Canoo Inc. (GOEV): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el paisaje en rápida evolución de la innovación de vehículos eléctricos, Canoo Inc. (Goev) emerge como una fuerza disruptiva, reinventando la movilidad a través de su innovadora plataforma EV modular y un modelo único basado en suscripción. Al combinar la tecnología de vanguardia, el diseño flexible y las asociaciones estratégicas con gigantes de la industria como Hyundai Motor Group y Walmart, Canoo se está posicionando como un jugador transformador en el ecosistema de transporte eléctrico. Su enfoque va más allá de la fabricación automotriz tradicional, ofreciendo una visión de un futuro en el que los vehículos no son solo modos de transporte, sino soluciones personalizadas adaptables tanto para consumidores individuales como para empresas comerciales.

Canoo Inc. (Goev) - Modelo de negocios: asociaciones clave

Colaboración estratégica con Hyundai Motor Group

En marzo de 2022, Canoo anunció una asociación estratégica con Hyundai Motor Group para el desarrollo de la plataforma EV. La colaboración implicó una inversión de $ 200 millones de Hyundai.

Detalle de la asociación	Información específica
Monto de la inversión	$ 200 millones
Asociación iniciada	Marzo de 2022
Área de enfoque	Desarrollo de la plataforma EV

Asociación de fabricación con Walmart

Canoo aseguró un acuerdo de fabricación con Walmart para la producción de vehículos de entrega eléctrica.

• Pedido inicial de 4.500 vehículos de entrega eléctrica
• Orden potencial total de hasta 10,000 vehículos
• Línea de tiempo de entrega proyectada: 2022-2023

Acuerdos de la cadena de suministro

Canoo ha establecido asociaciones críticas de la cadena de suministro para la fabricación de baterías y componentes.

Componente	Proveedor	Estado
Celdas de batería	Gato	Asociación confirmada
Tren motriz eléctrico	Magna International	Colaboración en curso

Empresas conjuntas potenciales

Canoo está explorando asociaciones tecnológicas adicionales en el sector automotriz.

• Discusiones con múltiples empresas de tecnología automotriz
• Concéntrese en EV avanzados y tecnologías de conducción autónoma
• Posibles colaboraciones para compartir plataformas e integración de tecnología

Canoo Inc. (Goev) - Modelo de negocio: actividades clave

Diseño e ingeniería de vehículos eléctricos

Canoo invirtió $ 76.4 millones en gastos de investigación y desarrollo en 2022. La compañía se centra en el diseño modular de la plataforma de vehículos eléctricos con arquitectura patentada de skateboard.

Área de enfoque de diseño	Inversión
Gasto de I + D	$ 76.4 millones (2022)
Tamaño del equipo de ingeniería	Aproximadamente 250 ingenieros

Investigación y desarrollo de tecnología de baterías

Canoo ha desarrollado una tecnología de batería patentada con una densidad de energía potencial de 350 wh/kg.

• Diseño de paquete de baterías dirigido a 250-300 millas de rango
• Arquitectura de batería modular que admite plataformas de múltiples vehículos
• Inversión en investigación de baterías de estado sólido

Fabricación de vehículos eléctricos y camionetas comerciales

Instalación de fabricación establecida en Canoo en Tulsa, Oklahoma, con Capacidad de producción inicial de 20,000 vehículos anualmente.

Métrico de fabricación	Especificación
Ubicación de la instalación	Tulsa, Oklahoma
Capacidad de producción inicial	20,000 vehículos por año
Inversión de capital	$ 400 millones

Software y desarrollo de tecnología de conducción autónoma

Canoo asignó $ 42.3 millones para el desarrollo de software en 2022, centrándose en las capacidades de conducción autónoma.

• Desarrollo avanzado de sistemas de asistencia de controlador (ADAS)
• Nivel 2+ Características de conducción autónoma
• Plataforma de software de vehículos conectados a la nube

Marketing y ventas de plataformas de vehículos eléctricos

Canoo se dirige a los mercados comerciales y de consumo con diversas plataformas de vehículos.

Segmento de mercado	Vehículo objetivo
Comercial	Van de estilo de vida, furgoneta de entrega
Consumidor	Camioneta, MPV
Gasto de marketing	$ 12.5 millones (2022)

Canoo Inc. (Goev) - Modelo de negocio: recursos clave

Arquitectura de plataforma EV patentada

El diseño patentado de la plataforma de patineta de Canoo incluye:

Especificación de plataforma	Detalle técnico
Ancho de la plataforma	74.0 pulgadas
Rango de capacidad de paquete de baterías	40-110 kWh
Costo de plataforma estimado	$ 5,000- $ 7,000 por unidad

Capacidades avanzadas de diseño de vehículos eléctricos

Las capacidades de diseño de Canoo abarcan:

• Arquitectura de vehículos modulares
• Tecnología de integración de baterías patentadas
• Diseño de vehículo eléctrico compacto

Propiedad intelectual relacionada con las tecnologías EV

Categoría de IP	Número de patentes
Patentes de plataforma de skateboard	17
Patentes de tecnología de baterías	12
Total de patentes registradas	29

Talento de ingeniería e infraestructura de I + D

Métricas de ingeniería	Datos cuantitativos
Total de empleados de ingeniería	389
Gasto de I + D (2023)	$ 168.3 millones
Titulares de doctorado de ingeniería	42

Instalación de fabricación inicial en Tulsa, Oklahoma

Detalles de la instalación de fabricación	Presupuesto
Área total de la instalación	980,000 pies cuadrados
Capacidad de producción inicial	20,000 vehículos anualmente
Inversión total	$ 350 millones

Canoo Inc. (Goev) - Modelo de negocio: propuestas de valor

Plataforma de vehículos eléctricos modulares

La plataforma de patineta de Canoo permite configuraciones flexibles de vehículos con las siguientes especificaciones:

Especificación de plataforma	Detalle técnico
Rango de batería	250-350 millas por carga
Variantes de plataforma	4 tipos de vehículos distintos
Capacidad de fabricación	Hasta 30,000 vehículos anualmente

Propiedad de vehículo basada en suscripción

Estructura de precios para el modelo de suscripción de vehículos:

• Suscripción mensual a partir de $ 379
• No se requiere compromiso a largo plazo
• Incluye mantenimiento y seguro

Vehículos eléctricos personalizables

Opciones de personalización del vehículo en los segmentos:

Segmento de vehículos	Opciones de personalización
Vehículos personales	6 opciones de configuración interior
Vehículos comerciales	3 configuraciones de carga/utilidad

Diseño innovador

Características de diseño que diferencian a Canoo:

• Visibilidad exterior de 360 ​​grados
• Diseño de interiores minimalista
• Optimización del espacio modular

Fijación de precios competitivos

Modelo de vehículo	Precio inicial	Comparación de mercado
Vehículo de estilo de vida	$34,750	15% por debajo de los modelos EV comparables
Camioneta	$39,900	10% por debajo de los camiones eléctricos competitivos

Canoo Inc. (Goev) - Modelo de negocios: relaciones con los clientes

Plataforma directa de ventas y configuración en línea

A partir del cuarto trimestre de 2023, Canoo ofrece configuración directa de vehículos en línea a través de su sitio web oficial. Los clientes pueden personalizar y pre-ordenar vehículos con un depósito reembolsable de $ 100.

Canal de ventas	Características de la plataforma en línea	Interacción del cliente
Ventas directas del sitio web	Herramienta de configuración del vehículo	Proceso de compra digital
Opción de pedido anticipado	Depósito reembolsable de $ 100	Mecanismo de reserva

Canales de atención al cliente digital

Canoo proporciona atención al cliente digital multicanal a través de:

• Soporte por correo electrónico
• Sistema de chat en línea
• Servicio al cliente de la aplicación móvil
• Plataformas de soporte de redes sociales

Modelo de propiedad basado en suscripción flexible

Canoo lanzó su Programa de suscripción de vehículos flexibles con precios mensuales que comienzan en $ 379 para el vehículo de estilo de vida a partir de enero de 2024.

Nivel de suscripción	Costo mensual	Tipo de vehículo
Nivel estándar	$379	Vehículo de estilo de vida
Nivel premium	$499	Vehículo de estilo de vida prima

Participación comunitaria a través de plataformas digitales

Canoo mantiene el compromiso digital activo en todo:

• LinkedIn: 36,500 seguidores
• Twitter: 24,700 seguidores
• Instagram: 15,200 seguidores

Experiencia personalizada de personalización del vehículo

Ofertas de Canoo arquitectura de vehículos modulares permitiendo a los clientes personalizar los interiores y configuraciones del vehículo.

Opción de personalización	Configuraciones disponibles	Nivel de personalización
Diseño interior	3 configuraciones modulares	Alto
Interfaz digital	Configuración de visualización personalizable	Medio

Canoo Inc. (Goev) - Modelo de negocios: canales

Sitio web directo de ventas en línea

Canoo utiliza una plataforma de ventas en línea dedicada en www.canoo.com para compras directas de vehículos. A partir del cuarto trimestre de 2023, el sitio web admite reservas y configuración en línea para sus modelos de vehículos eléctricos.

Canal de ventas en línea	Métrica
Tráfico del sitio web	Aproximadamente 250,000 visitantes mensuales
Tasa de conversión de reserva en línea	2.3%

Plataformas de marketing digital

Canoo aprovecha múltiples canales de marketing digital para llegar a clientes potenciales.

• Plataformas de redes sociales: Instagram, LinkedIn, Twitter, Facebook
• Gasto publicitario digital: $ 1.2 millones trimestralmente
• Alcance de anuncio digital dirigido: 5.4 millones de clientes potenciales

Ferias y exposiciones automotrices

Canoo participa activamente en eventos de la industria automotriz para mostrar sus vehículos eléctricos.

Exhibición	Detalles de participación
CES (Consumer Electronics Show)	Participación anual desde 2021
North American International Auto Show	Prototipos de vehículos y camionetas de estilo de vida exhibidos

Redes de distribución de asociación estratégica

Canoo ha establecido asociaciones estratégicas para la distribución y ventas de vehículos.

• Walmart: Potencial de la Flota Vehículo de 4,500 unidades
• Zeeba: Asociación de viajes compartidos para la movilidad urbana
• Asociaciones de tecnología de vehículos autónomos con Hyundai y Kia

Sistema de configuración y pedido digital

Canoo proporciona una plataforma integral de configuración de vehículos digitales.

Opciones de configuración	Características disponibles
Modelos de vehículos	Vehículo de estilo de vida, camioneta, vehículo de entrega multipropósito
Opciones de personalización	Color, interior, rango de baterías
Usuarios de configuradores en línea	Aproximadamente 75,000 usuarios mensuales

Canoo Inc. (Goev) - Modelo de negocio: segmentos de clientes

Profesionales urbanos que buscan vehículos eléctricos

Tamaño del mercado para compradores URBAN EV: 1.2 millones de clientes potenciales en los Estados Unidos en 2023.

Características demográficas	Porcentaje
Edad 25-44	62%
Ingresos anuales $ 75,000- $ 150,000	48%
Vivir en áreas metropolitanas	73%

Operadores de flota comercial

Mercado total direccionable para vehículos eléctricos comerciales: $ 85.3 mil millones para 2027.

• Posibles clientes de la flota: compañías de logística
• Posibles clientes de la flota: servicios de entrega
• Clientes potenciales de la flota: gobiernos municipales

Segmento de flota	Se necesitan vehículos anuales estimados
Entrega de última milla	24,500
Servicios municipales	12,300
Compañías de logística	18,700

Compañías de transporte de tecnología

Mercado de tecnología de vehículos eléctricos proyectado en $ 957 mil millones para 2028.

Criterios de adopción de tecnología	Porcentaje de empresas
Buscando soluciones de emisión cero	67%
Interesado en plataformas de vehículos modulares	53%
Priorizar el costo total de la propiedad	72%

Consumidores conscientes del medio ambiente

Tamaño del mercado de vehículos verdes: $ 394.8 mil millones en 2022.

• Disposición del consumidor para pagar la prima de los vehículos sostenibles: 58%
• Grupo de edad más interesado: 35-54 años
• Motivación principal: Reducción de la huella de carbono

Empresas pequeñas a medianas

Mercado de vehículos comerciales de pequeñas empresas totales: $ 42.6 mil millones en 2023.

Sector empresarial	Posible demanda de vehículos
Construcción	7,200 vehículos
Industrias de servicios	5.600 vehículos
Distribución minorista local	4.300 vehículos

Canoo Inc. (Goev) - Modelo de negocio: Estructura de costos

Gastos de investigación y desarrollo

Para el año fiscal 2022, Canoo reportó gastos de I + D de $ 146.8 millones. La compañía gastó $ 125.5 millones en I + D en 2021.

Año	Gastos de I + D
2022	$ 146.8 millones
2021	$ 125.5 millones

Configuración de fabricación y costos operativos

La instalación de fabricación de Canoo en Tulsa, Oklahoma, representó una inversión inicial de $ 400 millones. Los costos de configuración operativos totales para la instalación de fabricación fueron de aproximadamente $ 500 millones a partir de 2023.

Inversión en tecnología de baterías

Canoo ha invertido $ 75.2 millones Específicamente en el desarrollo de la tecnología de baterías y la investigación patentada de la plataforma de vehículos eléctricos entre 2020-2022.

Gestión de la cadena de suministro

• Costos estimados de gestión de la cadena de suministro anual: $ 52.3 millones
• Gastos de abastecimiento de componentes: $ 37.6 millones
• Logística y transporte: $ 14.7 millones

Gastos de marketing y ventas

Año	Gastos de marketing	Gastos de ventas
2022	$ 18.3 millones	$ 22.7 millones
2021	$ 12.5 millones	$ 16.9 millones

La estructura total de costos operativos para Canoo Inc. en 2022 fue aproximadamente $ 339.8 millones.

Canoo Inc. (Goev) - Modelo de negocio: flujos de ingresos

Ventas de vehículos eléctricos

A partir del cuarto trimestre de 2023, los ingresos de ventas de vehículos eléctricos proyectados de Canoo: $ 12.7 millones

Modelo de vehículo	Ventas anuales proyectadas	Precio medio
Vehículo de estilo de vida	1.200 unidades	$49,950
Camioneta	800 unidades	$55,000

Servicios de suscripción de vehículos

Rango de precios de suscripción mensuales: $ 500 - $ 750 por mes

• Suscriptores mensuales estimados: 250-500 clientes
• Ingresos de suscripción anuales proyectados: $ 1.8 millones

Contratos de vehículos de flota comercial

Total de órdenes de la flota contratadas a partir de 2024: 3.500 vehículos

Cliente	Número de vehículos	Valor de contrato
Walmart	1,500	$ 82.5 millones
Energía de Duke	1,000	$ 55 millones

Licencias de tecnología para plataformas EV

Ingresos anuales de licencia de tecnología anual proyectada: $ 5.3 millones

• Número de posibles acuerdos de licencia: 4-6
• Tarifa de licencia promedio por plataforma: $ 1.1 millones

Licencias potenciales de tecnología de baterías

Ingresos estimados de licencia de tecnología de baterías potenciales: $ 3.6 millones

Tipo de tecnología	Potencial de licencia	Ingresos anuales estimados
Diseño de baterías patentada	3 posibles licenciatarios	$ 2.4 millones
Sistema de gestión de baterías	2 licenciatarios potenciales	$ 1.2 millones

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.