Stem

STEM

Market cap $139M

Stem, Inc. ( STEM ) Q3 2025 Earnings Call October 29, 2025 5:00 PM EDT Company Participants Erin Reed Arun Narayanan - Chief Executive Officer Brian Musfeldt - Chief Financial Officer Conference Call Participants Justin Clare - ROTH Capital Partners, LLC, Research Division Jonathan Windham - UBS Investment Bank, Research Division Thomas Roche - Barclays Bank PLC, Research Division Presentation Operator Ladies and gentlemen, greetings, and welcome to the Stem, Inc. Third Quarter 2025 Results Conference Call. [Operator Instructions].

Stem, Inc. (STEM) came out with a quarterly loss of $2.84 per share versus the Zacks Consensus Estimate of a loss of $1.85. This compares to a loss of $4.2 per share a year ago.

Stem beat on revenue but missed on earnings, causing the stock to sell off in after hours.

HOUSTON--(BUSINESS WIRE)--Stem, Inc. (“Stem,” “we” or the “Company”) (NYSE: STEM), a global leader reimagining technology to support the energy transition, announced today its financial results for the quarter ended Sept. 30, 2025. Financial Highlights Revenue of $38.2 million, up 31% from $29.3 million in 3Q24 GAAP gross profit of $13.5 million, up from $6.2 million in 3Q24 Non-GAAP gross profit of $17.9 million, up from $16.2 million in 3Q24 GAAP gross margin of 35%, up from 21% in 3Q24 Non-G.

BERLIN--(BUSINESS WIRE)--Stem, Inc. (NYSE: STEM), a global leader reimagining technology to support the energy transition, today announced the expansion of its Berlin operations with a move to centralized and collaborative facilities. The new office underscores Stem's commitment to advancing utility-scale solar, storage and hybrid solar-plus-storage projects across the EMEA region. The enhanced 400-square-meter space nearly doubles workspace capacity, bringing Stem's engineering, sales, and cus.

HOUSTON--(BUSINESS WIRE)--Stem (NYSE: STEM), a global leader in AI-enabled clean energy software and services, will hold a conference call on Wed., Oct. 29, 2025, to discuss its results for the quarter ended Sept. 30, 2025. The conference call is scheduled to begin at 5:00 p.m. Eastern Time. A press release regarding the results will be issued at approximately 4:05 p.m. Eastern Time. The conference call may be accessed via a live webcast on a listen-only basis at https://investors.stem.com/even.

HOUSTON--(BUSINESS WIRE)-- #AccelerateLearning--Math Nation and the National Institute for STEM Education from Accelerate Learning win Educators Pick Best of STEM Awards.

HOUSTON--(BUSINESS WIRE)--Stem, Inc. (NYSE: STEM): Sept. 9, 2025 Dear Stem Shareholders, It has been 12 months since we announced our strategic realignment, and I want to take the opportunity to reflect on the strides we have made in transforming our business. This year has marked a journey in strategic change and realignment, and we are well on our way to success. Our progress is reflected in our latest quarterly earnings results, including driving our software and services offerings and posit.

HOUSTON--(BUSINESS WIRE)--Stem, Inc. (NYSE: STEM) (“Stem” or the “Company”), a global leader reimagining technology to support the energy transition, today announced the rebranding of its flagship enterprise platform, Athena®, to PowerTrack™ Optimizer. Powering Managed Service offerings, the move represents the evolution of Stem's intelligent software tools, designed to help organizations unlock the full value of their clean energy systems while simplifying operations and maximizing both econom.

HOUSTON--(BUSINESS WIRE)--Stem, Inc. (NYSE: STEM) (“Stem” or the “Company”), a global leader reimagining technology to support the energy transition, today announced its further strategic expansion into the standalone storage and solar-plus-storage control market with the launch of PowerTrack™ Energy Management System (EMS). The expansion builds on Stem's C&I leadership, with 13 of the top 15 US C&I players and 90% of leading US community solar asset owners standardizing on Stem's Power.