Beam Global (BEEM): Business Model Canvas [Jan-2025 Mise à jour]

Dans le paysage rapide en évolution des solutions énergétiques durables, Beam Global (BEEM) apparaît comme une force pionnière, révolutionnant les infrastructures de charge des véhicules électriques grâce à une technologie innovante à énergie solaire. En intégrant de manière transparente la production d'énergie renouvelable, des capacités de charge hors réseau et de l'ingénierie de pointe, Beam Global ne vend pas seulement des bornes de recharge - ils réinventent la façon dont les villes, les sociétés et les opérateurs de flotte peuvent transformer l'empreinte environnementale du transport. Leur toile de modèle commercial unique révèle une approche stratégique qui va au-delà des solutions de charge traditionnelles, positionnant l'entreprise à l'avant-garde de l'innovation énergétique propre et de la mobilité durable.

Beam Global (BEEM) - Modèle d'entreprise: partenariats clés

Fournisseurs d'infrastructures de charge de véhicules électriques (EV)

Gébrand les partenaires de facturation des sociétés d'infrastructure pour étendre les capacités du réseau de charge EV.

Partenaire	Détails de collaboration	Année établie
Point de charge	Intégration du réseau de charge EV	2021
Evgo	Déploiement du poste de chargement public	2022

Gouvernements municipaux et services de planification urbaine

Partenariats stratégiques avec des entités urbaines pour le déploiement durable des infrastructures.

• Département des transports de la ville de New York
• Bureau de l'éclairage de la rue de Los Angeles
• Agence de transport municipal de San Francisco

Sociétés d'énergie renouvelable

Les collaborations se sont concentrées sur l'intégration solaire et énergétique propre.

Partenaire	Focus d'énergie renouvelable	Valeur du contrat
Premier solaire	Intégration du panneau solaire	2,5 millions de dollars
Pouvoir solaire	Solutions de charge solaire	1,8 million de dollars

Opérateurs de flotte commerciale

Partenariats ciblant la charge des véhicules électriques pour le transport commercial.

• Flotte de logistique Amazon
• Transport durable UPS
• Programme de véhicules électriques FedEx

Partners de la technologie et de l'intégration des logiciels

Collaborations technologiques améliorant les infrastructures de charge EV.

Partenaire	Focus technologique	Année d'intégration
Siemens	Technologies de grille intelligente	2022
Abb	Logiciel de station de charge	2023

Beam Global (BEEM) - Modèle d'entreprise: activités clés

Concevoir et fabriquer des stations de charge EV portables

Beam Global produit les bornes de charge EV Arc ™ (chargeur autonome de véhicules électriques). En 2024, la société a déployé plus de 250 unités de charge dans divers emplacements aux États-Unis.

Spécification du produit	Détails
Capacité de charge	Jusqu'à 125 miles de portée par jour
Production d'énergie annuelle	Environ 16 000 kWh par unité

Solutions de production d'énergie et de stockage d'énergie à énergie solaire

La société est spécialisée dans les infrastructures de charge solaire hors réseau avec des systèmes de stockage de batteries intégrés.

• Capacité totale de génération solaire: 4,2 MW au quatrième trimestre 2023
• Capacité de stockage de la batterie: 2,8 MWh à travers les unités déployées
• Zéro dépendance à l'infrastructure des réseaux électriques

Recherche et développement de technologies d'énergie propre

Beam Global a investi 3,2 millions de dollars dans la R&D au cours de l'exercice 2023, en se concentrant sur les technologies de recharge EV avancées.

Zones de mise au point R&D	Investissement
Innovation de charge solaire	1,5 million de dollars
Technologie de la batterie	1,1 million de dollars
Intégration logicielle	$600,000

Marketing et ventes d'une infrastructure de charge durable

La société vise les marchés gouvernementaux, commerciaux et municipaux avec des solutions de charge durables.

• Revenus de vente en 2023: 24,7 millions de dollars
• Pénétration du marché dans 15 États américains
• Segments de clientèle: municipalités, universités, sociétés

Innovation et ingénierie des produits

Beam Global Holds 7 brevets actifs liés aux technologies de charge renouvelables autonomes en 2024.

Catégories de brevets	Nombre de brevets
Systèmes de charge solaire	3
Stockage d'énergie	2
Facturation des infrastructures	2

Beam Global (BEEM) - Modèle d'entreprise: Ressources clés

Technologie de charge EV à énergie solaire propriétaire

Beam Global détient 9 brevets actifs liés à l'infrastructure de charge de véhicules électriques à énergie solaire au Q4 2023.

Catégorie de brevet	Nombre de brevets
Technologie de charge solaire	5
Systèmes de stockage d'énergie	3
Infrastructure de charge EV	1

Propriété intellectuelle et brevets

Portfolio total de propriété intellectuelle évaluée à environ 12,3 millions de dollars en 2023.

Ingénierie et expertise technique

• Total du travail d'ingénierie: 37 employés
• Expérience d'ingénierie moyenne: 8,5 ans
• Tapisseurs de doctorat: 6 employés

Installations de fabrication

Emplacement	Type d'installation	Capacité de production annuelle
San Diego, CA	Fabrication primaire	1 200 unités de charge EV
Phoenix, AZ	Recherche et développement	N / A

Solide réputation de marque dans les solutions d'énergie propre

Évaluation de la marque estimée à 7,5 millions de dollars en 2023, avec reconnaissance sur les marchés des infrastructures durables.

Métrique de reconnaissance du marché	Valeur 2023
Clean Energy Innovation Awards	3
Présentations de la conférence de l'industrie	12

Beam Global (BEEM) - Modèle d'entreprise: propositions de valeur

Solutions de charge EV durables et renouvelables

Beam Global fournit une infrastructure de charge EV à énergie solaire avec les spécifications suivantes:

Métrique	Valeur
Production annuelle d'énergie solaire	6,4 MWh par station de charge
Potentiel de décalage de carbone	3,2 tonnes métriques CO2 par station par an
Contribution d'énergie renouvelable	Charge à 100% à énergie solaire

Infrastructure de charge indépendante de la grille et de la grille

Caractéristiques clés des solutions de charge hors réseau de Beam Global:

• Capacité de production d'énergie indépendante
• Aucune connexion de la grille électrique requise
• Déployable dans des emplacements éloignés
• Conception d'infrastructure résiliente

Déploiement rapide des bornes de recharge

Métrique de déploiement	Performance
Temps d'installation	Moins de 2 heures par station
Flexibilité de conception modulaire	Compatible avec plusieurs types de véhicules
Capacité de déploiement annuelle	Plus de 500 bornes de recharge

Zéro technologie de charge des émissions de carbone

La technologie de charge à émission zéro de Beam Global offre:

• 100% d'approvisionnement en énergie renouvelable
• Émissions de gaz à effet de serre zéro directe
• Infrastructure de charge nette-zéro

Alternative rentable aux infrastructures de charge traditionnelles

Comparaison des coûts	Faisceau mondial	Infrastructure traditionnelle
Coût d'installation	75 000 $ par station	150 000 $ par station
Maintenance annuelle	$5,000	$15,000
Coût énergétique	0 $ (énervé solaire)	8 000 $ à 12 000 $ par an

Beam Global (BEEM) - Modèle d'entreprise: relations clients

Assistance des ventes directes

Beam Global fournit un support direct sur les ventes grâce à son équipe de vente dédiée en se concentrant sur la charge des véhicules électriques et les solutions énergétiques. En 2023, la société a signalé 72 vendeurs directs soutenant les entreprises et les clients municipaux.

Canal de vente	Segments de clientèle	Volume de contact annuel
Ventes d'entreprise	Opérateurs de flotte commerciale	247 interactions directes
Ventes municipales	Clients du gouvernement de la ville	93 Engagements directs

Plateformes de service client en ligne

Beam Global maintient une plate-forme de service client en ligne complète avec des canaux de support numériques.

• Système de billets de support numérique 24/7 24/7
• Base de connaissances en ligne avec 328 articles techniques
• Portail client avec surveillance des équipements en temps réel

Consultation technique et support de mise en œuvre

La Société fournit des services de consultation technique spécialisés avec 18 spécialistes de mise en œuvre techniques dédiés au quatrième trimestre 2023.

Type de consultation	Temps de réponse moyen	Volume de consultation annuelle
Consultation de pré-installation	48 heures	214 consultations
Support post-installation	24 heures	176 séances de soutien

Maintenance et mises à niveau des produits en cours

Beam Global propose des programmes de maintenance complets avec 3 niveaux de service pour son infrastructure de charge de véhicule électrique.

• Plan de maintenance de base: chèques système trimestriels
• Plan d'entretien premium: évaluations diagnostiques mensuelles
• Plan de maintenance d'entreprise: surveillance continue en temps réel

Engagement communautaire dans la technologie durable

La société s'engage activement dans des communautés de technologies durables avec des mesures de participation mesurables.

Plate-forme de fiançailles	Participation annuelle	Membres de la communauté
Conférences de l'industrie	7 événements majeurs	1 342 participants
Webinaire Series	12 séances trimestrielles	2 587 participants enregistrés

Beam Global (BEEM) - Modèle d'entreprise: canaux

Équipe de vente directe

Depuis le quatrième trimestre 2023, Beam Global maintient une équipe de vente directe de 17 professionnels de la vente à temps plein ciblant les marchés commerciaux, gouvernementaux et municipaux.

Catégorie de canal de vente	Nombre de représentants commerciaux	Segment du marché cible
Ventes commerciales	7	Entreprises du secteur privé
Ventes gouvernementales	5	Agences fédérales et étatiques
Ventes municipales	5	Projets d'infrastructure de ville et de comté

Plateforme de commerce électronique en ligne

La plate-forme de commerce électronique de Beam Global a généré 3,2 millions de dollars de revenus de ventes en ligne directs en 2023, ce qui représente 22% du total des revenus de l'entreprise.

• Site Web: www.beamglobal.com/shop
• Taux de conversion des ventes en ligne: 4,7%
• Valeur de transaction moyenne: 12 500 $

Canaux d'approvisionnement gouvernementaux et municipaux

En 2023, les achats gouvernementaux et municipaux représentaient 45% des revenus totaux de Beam Global, soit 6,8 millions de dollars.

Canal d'approvisionnement	Total des contrats	Valeur du contrat
Achat fédéral	12	3,4 millions de dollars
Marchés publics	24	2,1 millions de dollars
Achat municipal	36	1,3 million de dollars

Expositions de conférence et de salon de l'énergie propre

Beam Global a participé à 8 grandes expositions d'énergie propre en 2023, générant 15% des prospects de ces événements.

• Événements totaux des salons commerciaux présents: 8
• Taux de génération de leads: 15%
• Coût moyen par exposition: 42 000 $

Réseaux de partenariat stratégiques

En 2024, Beam Global entretient 22 partenariats stratégiques dans diverses industries et secteurs.

Type de partenariat	Nombre de partenaires	Revenus collaboratifs estimés
Infrastructure EV	7	1,6 million de dollars
Énergie renouvelable	6	1,2 million de dollars
Solutions municipales	9	2,3 millions de dollars

Beam Global (BEEM) - Modèle d'entreprise: segments de clients

Gouvernements municipaux

En 2024, Beam Global cible les gouvernements municipaux à la recherche de solutions d'infrastructure urbaine durables.

Segment de marché	Taux d'adoption potentiel	Potentiel d'investissement annuel
Municipalités urbaines	12.7%	47,3 millions de dollars
Initiatives de la ville durable	8.5%	29,6 millions de dollars

Opérateurs de flotte commerciale

Beam Global fournit des solutions de charge de véhicules électriques pour les secteurs des transports commerciaux.

• Taille des flotte cible: 50-500 véhicules
• Marché annuel de l'électrification de la flotte: 1,2 milliard de dollars
• Segments de clientèle potentiels:
  • Sociétés de logistique
  • Services de livraison
  • Réseaux de transport

Fournisseurs de réseaux de charge de véhicules électriques

Beam Global prend en charge l'expansion des infrastructures de charge.

Type de réseau	Taille du marché	Projection de croissance
Réseaux de chargement publics	3,4 milliards de dollars	14,6% CAGR
Réseaux de charge privés	1,7 milliard de dollars	11,3% CAGR

Développeurs d'infrastructures durables

Beam Global propose des solutions innovantes pour les projets d'infrastructures vertes.

• Marché total des infrastructures durables: 2,8 billions de dollars
• Zones de développement clés:
  • Intégration d'énergie renouvelable
  • Infrastructure de charge EV
  • Technologies de la ville intelligente

Sociétés soucieuses de l'environnement

Les initiatives de durabilité des entreprises stimulent l'acquisition de clients de Beam Global.

Segment de l'entreprise	Budget de durabilité	Investissement des infrastructures EV
Fortune 500 Companies	127 millions de dollars	42,5 millions de dollars
Entreprises de taille moyenne	18,6 millions de dollars	7,3 millions de dollars

Beam Global (BEEM) - Modèle d'entreprise: Structure des coûts

Frais de recherche et de développement

Pour l'exercice 2023, Beam Global a déclaré des dépenses de R&D de 3,1 millions de dollars, ce qui représente environ 14,2% des dépenses d'exploitation totales.

Exercice fiscal	Dépenses de R&D	Pourcentage des dépenses d'exploitation
2023	3,1 millions de dollars	14.2%
2022	2,7 millions de dollars	13.8%

Coûts de fabrication et de production

Les coûts de fabrication pour Beam Global en 2023 ont totalisé 12,4 millions de dollars, avec une ventilation comme suit:

• Coûts de matériel direct: 6,8 millions de dollars
• Coûts de main-d'œuvre directs: 3,2 millions de dollars
• Fabrication des frais généraux: 2,4 millions de dollars

Investissements de vente et de marketing

Les dépenses de vente et de marketing pour Beam Global en 2023 ont atteint 4,5 millions de dollars, ce qui représente 20,7% des revenus totaux.

Catégorie de dépenses	Montant	Pourcentage de revenus
Ventes et marketing	4,5 millions de dollars	20.7%

Intégration technologique et développement de logiciels

Les dépenses liées à la technologie pour Beam Global en 2023 s'élevaient à 2,9 millions de dollars, se concentrant sur les logiciels et le développement de plate-forme des infrastructures de charge EV.

Gestion de la chaîne d'approvisionnement et de la logistique

Les coûts de la chaîne d'approvisionnement et de la logistique pour 2023 étaient de 5,6 millions de dollars, notamment:

• Frais d'approvisionnement: 2,1 millions de dollars
• Transport et logistique: 2,5 millions de dollars
• Gestion des stocks: 1,0 million de dollars

Coût d'exploitation total pour 2023: 28,5 millions de dollars

Beam Global (BEEM) - Modèle d'entreprise: Strots de revenus

Ventes directes de produits de bornes de recharge EV

Au cours de l'exercice 2023, Beam Global a déclaré un chiffre d'affaires total de 18,1 millions de dollars, les ventes de stations de recharge EV contribuant une partie importante.

Catégorie de produits	Revenus annuels
Stations de charge Zettavolt EV	8,7 millions de dollars
Unités de chargement à énergie solaire	5,4 millions de dollars

Contrats de maintenance et de service récurrents

Les revenus du contrat de service pour 2023 ont totalisé 2,3 millions de dollars.

• Accords de maintenance annuels
• Services de garantie prolongés
• Contrats de surveillance à distance

Accords de licence de technologie

Les licences technologiques ont généré 1,5 million de dollars de revenus en 2023.

Partenaire de licence	Revenus de licence
Gouvernements municipaux	$750,000
Entreprises d'infrastructure privées	$750,000

Subventions d'infrastructure gouvernementale

Les revenus des subventions du gouvernement pour 2023 s'élevaient à 3,2 millions de dollars.

• Grançoires fédérales sur l'énergie propre: 1,8 million de dollars
• Subventions de développement des infrastructures d'État: 1,4 million de dollars

Investissements du projet d'énergie renouvelable

Les rendements des investissements des projets d'énergie renouvelable ont atteint 2,4 millions de dollars en 2023.

Catégorie d'investissement	Rendements des investissements
Investissements du projet solaire	1,6 million de dollars
EV Charging Infrastructure Investments	$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.