Earnings summaries and quarterly performance for STEM.
Executive leadership at STEM.
Arun Narayanan
Detailed
Chief Executive Officer
CEO
AH
Albert Hofeldt
Detailed
Chief Technology Officer
BM
Brian Musfeldt
Detailed
Chief Financial Officer
KH
Kim Homenock
Detailed
Chief People Officer
MT
Matt Tappin
Detailed
President, Software Division
MC
Michael Carlson
Detailed
President, Managed Services
SL
Saul Laureles
Detailed
Chief Legal Officer and Corporate Secretary
Board of directors at STEM.
Research analysts who have asked questions during STEM earnings calls.
JC
Justin Clare
Roth MKM
4 questions for STEM
Also covers: AMPS, AMSC, ATKR +10 more
TB
Thomas Boyes
TD Cowen
3 questions for STEM
Also covers: DNMR, EOSE, GWH +2 more
DN
Dylan Nassano
Wolfe Research
2 questions for STEM
Also covers: ARRY, ENPH, FLNC +5 more
EW
Ed Woo
Ascendiant Capital
2 questions for STEM
Also covers: AYTU, BLBX, GNSS +4 more
JK
Jason Kolbert
D Boral Capital
2 questions for STEM
Also covers: BCDA, CANF, HUMA +6 more
KN
Keay Nakae
Chardan Capital Markets
2 questions for STEM
Also covers: ALUR, SYBX
AT
Ameet Thakkar
BMO Capital Markets
1 question for STEM
Also covers: BE, BLDP, FLNC +6 more
CC
Caroline Corner
Cantor Fitzgerald
1 question for STEM
JW
James West
Evercore ISI
1 question for STEM
Also covers: AMPS, BKR, BORR +12 more
Jason McCarthy
Maxim Group
1 question for STEM
Also covers: BCLI, BRTX, CHRS +10 more
JO
Joseph Osha
Guggenheim Partners
1 question for STEM
Also covers: AMRC, ARRY, CHPT +11 more
KH
Kashy Harrison
Piper Sandler
1 question for STEM
Also covers: AMRC, ARRY, BE +13 more
KT
Keay Thomas Nakae
Chardan Capital Markets, LLC
1 question for STEM
YC
Yi Chen
H.C. Wainwright & Co.
1 question for STEM
Also covers: ANGO, APDN, BLFS +22 more
Recent press releases and 8-K filings for STEM.
Stem Announces Q3 2025 Results and Updates Full-Year Guidance
STEM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Stem reported Q3 2025 revenue of $38.2 million, a 31% increase year-over-year, with GAAP gross margin at 35% and Non-GAAP gross margin at 47%.
- The company achieved positive Adjusted EBITDA of $2.0 million in Q3 2025, a $5.5 million improvement year-over-year, and generated $11.4 million in operating cash flow, up $20.8 million year-over-year.
- Annual Recurring Revenue (ARR) grew to $60.2 million in Q3 2025, marking a 17% increase year-over-year and 3% quarter-over-quarter.
- Stem updated its full-year 2025 guidance, narrowing total revenue to $135 million to $160 million and raising the non-GAAP gross margin range to 40% - 50%. Adjusted EBITDA guidance was also raised to ($5) million - $5 million.
Oct 29, 2025, 9:00 PM
STEM Inc. Reports Q3 2025 Results, Updates Full-Year Guidance, and Launches New Products
STEM
Earnings
Guidance Update
Product Launch
- STEM Inc. reported Q3 2025 revenue of $38 million, an increase of 31% year over year, with Annual Recurring Revenue (ARR) growing 17% year over year to $60 million.
- The company achieved its second consecutive quarter of positive adjusted EBITDA of $2 million and generated positive operating cash flow of $11 million in Q3 2025.
- STEM launched PowerTrack EMS on September 2, expanding its addressable market into hybrid and standalone storage projects, and is on track for a limited beta release of PowerTrack Sage in December.
- For full-year 2025, STEM refined its guidance, tightening the revenue range to $135 million to $160 million and raising the gross margin range to 40% to 50%.
- Adjusted EBITDA guidance for FY 2025 was raised at the low end to negative $5 million to positive $5 million, and operating cash flow was adjusted to negative $5 million to positive $5 million.
Oct 29, 2025, 9:00 PM
Stem, Inc. Announces Q3 2025 Results and Updates Full-Year Guidance
STEM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Stem, Inc. reported Q3 2025 revenue of $38.2 million, marking a 31% year-over-year increase from $29.3 million in Q3 2024.
- The company achieved its second consecutive quarter of positive adjusted EBITDA at $2.0 million, compared to $(3.5) million in Q3 2024, and significantly improved its net loss to $23.8 million from $148.3 million in Q3 2024.
- Annual Recurring Revenue (ARR) increased 3% sequentially to $60.2 million and 17% year-over-year, demonstrating the execution of its software-focused strategy.
- Stem, Inc. revised its full-year 2025 guidance, with revenue now projected between $135 million and $160 million and Non-GAAP Gross Margin between 40% and 50%.
Oct 29, 2025, 8:24 PM
Stem Announces Strong Third Quarter 2025 Results and Revised Full-Year Guidance
STEM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Stem reported Q3 2025 revenue of $38.2 million, an increase of 31% year-over-year, and achieved its second consecutive quarter of positive adjusted EBITDA at $2.0 million.
- The company's net loss significantly improved to $23.8 million in Q3 2025, compared to a net loss of $148.3 million in Q3 2024.
- GAAP gross margin increased to 35% from 21% in Q3 2024, and Non-GAAP gross margin rose to 47% from 46% in Q3 2024, reflecting improved hardware margins and operational efficiencies.
- Annual Recurring Revenue (ARR) grew to $60.2 million, up 3% sequentially and 17% year-over-year, demonstrating continued execution of its software-focused strategy.
- Stem revised its full-year 2025 revenue guidance to $135 - $160 million and Non-GAAP Gross Margin to 40% - 50%, while maintaining its year-end ARR guidance.
Oct 29, 2025, 8:05 PM
Stem Launches PowerTrack™ EMS
STEM
Product Launch
- Stem has launched PowerTrack™ Energy Management System (EMS), marking a strategic expansion into the standalone storage and solar-plus-storage control market.
- PowerTrack EMS is an intelligent control system designed to manage battery charging and discharging operations, coordinate grid services, and enable revenue streams for energy storage projects, targeting commercial to utility-scale projects globally.
- Key capabilities of the system include unified hybrid control, a 32% reduction in engineering hours, and 99.99% controller reliability, while ensuring users retain full ownership of their EMS infrastructure.
- This expansion builds on Stem's existing leadership, where it currently manages over 30 GW of solar assets and nearly 2 GWh of battery energy storage systems (BESS).
Sep 2, 2025, 12:30 PM
Quarterly earnings call transcripts for STEM.
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