Stem, Inc. (STEM) Q2 2026 Earnings Call Transcript

SA Transcripts 161.8K Followers Follow Stem, Inc. ( STEM ) Q2 2026 Earnings Call August 12, 2026 5:00 PM EDT Company Participants Erin Reed - Head of Investor Relations Arun Narayanan - CEO & Director Brian Musfeldt - Chief Financial Officer Conference Call Participants Jonathan Windham - UBS Investment Bank, Research Division Justin Clare - ROTH Capital Partners, LLC, Research Division Presentation Operator Greetings and welcome to the Stem, Inc. Second Quarter 2026 Results Conference Call. [Operator Instructions] As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Erin Reed, Head of Investor Relations. Erin Reed Head of Investor Relations Thank you, operator. Welcome to Stem's Second Quarter 2026 Earnings Call. This is Erin Reed, Head of Investor Relations. Before we begin, please note that some of the statements we will be making today are forward-looking. These statements involve risks and uncertainties that could cause our results to differ materially from those projected in these statements. For more information, we refer you to our latest 10-Q, 10-K, and other SEC filings and supplemental presentation, which can be found on the company's Investor Relations website. Our comments today also include non-GAAP financial measures. Additional details and reconciliations to the most directly comparable GAAP financial measures can be found in our second quarter 2026 earnings release and supplemental materials, which are available on our Investor Relations website. Arun Narayanan, CEO, and Brian Musfeldt, CFO, will start the call today with prepared remarks, and then we will conduct a question-and-answer session. And now, I'll turn the call over to Arun. Arun Narayanan CEO & Director Thank you, Erin. Good afternoon, everyone, and thank you all for joining us today. On our Q1 call, I told you that we would demonstrate what our software-centric transformation was designed to deliver. Halfway through 2026, I am pleased to see evidence of this transformation in the