focused on four pillars: charging hardware, software, grid infrastructure, and energy sector partnerships, with energy sector as a new priority.
Maintains 70% Level 2 market share in North America and expects European revenue share to grow with new product launches.
Customer base segmented into fleet (mission-critical, TCO-driven) and commercial (retail and non-retail), with retail innovation focused on enhancing guest experience.
Financial performance and outlook
Reduced debt from $340M to $157M, extended maturity to 2030, and cut annual interest expense by $10M, improving financial flexibility.
Key KPIs: active ports under management (~400,000), annual recurring subscription revenue (~$170M), and gross margin (GAAP 63%).
Cash burn halved year-over-year; expects to achieve cash flow positivity before Adjusted EBITDA break-even, driven by inventory sell-down and upfront subscription payments.
Hardware margins to step up in the second half of next fiscal year, with ongoing economies of scale in subscription revenue.
R&D and G&A costs are stable; sales and marketing leverage expected from channel and Eaton partnership.
Innovation, competitive landscape, and market trends
Next-gen DC chargers, developed with Eaton, separate AC-DC and DC-DC conversion, halving infrastructure cost and enabling DC grid integration.
Home charging innovation allows for smart energy management and vehicle-to-home power, avoiding costly service upgrades.
Competitive landscape has thinned due to industry headwinds, with further consolidation expected; proprietary hardware-software stack seen as a key differentiator.
European market offers more favorable macro and regulatory conditions, with growth expected as new products launch.
Tariffs negatively impact U.S. operations, but European sales are not subject to U.S. tariffs.
Eaton partnership's market share/revenue impact?
How does new manufacturing strategy drive gross margin?
ChargePoint's strategy for autonomous vehicle charging
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Next ChargePoint earnings date
Q4 20264 Mar, 2026
ChargePoint
Next ChargePoint earnings date
Q4 20264 Mar, 2026
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Frequently asked questions
ChargePoint Holdings, Inc. engages in the provision of electric vehicle charging networks and charging solutions to commercial and fleet drivers. It also provides hardware, software, and services for commercial, fleet, and residential customers.
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