STEM, INC.

Annual Trend FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
Net income (loss) ($10k) ($3.4m) ($101.2m) ($124.1m) ($140.4m) ($854.0m) $137.8m
Depreciation and amortization expense $13.9m $17.7m $24.5m $45.4m $46.3m $45.0m $44.9m
Impairment of inventory $0 $0 $14.7m $0
Impairment of deferred costs with suppliers $0 $0 $13.4m $0
Impairment of energy storage systems $295k $1.4m $4.3m $2.6m $4.7m $836k $2.0m
Impairment of project assets $0 $0 $502k $176k $887k $1.7m
Impairment of right-of-use assets $0 $0 $2.1m $1.4m
Impairment of parent company guarantees $0 $0 $104.1m $0
Impairment of goodwill $0 $0 $547.2m $0
Impairment of deferred services $0 $0 $3.4m $0
Impairment of other assets $0 $0 $276k $0 $0 $25.1m
Non-cash interest expense, including interest expenses associated with debt issuance costs $4.8m $10.0m $9.6m $1.9m $2.6m $2.1m $1.5m
Loss on disposal of property and equipment $276k $0 $0 $842k
Gain on extinguishment of debt $5.1m $0 ($59.1m) $0 ($220.0m)
Operating lease liabilities, net ($230k) ($646k) ($303k) ($1.6m) ($2.9m) ($2.8m) ($4.2m)
Distribution from equity method investment ($1.2m) ($50k) $85k $0 $0
Stock-based compensation $1.5m $4.5m $13.5m $28.7m $45.1m $18.5m $10.2m
Change in fair value of derivative liability $0 $0 $7.7m ($1.5m) $0
Change in fair value of warrant liability ($1.5m) $84.5m ($3.4m) $0 $0 $0 $3.2m
Non-cash lease expense $906k $589k $896k $2.3m $2.9m $3.0m $2.7m
Accretion of asset retirement obligations $303k $217k $229k $243k $234k $236k $237k
Write-off of accrued expenses and other liabilities $0 $0 ($38.3m)
Net accretion of discount on investments $0 $0 $664k ($123k) ($1.8m) ($29k) $0
Income tax benefit from release of valuation allowance $0 $0 ($15.1m) ($335k) $0 $0
Provision for credit losses on accounts receivable $0 $0 $3.6m $1.4m $4.0m $3.0m
Net loss on investments ($137k) $0 $0 $1.6m $0 $0
Other ($76k) ($129k) ($50k) $3k ($949k) ($251k) $276k
Accounts receivable ($5.1m) ($7.0m) ($48.1m) ($155.8m) ($80.9m) $133.1m $17.7m
Inventory ($1.6m) ($17.3m) ($1.9m) $18.6m ($18.3m) $2.8m $6.3m
Deferred costs with suppliers ($2.6m) ($7.5m) ($37.1m) $30.3m $6.5m $522k
Other assets ($1.9m) ($5.3m) ($24.8m) ($29.4m) ($18.0m) $6.5m $9.4m
Contract origination costs, net ($1.3m) ($2.6m) ($2.6m) ($9.6m) ($5.9m) ($2.1m) ($1.5m)
Project assets $0 $0 ($3.7m) ($5.4m) ($8.9m) $14.8m
Accounts payable ($778) ($281k) $16.3m $53.3m ($5.2m) ($48.1m) ($19.9m)
Accrued expense and other liabilities $4.5m $17.0m $62.2m ($15.8m) ($20.3m) $7.4m
Deferred revenue $9.0m $31.7m ($15.0m) $51.0m $4.6m ($6.9m) ($280k)
Acquisitions, net of cash acquired $0 $0 ($533.0m) ($1.8m) $0 $0
Purchase of energy storage systems ($41.0m) ($6.2m) ($3.6m) ($2.6m) ($2.6m) ($275k) $0
Purchase of property and equipment ($7k) ($12k) ($600k) ($1.5m) ($1.5m) ($217k) $0
Proceeds from exercise of stock options $148.5m $1.3m $276k $0 $0
Repayment of financing obligations ($7.3m) ($10.7m) ($9.6m) ($10.3m) ($12.7m) ($8.5m) ($12.2m)
Proceeds from issuance of convertible notes, net of issuance costs of $0, $0 and $7,601 for the years ended December 31, 2025, 2024 and 2023, respectively $63.2m $33.1m $446.8m $0 $232.4m $0 $0
Repayment of convertible notes $0 $0 ($99.8m) $0 $0
Proceeds from issuance of senior secured notes, net of issuance costs of $5,246, $0 and $0 for the years ended December 31, 2025, 2024 and 2023, respectively $0 $0 $4.8m
Purchase of capped call options $0 $0 ($66.7m) $0 ($27.8m) $0 $0
(Redemption of) investment from non-controlling interests $0 $0 $541k ($56k) $56k ($158k)
Repayment of notes payable ($25.8m) ($22.2m) ($41.4m) $0 ($2.1m) $0 $0
Change in asset retirement costs and asset retirement obligation ($636k) $1.8m $231k $116k $443k $85k $91k
Right-of-use asset obtained in exchange for lease liability $0 $0 $13.3m $428k $2.8m $5.5m $961k
Stock-based compensation capitalized to internal-use software $0 $0 $1.2m $3.0m $4.3m $2.8m $1.0m
Net cash provided by (used in) operating activities ($17k) ($1.8m) ($101.3m) ($106.0m) ($207.4m) ($36.6m) $6.9m
Capital expenditures on internally-developed software ($5.4m) ($5.8m) ($6.0m) ($16.8m) ($14.1m) ($11.3m) ($6.6m)
Purchase of available-for-sale investments $0 $0 ($189.9m) ($220.6m) ($60.0m) $0 $0
Proceeds from maturities of available-for-sale investments $0 $0 $219.3m $141.8m $8.2m $0
Proceeds from sales of available-for-sale investments $0 $0 $16.0m $10.9m $73.9m $0 $0
Net cash (used in) provided by investing activities ($46.4m) ($383.6m) ($185.2m) ($544.4m) $135.7m ($3.5m) ($6.6m)
Debt issued in exchange for extinguishment of existing notes $0 $0 $122.0m
Debt retired in exchange for issuance of new notes $0 $0 $343.9m
Warrants issued in connection with debt exchange $0 $0 $1.9m
Net cash (used in) provided by financing activities ($142k) $386.4m $1.0b ($9.3m) $90.2m ($8.4m) ($7.6m)
Effect of exchange rate changes on cash, cash equivalents and restricted cash ($170k) ($534k) $242k ($202k) ($16k) $215k ($80k)
Net (decrease) increase in cash, cash equivalents and restricted cash ($160k) $937k $740.8m ($659.9m) $18.6m ($48.4m) ($7.4m)
Cash, cash equivalents and restricted cash, beginning of year $0 $937k $747.8m $87.9m $106.5m $58.1m $50.7m
Cash and cash equivalents $747.8m $87.9m $105.4m $56.3m $48.9m
Restricted cash included in other noncurrent assets $0 $0 $1.1m $1.8m $1.8m
Cash paid for interest $8.9m $9.7m $10.2m $6.4m $14.6m $16.2m $14.6m
Cash paid for income taxes $3k $2k $0 $285k $235k $680k $481k

Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.