Beam Global (BEEM): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama en rápida evolución de las soluciones de energía sostenible, Beam Global (BEEM) surge como una fuerza pionera, revolucionando la infraestructura de carga de vehículos eléctricos a través de tecnología innovadora con energía solar. Al integrar a la perfección la generación de energía renovable, las capacidades de carga fuera de la red y la ingeniería de vanguardia, Beam Global no solo vende estaciones de carga, sino que están reinventando cómo las ciudades, las corporaciones y los operadores de flotas pueden transformar la huella ambiental del transporte. Su lienzo de modelo de negocio único revela un enfoque estratégico que va más allá de las soluciones de carga tradicionales, posicionando a la empresa a la vanguardia de la innovación de energía limpia y la movilidad sostenible.

Beam Global (Beem) - Modelo de negocio: asociaciones clave

Proveedores de infraestructura de carga de vehículos eléctricos (EV)

Beam Global se asocia con las compañías de infraestructura de carga para expandir las capacidades de red de carga EV.

Pareja	Detalles de colaboración	Año establecido
Punto de carga	Integración de red de carga EV	2021
Evgo	Despliegue de la estación de carga pública	2022

Gobiernos municipales y departamentos de planificación urbana

Asociaciones estratégicas con entidades urbanas para el despliegue de infraestructura sostenible.

• Departamento de Transporte de la ciudad de Nueva York
• Oficina de Almacenamiento de la calle de Los Ángeles
• Agencia de Transporte Municipal de San Francisco

Compañías de energía renovable

Las colaboraciones se centraron en la integración de energía solar y limpia.

Pareja	Enfoque de energía renovable	Valor de contrato
Primero solar	Integración del panel solar	$ 2.5 millones
Sol	Soluciones de carga solar	$ 1.8 millones

Operadores de flota comercial

Asociaciones dirigidas a la carga de vehículos eléctricos para el transporte comercial.

• Flota Logística de Amazon
• UPS Transporte sostenible
• Programa de vehículos eléctricos de FedEx

Socios de integración de tecnología e software

Colaboraciones tecnológicas que mejoran la infraestructura de carga EV.

Pareja	Enfoque tecnológico	Año de integración
Siemens	Tecnologías de cuadrícula inteligente	2022
TEJIDO	Software de la estación de carga	2023

Beam Global (Beem) - Modelo de negocio: actividades clave

Diseño y fabricación de estaciones de carga EV portátiles

Beam Global produce las estaciones de carga con energía solar EV ARC ™ (cargador autónomo renovable de vehículo eléctrico). A partir de 2024, la compañía ha desplegado más de 250 unidades de carga en varios lugares en los Estados Unidos.

Especificación de producto	Detalles
Capacidad de carga	Hasta 125 millas de rango por día
Producción de energía anual	Aproximadamente 16,000 kWh por unidad

Soluciones de generación y almacenamiento de energía solar

La compañía se especializa en infraestructura de carga solar fuera de la red con sistemas integrados de almacenamiento de baterías.

• Capacidad total de generación solar: 4.2 MW a partir del cuarto trimestre 2023
• Capacidad de almacenamiento de la batería: 2.8 MWh en unidades desplegadas
• Cero dependencia de la infraestructura de la red eléctrica

Investigación y desarrollo de tecnologías de energía limpia

Beam Global invirtió $ 3.2 millones en I + D durante el año fiscal 2023, centrándose en tecnologías de carga avanzadas de EV.

Áreas de enfoque de I + D	Inversión
Innovación de carga solar	$ 1.5 millones
Tecnología de batería	$ 1.1 millones
Integración de software	$600,000

Marketing y ventas de infraestructura de carga sostenible

La compañía se dirige a mercados gubernamentales, comerciales y municipales con soluciones de carga sostenibles.

• Ingresos de ventas en 2023: $ 24.7 millones
• Penetración del mercado en 15 estados de EE. UU.
• Segmentos de clientes: municipios, universidades, corporaciones

Innovación e ingeniería de productos

Beam Global tiene 7 patentes activas relacionado con tecnologías autónomas de carga renovable a partir de 2024.

Categorías de patentes	Número de patentes
Sistemas de carga solar	3
Almacenamiento de energía	2
Infraestructura de carga	2

Beam Global (Beem) - Modelo de negocio: recursos clave

Tecnología de carga de EV con energía solar patentada

Beam Global posee 9 patentes activas relacionadas con la infraestructura de carga de vehículos eléctricos con energía solar a partir del cuarto trimestre de 2023.

Categoría de patente	Número de patentes
Tecnología de carga solar	5
Sistemas de almacenamiento de energía	3
Infraestructura de carga EV	1

Propiedad intelectual y patentes

Cartera total de propiedad intelectual valorada en aproximadamente $ 12.3 millones en 2023.

Ingeniería y experiencia técnica

• Fuerza laboral de ingeniería total: 37 empleados
• Experiencia promedio de ingeniería: 8.5 años
• Titulares de doctorado: 6 empleados

Instalaciones de fabricación

Ubicación	Tipo de instalación	Capacidad de producción anual
San Diego, CA	Manufactura principal	1,200 unidades de carga EV
Phoenix, AZ	Investigación y desarrollo	N / A

Reputación de marca fuerte en soluciones de energía limpia

La valoración de la marca se estima en $ 7.5 millones en 2023, con reconocimiento en mercados de infraestructura sostenible.

Métrica de reconocimiento del mercado	Valor 2023
Premios de innovación de energía limpia	3
Presentaciones de conferencias de la industria	12

Beam Global (Beem) - Modelo de negocio: propuestas de valor

Soluciones de carga EV sostenibles y renovables

Beam Global proporciona infraestructura de carga EV con energía solar con las siguientes especificaciones:

Métrico	Valor
Generación anual de energía solar	6.4 MWh por estación de carga
Potencial de compensación de carbono	3.2 toneladas métricas CO2 por estación anualmente
Contribución de energía renovable	Cargo 100% con energía solar

Infraestructura de carga fuera de la red y de la red

Características clave de las soluciones de carga fuera de la red de Beam Global:

• Capacidad de generación de energía independiente
• No se requiere conexión de la red eléctrica
• Desplegable en ubicaciones remotas
• Diseño de infraestructura resistente

Despliegue rápido de estaciones de carga

Métrico de despliegue	Actuación
Tiempo de instalación	Menos de 2 horas por estación
Flexibilidad de diseño modular	Compatible con múltiples tipos de vehículos
Capacidad de implementación anual	500+ estaciones de carga

Tecnología de carga de emisiones de carbono cero

La tecnología de carga de emisión cero de Beam Global ofrece:

• Abastecimiento de energía renovable 100%
• Cero emisiones de gases de efecto invernadero directo
• Infraestructura de carga neta de cero

Alternativa rentable a la infraestructura de carga tradicional

Comparación de costos	Beam Global	Infraestructura tradicional
Costo de instalación	$ 75,000 por estación	$ 150,000 por estación
Mantenimiento anual	$5,000	$15,000
Costo de energía	$ 0 (energía solar)	$ 8,000- $ 12,000 anualmente

Beam Global (Beem) - Modelo de negocios: relaciones con los clientes

Soporte de ventas directo

Beam Global brinda soporte de ventas directo a través de su equipo de ventas dedicado centrado en la carga de vehículos eléctricos y las soluciones de energía. En 2023, la compañía reportó 72 personas de ventas directas que apoyaban a los clientes empresariales y municipales.

Canal de ventas	Segmentos de clientes	Volumen de contacto anual
Ventas empresariales	Operadores de flota comercial	247 interacciones directas
Ventas municipales	Clientes del gobierno de la ciudad	93 compromisos directos

Plataformas de servicio al cliente en línea

Beam Global mantiene una plataforma integral de servicio al cliente en línea con canales de soporte digital.

• Sistema de boletos de soporte digital 24/7
• Base de conocimiento en línea con 328 artículos técnicos
• Portal de clientes con monitoreo de equipos en tiempo real

Soporte de consulta técnica e implementación

La Compañía ofrece servicios de consulta técnica especializada con 18 especialistas en implementación técnica dedicada a partir del cuarto trimestre de 2023.

Tipo de consulta	Tiempo de respuesta promedio	Volumen de consulta anual
Consulta previa a la instalación	48 horas	214 consultas
Soporte posterior a la instalación	24 horas	176 sesiones de apoyo

Mantenimiento y actualizaciones de productos continuos

Beam Global ofrece programas de mantenimiento integrales con 3 niveles de servicio por su infraestructura de carga de vehículos eléctricos.

• Plan de mantenimiento básico: verificaciones trimestrales del sistema
• Plan de mantenimiento premium: evaluaciones de diagnóstico mensuales
• Plan de mantenimiento empresarial: monitoreo continuo en tiempo real

Participación comunitaria en tecnología sostenible

La compañía participa activamente en comunidades de tecnología sostenible con métricas de participación medibles.

Plataforma de compromiso	Participación anual	Miembros de la comunidad
Conferencias de la industria	7 eventos importantes	1.342 asistentes
Serie de seminarios web	12 sesiones trimestrales	2.587 participantes registrados

Beam Global (Beem) - Modelo de negocio: canales

Equipo de ventas directas

A partir del cuarto trimestre de 2023, Beam Global mantiene un equipo de ventas directo de 17 profesionales de ventas a tiempo completo dirigidos a mercados comerciales, gubernamentales y municipales.

Categoría de canal de ventas	Número de representantes de ventas	Segmento del mercado objetivo
Ventas comerciales	7	Empresas del sector privado
Ventas gubernamentales	5	Agencias federales y estatales
Ventas municipales	5	Proyectos de infraestructura de la ciudad y del condado

Plataforma de comercio electrónico en línea

La plataforma de comercio electrónico de Beam Global generó $ 3.2 millones en ingresos directos de ventas en línea en 2023, lo que representa el 22% de los ingresos totales de la compañía.

• Sitio web: www.beamglobal.com/shop
• Tasa de conversión de ventas en línea: 4.7%
• Valor de transacción promedio: $ 12,500

Canales de adquisiciones gubernamentales y municipales

En 2023, las adquisiciones gubernamentales y municipales representaron el 45% de los ingresos totales de Beam Global, ascendiendo a $ 6.8 millones.

Canal de adquisición	Contratos totales	Valor de contrato
Adquisición federal	12	$ 3.4 millones
Adquisición estatal	24	$ 2.1 millones
Adquisición municipal	36	$ 1.3 millones

Conferencia de energía limpia y exposiciones de ferias comerciales

Beam Global participó en 8 exhibiciones principales de energía limpia en 2023, generando el 15% de los clientes potenciales de estos eventos.

• Eventos de feria comercial total a la que asistieron: 8
• Tasa de generación de leads: 15%
• Costo promedio por exposición: $ 42,000

Redes de asociación estratégica

A partir de 2024, Beam Global mantiene 22 asociaciones estratégicas en diversas industrias y sectores.

Tipo de asociación	Número de socios	Ingresos colaborativos estimados
Infraestructura de EV	7	$ 1.6 millones
Energía renovable	6	$ 1.2 millones
Soluciones municipales	9	$ 2.3 millones

Beam Global (Beem) - Modelo de negocio: segmentos de clientes

Gobiernos municipales

A partir de 2024, Beam Global se dirige a los gobiernos municipales que buscan soluciones sostenibles de infraestructura urbana.

Segmento de mercado	Tasa de adopción potencial	Potencial de inversión anual
Municipios urbanos	12.7%	$ 47.3 millones
Iniciativas de la ciudad sostenible	8.5%	$ 29.6 millones

Operadores de flota comercial

Beam Global ofrece soluciones de carga de vehículos eléctricos para sectores de transporte comercial.

• Tamaños de la flota objetivo: 50-500 vehículos
• Mercado anual de electrificación de la flota: $ 1.2 mil millones
• Segmentos potenciales de clientes:
  • Compañías de logística
  • Servicios de entrega
  • Redes de transporte

Proveedores de red de carga de vehículos eléctricos

Beam Global admite la expansión de la infraestructura de carga.

Tipo de red	Tamaño del mercado	Proyección de crecimiento
Redes de carga pública	$ 3.4 mil millones	14.6% CAGR
Redes de carga privadas	$ 1.7 mil millones	11.3% CAGR

Desarrolladores de infraestructura sostenible

Beam Global ofrece soluciones innovadoras para proyectos de infraestructura verde.

• Mercado total de infraestructura sostenible: $ 2.8 billones
• Áreas clave de desarrollo:
  • Integración de energía renovable
  • Infraestructura de carga EV
  • Tecnologías de la ciudad inteligente

Corporaciones ambientalmente conscientes

Las iniciativas de sostenibilidad corporativa impulsan la adquisición de clientes de Beam Global.

Segmento corporativo	Presupuesto de sostenibilidad	Inversión de infraestructura de EV
Fortune 500 Companies	$ 127 millones	$ 42.5 millones
Empresas de tamaño mediano	$ 18.6 millones	$ 7.3 millones

Beam Global (Beem) - Modelo de negocio: Estructura de costos

Gastos de investigación y desarrollo

Para el año fiscal 2023, Beam Global reportó gastos de I + D de $ 3.1 millones, lo que representa aproximadamente el 14.2% de los gastos operativos totales.

Año fiscal	Gastos de I + D	Porcentaje de gastos operativos
2023	$ 3.1 millones	14.2%
2022	$ 2.7 millones	13.8%

Costos de fabricación y producción

Los costos de fabricación para Beam Global en 2023 totalizaron $ 12.4 millones, con un desglose de la siguiente manera:

• Costos de material directo: $ 6.8 millones
• Costos laborales directos: $ 3.2 millones
• Sobrecoss de fabricación: $ 2.4 millones

Inversiones de ventas y marketing

Los gastos de ventas y marketing para Beam Global en 2023 alcanzaron los $ 4.5 millones, lo que representa el 20.7% de los ingresos totales.

Categoría de gastos	Cantidad	Porcentaje de ingresos
Ventas y marketing	$ 4.5 millones	20.7%

Integración de tecnología y desarrollo de software

Los gastos relacionados con la tecnología para Beam Global en 2023 ascendieron a $ 2.9 millones, centrándose en el software de infraestructura y el desarrollo de la plataforma de carga EV.

Gestión de la cadena de suministro y logística

La cadena de suministro y los costos de logística para 2023 fueron de $ 5.6 millones, que incluyen:

• Gastos de adquisición: $ 2.1 millones
• Transporte y logística: $ 2.5 millones
• Gestión de inventario: $ 1.0 millones

Costos operativos totales para 2023: $ 28.5 millones

Beam Global (Beem) - Modelo de negocio: flujos de ingresos

Ventas directas de productos de estaciones de carga EV

En el año fiscal 2023, Beam Global reportó ingresos totales de $ 18.1 millones, con las ventas de la estación de cobro de EV contribuyendo con una porción significativa.

Categoría de productos	Ingresos anuales
Estaciones de carga Zettavolt EV	$ 8.7 millones
Unidades de carga con energía solar	$ 5.4 millones

Contratos de mantenimiento y servicio recurrentes

Los ingresos por contrato de servicio para 2023 totalizaron $ 2.3 millones.

• Acuerdos de mantenimiento anual
• Servicios de garantía extendidos
• Contratos de monitoreo remoto

Acuerdos de licencia de tecnología

La licencia de tecnología generó $ 1.5 millones en ingresos durante 2023.

Socio de licencia	Ingresos por licencias
Gobiernos municipales	$750,000
Compañías de infraestructura privadas	$750,000

Subvenciones de infraestructura del gobierno

Los ingresos por subvenciones del gobierno para 2023 ascendieron a $ 3.2 millones.

• Subvenciones federales de energía limpia: $ 1.8 millones
• Subvenciones de desarrollo de infraestructura estatal: $ 1.4 millones

Inversiones de proyectos de energía renovable

Los retornos de inversión de proyectos de energía renovable alcanzaron $ 2.4 millones en 2023.

Categoría de inversión	Retornos de inversión
Inversiones de proyectos solares	$ 1.6 millones
EV Cargo por inversiones de infraestructura	$800,000

Beam Global (BEEM) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Beam Global (BEEM) solutions as of late 2025. It's not just about charging cars; it's about speed, security, and multi-functionality in a world demanding resilient infrastructure.

Rapid Deployment: EV Charging Installed in Minutes, Not Months, with Zero Construction

The value here centers on speed to market, bypassing the typical delays associated with grid upgrades. While I don't have a specific 'minutes' metric for installation, the market demand for this speed is evident in order flow. For instance, Beam Global saw its EV ARC™ off-grid solar-powered charging unit orders increase by 23% quarter-over-quarter in Q1 2025. This suggests customers are prioritizing rapid deployment solutions over lengthy construction timelines.

Energy Resilience: Off-Grid Charging that Operates During Grid Failures and Blackouts

Resilience is a major driver, especially given the operational context. The company secured defense contracts totaling $2.5 million in sales for its Energy Storage Systems (ESS), which speaks directly to mission-critical, off-grid needs. Furthermore, the deployment of the BeamWell™ system in Jordan highlights this capability by providing electricity for cooking and refrigeration of medical supplies, operating independently of local utilities.

Lowest Total Cost of Ownership (TCO): Avoids High Costs of Trenching, Permitting, and Utility Bills

While direct TCO figures aren't in the latest reports, the financial structure supports this claim. Beam Global remains debt free and has a $100 million line of credit available and unused, suggesting the capital expenditure for the customer is lower than traditional grid-tied infrastructure requiring utility upgrades and trenching. Also, the company itself is focusing on internal cost control, having reduced operating costs by $1.2 million in Q2 2025 compared to Q2 2024.

Product Diversification: Multi-Use Platform for EV, E-Bike, Drone Charging, and Water Desalination

This is where the numbers really show a strategic pivot and growth area. The Energy Storage Solutions (ESS) business is clearly gaining traction, with contracted orders in January and February 2025 showing a 200% increase compared to the entire first quarter of 2024. The ESS revenue itself grew by 21% in the first half of 2025 versus 2024. The company also added three major new clients to its ESS portfolio, including a Fortune 500 automotive company. The table below details the scope of this diversification as of late 2025 reports:

Product/Segment	Key Metric/Data Point	Reporting Period/Date
Energy Storage Solutions (ESS) Order Growth	200% increase in contracted orders	Jan-Feb 2025 vs. Q1 2024
Energy Storage Solutions (ESS) Revenue Growth	21% increase	H1 2025 vs. 2024
BeamWell Desalination Unit Output	3,000 liters of fresh water daily	Deployment in Jordan, Dec 2025
BeamWell E-Mobility Support	Charges four electric mopeds	Deployment in Jordan, Dec 2025
Beam Europe Solar Installation	530 kW capacity	Reported in Q2 2025

Sustainability: 100% Renewable, Solar-Powered Infrastructure for Zero-Emission Goals

The entire product line is built on solar power. The Beam Europe facility itself installed a 530 kW Solar installation to power its production operations. This commitment aligns with broader market trends, as global EV sales were up 29% in 2025, with North America seeing a 16% increase, driving demand for the company's solar-powered charging infrastructure. The company's Q2 2025 GAAP Gross Margin was 20%, with an adjusted non-GAAP Gross Margin of 30%, showing operational improvements tied to its product mix.

Finance: draft 13-week cash view by Friday.

Beam Global (BEEM) - Canvas Business Model: Customer Relationships

You're looking at how Beam Global (BEEM) connects with and keeps its customers as of late 2025, which shows a clear pivot away from heavy reliance on U.S. federal sales toward a more diversified commercial and international base. This shift in customer mix is a key strategic move reflected in the numbers.

Direct sales and long-term contracts are clearly being reweighted. While uncertainty around the U.S. government's zero-emission vehicle strategy caused revenue dips, for example, a ~$3 million U.S. federal-funded EV ARC order was delayed in the third quarter, the commercial segment stepped up significantly. For the nine months ended September 30, 2025, revenues from non-government commercial entities grew to account for 67% of total revenues, a big jump from 31% for the same period in 2024. Specifically for the third quarter of 2025, non-government commercial entities represented 82% of total revenues, compared to only 48% in the third quarter of 2024. The Energy Storage Systems (ESS) business secured new defense contracts totaling $2.5 million in sales, scheduled for revenue recognition by the end of 2025. The overall contract pipeline remains active, with the backlog reported at $8 million as of the third quarter of 2025, excluding delayed awards and the Middle East pipeline.

Metric	Period Ended September 30, 2024 (9M)	Period Ended September 30, 2025 (9M)
Revenue from Non-Government Commercial Entities	31%	67%
Revenue from International Operations	20%	39%

The company is actively building out its support structure for market penetration. You see this in the international growth; international customers comprised 39% of revenues for the first nine months of 2025, up from 20% in the same period of 2024. This global expansion is supported by concrete channel development. In the first quarter of 2025, Beam Global expanded its European sales network by adding three new distribution partners. Furthermore, in the second quarter, they formed Beam Middle East, a 50/50 joint venture with Platinum Group UAE, to cover the Middle East and Africa markets. The third quarter saw the signing of reselling agreements with multiple qualified representatives across the U.S. and Europe. Also, the company benefits from streamlined government purchasing pathways, having secured a renewal of its General Services Administration (GSA) Multiple Award Schedule (MAS) contract through October 31, 2030, and an award by Sourcewell.

Regarding deployment, while I don't have a specific metric for 'zero-contact setup' efficiency, the operational activity shows product movement across a wide base. In the third quarter of 2025, Beam Global deployed EV ARC™ and BeamBike™ systems in Abu Dhabi and deployed BeamBike™ product for tribal communities in the United States. The company shipped products to 13 U.S. states and several international locations in the second quarter alone.

For recurring revenue, the focus is on new product adoption. The CEO expressed enthusiasm for products like BeamBike™ and BeamPatrol™. While the search results confirm the deployment of BeamBike™ systems in Abu Dhabi and for tribal communities, there are no specific reported financial figures for recurring revenue streams derived from BeamBike™ subscriptions as of late 2025. It remains a potential area for future revenue diversification.

Finance: review the Q4 2025 backlog conversion rate against the $8 million reported Q3 backlog by the end of January 2026.

Beam Global (BEEM) - Canvas Business Model: Channels

You're looking at how Beam Global (BEEM) gets its products, like the EV ARC solar charging units, into the hands of customers as of late 2025. The channel strategy clearly shows a pivot, leaning hard into commercial and international sales while maintaining key government access points.

The reliance on U.S. federal government sales has decreased significantly, which is reflected in the revenue mix shifts reported through the third quarter of 2025.

Here's a breakdown of the channel performance metrics as of the latest reported periods in 2025:

Channel Focus Area	Metric Type	Value / Percentage	Reporting Period End Date
Direct-to-Enterprise/Commercial Sales	Revenue Share (YTD)	67%	September 30, 2025
Direct-to-Enterprise/Commercial Sales	Revenue Share (YTD)	60%	June 30, 2025
Direct-to-Enterprise/Commercial Sales	Revenue Share (Q1)	53%	March 31, 2025
Direct-to-Enterprise/Commercial Sales	New Defense Contract Bookings	$2.5 million	Q2 2025
International Distributors/Agents	Revenue Share (YTD)	39%	September 30, 2025
International Distributors/Agents	Revenue Share (YTD)	37%	June 30, 2025
International Distributors/Agents	Revenue Share (Q1)	25%	March 31, 2025
International Distributors/Agents	New Contracted Order Increase (Europe)	79%	February 2025 (vs. Feb 2024)
Government Procurement Portals (GSA/Sourcewell)	DOS Contract Award Amount	$798,119	Awarded January 24, 2025

Direct sales force targeting U.S. federal and state government agencies is still a factor, though its relative contribution to total revenue has shrunk as commercial sales grew.

• GSA MAS Contract Number 47QSWA21D0006 validity through October 31, 2025.
• GSA MAS Contract renewed through October 31, 2030, with options to 2040.
• GSA MAS now includes Special Item Number (SIN) 334512.
• Sourcewell cooperative purchasing contract awarded November 12, 2025.
• Sourcewell represents purchasing power for over 50,000 participating public agencies.
• Five Federally funded National Laboratories and the U.S. Navy are existing EV ARC product users.
• City of Dallas ordered seven more EV ARC systems via GSA MAS (Q3 2025).

International distributors and agents are driving a larger piece of the top line. The company shipped products to 13 U.S. states and multiple European locations in Q2 2025.

• Expansion into Europe included new distribution partners in Romania, North Macedonia, and Albania (Q1 2025).
• Distribution agreements signed with Luminoux Flux (Croatia) and AMPS Energy AG (DACH region) (Q2 2025).

Joint venture channels are key for regional penetration. The company is debt free and has a $100 million line of credit available and unused as of Q3 2025.

• Beam Middle East is a 50/50 joint venture with Platinum Group UAE.
• Beam Middle East is headquartered in Masdar City, Abu Dhabi.
• Deployment in Jordan coordinated with Jordan Armed Forces and Jordanian Royal Medical Services.

Finance: review Q4 2025 backlog conversion rate by Friday.

Beam Global (BEEM) - Canvas Business Model: Customer Segments

You're looking at a company in a clear pivot phase, moving its center of gravity away from its historical base. The numbers from the nine months ended September 30, 2025, tell a story of rapid diversification, even as overall revenue took a hit.

U.S. Federal, state, and local government agencies (historically dominant, now shifting)

This segment is definitely shrinking as a percentage of the whole, which you can see clearly in the year-to-date figures. The total revenue for the nine months ended September 30, 2025, was $19.2 million, a 53% decrease compared to the $40.9 million for the same period in 2024. Management pointed to a reversal of the U.S. federal government's commitment to electrify its fleets as the primary driver for this revenue dip. Still, they maintain access to this market through key procurement vehicles.

• General Services Administration (GSA) Multiple Award Schedule (MAS) contract renewal through October 31, 2030.
• Awarded a purchasing contract by Sourcewell for easy procurement by government and higher education entities.

Commercial enterprises and large corporate fleets (now 67% of YTD 2025 revenue)

This is where the growth is concentrated. For the first nine months of 2025, revenues from non-government, commercial entities shot up to represent 67% of total revenue. That's a massive jump from only 31% in the first nine months of 2024. Honestly, this rebalancing is the key story here.

Here's the quick math on the shift:

Period Ended September 30, 2025 (YTD)	Commercial Revenue Share	Compared to Prior Year
Nine Months	67%	Up from 31% in 2024
Six Months (H1)	60%	Up from 24% in 2024
Q1 2025	53%	Up from 16% in Q1 2024

The Energy Storage Systems (ESS) business added three major new clients, including a Fortune 500 automotive company. Plus, they secured defense contracts totaling $2.5 million in sales, which are scheduled to be recognized as revenue by the end of 2025.

International governments and commercial entities (now 39% of YTD 2025 revenue)

International sales are also a major driver in this new mix. For the nine months ended September 30, 2025, international customers made up 39% of total revenues. That compares to just 20% for the same period in 2024. For the first half of 2025, the international share was 37% of revenue, up from 15% in the first half of 2024.

The company expanded its footprint, shipping products to countries like Serbia, Romania, Croatia, Montenegro, Bosnia, and Greece, and formed a 50/50 joint venture in the Middle East.

Defense and humanitarian organizations needing resilient, off-grid power and water

This group overlaps with the commercial segment but has specific mission-critical needs. You saw the $2.5 million in defense contracts mentioned earlier. On the humanitarian side, they deployed the BeamWell™ product in Jordan for the Royal Jordanian Armed Forces. That's concrete evidence of use in resilient, off-grid scenarios.

Higher education institutions and large public venues (e.g., Google, City of Dallas)

While specific dollar amounts for these sub-segments aren't broken out, recent activity shows engagement with large public and educational bodies. The City of Dallas ordered additional EV ARC™ Systems as recently as November 19, 2025. Also, Northwest Indian College became the first tribal college to deploy both BeamBike™ and EV ARC™ systems, showing traction in the education space. The Sourcewell contract definitely helps here, too.

Beam Global (BEEM) - Canvas Business Model: Cost Structure

You're looking at the cost side of the Beam Global (BEEM) equation as of late 2025. It's a mix of heavy infrastructure investment and ongoing operational discipline, especially as they scale internationally.

High fixed costs related to manufacturing facilities and overhead absorption are a clear factor. When sales volume dips, that fixed cost hits the bottom line hard. For the third quarter of 2025, the GAAP gross profit was a loss of $28,000, which management specifically attributed to 'the impact of fixed overhead allocations on reduced reported sales'. This contrasts with the nine months ended September 30, 2025, which still managed a GAAP gross margin of 10%.

The company continues to protect its intellectual property, which is a key cost driver. Beam Global granted several new valuable patents which increase barrier to entry for competition. Specifically, in Q1 2025, they granted a U.S. Patent for High-Volume Battery Assembly and Safety Technology.

Costs of Goods Sold (COGS) are tied directly to the components of their sustainable infrastructure products. While specific costs for solar panels, batteries, and steel fabrication aren't itemized, the overall impact on gross margin is clear when comparing GAAP to non-GAAP results.

Here's a look at the key cost and margin figures for the nine months ended September 30, 2025, compared to the prior year:

Metric	Nine Months Ended Sept 30, 2025 (in thousands)	Nine Months Ended Sept 30, 2024 (in thousands)
COGS (GAAP)	$35,789	$17,280
COGS (Adjusted non-GAAP)	$33,365	$15,055
GAAP Gross Margin	10%	12%
Adjusted non-GAAP Gross Margin (excl. D&A)	22%	18%

Sales, General, and Administrative (SG&A) expenses, which we track as operating expenses excluding non-cash items, showed significant cost control in Q3 2025. The third quarter 2025 operating expenses, excluding non-cash items, were $3.6 million. This represented an improvement of $1.5 million or 30-percentage points year-over-year.

The efficiency savings driving that reduction included:

• Decrease of $0.6 million for salaries, benefits and related costs.
• Decrease of $0.3 million in sales and marketing costs.
• Decrease of $0.3 million in other G&A.

Costs associated with international expansion and establishing new joint ventures are being managed through specific contractual terms. Beam Global opened Beam Middle East offices and entered the MEA market through a joint venture with the Platinum Group in Abu Dhabi. The structure of this joint venture is key: management stated that 'any and all costs which we incur supporting Beam Middle East in the pre-profit stages are returned from 100% of the first profits that come into the company'.

Finance: draft 13-week cash view by Friday.

Beam Global (BEEM) - Canvas Business Model: Revenue Streams

You're looking at the hard numbers driving Beam Global (BEEM)'s top line as of late 2025. The revenue picture is a mix of one-time product sales and a growing focus on future recurring streams, all against the backdrop of a challenging year for government order timing.

Product Sales: One-time revenue from sales of EV ARC™, BeamBike™, and BeamWell™ systems.

Revenue generation is anchored in the sale of the core physical assets. You see the EV ARC™ system, the BeamBike™ e-bike charging solution, and the BeamWell™ product all contributing to the top line through direct sales. For instance, the BeamBike™ is noted as tapping into the fastest-growing segment in mobility globally. Also, the company is focusing on new product areas like the BeamFlight autonomous drone charging system. Beam Global deployed EV ARC™ and BeamBike™ systems in Abu Dhabi and the BeamWell™ product in Jordan for the Royal Jordanian Armed Forces. These are all one-time revenue events upon delivery and acceptance.

Energy Storage System (ESS) contracts, including $2.5 million in defense sales expected in late 2025.

The Energy Storage System (ESS) business showed a 21% increase in its segment revenue, driven by new customers seeking specialized, high-density battery solutions. A specific component of this is the defense sector business; the company secured $2.5 million in new defense contracts for ESS, which are scheduled to convert into recognized revenue by the end of 2025. The commercial mix is shifting significantly, with revenues from non-government commercial entities making up 82% of Q3 2025 total revenues, up from 48% in Q3 2024 for the same period.

Contracted backlog of $8 million to be converted into revenue in future quarters.

The order book provides a view into near-term revenue visibility. As of the end of Q3 2025, the contracted backlog stood at $8 million. This figure excludes the pipeline from the new Middle East joint venture. Management noted that a delayed U.S. federal order, worth approximately $3 million, is expected to convert in the first half of next year, which would have significantly improved Q3 results.

Potential for recurring revenue from BeamBike subscription/leasing models.

Beam Global management is actively highlighting a strategy shift toward recurring revenue streams to stabilize the business model against lumpy, one-time sales cycles. While concrete figures aren't fully detailed yet, the potential is tied to the BeamBike™ offering, suggesting subscription or leasing models are on the table for this fast-growing segment. This is a key area to watch for future revenue quality improvement.

Year-to-date (YTD) 2025 revenue of $19.2 million as of September 30, 2025.

The cumulative revenue performance for the first nine months of 2025 reflects the impact of order timing delays, particularly from the U.S. federal government. The year-to-date revenue as of September 30, 2025, was $19.2 million. This is a substantial drop compared to the $40.9 million recognized for the same nine-month period in 2024. International operations are a growing part of this, accounting for 39% of total revenues for the nine months ending September 2025, up from 20% in the prior year period.

Here's a quick look at the key financial metrics from the Q3 2025 reporting period:

Metric	Value (as of Sept 30, 2025)
Q3 2025 Revenue	$5.8 million
Year-to-Date (YTD) 2025 Revenue	$19.2 million
YTD 2024 Revenue (Comparison)	$40.9 million
Contracted Backlog	$8 million
Q3 2025 Gross Margin (GAAP)	-0.5% loss
Adjusted Q3 2025 Gross Margin (Non-cash excluded)	13%

The revenue mix is clearly evolving, as shown by the increased reliance on commercial and international sales:

• Commercial Entities Share of YTD 2025 Revenue: 67%
• International Operations Share of YTD 2025 Revenue: 39%
• Q3 2025 Revenue from Commercial Entities: 82%

Finance: draft 13-week cash view by Friday.