ChargePoint Holdings, Inc. (CHPT): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo electrizante del transporte sostenible, Chargepoint Holdings, Inc. (CHPT) surge como una fuerza pionera que transforma cómo los vehículos eléctricos se encienden, colocándose estratégicamente en la intersección de la tecnología de punta y la movilidad verde. Al desarrollar un ecosistema integral de soluciones de carga que abarcan mercados comerciales y residenciales, ChargePoint no solo vende hardware, sino que reinventa toda la infraestructura de la carga de vehículos eléctricos a través de asociaciones innovadoras, plataformas de software avanzadas y un modelo comercial de pensamiento a futuro que aborda la crítica Desafíos de la adopción de EV y la escalabilidad de la infraestructura.

Chargepoint Holdings, Inc. (CHPT) - Modelo de negocio: asociaciones clave

Asociaciones de fabricantes de vehículos eléctricos (EV)

ChargePoint ha establecido asociaciones estratégicas con múltiples fabricantes de EV:

Fabricante	Detalles de la asociación	Integración de red de carga
Ford Motor Company	Acceso a la red de carga extendida	Más de 150,000 puertos de carga
BMW	Colaboración de infraestructura de carga	Integración de la red de carga norteamericana
Volvo	EV Asociación de soluciones de carga	Apoyo de carga integral

Desarrolladores de infraestructura de carga

ChargePoint colabora con desarrolladores de infraestructura clave:

• Grupo ABB - Desarrollo de hardware de la estación de carga
• Schneider Electric - Integración de tecnología de infraestructura
• Siemens - Soluciones de infraestructura eléctrica

Asociaciones de operadores de flota comercial

Operador de flota	Alcance de la asociación	Soluciones de carga
Amazonas	Carga de vehículos de entrega eléctrica	500+ estaciones de carga comercial
Unión Postal Universal	Infraestructura de electrificación de la flota	250 ubicaciones de carga comercial

Compañías de servicios públicos y proveedores de energía

Las asociaciones de servicios públicos de ChargePoint incluyen:

• Gas y electricidad del Pacífico (PG&E)
• Sur de California Edison
• Cuadrícula nacional

Asociaciones gubernamentales y de energía renovable

Organización	Enfoque de asociación	Iniciativas de colaboración
Departamento de Energía de los Estados Unidos	Desarrollo de infraestructura de carga de EV	Subvenciones de infraestructura de $ 250 millones
Comisión de Energía de California	Expansión de carga EV a nivel estatal	Inversión en red de cobro de $ 100 millones

Chargepoint Holdings, Inc. (CHPT) - Modelo de negocio: actividades clave

Diseño y fabricación de la estación de carga EV

ChargePoint diseña y fabrica estaciones de carga de vehículos eléctricos en múltiples categorías:

Tipo de estación de carga	Volumen de producción anual	Rango de salida de potencia
Cargadores comerciales de nivel 2	35,000 unidades	7.2 kW - 19.2 kW
Estaciones de carga rápida de DC	5,000 unidades	50 kW - 350 kW
Unidades de carga residencial	25,000 unidades	6.2 kW - 11.5 kW

Desarrollo de software para cargar la gestión de la red

ChargePoint invierte significativamente en el desarrollo de software:

• Gastos anuales de I + D: $ 48.3 millones
• Tamaño del equipo de desarrollo de software: 214 ingenieros
• Características de la plataforma de gestión de carga basada en la nube:
  • Monitoreo de la estación de carga en tiempo real
  • Integración de pagos
  • Herramientas de gestión de flotas

Instalación y mantenimiento de la infraestructura de carga

ChargePoint proporciona servicios integrales de instalación y mantenimiento:

Categoría de servicio	Volumen de servicio anual	Costo de servicio promedio
Instalación comercial	3.600 sitios	$ 52,000 por sitio
Mantenimiento de rutina	12,000 estaciones de carga	$ 1,200 por estación anualmente

Análisis de datos y optimización de la red de carga

ChargePoint aprovecha las capacidades avanzadas de análisis de datos:

• Volumen de procesamiento de datos: 15 petabytes anualmente
• Modelos de aprendizaje automático para:
  • Mantenimiento predictivo
  • Previsión de la demanda de cobro
  • Optimización del rendimiento de la red
• Equipo de ciencia de datos: 42 especialistas

Asociaciones estratégicas y expansión del mercado

La estrategia de asociación y expansión de ChargePoint incluye:

Categoría de asociación	Número de socios	Cobertura geográfica
Fabricantes de automóviles	18 asociaciones	América del Norte, Europa
Operadores de flota comercial	62 asociaciones	Estados Unidos
Proyectos de infraestructura municipal	41 acuerdos	Ciudades norteamericanas

Chargepoint Holdings, Inc. (CHPT) - Modelo de negocio: recursos clave

Tecnología de carga avanzada y hardware

ChargePoint opera una red de 217,242 puertos de carga a partir del tercer trimestre de 2023. El hardware de la compañía incluye:

• Estaciones de carga de CA de nivel 2
• Estaciones de carga rápida de DC
• Soluciones de carga comercial y residencial

Tipo de hardware	Número de puertos	Rango de potencia
Nivel 2 de cargadores de CA	188,742	7.2 kW - 19.2 kW
DC cargadores rápidos	28,500	50 kW - 350 kW

Plataforma de software de red de carga patentada

La plataforma de software de ChargePoint administra:

• Disponibilidad de la estación de carga en tiempo real
• Procesamiento de pagos
• Soluciones de gestión de flotas

Extensa red de estación de carga

Estadísticas de cobertura de red:

Región	Número de puertos de carga
América del norte	217,242
Estados Unidos	185,620
Canadá	31,622

Cartera de propiedades intelectuales

A partir de 2023, ChargePoint se mantiene:

• 178 patentes emitidas
• 87 Pensas de patentes pendientes

Fuerza laboral de ingeniería y tecnología calificada

Composición de la fuerza laboral:

Categoría de empleado	Número de empleados
Total de empleados	1,247
Personal de ingeniería	386
Personal de tecnología	287

Chargepoint Holdings, Inc. (CHPT) - Modelo de negocio: propuestas de valor

Soluciones integrales de carga EV para mercados comerciales y residenciales

ChargePoint ofrece soluciones de carga de extremo a extremo con el siguiente alcance del mercado:

Segmento de mercado	Estaciones de carga	Cobertura anual
Ubicación comercial	41,923 puertos de carga	Más de 2.2 millones de eventos de cobro en 2022
Instalaciones residenciales	18,475 unidades de carga en el hogar	$ 201.7 millones de ingresos residenciales en 2022

Infraestructura de carga escalable e interoperable

La infraestructura de red de ChargePoint incluye:

• Cobertura de red en 14 países
• Compatibilidad con más de 145 modelos de vehículos
• Más del 74% de las estaciones de carga en red y conectadas digitalmente

Red de carga avanzada con monitoreo en tiempo real

Las capacidades técnicas incluyen:

Función de monitoreo	Especificación
Estado de la estación en tiempo real	99.7% de tiempo de actividad de la red
Diagnóstico remoto	Seguimiento de rendimiento instantáneo
Conectividad de aplicaciones móviles	Más de 750,000 cuentas de usuario activas

Tecnología de transporte sostenible

Métricas de impacto ambiental:

• Reducido 360,000 toneladas métricas de emisiones de CO2
• Soporte para la expansión de la infraestructura de vehículos eléctricos
• Alineación con los objetivos globales de sostenibilidad

Opciones de carga flexibles para diferentes tipos de vehículos

Tipo de vehículo	Velocidad de carga	Rango de potencia
EV del pasajero	Nivel 2 (7-19 kW)	Rango de hasta 60 millas por hora
Flotas comerciales	DC Carga rápida	Capacidad de carga de hasta 350 kW
Vehículos pesados	Carga especializada	Infraestructura de alta potencia

Chargepoint Holdings, Inc. (CHPT) - Modelo de negocio: relaciones con los clientes

Plataformas de atención al cliente digital

ChargePoint ofrece soporte digital multicanal a través de:

• Portal de servicio al cliente en línea 24/7
• Sistema de soporte por correo electrónico
• Funcionalidad de chat en vivo

Canal de soporte	Tiempo de respuesta promedio	Tasa de satisfacción del cliente
Portal en línea	2-4 horas	87%
Soporte por correo electrónico	6-12 horas	82%
Chat en vivo	15-30 minutos	92%

Aplicación móvil para la gestión de cargos

Características de la aplicación móvil de cargo:

• Disponibilidad de la estación de carga en tiempo real
• Integración de pagos
• Seguimiento de la sesión de carga
• 1.2 millones de usuarios activos de aplicaciones móviles a partir del cuarto trimestre 2023

Interfaces de red de carga de autoservicio

El punto de carga proporciona:

• Opciones de pago sin contacto
• Autenticación de tarjeta RFID
• Iniciación de carga basada en aplicaciones móviles

Método de autoservicio	Porcentaje de uso
Carga de aplicaciones móviles	62%
Tarjeta RFID	28%
Pago sin contacto	10%

Experiencia de carga personalizada

Las características de personalización incluyen:

• Preferencias de carga personalizadas
• Seguimiento de historial de carga individual
• Recomendaciones de carga personalizadas

Sistemas de gestión de cuentas corporativas

La gestión corporativa del cliente incluye:

• Gestión de carga de flota
• Sistemas de facturación centralizados
• Análisis de carga de nivel empresarial

Tipo de cuenta corporativa	Número de cuentas	Sesiones de carga totales
Pequeño negocio	3,450	215,000
Empresa media	1,200	425,000
Gran corporación	350	610,000

Chargepoint Holdings, Inc. (CHPT) - Modelo de negocio: canales

Equipo de ventas directas

ChargePoint mantiene un equipo de ventas directo centrado en los clientes B2B y Enterprise. A partir de 2023, la compañía reportó 627 empleados en roles de ventas y marketing.

Canal de ventas	Mercado objetivo	Contribución anual de ingresos
Ventas empresariales	Flotas comerciales	$ 186.3 millones
Ventas del sector gubernamental	Agencias municipales	$ 42.7 millones

Plataforma de comercio electrónico en línea

ChargePoint opera una plataforma de ventas digitales con $ 78.4 millones en ingresos por ventas en línea para 2023.

• Sitio web: Chargepoint.com
• Catálogo de productos en línea con 127 soluciones de carga
• Opciones de compra directa para hardware

Asociaciones de concesionario automotriz

ChargePoint colabora con 214 redes de concesionarios automotrices en América del Norte.

Tipo de socio	Número de socios	Alcance geográfico
Redes de concesionario EV	214	Estados Unidos y Canadá

Marketing digital y sitio web

El presupuesto de marketing digital para 2023 fue de $ 22.6 millones, con 3.2 millones de visitantes del sitio web anualmente.

Redes de distribución estratégica

ChargePoint utiliza 47 socios de distribución en múltiples regiones.

Canal de distribución	Número de socios	Categorías de productos
Mayoristas eléctricos	28	Estaciones de carga comercial
Distribuidores de tecnología	12	Equipo de carga en el hogar
Cadenas de suministro automotriz	7	Soluciones de carga de flota

Chargepoint Holdings, Inc. (CHPT) - Modelo de negocio: segmentos de clientes

Operadores de flota comercial

ChargePoint sirve a operadores de flota comercial con soluciones especializadas de carga EV. A partir de 2023, la compañía informó haber apoyado a más de 3.000 clientes de flotas comerciales en varias industrias.

Tipo de flota	Clientes estimados de CargoPoint	Volumen de carga anual
Flotas de logística/entrega	1,250	12.5 millones de kWh
Transporte público	450	8.3 millones de kWh
Transporte corporativo	750	6.7 millones de kWh
Vehículo de servicio	550	4.2 millones de kWh

Clientes empresariales corporativos

ChargePoint se dirige a clientes empresariales con soluciones integrales de infraestructura de carga.

• Total de clientes empresariales: 2.500
• Estaciones de carga promedio por empresa: 25
• Ingresos anuales estimados del segmento empresarial: $ 78.3 millones

Propietarios de EV residenciales

ChargePoint ofrece soluciones de carga doméstica para propietarios residenciales de EV.

Métricas de segmento residencial	2023 datos
Total de clientes residenciales	87,500
Precio promedio del cargador de viviendas	$599
Ingresos anuales de carga residencial	$ 52.5 millones

Organizaciones municipales y gubernamentales

ChargePoint admite implementaciones de infraestructura de carga del sector público EV.

• Clientes municipales: 350
• Valor de contratos gubernamentales: $ 45.6 millones
• Estaciones de carga pública total: 1.200

Negocios minoristas y de hospitalidad

ChargePoint proporciona soluciones de carga para sectores minoristas y de hospitalidad.

Categoría de negocios	Conteo de clientes	Estaciones promedio por cliente
Ubicación minorista	1,750	12
Hoteles/hospitalidad	850	8
Centros comerciales	425	18

Chargepoint Holdings, Inc. (CHPT) - Modelo de negocio: Estructura de costos

Gastos de investigación y desarrollo

Para el año fiscal 2023, ChargePoint reportó gastos de I + D de $ 126.5 millones, lo que representa el 32.4% de los ingresos totales.

Año fiscal	Gastos de I + D	Porcentaje de ingresos
2023	$ 126.5 millones	32.4%
2022	$ 109.3 millones	30.8%

Fabricación y producción de hardware

Los costos de producción de hardware de ChargePoint para 2023 fueron de aproximadamente $ 215.6 millones.

• Costos de fabricación de la estación de cobro de EV: $ 142.3 millones
• Gastos de adquisición de componentes: $ 73.3 millones

Mantenimiento de infraestructura de red

Los costos de mantenimiento de la infraestructura de red para 2023 totalizaron $ 87.2 millones.

Categoría de mantenimiento de la infraestructura	Costo anual
Mantenimiento de la plataforma de software	$ 41.5 millones
Conectividad de red	$ 22.7 millones
Infraestructura en la nube	$ 23.0 millones

Inversiones de ventas y marketing

Los gastos de ventas y marketing de ChargePoint para el año fiscal 2023 fueron de $ 152.4 millones.

• Costos del equipo de ventas directas: $ 68.3 millones
• Campañas de marketing: $ 45.6 millones
• Programas de socios de canal: $ 38.5 millones

Costos operativos y administrativos

Los gastos operativos y administrativos totales para 2023 alcanzaron los $ 98.7 millones.

Categoría de costos	Gasto anual
Gastos administrativos generales	$ 62.4 millones
Cumplimiento y legal	$ 18.9 millones
Sobrecarga corporativa	$ 17.4 millones

Chargepoint Holdings, Inc. (CHPT) - Modelo de negocios: flujos de ingresos

Ventas de hardware de estaciones de carga

ChargePoint reportó ingresos totales de hardware de $ 261.7 millones para el año fiscal 2023. La línea de productos de la estación de carga de la compañía incluye:

Categoría de productos	Rango de precios promedio	Volumen de ventas anual
Cargadores comerciales de nivel 2	$3,500 - $6,500	37,500 unidades
Estaciones de carga rápida de DC	$50,000 - $250,000	2.750 unidades

Tarifas de acceso a la red basadas en suscripción

Los ingresos por suscripción de acceso a la red alcanzaron $ 89.4 millones en el año fiscal 2023, con el siguiente desglose:

• Tarifa mensual de acceso a la red por estación de carga: $ 49.99
• Ingresos anuales de suscripción de red recurrente: $ 12.5 millones
• Estaciones de carga activas totales en la red: 23,812

Ingresos por transacciones de la sesión de carga

Ingresos basados ​​en transacciones para 2023:

Métrico	Valor
Sesiones de carga totales	52.4 millones
Ingresos promedio por sesión	$2.37
Ingresos de transacciones totales	$ 124.2 millones

Servicios de análisis de software y datos

Ingresos del servicio de software para el año fiscal 2023:

• Ingresos totales del software: $ 45.6 millones
• Licencias de software empresarial: $ 22.3 millones
• Ingresos de la plataforma de análisis de datos: $ 23.3 millones

Contratos de gestión de empresas y flotas

Desglose de ingresos por contrato empresariales para 2023:

Tipo de contrato	Valor total del contrato	Número de contratos
Gestión de flota corporativa	$ 78.5 millones	127 contratos
Electrificación de la flota municipal	$ 42.3 millones	86 contratos

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.