ChargePoint Holdings, Inc. (CHPT): Business Model Canvas [Jan-2025 Mise à jour]

Dans le monde électrisant du transport durable, ChargePoint Holdings, Inc. (CHPT) émerge comme une force pionnière transformant comment les véhicules électriques s'allument, se positionnant stratégiquement à l'intersection de la technologie de pointe et de la mobilité verte. En développant un écosystème complet de solutions de charge qui couvrent les marchés commerciaux et résidentiels, ChargePoint ne vend pas seulement le matériel, mais la réinvention de l'infrastructure entière de la charge de véhicules électriques grâce à des partenariats innovants, des plates-formes logicielles avancées et un modèle commercial avant-gardiste qui aborde la critique Défis de l'adoption EV et de l'évolutivité des infrastructures.

ChargePoint Holdings, Inc. (CHPT) - Modèle d'entreprise: partenariats clés

Partenariats des fabricants de véhicules électriques (EV)

ChargePoint a établi des partenariats stratégiques avec plusieurs fabricants de véhicules électriques:

Fabricant	Détails du partenariat	Intégration de réseau de charge
Ford Motor Company	Accès au réseau de charge prolongé	150 000 ports de charge
BMW	Collaboration de facturation des infrastructures	Intégration du réseau de charge nord-américain
Volvo	EV Charging Solutions Partnership	Support de charge complet

Facturer des développeurs d'infrastructures

ChargePoint collabore avec les principaux développeurs d'infrastructure:

• Groupe ABB - Développement matériel de la station de charge
• Schneider Electric - Intégration de la technologie des infrastructures
• Siemens - Solutions d'infrastructure électrique

Partenariats des opérateurs de flotte commerciale

Opérateur de flotte	Portée du partenariat	Solutions de charge
Amazone	Charge de véhicule électrique	Plus de 500 bornes de recharge commerciales
Hauts	Infrastructure d'électrification de la flotte	250 lieux de charge commerciale

Entreprises de services publics et fournisseurs d'énergie

Les partenariats utilitaires de ChargePoint comprennent:

• Gas du Pacifique et électrique (PG&E)
• Californie du Sud Edison
• Réseau national

Partenariats du gouvernement et des énergies renouvelables

Organisation	Focus de partenariat	Initiatives de collaboration
Département américain de l'énergie	Développement des infrastructures de charge EV	Grants d'infrastructures de 250 millions de dollars
California Energy Commission	Expansion de charge EV au niveau de l'État	100 millions de dollars d'investissement de réseau de facturation

ChargePoint Holdings, Inc. (CHPT) - Modèle d'entreprise: activités clés

Conception et fabrication de la station de charge EV

ChargePoint Concens et fabrique des stations de charge de véhicules électriques dans plusieurs catégories:

Type de station de charge	Volume de production annuel	Plage de sortie
Chargeurs commerciaux de niveau 2	35 000 unités	7,2 kW - 19,2 kW
Stations de charge rapide DC	5 000 unités	50 kW - 350 kW
Unités de charge résidentielle	25 000 unités	6,2 kW - 11,5 kW

Développement de logiciels pour facturer la gestion du réseau

ChargePoint investit considérablement dans le développement de logiciels:

• Dépenses annuelles de R&D: 48,3 millions de dollars
• Taille de l'équipe de développement de logiciels: 214 ingénieurs
• Caractéristiques de la plate-forme de gestion de charge basée sur le cloud:
  • Surveillance de la station de recharge en temps réel
  • Intégration de paiement
  • Outils de gestion de la flotte

Installation et maintenance de l'infrastructure de charge

ChargePoint fournit des services d'installation et de maintenance complets:

Catégorie de service	Volume de services annuel	Coût moyen de service
Installation commerciale	3 600 sites	52 000 $ par site
Maintenance de routine	12 000 bornes de recharge	1 200 $ par station par an

Analyse des données et facturation de l'optimisation du réseau

ChargePoint exploite les capacités avancées d'analyse des données:

• Volume de traitement des données: 15 pétaoctets par an
• Modèles d'apprentissage automatique pour:
  • Maintenance prédictive
  • Prévision de la demande de facturation
  • Optimisation des performances du réseau
• Équipe de science des données: 42 spécialistes

Partenariats stratégiques et expansion du marché

La stratégie de partenariat et d'expansion de ChargePoint comprend:

Catégorie de partenariat	Nombre de partenaires	Couverture géographique
Constructeurs automobiles	18 partenariats	Amérique du Nord, Europe
Opérateurs de flotte commerciale	62 partenariats	États-Unis
Projets d'infrastructure municipale	41 accords	Villes nord-américaines

ChargePoint Holdings, Inc. (CHPT) - Modèle d'entreprise: Ressources clés

Technologie de charge avancée et matériel

ChargePoint exploite un réseau de 217 242 ports de charge au troisième trimestre 2023. Le matériel de l'entreprise comprend:

• Stations de charge AC de niveau 2
• Stations de charge rapide DC
• Solutions de charge commerciales et résidentielles

Type de matériel	Nombre de ports	Gamme de courant
Chargers AC de niveau 2	188,742	7,2 kW - 19,2 kW
Chargeurs rapides DC	28,500	50 kW - 350 kW

Plate-forme logicielle réseau de charge propriétaire

La plate-forme logicielle de ChargePoint gère:

• Disponibilité de la station de recharge en temps réel
• Traitement des paiements
• Solutions de gestion de la flotte

Réseau de station de chargement étendu

Statistiques de la couverture du réseau:

Région	Nombre de ports de charge
Amérique du Nord	217,242
États-Unis	185,620
Canada	31,622

Portefeuille de propriété intellectuelle

Depuis 2023, ChargePoint est valable:

• 178 brevets délivrés
• 87 demandes de brevet en instance

Génie qualifié et technologie de la technologie

Composition de la main-d'œuvre:

Catégorie des employés	Nombre d'employés
Total des employés	1,247
Personnel d'ingénierie	386
Personnel technologique	287

ChargePoint Holdings, Inc. (CHPT) - Modèle d'entreprise: propositions de valeur

Solutions complètes de charge EV pour les marchés commerciaux et résidentiels

ChargePoint propose des solutions de charge de bout en bout avec la portée du marché suivant:

Segment de marché	Bornes de recharge	Couverture annuelle
Lieux commerciaux	41 923 ports de charge	Plus de 2,2 millions d'événements de charge en 2022
Installations résidentielles	18 475 unités de charge à domicile	201,7 millions de dollars de revenus résidentiels en 2022

Infrastructure de charge évolutive et interopérable

L'infrastructure réseau de ChargePoint comprend:

• Couverture du réseau dans 14 pays
• Compatibilité avec 145+ modèles de véhicules
• Plus de 74% des bornes de charge en réseau et connectées numériquement

Réseau de charge avancé avec surveillance en temps réel

Les capacités techniques comprennent:

Fonction de surveillance	Spécification
Statut de station en temps réel	99,7% de disponibilité du réseau
Diagnostics à distance	Suivi des performances instantanées
Connectivité des applications mobiles	Plus de 750 000 comptes d'utilisateurs actifs

Technologie de transport durable

Métriques d'impact environnemental:

• Réduit 360 000 tonnes métriques d'émissions de CO2
• Support pour l'extension des infrastructures de véhicules électriques
• Alignement avec les objectifs mondiaux de durabilité

Options de charge flexibles pour différents types de véhicules

Type de véhicule	Vitesse de chargement	Gamme de courant
Véhicules véhicules	Niveau 2 (7-19 kW)	Jusqu'à 60 miles plage par heure
Flottes commerciales	Charge rapide DC	Capacité de charge jusqu'à 350 kW
Véhicules lourds	Charge spécialisée	Infrastructure haute puissance

ChargePoint Holdings, Inc. (CHPT) - Modèle d'entreprise: relations avec les clients

Plates-formes de support client numérique

ChargePoint offre un support numérique multicanal à travers:

• Portail de service client 24/7 en ligne
• Système d'assistance par e-mail
• Fonctionnalité de chat en direct

Canal de support	Temps de réponse moyen	Taux de satisfaction client
Portail en ligne	2-4 heures	87%
Assistance par e-mail	6-12 heures	82%
Chat en direct	15-30 minutes	92%

Application mobile pour la gestion de la charge

Fonctionnalités de l'application mobile ChargePoint:

• Disponibilité de la station de recharge en temps réel
• Intégration de paiement
• Suivi de session de charge
• 1,2 million d'utilisateurs d'applications mobiles actifs au quatrième trimestre 2023

Interfaces de réseau de charge en libre-service

Pointpoint fournit:

• Options de paiement sans contact
• Authentification de la carte RFID
• Initiation de charge basée sur les applications mobiles

Méthode en libre-service	Pourcentage d'utilisation
Charge d'application mobile	62%
Carte RFID	28%
Paiement sans contact	10%

Expérience de charge personnalisée

Les fonctionnalités de personnalisation comprennent:

• Préférences de charge personnalisées
• Suivi de l'historique des charges individuelles
• Recommandations de charge personnalisées

Systèmes de gestion des comptes d'entreprise

La gestion de la clientèle d'entreprise comprend:

• Gestion de la charge de la flotte
• Systèmes de facturation centralisés
• Analyse de charge de niveau de l'entreprise

Type de compte d'entreprise	Nombre de comptes	Sessions de charge totale
Petite entreprise	3,450	215,000
Entreprise moyenne	1,200	425,000
Grande entreprise	350	610,000

ChargePoint Holdings, Inc. (CHPT) - Modèle d'entreprise: canaux

Équipe de vente directe

ChargePoint maintient une équipe de vente directe axée sur les clients B2B et d'entreprise. En 2023, la société a déclaré 627 employés dans des rôles de vente et de marketing.

Canal de vente	Marché cible	Contribution annuelle des revenus
Ventes d'entreprise	Flottes commerciales	186,3 millions de dollars
Ventes du secteur gouvernemental	Agences municipales	42,7 millions de dollars

Plateforme de commerce électronique en ligne

ChargePoint exploite une plate-forme de vente numérique avec 78,4 millions de dollars de revenus de vente en ligne pour 2023.

• Site Web: ChargePoint.com
• Catalogue de produits en ligne avec 127 solutions de charge
• Options d'achat direct pour le matériel

Partenariats de concessionnaires automobiles

ChargePoint collabore avec 214 réseaux de concessionnaires automobiles à travers l'Amérique du Nord.

Type de partenaire	Nombre de partenaires	Portée géographique
Réseaux de concessionnaires EV	214	États-Unis et Canada

Marketing numérique et site Web

Le budget du marketing numérique pour 2023 était de 22,6 millions de dollars, avec 3,2 millions de visiteurs de sites Web par an.

Réseaux de distribution stratégique

ChargePoint utilise 47 partenaires de distribution dans plusieurs régions.

Canal de distribution	Nombre de partenaires	Catégories de produits
Grossistes électriques	28	Bornes de recharge commerciales
Distributeurs de technologies	12	Équipement de chargement à domicile
Chaînes d'approvisionnement automobile	7	Solutions de charge de flotte

ChargePoint Holdings, Inc. (CHPT) - Modèle d'entreprise: segments de clientèle

Opérateurs de flotte commerciale

ChargePoint sert des opérateurs de flotte commerciale avec des solutions de charge EV spécialisées. En 2023, la société a déclaré soutenir plus de 3 000 clients de flotte commerciale dans diverses industries.

Type de flotte	Clients de charge estimés	Volume de charge annuel
Flans de logistique / de livraison	1,250	12,5 millions de kWh
Transports en commun	450	8,3 millions de kWh
Transport d'entreprise	750	6,7 millions de kWh
Véhicules de service	550	4,2 millions de kWh

Clients d'entreprise

ChargePoint cible les clients d'entreprise avec des solutions d'infrastructure de charge complètes.

• Total des clients d'entreprise: 2 500
• Bornes de recharge moyenne par entreprise: 25
• Revenus annuels estimés du segment des entreprises: 78,3 millions de dollars

Propriétaires de véhicules électriques résidentiels

ChargePoint fournit des solutions de charge à domicile pour les propriétaires de véhicules électriques résidentiels.

Métriques du segment résidentiel	2023 données
Clients résidentiels totaux	87,500
Prix ​​moyen du chargeur à domicile	$599
Revenus de facturation résidentielle annuelle	52,5 millions de dollars

Organisations municipales et gouvernementales

ChargePoint prend en charge les déploiements d'infrastructures de recharge du secteur public.

• Clients municipaux: 350
• Valeur des contrats du gouvernement: 45,6 millions de dollars
• Stations de chargement publics totaux: 1 200

Commerces de détail et hôtellerie

ChargePoint fournit des solutions de charge pour les secteurs de la vente au détail et de l'hôtellerie.

Catégorie d'entreprise	Nombre de clients	Stations moyennes par client
Lieux de vente au détail	1,750	12
Hôtels / hospitalité	850	8
Centres commerciaux	425	18

ChargePoint Holdings, Inc. (CHPT) - Modèle d'entreprise: Structure des coûts

Frais de recherche et de développement

Pour l'exercice 2023, ChargePoint a déclaré des dépenses de R&D de 126,5 millions de dollars, ce qui représente 32,4% des revenus totaux.

Exercice fiscal	Dépenses de R&D	Pourcentage de revenus
2023	126,5 millions de dollars	32.4%
2022	109,3 millions de dollars	30.8%

Fabrication et production de matériel

Les coûts de production matérielle de ChargePoint pour 2023 étaient d'environ 215,6 millions de dollars.

• Coûts de fabrication de la station de charge EV: 142,3 millions de dollars
• Frais d'approvisionnement des composants: 73,3 millions de dollars

Maintenance d'infrastructure réseau

Les coûts de maintenance des infrastructures réseau pour 2023 ont totalisé 87,2 millions de dollars.

Catégorie de maintenance des infrastructures	Coût annuel
Maintenance de la plate-forme logicielle	41,5 millions de dollars
Connectivité réseau	22,7 millions de dollars
Infrastructure cloud	23,0 millions de dollars

Investissements de vente et de marketing

Les frais de vente et de marketing de ChargePoint pour l'exercice 2023 étaient de 152,4 millions de dollars.

• Coûts de l'équipe de vente directe: 68,3 millions de dollars
• Campagnes marketing: 45,6 millions de dollars
• Programmes de partenaires de canal: 38,5 millions de dollars

Coûts opérationnels et administratifs

Les dépenses opérationnelles et administratives totales pour 2023 ont atteint 98,7 millions de dollars.

Catégorie de coûts	Dépenses annuelles
Frais administratifs généraux	62,4 millions de dollars
Conformité et légal	18,9 millions de dollars
Frais généraux	17,4 millions de dollars

ChargePoint Holdings, Inc. (CHPT) - Modèle d'entreprise: Strots de revenus

Ventes de matériel des bornes de recharge

ChargePoint a déclaré un chiffre d'affaires de matériel total de 261,7 millions de dollars pour l'exercice 2023. La gamme de produits de la station de recharge de la société comprend:

Catégorie de produits	Fourchette de prix moyenne	Volume des ventes annuelles
Chargeurs commerciaux de niveau 2	$3,500 - $6,500	37 500 unités
Stations de charge rapide DC	$50,000 - $250,000	2 750 unités

Frais d'accès au réseau basés sur l'abonnement

Les revenus d'abonnement à l'accès au réseau ont atteint 89,4 millions de dollars au cours de l'exercice 2023, avec la ventilation suivante:

• Frais d'accès au réseau mensuel par station de charge: 49,99 $
• Revenus d'abonnement au réseau récurrent annuel: 12,5 millions de dollars
• Stations de charge active totale dans le réseau: 23 812

Revenus de transaction de session de recharge

Revenus basés sur les transactions pour 2023:

Métrique	Valeur
Sessions de charge totale	52,4 millions
Revenu moyen par session	$2.37
Revenu total des transactions	124,2 millions de dollars

Services d'analyse des logiciels et des données

Revenus de service logiciel pour l'exercice 2023:

• Revenus logiciels totaux: 45,6 millions de dollars
• Licence de logiciel d'entreprise: 22,3 millions de dollars
• Revenus de la plate-forme d'analyse de données: 23,3 millions de dollars

Contrats de gestion des entreprises et de la flotte

Répartition des revenus du contrat d'entreprise pour 2023:

Type de contrat	Valeur totale du contrat	Nombre de contrats
Gestion de la flotte d'entreprise	78,5 millions de dollars	127 contrats
Électrification de la flotte municipale	42,3 millions de dollars	86 contrats

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.