STEM · Stem, Inc.
$6.34
+0.10 (+1.60%)
At close · Aug 14
Market Cap
$48.82M
Shares
9.63M
Stem, Inc. Earnings Call Transcripts
Every quarterly earnings call for Stem, Inc. (STEM) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲149.8%
$99.50M
−$34.28M
'22 Q3
22-11-03
▲194.5%
$155.44M
−$35.27M
'22 Q4
23-02-16
▲64.1%
$67.41M
−$44.78M
'23 Q1
23-05-04
▲38.8%
$92.95M
$19.12M
'23 Q2
23-08-03
▲34.4%
$133.74M
−$77.07M
'23 Q3
23-11-02
▲7.7%
$167.42M
−$37.69M
'23 Q4
24-02-28
▼62.2%
$25.47M
−$72.31M
'24 Q1
24-05-02
▼63.4%
$34.00M
−$582.27M
'24 Q2
24-08-06
▼78.1%
$29.29M
−$148.30M
'24 Q3
24-10-30
▼66.7%
$55.83M
−$51.14M
'24 Q4
25-03-04
▲27.7%
$32.51M
−$25.00M
'25 Q1
25-04-29
▲12.9%
$38.37M
$202.53M
'25 Q2
25-08-07
▲30.5%
$38.24M
−$23.79M
'25 Q3
25-10-29
▼15.6%
$47.14M
−$15.98M
'25 Q4
26-03-04
▼10.8%
$29.00M
−$18.93M
'26 Q1
26-05-06
LATEST
▼12.3%
$33.65M
−$14.38M
'26 Q2
26-08-12
Earnings call
FY26 · Q2
2026-08-12
Stem Inc. Second Quarter 2026 Earnings Call
Confident tone
AI initiatives
Utility-scale expansion
International expansion
Revenue
$33.65M
▼ 12.3% YoY Diluted EPS
$-1.58
Gross margin
41.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Annual General Meeting
Investor event
2026-06-03
2026 Annual Meeting of Stockholders
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-05-06
Stem, Inc. Q1 FY2026 Earnings Call
Confident tone
PowerTrack Platform Strength
raicoon Acquisition
Utility Scale Expansion
Revenue
$29.00M
▼ 10.8% YoY Diluted EPS
$-2.22
Gross margin
37.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-03-04
Stem, Inc. Q4 FY2025 Earnings Call
Confident tone
Software-centric transformation
PowerTrack EMS and utility-scale expansion
Financial performance and firsts
Revenue
$47.14M*
▼ 15.6% YoY Gross margin
48.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-29
Stem, Inc. Q3 FY2025 Earnings Call
Positive tone
Financial performance / profitability
PowerTrack product suite and PowerTrack EMS launch
Guidance refinement and outlook
Revenue
$38.24M
▲ 30.5% YoY Diluted EPS
$-2.84
Gross margin
35.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
Stem, Inc. Q2 FY2025 Earnings Call
Positive tone
Software revenue growth and PowerTrack momentum
Debt refinancing and balance sheet
Cost reduction and profitability
Revenue
$38.37M
▲ 12.9% YoY Diluted EPS
$-1.79
Gross margin
33.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-29
Stem, Inc. Q1 FY2025 Earnings Call
Positive tone
Software revenue growth (PowerTrack)
Managed services and storage
Restructuring and cost reduction
Revenue
$32.51M
▲ 27.7% YoY Diluted EPS
$-3.05
Gross margin
32.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-03-04
Stem, Inc. Q4 FY2024 Earnings Call
Positive tone
PowerTrack software growth
2025 guidance and outlook
Liquidity and cash flow
Revenue
$55.83M*
▼ 66.7% YoY Gross margin
-4.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-30
Stem, Inc. Q3 FY2024 Earnings Call
Balanced tone
Hardware de-emphasis / battery procurement advisory
Software and services focus
Strategy review and refinement
Revenue
$29.29M
▼ 78.1% YoY Diluted EPS
$-18.24
Gross margin
21.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-06
Stem, Inc. Q2 FY2024 Earnings Call
Cautious tone
Software and ARR growth
Revenue shortfall and guidance revision
International solar expansion
Revenue
$34.00M
▼ 63.4% YoY Diluted EPS
$-71.81
Gross margin
27.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
Stem, Inc. Q1 FY2024 Earnings Call
Positive tone
Software and recurring revenue growth
Bookings and backlog variability
Profitability and cash flow targets
Revenue
$25.47M
▼ 62.2% YoY Diluted EPS
$-9.20
Gross margin
-95.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-28
Stem, Inc. Q4 FY2023 Earnings Call
Confident tone
Hardware vs. Software Mix
CARR to ARR Conversion
Positive Adjusted EBITDA & Cash Flow
Revenue
$167.42M*
▲ 7.7% YoY Gross margin
6.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-02
Stem, Inc. Q3 FY2023 Earnings Call
Revenue
$133.74M
▲ 34.4% YoY Diluted EPS
$-9.80
Gross margin
-15.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-03
Stem, Inc. Q2 FY2023 Earnings Call
Revenue
$92.95M
▲ 38.8% YoY Diluted EPS
$-5.20
Gross margin
12.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-04
Stem, Inc. Q1 FY2023 Earnings Call
Revenue
$67.41M
▲ 64.1% YoY Diluted EPS
$-5.80
Gross margin
1.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-16
Stem, Inc. Q4 FY2022 Earnings Call
Revenue
$155.44M*
▲ 194.5% YoY Gross margin
8.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-03
Stem, Inc. Q3 FY2022 Earnings Call
Revenue
$99.50M
▲ 149.8% YoY Diluted EPS
$-4.40
Gross margin
9.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
Stem, Inc. Q2 FY2022 Earnings Call
Revenue
$66.95M
▲ 246.2% YoY Diluted EPS
$-4.20
Gross margin
11.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
Stem, Inc. Q1 FY2022 Earnings Call
Revenue
$41.09M
▲ 166.5% YoY Diluted EPS
$-3.00
Gross margin
8.9%
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-24
Stem, Inc. Q4 FY2021 Earnings Call
Revenue
$52.78M*
▲ 183.1% YoY Gross margin
-3.1%
Rev · 6q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-09
Stem, Inc. Q3 FY2021 Earnings Call
Revenue
$39.83M
▲ 334.3% YoY Diluted EPS
$-3.00
Gross margin
7.9%
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-11
Stem, Inc. Q2 FY2021 Earnings Call
Revenue
$19.34M
▲ 341.6% YoY Diluted EPS
$-20.00
Gross margin
-0.7%
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Showing 1–22 of 22 earnings calls
Key facts
CIK
1758766
CUSIP
85859N300
13F (30d)
71 filings
71 filers
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