{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1630,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-09-04T06:17:14.359815+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"CHPT Stock: The Interest Bill That Vanished | ChargePoint Q2 FY2027","slug":"chpt-stock-the-interest-bill-that-vanished-chargepoint-q2-fy2027","published_at":"2026-09-04T00:28:15+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/chpt-stock-the-interest-bill-that-vanished-chargepoint-q2-fy2027","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/chpt-stock-the-interest-bill-that-vanished-chargepoint-q2-fy2027/","audio_url":"https://mcdn.podbean.com/mf/web/lhv0ro7dpefclt11/audio_r.mp3","summary":"ChargePoint (CHPT) Q2 FY2027 — It is up 74% since the print, on the heaviest volume of the year by a distance. ChargePoint carries $236.9M of debt and booked $279 thousand of interest expense for the quarter. That is not an error: November's exchange of $328.6M of convertible notes was accounted for as a troubled debt restructuring, which capitalised the whole future coupon into the balance sheet and stopped interest expense being recognised at all through January 2030. The senior loan still pays 12% on $156.5M - about $4.7M a quarter - and it is being settled in newly issued stock until the option runs out. THE CALL: HOLD (3/5, MODERATE) — base-case value ~$8.77 vs ~$9.04 today. KEY METRICS: - Revenue $116.1M, +17.7% YoY - $6.1M above the top of a guidance range reaffirmed on 31 July - Adjusted EBITDA loss $4.8M vs $22.1M - but $4.6M of it is a tariff refund, so the underlying loss is $9.4M - Non-GAAP gross margin 38.4%; 34.4% with the four-point refund removed, against 33.2% a year ago - Subscription revenue +9.5% to $43.7M, and its gross margin FELL from 61.1% to 58.7% - Six-month operating cash burn $40.8M vs $39.1M - worse, while the net loss improved by $44.5M; inventory released $40.7M - Debt $236.9M against $95.7M of cash; interest expense booked $279K on a 12% coupon worth $4.7M a quarter - Q3 guide $105M-$115M - the midpoint is 5.2% BELOW the quarter just reported What to watch: the Q3 release in December - non-GAAP gross margin at 34% or better with no tariff refund attached, and nine-month operating cash flow that does not need another inventory release Also on YouTube: @ChargedAlpha DISCLAIMER: For informational and educational purposes only. Not financial advice. Do your own research before any investment decision.","meta_description":"ChargePoint (CHPT) Q2 FY2027 — It is up 74% since the print, on the heaviest volume of the year by a distance. ChargePoint carries $236.9M of debt and boo…","key_points":[],"chapters":[],"topics":[],"duration_seconds":859,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/chpt-stock-the-interest-bill-that-vanished-chargepoint-q2-fy2027/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/chpt-stock-the-interest-bill-that-vanished-chargepoint-q2-fy2027.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}