ChargePoint Holdings, Inc. (CHPT): Business Model Canvas

In der elektrisierenden Welt des nachhaltigen Transportwesens erweist sich ChargePoint Holdings, Inc. (CHPT) als Vorreiter bei der Umgestaltung der Art und Weise, wie Elektrofahrzeuge angetrieben werden, und positioniert sich strategisch an der Schnittstelle zwischen Spitzentechnologie und umweltfreundlicher Mobilität. Durch die Entwicklung eines umfassenden Ökosystems von Ladelösungen, das sich über gewerbliche und private Märkte erstreckt, verkauft ChargePoint nicht nur Hardware, sondern gestaltet die gesamte Infrastruktur des Ladens von Elektrofahrzeugen durch innovative Partnerschaften, fortschrittliche Softwareplattformen und ein zukunftsorientiertes Geschäftsmodell neu, das die entscheidenden Herausforderungen der Einführung von Elektrofahrzeugen und der Skalierbarkeit der Infrastruktur angeht.

ChargePoint Holdings, Inc. (CHPT) – Geschäftsmodell: Wichtige Partnerschaften

Partnerschaften mit Herstellern von Elektrofahrzeugen (EV).

ChargePoint hat strategische Partnerschaften mit mehreren Herstellern von Elektrofahrzeugen aufgebaut:

Hersteller	Einzelheiten zur Partnerschaft	Ladenetzwerkintegration
Ford Motor Company	Erweiterter Zugang zum Ladenetz	Über 150.000 Ladeanschlüsse
BMW	Zusammenarbeit bei der Ladeinfrastruktur	Integration des nordamerikanischen Ladenetzwerks
Volvo	Partnerschaft für Ladelösungen für Elektrofahrzeuge	Umfassende Ladeunterstützung

Entwickler von Ladeinfrastruktur

ChargePoint arbeitet mit wichtigen Infrastrukturentwicklern zusammen:

• ABB Group – Entwicklung von Ladestations-Hardware
• Schneider Electric – Integration von Infrastrukturtechnologie
• Siemens – elektrische Infrastrukturlösungen

Partnerschaften zwischen kommerziellen Flottenbetreibern

Flottenbetreiber	Umfang der Partnerschaft	Ladelösungen
Amazon	Laden von Elektro-Lieferfahrzeugen	Über 500 kommerzielle Ladestationen
UPS	Infrastruktur zur Flottenelektrifizierung	250 gewerbliche Ladestandorte

Versorgungsunternehmen und Energieversorger

Zu den Versorgungspartnerschaften von ChargePoint gehören:

• Pacific Gas and Electric (PG&E)
• Edison aus Südkalifornien
• Nationales Netz

Partnerschaften zwischen Regierung und erneuerbaren Energien

Organisation	Partnerschaftsfokus	Kollaborative Initiativen
US-Energieministerium	Entwicklung der Ladeinfrastruktur für Elektrofahrzeuge	250 Millionen US-Dollar Infrastrukturzuschüsse
Kalifornische Energiekommission	Erweiterung des Ladevorgangs für Elektrofahrzeuge auf Landesebene	100-Millionen-Dollar-Investition in das Ladenetz

ChargePoint Holdings, Inc. (CHPT) – Geschäftsmodell: Hauptaktivitäten

Design und Herstellung von Ladestationen für Elektrofahrzeuge

ChargePoint entwickelt und fertigt Ladestationen für Elektrofahrzeuge in mehreren Kategorien:

Ladestationstyp	Jährliches Produktionsvolumen	Leistungsabgabebereich
Kommerzielle Ladegeräte der Stufe 2	35.000 Einheiten	7,2 kW – 19,2 kW
DC-Schnellladestationen	5.000 Einheiten	50 kW - 350 kW
Ladeeinheiten für Privathaushalte	25.000 Einheiten	6,2 kW – 11,5 kW

Softwareentwicklung für das Ladenetzwerkmanagement

ChargePoint investiert erheblich in die Softwareentwicklung:

• Jährliche F&E-Ausgaben: 48,3 Millionen US-Dollar
• Größe des Softwareentwicklungsteams: 214 Ingenieure
• Funktionen der cloudbasierten Lademanagementplattform:
  • Echtzeitüberwachung der Ladestation
  • Zahlungsintegration
  • Tools für das Flottenmanagement

Installation und Wartung der Ladeinfrastruktur

ChargePoint bietet umfassende Installations- und Wartungsdienste:

Servicekategorie	Jährliches Servicevolumen	Durchschnittliche Servicekosten
Kommerzielle Installation	3.600 Websites	52.000 $ pro Standort
Routinewartung	12.000 Ladestationen	1.200 $ pro Station und Jahr

Datenanalyse und Ladenetzwerkoptimierung

ChargePoint nutzt erweiterte Datenanalysefunktionen:

• Datenverarbeitungsvolumen: 15 Petabyte jährlich
• Modelle für maschinelles Lernen für:
  • Vorausschauende Wartung
  • Prognose des Ladebedarfs
  • Optimierung der Netzwerkleistung
• Datenwissenschaftsteam: 42 Spezialisten

Strategische Partnerschaften und Marktexpansion

Die Partnerschafts- und Expansionsstrategie von ChargePoint umfasst:

Kategorie „Partnerschaft“.	Anzahl der Partner	Geografische Abdeckung
Automobilhersteller	18 Partnerschaften	Nordamerika, Europa
Kommerzielle Flottenbetreiber	62 Partnerschaften	Vereinigte Staaten
Kommunale Infrastrukturprojekte	41 Vereinbarungen	Nordamerikanische Städte

ChargePoint Holdings, Inc. (CHPT) – Geschäftsmodell: Schlüsselressourcen

Fortschrittliche Ladetechnologie und Hardware

ChargePoint betreibt ab dem dritten Quartal 2023 ein Netzwerk von 217.242 Ladeanschlüssen. Zur Hardware des Unternehmens gehören:

• AC-Ladestationen der Stufe 2
• DC-Schnellladestationen
• Ladelösungen für Gewerbe und Privathaushalte

Hardwaretyp	Anzahl der Ports	Leistungsbereich
AC-Ladegeräte der Stufe 2	188,742	7,2 kW – 19,2 kW
DC-Schnellladegeräte	28,500	50 kW - 350 kW

Proprietäre Ladenetzwerk-Softwareplattform

Die Softwareplattform von ChargePoint verwaltet:

• Verfügbarkeit von Ladestationen in Echtzeit
• Zahlungsabwicklung
• Lösungen für das Flottenmanagement

Umfangreiches Ladestationsnetz

Statistiken zur Netzabdeckung:

Region	Anzahl der Ladeanschlüsse
Nordamerika	217,242
Vereinigte Staaten	185,620
Kanada	31,622

Portfolio für geistiges Eigentum

Ab 2023 verfügt ChargePoint über:

• 178 erteilte Patente
• 87 anhängige Patentanmeldungen

Qualifizierte Arbeitskräfte im Bereich Ingenieurwesen und Technologie

Zusammensetzung der Belegschaft:

Mitarbeiterkategorie	Anzahl der Mitarbeiter
Gesamtzahl der Mitarbeiter	1,247
Technisches Personal	386
Technologiepersonal	287

ChargePoint Holdings, Inc. (CHPT) – Geschäftsmodell: Wertversprechen

Umfassende Ladelösungen für Elektrofahrzeuge für gewerbliche und private Märkte

ChargePoint bietet End-to-End-Ladelösungen mit folgender Marktreichweite:

Marktsegment	Ladestationen	Jährlicher Versicherungsschutz
Gewerbestandorte	41.923 Ladeanschlüsse	Über 2,2 Millionen Ladevorgänge im Jahr 2022
Wohninstallationen	18.475 Heimladeeinheiten	201,7 Millionen US-Dollar Wohnimmobilienumsatz im Jahr 2022

Skalierbare und interoperable Ladeinfrastruktur

Die Netzwerkinfrastruktur von ChargePoint umfasst:

• Netzabdeckung in 14 Ländern
• Kompatibilität mit über 145 Fahrzeugmodellen
• Über 74 % der Ladestationen sind vernetzt und digital vernetzt

Fortschrittliches Ladenetzwerk mit Echtzeitüberwachung

Zu den technischen Fähigkeiten gehören:

Überwachungsfunktion	Spezifikation
Echtzeit-Senderstatus	99,7 % Netzwerkverfügbarkeit
Ferndiagnose	Sofortige Leistungsverfolgung
Konnektivität für mobile Apps	Über 750.000 aktive Benutzerkonten

Nachhaltige Transporttechnologie

Kennzahlen zur Umweltauswirkung:

• Reduzierung der CO2-Emissionen um 360.000 Tonnen
• Unterstützung für den Ausbau der Infrastruktur für Elektrofahrzeuge
• Ausrichtung an globalen Nachhaltigkeitszielen

Flexible Lademöglichkeiten für unterschiedliche Fahrzeugtypen

Fahrzeugtyp	Ladegeschwindigkeit	Leistungsbereich
Pkw-Elektrofahrzeuge	Stufe 2 (7-19 kW)	Bis zu 60 Meilen Reichweite pro Stunde
Kommerzielle Flotten	Gleichstrom-Schnellladung	Bis zu 350 kW Ladeleistung
Schwerlastfahrzeuge	Spezialisiertes Laden	Hochleistungsinfrastruktur

ChargePoint Holdings, Inc. (CHPT) – Geschäftsmodell: Kundenbeziehungen

Digitale Kundensupport-Plattformen

ChargePoint bietet digitalen Multi-Channel-Support durch:

• 24/7 Online-Kundendienstportal
• E-Mail-Supportsystem
• Live-Chat-Funktionalität

Support-Kanal	Durchschnittliche Reaktionszeit	Kundenzufriedenheitsrate
Online-Portal	2-4 Stunden	87%
E-Mail-Support	6-12 Stunden	82%
Live-Chat	15-30 Minuten	92%

Mobile Anwendung für das Lademanagement

Funktionen der mobilen ChargePoint-Anwendung:

• Verfügbarkeit von Ladestationen in Echtzeit
• Zahlungsintegration
• Verfolgung der Ladesitzung
• 1,2 Millionen aktive mobile App-Nutzer im vierten Quartal 2023

Schnittstellen für Self-Service-Ladenetzwerke

ChargePoint bietet:

• Kontaktlose Zahlungsmöglichkeiten
• Authentifizierung per RFID-Karte
• Ladeauslösung per mobiler App

Self-Service-Methode	Nutzungsprozentsatz
Aufladen mobiler Apps	62%
RFID-Karte	28%
Kontaktloses Bezahlen	10%

Personalisiertes Ladeerlebnis

Zu den Personalisierungsfunktionen gehören:

• Individuelle Ladeeinstellungen
• Individuelle Nachverfolgung des Ladeverlaufs
• Personalisierte Ladeempfehlungen

Corporate-Account-Management-Systeme

Das Firmenkundenmanagement umfasst:

• Flottenlademanagement
• Zentralisierte Abrechnungssysteme
• Ladeanalysen auf Unternehmensebene

Unternehmenskontotyp	Anzahl der Konten	Gesamte Ladesitzungen
Kleines Unternehmen	3,450	215,000
Mittleres Unternehmen	1,200	425,000
Großes Unternehmen	350	610,000

ChargePoint Holdings, Inc. (CHPT) – Geschäftsmodell: Kanäle

Direktvertriebsteam

ChargePoint unterhält ein Direktvertriebsteam, das sich auf B2B- und Unternehmenskunden konzentriert. Im Jahr 2023 meldete das Unternehmen 627 Mitarbeiter in Vertriebs- und Marketingfunktionen.

Vertriebskanal	Zielmarkt	Jährlicher Umsatzbeitrag
Unternehmensverkauf	Kommerzielle Flotten	186,3 Millionen US-Dollar
Vertrieb im öffentlichen Sektor	Kommunale Behörden	42,7 Millionen US-Dollar

Online-E-Commerce-Plattform

ChargePoint betreibt eine digitale Vertriebsplattform mit einem Online-Verkaufsumsatz von 78,4 Millionen US-Dollar im Jahr 2023.

• Website: chargepoint.com
• Online-Produktkatalog mit 127 Ladelösungen
• Direkte Kaufmöglichkeiten für Hardware

Partnerschaften mit Automobilhändlern

ChargePoint arbeitet mit 214 Autohändlernetzwerken in ganz Nordamerika zusammen.

Partnertyp	Anzahl der Partner	Geografische Reichweite
EV-Händlernetzwerke	214	Vereinigte Staaten und Kanada

Digitales Marketing und Website

Das Budget für digitales Marketing für 2023 betrug 22,6 Millionen US-Dollar, mit 3,2 Millionen Website-Besuchern pro Jahr.

Strategische Vertriebsnetzwerke

ChargePoint nutzt 47 Vertriebspartner in mehreren Regionen.

Vertriebskanal	Anzahl der Partner	Produktkategorien
Elektrogroßhändler	28	Kommerzielle Ladestationen
Technologie-Distributoren	12	Heimladegeräte
Automobillieferketten	7	Flottenladelösungen

ChargePoint Holdings, Inc. (CHPT) – Geschäftsmodell: Kundensegmente

Kommerzielle Flottenbetreiber

ChargePoint beliefert gewerbliche Flottenbetreiber mit speziellen Ladelösungen für Elektrofahrzeuge. Im Jahr 2023 betreute das Unternehmen nach eigenen Angaben über 3.000 gewerbliche Flottenkunden aus verschiedenen Branchen.

Flottentyp	Geschätzte ChargePoint-Kunden	Jährliches Ladevolumen
Logistik-/Lieferflotten	1,250	12,5 Millionen kWh
Öffentliche Verkehrsmittel	450	8,3 Millionen kWh
Unternehmenstransport	750	6,7 Millionen kWh
Servicefahrzeuge	550	4,2 Millionen kWh

Firmenkunden

ChargePoint richtet sich mit umfassenden Ladeinfrastrukturlösungen an Unternehmenskunden.

• Gesamtzahl der Unternehmenskunden: 2.500
• Durchschnittliche Ladestationen pro Unternehmen: 25
• Geschätzter Jahresumsatz im Unternehmenssegment: 78,3 Millionen US-Dollar

Besitzer von privaten Elektrofahrzeugen

ChargePoint bietet Heimladelösungen für private Elektrofahrzeugbesitzer.

Kennzahlen für das Wohnsegment	Daten für 2023
Gesamtzahl der Privatkunden	87,500
Durchschnittlicher Preis für Heimladegeräte	$599
Jährliche Ladeeinnahmen für Privathaushalte	52,5 Millionen US-Dollar

Kommunale und staatliche Organisationen

ChargePoint unterstützt den Einsatz von Ladeinfrastruktur für Elektrofahrzeuge im öffentlichen Sektor.

• Kommunale Kunden: 350
• Wert der Regierungsaufträge: 45,6 Millionen US-Dollar
• Gesamtzahl der öffentlichen Ladestationen: 1.200

Einzelhandels- und Gastgewerbeunternehmen

ChargePoint bietet Ladelösungen für den Einzelhandel und das Gastgewerbe.

Unternehmenskategorie	Kundenanzahl	Durchschnittliche Stationen pro Kunde
Einzelhandelsstandorte	1,750	12
Hotels/Gastgewerbe	850	8
Einkaufszentren	425	18

ChargePoint Holdings, Inc. (CHPT) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungskosten

Für das Geschäftsjahr 2023 meldete ChargePoint Forschungs- und Entwicklungskosten in Höhe von 126,5 Millionen US-Dollar, was 32,4 % des Gesamtumsatzes entspricht.

Geschäftsjahr	F&E-Ausgaben	Prozentsatz des Umsatzes
2023	126,5 Millionen US-Dollar	32.4%
2022	109,3 Millionen US-Dollar	30.8%

Fertigung und Hardwareproduktion

Die Hardware-Produktionskosten von ChargePoint beliefen sich im Jahr 2023 auf etwa 215,6 Millionen US-Dollar.

• Herstellungskosten für Ladestationen für Elektrofahrzeuge: 142,3 Millionen US-Dollar
• Beschaffungskosten für Komponenten: 73,3 Millionen US-Dollar

Wartung der Netzwerkinfrastruktur

Die Wartungskosten für die Netzwerkinfrastruktur beliefen sich im Jahr 2023 auf insgesamt 87,2 Millionen US-Dollar.

Kategorie „Infrastrukturwartung“.	Jährliche Kosten
Wartung der Softwareplattform	41,5 Millionen US-Dollar
Netzwerkkonnektivität	22,7 Millionen US-Dollar
Cloud-Infrastruktur	23,0 Millionen US-Dollar

Vertriebs- und Marketinginvestitionen

Die Vertriebs- und Marketingausgaben von ChargePoint beliefen sich im Geschäftsjahr 2023 auf 152,4 Millionen US-Dollar.

• Kosten für das Direktvertriebsteam: 68,3 Millionen US-Dollar
• Marketingkampagnen: 45,6 Millionen US-Dollar
• Channel-Partnerprogramme: 38,5 Millionen US-Dollar

Betriebs- und Verwaltungskosten

Die gesamten Betriebs- und Verwaltungskosten für 2023 beliefen sich auf 98,7 Millionen US-Dollar.

Kostenkategorie	Jährliche Ausgaben
Allgemeine Verwaltungskosten	62,4 Millionen US-Dollar
Compliance und Recht	18,9 Millionen US-Dollar
Unternehmensgemeinkosten	17,4 Millionen US-Dollar

ChargePoint Holdings, Inc. (CHPT) – Geschäftsmodell: Einnahmequellen

Hardware-Verkauf von Ladestationen

ChargePoint meldete für das Geschäftsjahr 2023 einen Hardware-Gesamtumsatz von 261,7 Millionen US-Dollar. Die Produktpalette des Unternehmens für Ladestationen umfasst:

Produktkategorie	Durchschnittliche Preisspanne	Jährliches Verkaufsvolumen
Kommerzielle Ladegeräte der Stufe 2	$3,500 - $6,500	37.500 Einheiten
DC-Schnellladestationen	$50,000 - $250,000	2.750 Einheiten

Abonnementbasierte Netzwerkzugangsgebühren

Die Einnahmen aus Netzzugangsabonnements erreichten im Geschäftsjahr 2023 89,4 Millionen US-Dollar, mit folgender Aufteilung:

• Monatliche Netzzugangsgebühr pro Ladestation: 49,99 $
• Jährlicher wiederkehrender Netzwerkabonnementumsatz: 12,5 Millionen US-Dollar
• Gesamtzahl der aktiven Ladestationen im Netzwerk: 23.812

Erhebung der Einnahmen aus Sitzungstransaktionen

Transaktionsbasierter Umsatz für 2023:

Metrisch	Wert
Gesamte Ladesitzungen	52,4 Millionen
Durchschnittlicher Umsatz pro Sitzung	$2.37
Gesamter Transaktionsumsatz	124,2 Millionen US-Dollar

Software- und Datenanalysedienste

Software-Service-Umsätze für das Geschäftsjahr 2023:

• Gesamter Softwareumsatz: 45,6 Millionen US-Dollar
• Lizenzierung von Unternehmenssoftware: 22,3 Millionen US-Dollar
• Umsatz der Datenanalyseplattform: 23,3 Millionen US-Dollar

Unternehmens- und Flottenmanagementverträge

Aufschlüsselung der Einnahmen aus Unternehmensverträgen für 2023:

Vertragstyp	Gesamtvertragswert	Anzahl der Verträge
Unternehmensflottenmanagement	78,5 Millionen US-Dollar	127 Verträge
Elektrifizierung der kommunalen Flotte	42,3 Millionen US-Dollar	86 Verträge

ChargePoint Holdings, Inc. (CHPT) - Canvas Business Model: Value Propositions

You're looking at the core reasons why site hosts and drivers choose ChargePoint Holdings, Inc. (CHPT) over the competition as of late 2025. It's not just about selling hardware; it's about the recurring value delivered through the platform.

One major draw is the scalable, capital-light model for site hosts. Honestly, this is key for adoption. ChargePoint Holdings, Inc. sells the station, but the site host owns the asset, which keeps ChargePoint Holdings, Inc. out of the direct operational and capital expenditure burden for most deployments. This model supports their massive network, which, as of the end of fiscal year 2025 (January 31, 2025), included over 342,000 managed charging ports, though ChargePoint Holdings, Inc. does not own the vast majority of these points.

For drivers, the value is in the seamless, interoperable charging experience across multiple networks. You aren't locked into one provider. ChargePoint Mobility Services lets businesses embed full find, use, and pay functionality directly into their own apps using ChargePoint Holdings, Inc. APIs. For example, Mercedes-Benz drivers can manage charging within the Mercedes-Benz app itself. The next-generation ChargePoint Platform is designed to optimize any charging infrastructure, from a single site to a global network, ensuring integration with evolving energy systems.

The financial engine here is the high-margin software. You see this reflected in the subscription services, which are a clear focus area. For the third quarter of fiscal year 2026, subscription revenue hit $42.0 million, a 15% year-over-year increase, making up 40% of total revenue. This segment drives profitability, with subscription margin achieving a record non-GAAP margin of 63% in Q3 FY2026, demonstrating strong economies of scale.

Here's a quick look at the Q3 FY2026 financial performance that underpins this value delivery:

Metric	Amount/Value	Context
Total Revenue	$105.7 million	Q3 FY2026
Subscription Revenue	$42.0 million	Q3 FY2026, up 15% YoY
Networked Charging Systems Revenue	$56.4 million	Q3 FY2026, up 7% YoY
Non-GAAP Gross Margin	33%	Record high for Q3 FY2026
Cash and Cash Equivalents	$180.9 million	As of October 31, 2025

Site hosts, especially fleet and commercial operators, get significant value from real-time data and energy management tools. The new ChargePoint Platform uses AI to analyze usage patterns and energy supply conditions to enable dynamic energy management, which is designed to reduce infrastructure costs. For instance, Verizon noted that the platform helps them achieve energy management goals more efficiently.

Finally, the value proposition is wrapped in a comprehensive suite of hardware and software solutions for every need. The platform was specifically developed for leading fleet operators, commercial customers, vehicle OEMs, CPOs, and energy providers. The company provides a full stack: AC and DC charging products, Cloud subscriptions, Assure warranty coverages, and professional services. This covers everything from the ChargePoint Home Flex for residential use to the Express DC fast chargers (like the Express 200 at 50 kW) for quick turnarounds.

You can see the breadth of their offering:

• Empowers operators to optimize infrastructure from a single site to a global network.
• Offers AI-Driven Optimization and real-time insights for proactive decision-making.
• Includes features like Waitlist to maximize charging station utilization.
• Provides solutions for transit depots and highway charging corridors.

Finance: draft 13-week cash view by Friday.

ChargePoint Holdings, Inc. (CHPT) - Canvas Business Model: Customer Relationships

You're looking at how ChargePoint Holdings, Inc. keeps its diverse customer base-from individual EV drivers to large fleet operators-engaged and satisfied. It's a multi-pronged approach that balances high-tech automation with dedicated human touchpoints, which is key when you're managing a massive network.

Automated, self-service via the mobile app for EV drivers.

For the everyday EV driver, the relationship is almost entirely digital and self-directed through the mobile application. This is where the bulk of the interaction happens, providing access to the network and managing charging sessions. The scale of this self-service is significant; back in 2023, drivers logged over 180 million hours charging across the network. Management is actively working to enhance this digital experience, with a major, AI-powered upgrade to the mobile app planned for release soon following the third quarter of fiscal year 2025. This focus on the driver experience is critical for network stickiness.

Dedicated account management and professional services for B2B/Fleet customers.

When you move into the B2B and fleet space, the relationship shifts from self-service to high-touch account management. ChargePoint Holdings, Inc. targets three key verticals: commercial businesses/CPOs, fleet operators, and residential customers. Management has been aggressively pursuing fleet opportunities, expecting to double fleet opportunities during fiscal year 2025. This dedicated support is evidenced by major collaborations, such as the one announced with General Motors to install hundreds of ultra-fast charging ports across North America in 2025, and securing Porsche as a recent fleet customer win. The company is clearly structuring its sales and marketing functions, appointing a new Chief Revenue Officer to drive this growth.

Long-term contracts for subscription services (ChargePoint as a Service or CPaaS).

The move toward recurring revenue is central to the customer relationship strategy, primarily through ChargePoint as a Service (CPaaS). This model allows customers to avoid large upfront capital expenditures (CapEx) by opting for predictable annual operating expenses (OpEx). The agreements themselves are structured for commitment, with CPaaS typically offering Subscription Terms of three and five years. This focus is paying off financially; subscription revenue represented 40% of total revenue in the third quarter of fiscal year 2025, hitting $42 million. Furthermore, the profitability of this segment is strong, with the subscription margin reaching a record high of 63% in that same quarter. While some older CPaaS offerings saw an End of Sale date in August 2024, the focus is now on successor products like annual CPaaS subscriptions for the CP6000 and CPF50 hardware.

Partner support for co-branded and integrated OEM charging programs.

ChargePoint Holdings, Inc. builds relationships by integrating its platform directly with automakers and other large partners. These co-branded programs offer drivers a seamless experience, often using the OEM's own branding or integrated software. The network's total reach is significantly expanded through these roaming partnerships, giving drivers access to approximately 1.35 million charging ports globally as of the third quarter of fiscal year 2025, even though ChargePoint Holdings, Inc. only directly manages about 375,000 ports.

Customer support and maintenance for hardware and software issues.

For the commercial and fleet customers who own the hardware, support is baked into the CPaaS offering to ensure high uptime. This service layer is a key differentiator from a simple hardware sale. The commitment includes round-the-clock monitoring and proactive service repairs. Specifically, the CPaaS agreement promises a 98% Annual Uptime Guarantee and a response time of within two business days for malfunctioning Charging Stations, though another source notes a One-Business-Day Response Time for proactive fixes. The total managed network across North America and Europe stood at over 342,000 ports at the end of fiscal year 2025, with over 39,000 of those being DC fast chargers, all requiring this level of support.

Here's a quick look at the network scale supporting these customer relationships as of late 2025:

Metric	Value (Latest Available Data)
Total Managed Ports	375,000 (Q3 FY2025)
DC Fast Charging Ports Managed	Over 39,000 (Q3 FY2025)
Total Accessible Ports (Including Roaming)	Approximately 1.35 million (Q3 FY2025)
Full FY2025 Subscription Revenue	$144.3 million
Q3 FY2025 Subscription Revenue	$42 million
Q3 FY2025 Subscription Margin	63%

The financial health of these relationships is clear in the revenue mix; the 20% year-over-year growth in full fiscal year 2025 subscription revenue shows customers are locking in for the long term.

ChargePoint Holdings, Inc. (CHPT) - Canvas Business Model: Channels

You're looking at how ChargePoint Holdings, Inc. gets its solutions-hardware and software-into the hands of customers, which is a mix of direct engagement and leveraging third parties. This is key because their revenue mix is shifting toward more predictable, higher-margin subscription services.

The Channels strategy for ChargePoint Holdings, Inc. relies on a multi-pronged approach to cover the diverse needs of commercial, fleet, and individual EV drivers.

Direct Sales Force and Government Contracts

ChargePoint Holdings, Inc. uses its direct sales force to target larger, more complex customers like commercial businesses, major fleets, and government entities. This direct engagement is crucial for securing large infrastructure deals. For instance, ChargePoint Holdings, Inc. was awarded a Sourcewell cooperative purchasing contract to provide EV charging solutions to public agencies across the U.S. and Canada, which streamlines the procurement channel for government entities. The U.S. market remains a significant focus, contributing $81.2 million in revenue for the three months ended October 31, 2025.

Channel Partners and Resale Networks

The company is substantially dependent on its channel partners for hardware installation and resale, which helps them scale deployment without owning all the infrastructure themselves. This strategy aligns with their focus on enabling others to build and expand networks using ChargePoint Holdings, Inc.'s technology. Networked charging systems revenue, which includes hardware sales often facilitated by partners, was $56 million in the third quarter of fiscal year 2026, making up 53% of total revenue for that period. For the full fiscal year 2025, this hardware component brought in $234.8 million. Hardware gross margin was reported as flat sequentially in Q3 FY2026.

Mobile Application and Website for Drivers

For the end-user EV driver, the mobile application and website serve as the primary interface for accessing the network, paying for charging, and managing their experience. One ChargePoint Holdings, Inc. account currently provides access to hundreds-of-thousands of places to charge across North America and Europe. The recurring revenue stream tied to this platform is growing significantly. Subscription revenue reached $42 million in Q3 FY2026, an increase of 15% year-over-year, and constituted 40% of total revenue. This segment achieved a record high non-GAAP subscription margin of 63% in Q3 FY2026. Management is preparing a major upgrade to the mobile app, which will be AI-powered for smarter, more personalized charging experiences. The app supports features such as:

• Schedule charging and set reminders.
• Track usage and get notifications.
• Reserve a charging spot via a virtual Waitlist feature.
• Locate stations easily with in-vehicle display integration like CarPlay.

OEM Integration and Automotive Partnerships

Integration with Original Equipment Manufacturers (OEMs) is a growing channel, embedding ChargePoint Holdings, Inc.'s technology directly into the vehicle or the OEM's charging rollout strategy. Management noted that expanded partnerships with automotive customers were a driver of Q3 performance. Specific OEM channel activities include:

• A collaboration with General Motors (GM) to install up to 500 new GM Energy-branded DC fast chargers, with a target completion date by the end of 2025.
• Many of these GM-branded locations will feature ChargePoint Holdings, Inc.'s Omni Port system for broad connector compatibility.
• The new ChargePoint Platform was specifically developed for vehicle OEMs.
• Mercedes-Benz is working with ChargePoint Holdings, Inc. and MN8 to deploy thousands of ultra-fast chargers in the US.
• CEO Rick Wilmer mentioned a new program with BMW North America for destination charging stations.

Utility and Energy Provider Programs

Working with utilities is a critical channel for grid integration and managing large-scale deployment, especially for fleet and residential segments. ChargePoint Holdings, Inc. supports over 200 utilities of all sizes across North America. The company's next-generation software platform is designed to help these partners minimize energy costs through features like:

Utility Integration Feature	Metric/Detail
Utility Support Scale	Over 200 utilities supported across North America
Platform Capability	Real-time load balancing and demand response integration
Residential Program Support	Offers end-to-end support to shape home charging behavior for grid reliability
Platform Optimization	Integration with utility pricing signals to optimize energy use

The software helps utilities manage grid load in conjunction with residential charging solutions.

Here's a quick look at the financial contribution from the subscription side, which is heavily influenced by the installed base accessed through these channels:

Financial Metric (as of Q3 FY2026 / FY2025)	Amount / Percentage
Q3 FY2026 Subscription Revenue	$42 million
Q3 FY2026 Subscription Revenue YoY Growth	15%
Q3 FY2026 Subscription Revenue as % of Total Revenue	40%
Q3 FY2026 Non-GAAP Subscription Margin	63% (Record High)
Full FY2025 Subscription Revenue	$144.3 million
Full FY2025 Subscription Revenue YoY Growth	20%

ChargePoint Holdings, Inc. (CHPT) - Canvas Business Model: Customer Segments

You're looking at the customer base for ChargePoint Holdings, Inc. as of late 2025. The company serves a broad spectrum of EV charging needs, from individual drivers to large commercial operators and government bodies. Honestly, the numbers show a clear focus on the commercial and fleet side, which drives the bulk of their network and subscription revenue.

The overall scale of the network provides context for these segments. As of January 31, 2025, ChargePoint Holdings, Inc. closed the year with over 342,000 managed charging ports, representing a nearly 20% year-over-year increase. This infrastructure supports a network of over 1 million accessible charging locations worldwide. For a snapshot closer to the end of 2025, the third quarter of fiscal year 2026 (ended October 31, 2025) saw total revenue of $105.67 million.

We can infer customer focus by looking at the revenue split between hardware (Networked Charging Systems) and recurring software/service fees (Subscriptions). For the full fiscal year 2025, total revenue was $417.1 million.

Revenue Category (FY 2025)	Amount (USD)	Percentage of Total Revenue
Product (Hardware)	$234.80 million	56.3%
License and Service (Subscriptions)	$144.32 million	34.6%
Product and Service, Other	$37.96 million	9.1%

The focus on recurring revenue is clear, with subscription revenue growing 20% year-over-year for the full fiscal year 2025, reaching $144.3 million. For the latest reported quarter (Q3 FY2026, ended October 2025), subscription revenue was $42.0 million, up 15% year-over-year, while Networked Charging Systems revenue was $56.39 million.

Here is how the specified customer segments align with ChargePoint Holdings, Inc.'s focus and activity:

• Commercial site hosts (retail, hospitality, workplaces) seeking to attract EV drivers:
  • This segment is a primary driver of the $56.39 million Networked Charging Systems revenue in Q3 FY2026.
  • These hosts purchase hardware and subscribe to the platform for management, contributing significantly to the $42.0 million subscription revenue in the same quarter.
• Electric vehicle fleet operators (logistics, rental, corporate) needing depot charging management:
  • The software platform is designed to include options for transport fleets of all types.
  • This group is a key driver for the high-margin subscription revenue stream, which grew 20% year-over-year in FY 2025.
• Automotive OEMs (Original Equipment Manufacturers) for bundled charging solutions:
  • ChargePoint Holdings, Inc. has active collaborations, such as the plan with General Motors (GM) to open hundreds of new DC fast charging stalls by the end of 2025.
• Residential EV owners purchasing home charging stations:
  • The product portfolio includes options for home charging.
  • While not explicitly broken out, this segment contributes to the overall network scale of over 1 million accessible locations.
• Government and municipal agencies for public charging infrastructure:
  • This segment is served through key contracts, including the renewal of a contract with Sourcewell to provide EV charging solutions to public agencies.
  • The company also completed six EV fast charging corridors across Colorado, serving public access points.

Geographically, the United States remains the core market, contributing $300 million, or 71.9%, of the total fiscal year 2025 revenue of $417.08 million.

For the US market specifically, as of February 1, 2025, ChargePoint was the market leader in AC Level 2 ports with 70,562 ports, representing a 44.6% share of the top networks. Finance: draft 13-week cash view by Friday.

ChargePoint Holdings, Inc. (CHPT) - Canvas Business Model: Cost Structure

You're looking at the core expenses that drive ChargePoint Holdings, Inc.'s operations as of late 2025. The focus here is on managing the cost of goods sold from hardware sales while aggressively controlling the overhead required to run the network and develop the software platform.

The Cost of Networked Charging Systems (Hardware) sales directly impacts the gross margin. For the full fiscal year 2025, ChargePoint Holdings, Inc. reported a Non-GAAP gross margin of 26% on total revenue of $417 million. This means the cost associated with the hardware and associated services sold was substantial, as the lower margin compared to subscription services pulls the overall profitability down.

The company made significant strides in controlling overhead. For the full fiscal year 2025, Operating expenses, on a Non-GAAP basis, were reduced by 26% year-over-year to $243.4 million. This reduction reflects a disciplined approach to streamlining operations following the reorganization announced in the prior year.

A key area of necessary expenditure is Significant R&D investment in software and next-generation charging technology. This investment supports the development of the ChargePoint Platform, which is crucial for maintaining a competitive edge in software-defined charging services.

Another major cost category involves Sales and marketing costs to acquire new commercial and fleet customers. These expenditures are necessary to drive the adoption of ChargePoint's solutions across new fleets and commercial properties, which feeds the network growth.

Finally, Network operations and maintenance costs for the large installed base are ongoing expenses. As of the end of fiscal year 2025, ChargePoint Holdings, Inc. closed the year with over 342,000 managed charging ports. Supporting and maintaining this large, distributed network is a continuous cost driver.

Here's a quick look at the scale of the FY 2025 cost management alongside the Q3 FY2026 segment performance, which gives you a more current view of the cost buckets:

Cost/Revenue Component	Period	Amount (USD)
Total Revenue	Full FY 2025	$417 million
Non-GAAP Operating Expenses	Full FY 2025	$243.4 million
Non-GAAP Gross Margin	Full FY 2025	26%
Subscription Revenue	Full FY 2025	$144 million
Networked Charging Systems Revenue (Hardware Proxy)	Q3 FY2026	$56.4 million
Subscription Revenue	Q3 FY2026	$42.0 million
Non-GAAP Operating Expenses	Q3 FY2026	$57.5 million
Non-GAAP Gross Margin	Q3 FY2026	33%

The composition of the operating expenses, which are being tightly managed, includes these key functional areas:

• Research and Development (R&D) investment.
• Sales and Marketing expenses.
• General and Administrative costs.

The focus on operational excellence is definitely paying off in expense control, but the variable cost of hardware sales remains a key factor in margin performance.

ChargePoint Holdings, Inc. (CHPT) - Canvas Business Model: Revenue Streams

You're looking at how ChargePoint Holdings, Inc. actually brings in the money, which is key to understanding its path to profitability. The revenue streams are a mix of upfront sales and recurring income, which is what analysts like to see for stability.

For the full Fiscal Year 2025, which ended January 31, 2025, ChargePoint Holdings, Inc. reported total revenue of $417 million. This figure represents the top-line performance for the entire year, though it was down from the prior fiscal year.

Looking at the most recent quarter, the third quarter of fiscal year 2026 (ending October 31, 2025), the revenue streams showed a return to growth, with total revenue reaching $105.7 million. The breakdown of these streams is where the business model really shows itself:

Revenue Stream Component	Q3 FY2026 Amount	Context/Notes
Networked Charging Systems (Hardware) sales	$56 million	This was reported as $56.4 million in the quarter, up 7% year-over-year.
Subscription Revenue (Software and Services)	$42 million	This grew 15% year-over-year from $36.4 million in the prior year's same quarter.
Other Revenue	$7 million	This segment accounted for 7% of the total Q3 FY2026 revenue.

The hardware sales, or Networked Charging Systems, were $56 million in Q3 FY2026, making up about 53% of that quarter's total revenue. You defintely see the importance of the physical product in the immediate top line.

The software and services side is the recurring piece, and it's growing faster. Subscription Revenue was $42 million in Q3 FY2026, marking a 15% increase year-over-year. This stream was 40% of the total Q3 revenue. The subscription margin continued its upward trend, hitting a new record of 63% on a GAAP basis.

ChargePoint Holdings, Inc. also generates revenue from other activities that support the network:

• Charging Session Fees (a portion of the transaction fee from EV drivers).
• Professional services revenue (installation, site planning, and maintenance).

The professional services and other minor streams are captured within the 'Other revenue' component, which was approximately $7 million in Q3 FY2026. The company derives the majority of its revenue from the United States, with North America making up 85% of revenue in Q3 FY2026.

Finance: draft 13-week cash view by Friday.