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Stem, Inc. provides AI-enabled clean energy software, services and edge hardware for energy storage and renewable energy assets. The company’s updates center on its PowerTrack software suite, including energy management, asset monitoring, optimization, utility dispatch, grid coordination and telemetry for battery energy storage systems and solar portfolios.
Recurring news also covers quarterly results, recurring software revenue, gross margin and adjusted EBITDA trends; customer deployments for utility-scale and behind-the-meter storage; partnerships around battery management and control systems; and completed software asset acquisitions that add automated fault detection and event-management capabilities to PowerTrack.
Stem (NYSE: STEM) announced its Board expanded from seven to eight directors and appointed Arun Narayanan, Stem’s CEO, as a Class I Director effective Dec. 1, 2025.
The Board said the appointment reflects confidence in Narayanan’s leadership as the company executes a transformation to a software-centric clean energy technology company. Since becoming CEO in January 2025, Narayanan has driven strategic execution focused on the PowerTrack™ software platform and achieved operational milestones, including positive adjusted EBITDA and accelerating software revenue growth.
Stem (NYSE: STEM) reported 3Q25 revenue of $38.2M (+31% YoY) and GAAP gross margin of 35% (Non‑GAAP gross margin 47%). The company posted a net loss of $23.8M and Adjusted EBITDA of $2.0M, marking a second consecutive quarter of positive adjusted EBITDA. ARR was $60.2M (up 17% YoY, 3% QoQ) and CARR was $70.1M. Operating cash flow improved to $11.4M and cash on hand was $43.1M at quarter end.
Stem narrowed and refined full‑year 2025 guidance: revenue revised to $135–$160M, non‑GAAP gross margin to 40–50%, adjusted EBITDA to $(5)–$5M, and operating cash flow to $(5)–$5M. Bookings and contracted backlog declined sequentially; storage AUM reached 1.8 GWh and solar AUM 33.9 GW. The company emphasized a software‑first strategy and operational de‑risking.
Stem (NYSE: STEM) expanded its European operations with a new 400-square-meter Berlin competence center announced on October 14, 2025, nearly doubling local workspace and centralizing engineering, sales, and customer success teams.
The hub aims to support utility-scale solar, storage, and hybrid solar-plus-storage projects across EMEA, accelerate project commissioning and post-sales support, and address technical challenges such as hybrid integration, value stacking, and merchant risk management. Stem highlighted its PowerTrack Energy Management System and noted it has commissioned more than 15 GW of solar and deployed nearly 2 GWh of battery storage across 55 countries.
Stem (NYSE: STEM) will hold a conference call on Wed., Oct. 29, 2025 at 5:00 p.m. ET to discuss results for the quarter ended Sept. 30, 2025. A press release with results is expected at approximately 4:05 p.m. ET the same day.
The call is available via a live webcast on Stem's investor site and by telephone for domestic and international callers. A replay will be available by phone (passcode 13756128) until Sat., Nov. 29, 2025, and an archived webcast will be posted on Stem's investor website for 12 months.
Stem (NYSE:STEM) released a shareholder letter highlighting its 12-month strategic realignment progress. The company announced the unification of its brand identity and the consolidation of its technology portfolio under the PowerTrack™ Suite. Key developments include the launch of PowerTrack EMS on September 2, delivering a 32% reduction in engineering hours and 99.99% controller reliability.
The company rebranded its Athena platform to PowerTrack Optimizer and announced the upcoming release of PowerTrack Sage, an AI-powered workflow solution. Stem will showcase its unified platform at RE+ 2025 in Las Vegas through September 11, demonstrating its integrated solutions for energy storage and hybrid project markets.
Stem (NYSE:STEM) has announced the rebranding of its flagship enterprise platform Athena® to PowerTrack™ Optimizer. This strategic rebranding consolidates Stem's offerings into a single integrated stack under the PowerTrack name, aiming to simplify clean energy asset management.
PowerTrack Optimizer maintains all core capabilities of the previous platform, including forecasting, value stacking, real-time dispatch, constraint management, and financial optimization. The platform supports four key areas: 24/7 monitoring and asset alerts, value stacking and revenue optimization, operational visualization and reporting, and project valuation. The platform currently manages nearly 2 GWh of battery storage assets.
Stem (NYSE:STEM) has launched PowerTrack™ Energy Management System (EMS), expanding its product suite for standalone and hybrid energy storage control. The company, which currently manages over 30 GW of solar assets and nearly 2 GWh of battery storage systems, has developed this intelligent control system to manage battery operations and coordinate grid services.
PowerTrack EMS builds on Stem's market leadership, with 13 of the top 15 US C&I players and 90% of leading US community solar asset owners standardizing on their platform. The system offers key capabilities including unified hybrid control, 32% reduction in engineering hours, and 99.99% controller reliability. The solution features hardware-agnostic controllers and is immediately available globally with comprehensive deployment support.
Stem (NYSE:STEM), a global AI-driven clean energy solutions provider, reported strong Q2 2025 financial results. Revenue increased 13% year-over-year to $38.4 million, with notable improvements in GAAP gross margin (33%) and non-GAAP gross margin (49%). The company achieved positive adjusted EBITDA of $3.8 million, a significant improvement from $(11.3) million in Q2 2024.
Key operational metrics showed growth with storage operating assets under management reaching 1.7 GWh (up 42% YoY) and solar operating AUM at 32.7 GW (up 22% YoY). Annual recurring revenue increased 3% QoQ to $58.5 million. The company completed a significant debt restructuring, reducing outstanding debt by $195 million and extending maturities to 2030.
[ "Achieved positive adjusted EBITDA of $3.8M, up from $(11.3M) in Q2 2024", "Revenue grew 13% YoY to $38.4M with improved gross margins", "Storage AUM increased 42% YoY to 1.7 GWh", "Successfully reduced debt by $195M through debt exchange", "ARR grew 22% YoY to $58.5M", "Non-GAAP gross margin improved to 49% from 40% YoY" ]Stem (NYSE: STEM) has successfully deployed its advanced energy system at the 57 MW Camino Solar project in Kern County, California, developed by Avangrid. The project features Stem's PowerTrack™ Power Plant Controller (PPC) and data acquisition system, meeting the stringent IEEE 2800 standard for grid interconnection.
The system monitors nearly 8,000 real-time data points and will power approximately 14,000 homes. The project is expected to generate $15 million in state and local tax revenue over its lifetime and created about 100 local jobs during construction. This marks Stem's third collaboration with Avangrid, reinforcing their position in renewable energy solutions.
Stem (NYSE: STEM), a leader in AI-enabled clean energy software and services, has scheduled its Q2 2025 earnings conference call for August 7, 2025 at 5:00 p.m. ET. The company will release its financial results for the quarter ending June 30, 2025 at approximately 4:05 p.m. ET on the same day.
Investors can access the call via webcast at the company's investor relations website or by telephone. A replay will be available until September 7, 2025, and the webcast archive will be accessible for 12 months on Stem's website.