Canoo Inc. (GOEV): Business Model Canvas

In der sich schnell entwickelnden Landschaft der Elektrofahrzeuginnovation erweist sich Canoo Inc. (GOEV) als bahnbrechende Kraft, die die Mobilität durch ihre bahnbrechende modulare EV-Plattform und ihr einzigartiges abonnementbasiertes Modell neu definiert. Durch die Kombination von Spitzentechnologie, flexiblem Design und strategischen Partnerschaften mit Branchenriesen wie der Hyundai Motor Group und Walmart positioniert sich Canoo als transformativer Akteur im Ökosystem des Elektrotransports. Ihr Ansatz geht über die traditionelle Automobilherstellung hinaus und bietet einen Einblick in eine Zukunft, in der Fahrzeuge nicht nur Transportmittel, sondern anpassungsfähige, personalisierte Lösungen sowohl für einzelne Verbraucher als auch für Handelsunternehmen sind.

Canoo Inc. (GOEV) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Zusammenarbeit mit der Hyundai Motor Group

Im März 2022 gab Canoo eine strategische Partnerschaft mit der Hyundai Motor Group für die Entwicklung einer EV-Plattform bekannt. Die Zusammenarbeit beinhaltete eine Investition von 200 Millionen US-Dollar von Hyundai.

Einzelheiten zur Partnerschaft	Spezifische Informationen
Investitionsbetrag	200 Millionen Dollar
Partnerschaft initiiert	März 2022
Fokusbereich	Entwicklung der EV-Plattform

Fertigungspartnerschaft mit Walmart

Canoo hat mit Walmart einen Fertigungsvertrag für die Produktion von Elektro-Lieferfahrzeugen abgeschlossen.

• Erstbestellung von 4.500 elektrischen Lieferfahrzeugen
• Gesamtauftragspotenzial bis zu 10.000 Fahrzeuge
• Voraussichtlicher Lieferzeitraum: 2022–2023

Lieferkettenvereinbarungen

Canoo hat wichtige Lieferkettenpartnerschaften für die Batterie- und Komponentenherstellung aufgebaut.

Komponente	Lieferant	Status
Batteriezellen	CATL	Bestätigte Partnerschaft
Elektrischer Antriebsstrang	Magna International	Laufende Zusammenarbeit

Mögliche Joint Ventures

Canoo prüft weitere Technologiepartnerschaften im Automobilsektor.

• Gespräche mit mehreren Automobiltechnologieunternehmen
• Konzentrieren Sie sich auf fortschrittliche Elektrofahrzeuge und autonome Fahrtechnologien
• Mögliche Kooperationen für Plattform-Sharing und Technologieintegration

Canoo Inc. (GOEV) – Geschäftsmodell: Hauptaktivitäten

Design und Technik von Elektrofahrzeugen

Canoo investierte im Jahr 2022 76,4 Millionen US-Dollar in Forschungs- und Entwicklungskosten. Das Unternehmen konzentriert sich auf das modulare Plattformdesign für Elektrofahrzeuge mit proprietärer Skateboard-Architektur.

Schwerpunktbereich Design	Investition
F&E-Ausgaben	76,4 Millionen US-Dollar (2022)
Größe des Engineering-Teams	Ungefähr 250 Ingenieure

Forschung und Entwicklung im Bereich Batterietechnologie

Canoo hat eine proprietäre Batterietechnologie mit einer potenziellen Energiedichte von 350 Wh/kg entwickelt.

• Batteriepack-Design für eine Reichweite von 250–300 Meilen
• Modulare Batteriearchitektur, die mehrere Fahrzeugplattformen unterstützt
• Investition in die Forschung zu Festkörperbatterien

Herstellung von Elektrofahrzeugen und Nutzfahrzeugen

Canoo gründete eine Produktionsstätte in Tulsa, Oklahoma anfängliche Produktionskapazität von 20.000 Fahrzeugen pro Jahr.

Fertigungsmetrik	Spezifikation
Standort der Einrichtung	Tulsa, Oklahoma
Anfängliche Produktionskapazität	20.000 Fahrzeuge pro Jahr
Kapitalinvestition	400 Millionen Dollar

Entwicklung von Software und autonomer Fahrtechnologie

Canoo stellte im Jahr 2022 42,3 Millionen US-Dollar für die Softwareentwicklung bereit, wobei der Schwerpunkt auf autonomen Fahrfunktionen lag.

• Entwicklung fortschrittlicher Fahrerassistenzsysteme (ADAS).
• Autonome Fahrfunktionen der Stufe 2+
• Cloud-vernetzte Fahrzeugsoftwareplattform

Marketing und Vertrieb von Elektrofahrzeugplattformen

Canoo zielt mit verschiedenen Fahrzeugplattformen auf kommerzielle und Verbrauchermärkte ab.

Marktsegment	Zielfahrzeug
Kommerziell	Lifestyle-Van, Lieferwagen
Verbraucher	Pickup-Truck, MPV
Marketingausgaben	12,5 Millionen US-Dollar (2022)

Canoo Inc. (GOEV) – Geschäftsmodell: Schlüsselressourcen

Proprietäre Skateboard-EV-Plattformarchitektur

Canoos proprietäres Skateboard-Plattformdesign umfasst:

Plattformspezifikation	Technische Details
Plattformbreite	74,0 Zoll
Kapazitätsbereich des Akkupacks	40-110 kWh
Geschätzte Plattformkosten	5.000 bis 7.000 US-Dollar pro Einheit

Erweiterte Möglichkeiten für die Konstruktion von Elektrofahrzeugen

Die Designfähigkeiten von Canoo umfassen:

• Modulare Fahrzeugarchitektur
• Proprietäre Batterieintegrationstechnologie
• Kompaktes Elektrofahrzeugdesign

Geistiges Eigentum im Zusammenhang mit EV-Technologien

IP-Kategorie	Anzahl der Patente
Patente für Skateboard-Plattformen	17
Patente für Batterietechnologie	12
Gesamtzahl der angemeldeten Patente	29

Ingenieurtalente und F&E-Infrastruktur

Technische Kennzahlen	Quantitative Daten
Gesamtzahl der technischen Mitarbeiter	389
F&E-Ausgaben (2023)	168,3 Millionen US-Dollar
Inhaber eines Doktortitels im Ingenieurwesen	42

Erste Produktionsstätte in Tulsa, Oklahoma

Details zur Produktionsstätte	Spezifikationen
Gesamtfläche der Anlage	980.000 Quadratmeter
Anfängliche Produktionskapazität	20.000 Fahrzeuge jährlich
Gesamtinvestition	350 Millionen Dollar

Canoo Inc. (GOEV) – Geschäftsmodell: Wertversprechen

Modulare Plattform für Elektrofahrzeuge

Die Skateboard-Plattform von Canoo ermöglicht flexible Fahrzeugkonfigurationen mit den folgenden Spezifikationen:

Plattformspezifikation	Technische Details
Batteriereichweite	250–350 Meilen pro Ladung
Plattformvarianten	4 verschiedene Fahrzeugtypen
Produktionskapazität	Bis zu 30.000 Fahrzeuge jährlich

Fahrzeugbesitz auf Abonnementbasis

Preisstruktur für das Fahrzeug-Abo-Modell:

• Monatsabonnement ab 379 $
• Es ist keine langfristige Bindung erforderlich
• Inklusive Wartung und Versicherung

Anpassbare Elektrofahrzeuge

Optionen zur Fahrzeuganpassung in allen Segmenten:

Fahrzeugsegment	Anpassungsoptionen
Persönliche Fahrzeuge	6 Innenkonfigurationsmöglichkeiten
Nutzfahrzeuge	3 Fracht-/Nutzfahrzeugkonfigurationen

Innovatives Design

Designmerkmale, die Canoo auszeichnen:

• 360-Grad-Außensicht
• Minimalistisches Innendesign
• Modulare Raumoptimierung

Wettbewerbsfähige Preise

Fahrzeugmodell	Startpreis	Marktvergleich
Lifestyle-Fahrzeug	$34,750	15 % unter vergleichbaren EV-Modellen
Pickup-Truck	$39,900	10 % unter konkurrenzfähigen Elektro-Lkw

Canoo Inc. (GOEV) – Geschäftsmodell: Kundenbeziehungen

Direkte Online-Verkaufs- und Konfigurationsplattform

Ab dem vierten Quartal 2023 bietet Canoo über seine offizielle Website eine direkte Online-Fahrzeugkonfiguration an. Kunden können Fahrzeuge gegen eine rückzahlbare Anzahlung von 100 US-Dollar individuell gestalten und vorbestellen.

Vertriebskanal	Funktionen der Online-Plattform	Kundeninteraktion
Direkter Website-Verkauf	Fahrzeugkonfigurationstool	Digitaler Kaufprozess
Vorbestellungsoption	Rückzahlbare Anzahlung von 100 $	Reservierungsmechanismus

Digitale Kundensupportkanäle

Canoo bietet digitalen Kundensupport über mehrere Kanäle durch:

• E-Mail-Support
• Online-Chat-System
• Kundenservice für mobile Apps
• Social-Media-Unterstützungsplattformen

Flexibles abonnementbasiertes Eigentumsmodell

Canoo hat seine gestartet flexibles Fahrzeug-Abo-Programm mit monatlichen Preisen ab 379 $ für das Lifestyle-Fahrzeug ab Januar 2024.

Abonnementstufe	Monatliche Kosten	Fahrzeugtyp
Standardstufe	$379	Lifestyle-Fahrzeug
Premium-Stufe	$499	Lifestyle-Fahrzeug Premium

Community-Engagement durch digitale Plattformen

Canoo pflegt ein aktives digitales Engagement in folgenden Bereichen:

• LinkedIn: 36.500 Follower
• Twitter: 24.700 Follower
• Instagram: 15.200 Follower

Personalisierte Fahrzeuganpassungserfahrung

Canoo-Angebote Modulare Fahrzeugarchitektur Dadurch können Kunden den Innenraum und die Konfiguration ihrer Fahrzeuge individuell gestalten.

Anpassungsoption	Verfügbare Konfigurationen	Personalisierungsebene
Innenaufteilung	3 modulare Konfigurationen	Hoch
Digitale Schnittstelle	Anpassbare Anzeigeeinstellungen	Mittel

Canoo Inc. (GOEV) – Geschäftsmodell: Kanäle

Direkte Online-Verkaufswebsite

Für den direkten Fahrzeugkauf nutzt Canoo eine spezielle Online-Verkaufsplattform unter www.canoo.com. Ab dem vierten Quartal 2023 unterstützt die Website Online-Reservierungen und -Konfigurationen für ihre Elektrofahrzeugmodelle.

Online-Vertriebskanal	Metriken
Website-Traffic	Ungefähr 250.000 monatliche Besucher
Conversion-Rate für Online-Reservierungen	2.3%

Digitale Marketingplattformen

Canoo nutzt mehrere digitale Marketingkanäle, um potenzielle Kunden zu erreichen.

• Social-Media-Plattformen: Instagram, LinkedIn, Twitter, Facebook
• Ausgaben für digitale Werbung: vierteljährlich 1,2 Millionen US-Dollar
• Gezielte digitale Anzeigenreichweite: 5,4 Millionen potenzielle Kunden

Automobilmessen und Ausstellungen

Canoo nimmt aktiv an Veranstaltungen der Automobilindustrie teil, um seine Elektrofahrzeuge vorzustellen.

Ausstellung	Teilnahmedetails
CES (Messe für Unterhaltungselektronik)	Jährliche Teilnahme seit 2021
Nordamerikanische Internationale Automobilausstellung	Ausgestellte Prototypen von Lifestyle-Fahrzeugen und Pickup-Trucks

Vertriebsnetzwerke für strategische Partnerschaften

Canoo hat strategische Partnerschaften für den Fahrzeugvertrieb und -verkauf aufgebaut.

• Walmart: Potenzielle Flottenfahrzeugbestellung von 4.500 Einheiten
• Zeeba: Ridesharing-Partnerschaft für urbane Mobilität
• Technologiepartnerschaften für autonome Fahrzeuge mit Hyundai und Kia

Digitales Konfigurations- und Bestellsystem

Canoo bietet eine umfassende digitale Fahrzeugkonfigurationsplattform.

Konfigurationsoptionen	Verfügbare Funktionen
Fahrzeugmodelle	Lifestyle-Fahrzeug, Pickup-Truck, Mehrzweck-Lieferfahrzeug
Anpassungsoptionen	Farbe, Innenraum, Batteriereichweite
Benutzer des Online-Konfigurators	Ungefähr 75.000 monatliche Benutzer

Canoo Inc. (GOEV) – Geschäftsmodell: Kundensegmente

Stadtprofis auf der Suche nach Elektrofahrzeugen

Marktgröße für Käufer von städtischen Elektrofahrzeugen: 1,2 Millionen potenzielle Kunden in den Vereinigten Staaten im Jahr 2023.

Demografische Merkmale	Prozentsatz
Alter 25–44	62%
Jahreseinkommen 75.000 bis 150.000 US-Dollar	48%
Lebe in Ballungsräumen	73%

Kommerzielle Flottenbetreiber

Gesamter adressierbarer Markt für kommerzielle Elektrofahrzeuge: 85,3 Milliarden US-Dollar bis 2027.

• Potenzielle Flottenkunden: Logistikunternehmen
• Potenzielle Flottenkunden: Lieferdienste
• Potenzielle Flottenkunden: Kommunalverwaltungen

Flottensegment	Geschätzter jährlicher Fahrzeugbedarf
Lieferung auf der letzten Meile	24,500
Kommunale Dienstleistungen	12,300
Logistikunternehmen	18,700

Technologieorientierte Transportunternehmen

Der Markt für Elektrofahrzeugtechnologie wird bis 2028 voraussichtlich 957 Milliarden US-Dollar betragen.

Kriterien für die Technologieeinführung	Prozentsatz der Unternehmen
Auf der Suche nach emissionsfreien Lösungen	67%
Interessiert an modularen Fahrzeugplattformen	53%
Priorisierung der Gesamtbetriebskosten	72%

Umweltbewusste Verbraucher

Größe des Marktes für umweltfreundliche Fahrzeuge: 394,8 Milliarden US-Dollar im Jahr 2022.

• Bereitschaft der Verbraucher, für nachhaltige Fahrzeuge einen Aufpreis zu zahlen: 58 %
• Am meisten interessierte Altersgruppe: 35-54 Jahre alt
• Hauptmotivation: Reduzierung des CO2-Fußabdrucks

Kleine bis mittlere Unternehmen

Gesamtmarkt für Nutzfahrzeuge für kleine Unternehmen: 42,6 Milliarden US-Dollar im Jahr 2023.

Unternehmenssektor	Potenzielle Fahrzeugnachfrage
Bau	7.200 Fahrzeuge
Dienstleistungsbranchen	5.600 Fahrzeuge
Lokaler Einzelhandelsvertrieb	4.300 Fahrzeuge

Canoo Inc. (GOEV) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungskosten

Für das Geschäftsjahr 2022 meldete Canoo Forschungs- und Entwicklungskosten in Höhe von 146,8 Millionen US-Dollar. Das Unternehmen gab im Jahr 2021 125,5 Millionen US-Dollar für Forschung und Entwicklung aus.

Jahr	F&E-Ausgaben
2022	146,8 Millionen US-Dollar
2021	125,5 Millionen US-Dollar

Fertigungseinrichtung und Betriebskosten

Die Produktionsstätte von Canoo in Tulsa, Oklahoma, stellte eine Anfangsinvestition von dar 400 Millionen Dollar. Die Gesamtkosten für die betriebliche Einrichtung der Produktionsanlage beliefen sich im Jahr 2023 auf etwa 500 Millionen US-Dollar.

Investition in Batterietechnologie

Canoo hat investiert 75,2 Millionen US-Dollar insbesondere in der Entwicklung der Batterietechnologie und der proprietären Plattformforschung für Elektrofahrzeuge zwischen 2020 und 2022.

Lieferkettenmanagement

• Geschätzte jährliche Kosten für das Supply-Chain-Management: 52,3 Millionen US-Dollar
• Kosten für die Komponentenbeschaffung: 37,6 Millionen US-Dollar
• Logistik und Transport: 14,7 Millionen US-Dollar

Marketing- und Vertriebsausgaben

Jahr	Marketingkosten	Vertriebsausgaben
2022	18,3 Millionen US-Dollar	22,7 Millionen US-Dollar
2021	12,5 Millionen US-Dollar	16,9 Millionen US-Dollar

Die Gesamtbetriebskostenstruktur für Canoo Inc. betrug im Jahr 2022 ungefähr 339,8 Millionen US-Dollar.

Canoo Inc. (GOEV) – Geschäftsmodell: Einnahmequellen

Verkauf von Elektrofahrzeugen

Ab dem vierten Quartal 2023 beträgt der prognostizierte Umsatz von Canoo mit Elektrofahrzeugen 12,7 Millionen US-Dollar

Fahrzeugmodell	Voraussichtlicher Jahresumsatz	Durchschnittspreis
Lifestyle-Fahrzeug	1.200 Einheiten	$49,950
Pickup-Truck	800 Einheiten	$55,000

Fahrzeug-Abonnementdienste

Preisspanne für monatliche Abonnements: 500 bis 750 US-Dollar pro Monat

• Geschätzte monatliche Abonnenten: 250–500 Kunden
• Voraussichtlicher jährlicher Abonnementumsatz: 1,8 Millionen US-Dollar

Verträge für gewerbliche Flottenfahrzeuge

Gesamtzahl der vertraglich vereinbarten Flottenbestellungen ab 2024: 3.500 Fahrzeuge

Kunde	Anzahl der Fahrzeuge	Vertragswert
Walmart	1,500	82,5 Millionen US-Dollar
Duke Energy	1,000	55 Millionen Dollar

Technologielizenzierung für EV-Plattformen

Voraussichtlicher jährlicher Umsatz aus Technologielizenzen: 5,3 Millionen US-Dollar

• Anzahl potenzieller Lizenzvereinbarungen: 4-6
• Durchschnittliche Lizenzgebühr pro Plattform: 1,1 Millionen US-Dollar

Mögliche Lizenzierung der Batterietechnologie

Geschätzter potenzieller Lizenzumsatz für Batterietechnologie: 3,6 Millionen US-Dollar

Technologietyp	Lizenzierungspotenzial	Geschätzter Jahresumsatz
Proprietäres Batteriedesign	3 potenzielle Lizenznehmer	2,4 Millionen US-Dollar
Batteriemanagementsystem	2 potenzielle Lizenznehmer	1,2 Millionen US-Dollar

Canoo Inc. (GOEV) - Canvas Business Model: Value Propositions

You're looking at the value propositions for Canoo Inc. (GOEV) as of late 2025, which, honestly, is a liquidation scenario following the Chapter 7 filing on January 17, 2025, in the U.S. Bankruptcy Court for the District of Delaware. So, the value proposition shifts from selling vehicles to maximizing asset realization under court supervision.

Maximizing recovery for secured and unsecured creditors

The core value proposition in this phase is the orderly liquidation of assets to satisfy claims, overseen by a federal court-appointed Bankruptcy Trustee. The structure of existing debt dictates the recovery potential for different creditor classes. The company ceased operations immediately after the filing date of January 17, 2025.

• The process is managed by a court-appointed Bankruptcy Trustee.
• Shareholders are expected to receive zero distribution from the liquidation.
• A key factor is the status of loans made by the CEO/Chairman Tony Aquila's entity.

Here's a quick look at the final financial position impacting creditor recovery:

Financial Metric	Value as of September 30, 2024	Context
Cash, Cash Equivalents, and Restricted Cash	$16 million	Final reported cash position before cessation of operations
CEO/Chairman Secured Loan Amount	$2.5 million	Mid-December 2024 loan converted to secured status
Q3 2024 Revenue	$0.9 million	Last reported quarterly revenue
Estimated Annualized Cost Savings from Consolidation	$12 million - $14 million	Projected savings from Texas/Oklahoma relocation

The secured status of the $2.5 million loan from the CEO's entity in mid-December 2024 is critical, as this position is prioritized over unsecured claims in the distribution waterfall.

Offering unique, compact EV technology IP to potential buyers

The value proposition here is the sale of the underlying intellectual property, specifically the Multi-Purpose Platform (MPP) architecture, as a standalone asset. This platform is described as a self-contained, fully functional rolling chassis design. Before the filing, the company had stated goals for production ramp-up, which now serve as a baseline for the IP's potential value to a buyer.

• The platform supports a wide range of vehicle applications for businesses.
• The company had achieved final activation of the Oklahoma City facility Foreign Trade Zone.
• The CEO stated an aim to reach three jobs per day by Q4 2025, with multiple jobs per hour in 2026.

The IP and tooling are part of the assets the Trustee must sell off to generate proceeds for creditors.

Providing specialized, low-mileage fleet vehicles (LDV, MPDV) to asset buyers

The value proposition for asset buyers involves acquiring the existing inventory of specialized vehicles, including Light Delivery Vehicles (LDV) and Multi-Purpose Delivery Vehicles (MPDV), which were the focus after shifting away from the consumer market. The company had secured high-profile relationships that demonstrate product validation.

• Product offerings included LDV, MPDV, lifestyle vehicles, and pickups.
• Canoo Inc. had agreements with Walmart and delivered vehicles to NASA, the Department of Defense ("DOD"), and The United States Postal Service ("USPS").
• The company reported a quarterly revenue of $0.9 million in Q3 2024.

The trustee will be selling any remaining finished or in-process vehicles to asset buyers looking for immediate fleet additions or platform components.

Finance: draft the initial asset inventory list for the Trustee by Monday.

Canoo Inc. (GOEV) - Canvas Business Model: Customer Relationships

You're looking at the customer relationship structure for Canoo Inc. as of its Chapter 7 liquidation status in 2025. The relationship landscape has entirely shifted from vehicle sales to legal and asset disposition matters.

Formal, legal communication with all creditors and the court

The primary communication channel is now governed by the U.S. Bankruptcy Code, Chapter 7, which Canoo Inc. filed for on January 17, 2025. This process dictates all formal interactions.

The financial scope of these creditor relationships is defined by the bankruptcy filing disclosures:

Metric	Reported Value
Number of Creditors Owed	Fewer than 49
Total Liabilities Range	$10 million to $50 million
Claimed Assets Range	Less than $50,000
Bankruptcy Filing Date	January 17, 2025

This formal structure supersedes any prior commercial relationship framework.

Transactional relationship with asset purchasers via auction or private sale

Any remaining relationship with asset purchasers is purely transactional, focused on the orderly sale of remaining company assets under court supervision. This is the mechanism for realizing value for creditors.

Prior to the Chapter 7 filing, a Corporate Asset Purchase with Arrival UK (New and Like-New Assets) was recorded on March 26, 2024, but the current relationships are defined by the liquidation process.

No direct customer relationship for vehicle sales (deposits were refunded)

The direct-to-consumer sales channel is defunct. Canoo Inc. had previously announced a focus on fleet customers and a plan to refund retail deposits starting in late 2024.

The status of these initial customer interactions, primarily $100 deposits, involved:

• Refund requests processed via email to refunds@canoo.com.
• Some customers reported receiving their $100 refund within 24 hours of posting a request in late 2024.
• Other customers were advised to initiate a chargeback dispute with their credit card provider.
• Funds for deposits were reportedly held in a special account, though employee class action claims may have priority over remaining funds.

The last reported cash, cash equivalents, and restricted cash balance before the bankruptcy filing was $18.2 million as of March 31, 2024, which contrasts sharply with the stated liabilities.

Finance: draft final creditor communication log by next Tuesday.

Canoo Inc. (GOEV) - Canvas Business Model: Channels

You're looking at the Channels block of the Business Model Canvas for Canoo Inc. (GOEV) as of late 2025. Given the Chapter 7 filing on January 17, 2025, the traditional sales and distribution channels have been entirely replaced by legal and disposition channels managed under court supervision. The primary channel for value realization is now the liquidation of assets.

U.S. Bankruptcy Court filings and public dockets

The entire channel strategy is dictated by the proceedings in the U.S. Bankruptcy Court for the District of Delaware. This court docket serves as the central repository and ultimate authority for all asset disposition activities. The filing itself, under Chapter 7 of the U.S. Bankruptcy Code, immediately converted all potential sales channels into a court-supervised liquidation process, overseen by a federal Bankruptcy Trustee.

The initial financial snapshot provided to the court defined the scope of the asset disposition effort:

• Assets declared: $126 million
• Debts declared: $164 million

This disparity between assets and liabilities sets the expectation for creditor recovery, which directly impacts how aggressively the trustee pursues asset realization through the available channels. The trustee's collaboration with the former Canoo Inc. team is a necessary internal channel to facilitate the physical transfer of assets.

Asset auction platforms and industrial real estate brokers

The physical assets, including intellectual property, manufacturing equipment, and real estate holdings, are channeled for sale through mechanisms approved by the Bankruptcy Court. While specific third-party auction platforms or industrial real estate brokers used by the trustee are not always immediately public in the initial dockets, the outcome of the process is visible.

A significant development in the asset channel was the successful bid by the former Chairman and CEO, Tony Aquila, to acquire the bankrupt EV startup's assets. This was finalized after a judge ruled in his favor around April 10, 2025, effectively shutting down other potential buyer channels, such as a competing bid from a mystery financier around May 16, 2025.

Here's a look at the financial context governing the asset realization channels:

Asset Category/Disposition Channel	Key Financial Metric/Event	Date Context
Total Declared Assets	$126 million	January 2025 Filing
Total Declared Liabilities	$164 million	January 2025 Filing
CEO Asset Acquisition Bid Approval	Judge's ruling in favor of CEO's bid	April 10, 2025
Real Estate Lease Obligation (Bentonville)	$17.1 million (10-year lease signed in 2022)	Pre-Bankruptcy Context

Direct communication with major secured creditors

In a Chapter 7, direct communication shifts from customer/partner engagement to creditor negotiation and claims processing. The primary channel here is the formal claims process managed by the Trustee, where secured creditors assert their priority claims against the liquidated assets. The structure of the distribution is fixed by the Bankruptcy Code, meaning communication focuses on validating the value realized through the auction channels against the outstanding debt.

Secured creditors are prioritized over unsecured creditors and equity holders. The fact that the company ceased operations immediately upon filing, rather than attempting a reorganization (Chapter 13), signals that the secured creditors' positions were likely strong enough to warrant immediate liquidation.

The failure to secure funding from the U.S. Department of Energy's Loan Program Office was a key event leading to insolvency, meaning that office, or any other major secured lender, was a critical counterparty in the pre-filing and initial post-filing communication regarding asset collateral. The liquidation process channels the proceeds directly to these parties first.

• Priority of Payment: Secured Creditors first.
• Unsecured Creditors next in line.
• Shareholders last, likely receiving $0.00 per share.

Finance: review the final asset disposition report from the Trustee by the end of Q4 2025.

Canoo Inc. (GOEV) - Canvas Business Model: Customer Segments

You're looking at the customer segments for Canoo Inc. (GOEV) as of late 2025, which is a unique situation given the Chapter 7 bankruptcy filing on January 17, 2025, and subsequent delisting from Nasdaq on January 24, 2025. The primary stakeholders shift from end-users to parties involved in asset realization.

Secured and unsecured creditors (the primary stakeholders)

Following the Chapter 7 filing, the focus for any remaining value shifts entirely to the creditors. While specific outstanding balances for secured and unsecured debt as of late 2025 liquidation aren't explicitly detailed in the latest reports, the context is defined by the company's financial distress leading up to the filing.

• Market capitalization at the time of delisting was reported at just $7.68 million.
• The company reported a negative free cash flow yield of -28.65% just before the bankruptcy filing.
• The company stated in its 2024 filings that it needed to raise additional capital in the near term and did not have sufficient cash on hand to meet near-term obligations.

Government agencies (e.g., USPS, DoD) with existing vehicle contracts

These entities represent customers with existing, though potentially terminated or modified, purchase agreements. The fulfillment status of these contracts becomes a key point for the bankruptcy trustee.

Here's a look at the known government-related activity:

Agency/Program	Vehicle/Service	Quantity/Value Detail	Status Context (Pre-Bankruptcy)
U.S. Postal Service (USPS)	LDV 190 (Right-Hand Drive)	Purchase of six vehicles for delivery in Q1 2024.	Agreement announced January 24, 2024.
DoD DIU	Battery Testing Program	Revenue recognition reported for testing services.	Reported in Q2 2024 updates.
International/Commercial (Saudi Arabia)	Electric Vehicles (EVs)	Jazeera Paints initially to purchase 20 EVs in 2024, with an option for 180 additional vehicles.	Part of an entry into a reported $30 billion market.

Industrial real estate investors and equipment buyers

With manufacturing facilities in Northwest Arkansas and Pryor, Oklahoma, the disposition of these physical assets becomes a segment for industrial real estate investors and equipment buyers during the Chapter 7 process. The company had focused production in the U.S. after ceasing contract manufacturing with VDL Nedcar.

• The Oklahoma City facility had received Foreign Trade Zone designation approval.
• The company had a stated 2025 production target of 70,000 to 80,000 units, which required the operational status of these facilities.

Competitor EV manufacturers seeking IP or specialized assets

In a bankruptcy scenario, other EV manufacturers might look to acquire Canoo Inc.'s proprietary electric vehicle platform or other intellectual property. The company's structure involved Canoo Technologies Inc. and Canoo Sales, LLC.

• The company employed 651 Full Time Employees as of the July 7, 2025, data point, representing a pool of specialized engineering talent.
• Prior to the production halt, the company aimed for 96% of its parts to be sourced from U.S. and Allied Nations.

Canoo Inc. (GOEV) - Canvas Business Model: Cost Structure

You're looking at the cost structure for Canoo Inc. (GOEV) as it navigates the Chapter 7 liquidation process initiated in January 2025. This stage is entirely focused on winding down operations and maximizing asset recovery for creditors, meaning the cost structure is dominated by administrative and wind-down expenses rather than traditional operating costs.

The scale of these costs is set against the company's declared financial position at the time of filing: total assets were reported at approximately $126 million against total liabilities exceeding $164 million. This deficit means the costs associated with the liquidation itself-legal, administrative, and advisory-will directly reduce the pool available for unsecured creditors.

Significant Legal and Administrative Fees for the Chapter 7 Process

The Chapter 7 filing in the U.S. Bankruptcy Court for Delaware immediately triggered significant, non-discretionary legal and administrative costs. These fees cover the court-mandated processes for asset identification, creditor notification, and the overall administration of the estate. While the exact final figure for the entire process isn't finalized until the case closes, initial filings suggest substantial retainers for the appointed legal teams.

• The liquidation is overseen by a court-appointed Bankruptcy Trustee.
• Legal fees are prioritized claims against the remaining assets.
• Past liabilities, such as the $1.5 million SEC fine from 2023, must also be addressed within the claims process.

Trustee and Professional Advisor Compensation

The compensation for the Trustee and their professional advisors-attorneys, accountants, and asset disposition specialists-is a primary cost driver in any Chapter 7. These professionals are compensated based on statutory rates or fee applications approved by the Delaware Bankruptcy Court, which are calculated based on the complexity and the value of the assets being administered.

Here's a look at the financial context surrounding some pre-liquidation obligations that influence the current cost environment:

Financial Obligation Type	Reported Amount (Approximate)	Context
Total Declared Liabilities	$164 million	Total debt figure at January 2025 filing.
Secured Debt (Example)	$3.9 million	Loans from CEO Tony Aquila ($1.2M + $2.7M) secured by Oklahoma City facility assets.
SEC Fine (Historical)	$1.5 million	Penalty from 2023 for misleading investors regarding the IPO.

Facility Maintenance Costs Until Final Asset Sale

Canoo Inc. ceased operations and idled its factory in Oklahoma City, and had operations/personnel in Michigan and Texas. Maintenance costs until final asset sale include securing, insuring, and preserving these physical locations and any remaining equipment.

The company had previously signed a 10-year lease for a 270,000-square-foot industrial building in Bentonville, Arkansas, though its corporate headquarters later moved to Justin, Texas. The costs here involve breaking or settling these property obligations.

• Costs include utility retention, security contracts, and environmental compliance for idle manufacturing sites.
• Lease termination fees or ongoing rent payments until sublease or contract resolution are factored in.

Wind-Down Costs for Remaining Workforce and Furloughed Employees

When Canoo filed for Chapter 7, it immediately laid off its remaining workforce. Wind-down costs specifically cover final payroll obligations, accrued vacation pay, and potential severance packages, subject to priority under the Bankruptcy Code.

The company expressed gratitude to its employees, but the immediate cessation of operations means these final payments are a critical, high-priority expense category for the Trustee to manage.

The total cost for workforce wind-down is dependent on the final number of employees and the terms of their employment agreements, which are subject to review by the Trustee. Honestly, these employee-related claims often get paid before many other unsecured creditors.

Canoo Inc. (GOEV) - Canvas Business Model: Revenue Streams

You're looking at the revenue streams for Canoo Inc. (GOEV) as of late 2025. Given the company filed for a voluntary petition for liquidation under Chapter 7 of the U.S. Bankruptcy Code on January 17, 2025, the revenue streams are fundamentally tied to winding down operations rather than ongoing vehicle sales. The last reported operational revenue provides a baseline for what might be considered the final collection of receivables.

The final collection of accounts receivable is best represented by the last reported quarterly revenue before the bankruptcy filing. For the third quarter of 2024, Canoo Inc. reported revenue of $0.89 million. The year-to-date revenue through Q3 2024 was $1.50 million.

Regarding the other components of this section, specific, confirmed financial figures for late 2025 are not publicly available in the immediate post-bankruptcy filings provided, as the focus shifts to asset disposition by the trustee. However, the structure of potential final proceeds is as follows:

• Proceeds from the sale of all remaining physical assets and inventory.
• Revenue from the sale of intellectual property and patents.
• Potential recovery from prior strategic investments or joint ventures.

The company's operational cost reduction efforts, such as the relocation from California to Texas and Oklahoma, were projected to save approximately $12 million to $14 million annually, which speaks to the scale of assets being liquidated, though not the recovery value itself.

Here is a snapshot of the last reported revenue figures for Canoo Inc. before the Chapter 7 filing:

Revenue Component	Period Ending September 30, 2024	Comparison/Context
Quarterly Revenue	$0.89 million	Fell short of analyst estimate of $2.11 million.
Year-to-Date Revenue	$1.5 million	Total revenue through Q3 2024.
Year-Ago Quarterly Revenue (Q3 2023)	$0.52 million	Represents a modest increase from the prior year period.

The GAAP net income for Q3 2024 was $3 million, which included a $62 million gain on the fair value change of warrant and derivative liabilities, which is a non-operational item that influenced the final reported income before liquidation.

Finance: draft 13-week cash view by Friday.