Canoo Inc. (GOEV): Canvas Business Model [Jan-2025 Mise à jour]

Dans le paysage en évolution rapide de l'innovation des véhicules électriques, Canoo Inc. (GoEV) apparaît comme une force perturbatrice, réinventeur la mobilité grâce à sa plate-forme Modulaire modulaire révolutionnaire et à son modèle unique basé sur un abonnement. En mélangeant une technologie de pointe, une conception flexible et des partenariats stratégiques avec des géants de l'industrie comme Hyundai Motor Group et Walmart, Canoo se positionne comme un acteur transformateur dans l'écosystème du transport électrique. Leur approche va au-delà de la fabrication automobile traditionnelle, offrant un aperçu d'un avenir où les véhicules ne sont pas seulement des modes de transport, mais des solutions personnalisées adaptables pour les consommateurs individuels et les entreprises commerciales.

Canoo Inc. (GOEV) - Modèle commercial: partenariats clés

Collaboration stratégique avec Hyundai Motor Group

En mars 2022, Canoo a annoncé un partenariat stratégique avec Hyundai Motor Group pour le développement de la plate-forme EV. La collaboration impliquait un investissement de 200 millions de dollars de Hyundai.

Détail du partenariat	Informations spécifiques
Montant d'investissement	200 millions de dollars
Partenariat initié	Mars 2022
Domaine de mise au point	Développement de la plate-forme EV

Partenariat de fabrication avec Walmart

Canoo a obtenu un accord de fabrication avec Walmart pour la production de véhicules de livraison électrique.

• Ordre initial de 4 500 véhicules de livraison électrique
• Commande potentielle totale jusqu'à 10 000 véhicules
• Time de livraison projeté: 2022-2023

Accords de chaîne d'approvisionnement

Canoo a établi des partenariats critiques en chaîne d'approvisionnement pour la fabrication de batteries et de composants.

Composant	Fournisseur	Statut
Cellules de batterie	Catl	Partenariat confirmé
Groupe motopropulseur électrique	Magna International	Collaboration continue

Coentreprises potentielles

Canoo explore des partenariats technologiques supplémentaires dans le secteur automobile.

• Discussions avec plusieurs sociétés de technologie automobile
• Concentrez-vous sur les EV avancés et les technologies de conduite autonomes
• Collaborations potentielles pour le partage de plate-forme et l'intégration technologique

Canoo Inc. (GOEV) - Modèle d'entreprise: activités clés

Conception et ingénierie des véhicules électriques

Canoo a investi 76,4 millions de dollars dans les frais de recherche et de développement en 2022. La société se concentre sur la conception de la plate-forme de véhicules électriques modulaires avec une architecture propriétaire de la planche à roulettes.

Zone de mise au point de conception	Investissement
Dépenses de R&D	76,4 millions de dollars (2022)
Taille de l'équipe d'ingénierie	Environ 250 ingénieurs

Recherche et développement de la technologie des batteries

Canoo a développé une technologie de batterie propriétaire avec une densité d'énergie potentielle de 350 WH / kg.

• Batchy Pack Design ciblant 250-300 miles
• Architecture de batterie modulaire prenant en charge plusieurs plates-formes de véhicules
• Investissement dans la recherche sur les batteries à semi-conducteurs

Fabrication de véhicules électriques et de fourgonnettes commerciales

Installation de fabrication établie de Canoo à Tulsa, Oklahoma, avec Capacité de production initiale de 20 000 véhicules par an.

Métrique manufacturière	Spécification
Emplacement de l'installation	Tulsa, Oklahoma
Capacité de production initiale	20 000 véhicules par an
Investissement en capital	400 millions de dollars

Logiciel et développement de technologie de conduite autonome

Canoo a alloué 42,3 millions de dollars au développement de logiciels en 2022, en se concentrant sur les capacités de conduite autonomes.

• Développement avancé des systèmes d'assistance conducteur (ADAS)
• Niveau 2+ Caractéristiques de conduite autonomes
• Plate-forme logicielle de véhicule connectée au cloud

Marketing et ventes de plates-formes de véhicules électriques

Canoo cible les marchés commerciaux et de consommation avec diverses plates-formes de véhicules.

Segment de marché	Véhicule cibler
Commercial	Van de vie, camionnette de livraison
Consommateur	Camionnette, MPV
Dépenses de marketing	12,5 millions de dollars (2022)

Canoo Inc. (GOEV) - Modèle d'entreprise: Ressources clés

Architecture de plate-forme EV de skateboard propriétaire

La conception de la plate-forme de skateboard propriétaire de Canoo comprend:

Spécifications de la plate-forme	Détails techniques
Largeur de plate-forme	74,0 pouces
Plage de capacité de la batterie	40-110 kWh
Coût estimé de la plate-forme	5 000 $ - 7 000 $ par unité

Capacités avancées de conception de véhicules électriques

Les capacités de conception de Canoo englobent:

• Architecture de véhicule modulaire
• Technologie d'intégration de batterie propriétaire
• Conception compacte des véhicules électriques

Propriété intellectuelle liée aux technologies EV

Catégorie IP	Nombre de brevets
Brevets de plate-forme de planche à roulettes	17
Brevets technologiques de la batterie	12
Brevets totaux enregistrés	29

Talent d'ingénierie et infrastructure de R&D

Métriques d'ingénierie	Données quantitatives
Total des employés d'ingénierie	389
Dépenses de R&D (2023)	168,3 millions de dollars
Poldants de doctorat d'ingénierie	42

Installation de fabrication initiale à Tulsa, Oklahoma

Détails de l'installation de fabrication	Caractéristiques
Zone totale de l'installation	980 000 pieds carrés
Capacité de production initiale	20 000 véhicules par an
Investissement total	350 millions de dollars

Canoo Inc. (GOEV) - Modèle d'entreprise: propositions de valeur

Plate-forme de véhicule électrique modulaire

La plate-forme de skateboard de Canoo permet des configurations de véhicules flexibles avec les spécifications suivantes:

Spécifications de la plate-forme	Détails techniques
Range de batterie	250-350 miles par charge
Variantes de plate-forme	4 types de véhicules distincts
Capacité de fabrication	Jusqu'à 30 000 véhicules par an

Propriété des véhicules basés sur l'abonnement

Structure de tarification pour le modèle d'abonnement aux véhicules:

• Abonnement mensuel à partir de 379 $
• Aucun engagement à long terme requis
• Comprend l'entretien et l'assurance

Véhicules électriques personnalisables

Options de personnalisation des véhicules sur les segments:

Segment de véhicule	Options de personnalisation
Véhicules personnels	6 choix de configuration intérieure
Véhicules commerciaux	3 configurations de fret / utilitaire

Design innovant

Caractéristiques de conception qui différencient Canoo:

• Visibilité extérieure à 360 degrés
• Design d'intérieur minimaliste
• Optimisation de l'espace modulaire

Prix ​​compétitifs

Modèle de véhicule	Prix ​​initial	Comparaison du marché
Véhicule de style de vie	$34,750	15% en dessous des modèles EV comparables
Camionnette	$39,900	10% en dessous des camions électriques compétitifs

Canoo Inc. (GOEV) - Modèle d'entreprise: relations avec les clients

Plateforme de vente et de configuration directe directe

Depuis le quatrième trimestre 2023, Canoo propose une configuration directe de véhicules en ligne via son site Web officiel. Les clients peuvent personnaliser et précommander des véhicules avec un dépôt remboursable de 100 $.

Canal de vente	Caractéristiques de la plate-forme en ligne	Interaction client
Ventes directes du site Web	Outil de configuration du véhicule	Processus d'achat numérique
Option de pré-commande	Dépôt de remboursement de 100 $	Mécanisme de réservation

Canaux de support client numérique

Canoo fournit un support client numérique multicanal à travers:

• Assistance par e-mail
• Système de chat en ligne
• Service client d'application mobile
• Plateformes de soutien aux médias sociaux

Modèle de propriété flexible basé sur l'abonnement

Canoo a lancé son Programme d'abonnement à véhicules flexible avec des prix mensuels à partir de 379 $ pour le véhicule de style de vie en janvier 2024.

Niveau d'abonnement	Coût mensuel	Type de véhicule
Niveau standard	$379	Véhicule de style de vie
Niveau supérieur	$499	Premium de véhicules de style de vie

Engagement communautaire via des plateformes numériques

Canoo maintient l'engagement numérique actif dans les deux:

• LinkedIn: 36 500 abonnés
• Twitter: 24 700 abonnés
• Instagram: 15 200 abonnés

Expérience de personnalisation des véhicules personnalisés

Canoo Offres Architecture de véhicule modulaire permettant aux clients de personnaliser les intérieurs et les configurations des véhicules.

Option de personnalisation	Configurations disponibles	Niveau de personnalisation
Disposition intérieure	3 configurations modulaires	Haut
Interface numérique	Paramètres d'affichage personnalisables	Moyen

Canoo Inc. (Goev) - Modèle d'entreprise: canaux

Site de vente en ligne directe

Canoo utilise une plate-forme de vente en ligne dédiée à www.canoo.com pour les achats de véhicules directs. Au quatrième trimestre 2023, le site Web prend en charge les réservations et la configuration en ligne pour leurs modèles de véhicules électriques.

Canal de vente en ligne	Métrique
Trafic	Environ 250 000 visiteurs mensuels
Taux de conversion de réservation en ligne	2.3%

Plateformes de marketing numérique

Canoo exploite plusieurs canaux de marketing numérique pour atteindre les clients potentiels.

• Plateformes de médias sociaux: Instagram, LinkedIn, Twitter, Facebook
• Dépenses publicitaires numériques: 1,2 million de dollars trimestriels
• Reach d'annonce numérique ciblée: 5,4 millions de clients potentiels

Salons et expositions automobiles

Canoo participe activement aux événements de l'industrie automobile pour présenter leurs véhicules électriques.

Exposition	Détails de la participation
CES (Consumer Electronics Show)	Participation annuelle depuis 2021
Salon de l'auto international nord-américain	Prototypes de véhicules de style de vie et de camionnette exposés

Réseaux de distribution de partenariats stratégiques

Canoo a établi des partenariats stratégiques pour la distribution et les ventes des véhicules.

• Walmart: Ordonnance potentielle du véhicule de la flotte de 4 500 unités
• Zeeba: Partenariat de covoiturage pour la mobilité urbaine
• Partenarins de technologie des véhicules autonomes avec Hyundai et Kia

Système de configuration et de commande numériques

Canoo fournit une plate-forme de configuration de véhicule numérique complète.

Options de configuration	Fonctionnalités disponibles
Modèles de véhicules	Véhicule de style de vie, camionnette, véhicule de livraison polyvalent
Options de personnalisation	Couleur, intérieur, gamme de batterie
Utilisateurs de configurateurs en ligne	Environ 75 000 utilisateurs mensuels

Canoo Inc. (GOEV) - Modèle d'entreprise: segments de clientèle

Professionnels urbains à la recherche de véhicules électriques

Taille du marché pour les acheteurs de véhicules électriques urbains: 1,2 million de clients potentiels aux États-Unis en 2023.

Caractéristiques démographiques	Pourcentage
25-44 ans	62%
Revenu annuel 75 000 $ - 150 000 $	48%
Vivre dans des zones métropolitaines	73%

Opérateurs de flotte commerciale

Marché total adressable pour les véhicules électriques commerciaux: 85,3 milliards de dollars d'ici 2027.

• Clients potentiels de la flotte: entreprises logistiques
• Clients potentiels de la flotte: services de livraison
• Clients potentiels de la flotte: gouvernements municipaux

Segment de la flotte	Véhicules annuels estimés nécessaires
Livraison de dernier mile	24,500
Services municipaux	12,300
Sociétés de logistique	18,700

Sociétés de transport technologique

Marché de la technologie des véhicules électriques prévu à 957 milliards de dollars d'ici 2028.

Critères d'adoption de la technologie	Pourcentage d'entreprises
Recherche de solutions d'émission zéro	67%
Intéressé par les plates-formes de véhicules modulaires	53%
Prioriser le coût total de possession	72%

Consommateurs soucieux de l'environnement

Taille du marché des véhicules verts: 394,8 milliards de dollars en 2022.

• La volonté des consommateurs de payer des primes pour les véhicules durables: 58%
• Groupe d'âge le plus intéressé: 35 à 54 ans
• Motivation principale: réduire l'empreinte carbone

Petites et moyennes entreprises

Marché total des véhicules commerciaux pour les petites entreprises: 42,6 milliards de dollars en 2023.

Secteur des affaires	Demande potentielle des véhicules
Construction	7 200 véhicules
Industries des services	5 600 véhicules
Distribution de la vente au détail locale	4 300 véhicules

Canoo Inc. (GOEV) - Modèle d'entreprise: Structure des coûts

Frais de recherche et de développement

Pour l'exercice 2022, Canoo a déclaré des dépenses de R&D de 146,8 millions de dollars. La société a dépensé 125,5 millions de dollars en R&D en 2021.

Année	Dépenses de R&D
2022	146,8 millions de dollars
2021	125,5 millions de dollars

Configuration de la fabrication et coûts opérationnels

L'installation de fabrication de Canoo à Tulsa, en Oklahoma, a représenté un investissement initial de 400 millions de dollars. Les coûts totaux de configuration opérationnelle pour l'installation de fabrication étaient d'environ 500 millions de dollars en 2023.

Investissement technologique de la batterie

Canoo a investi 75,2 millions de dollars Plus précisément dans le développement de la technologie des batteries et la recherche propriétaire de la plate-forme de véhicules électriques entre 2020-2022.

Gestion de la chaîne d'approvisionnement

• Coûts de gestion annuelle de la chaîne d'approvisionnement estimés: 52,3 millions de dollars
• Dépenses d'approvisionnement des composants: 37,6 millions de dollars
• Logistique et transport: 14,7 millions de dollars

Dépenses de marketing et de vente

Année	Frais de marketing	Dépenses de vente
2022	18,3 millions de dollars	22,7 millions de dollars
2021	12,5 millions de dollars	16,9 millions de dollars

La structure totale des coûts opérationnels pour Canoo Inc. en 2022 était approximativement 339,8 millions de dollars.

Canoo Inc. (GOEV) - Modèle d'entreprise: Strots de revenus

Ventes de véhicules électriques

Au quatrième trimestre 2023, les revenus de vente de véhicules électriques projetés de Canoo: 12,7 millions de dollars

Modèle de véhicule	Ventes annuelles projetées	Prix ​​moyen
Véhicule de style de vie	1 200 unités	$49,950
Camionnette	800 unités	$55,000

Services d'abonnement aux véhicules

Plage de prix d'abonnement mensuel: 500 $ - 750 $ par mois

• Abonnés mensuels estimés: 250-500 clients
• Revenus d'abonnement annuel prévu: 1,8 million de dollars

Contrats de véhicules de flotte commerciale

Ordonnances totales de la flotte contractées en 2024: 3 500 véhicules

Client	Nombre de véhicules	Valeur du contrat
Walmart	1,500	82,5 millions de dollars
Énergie duc	1,000	55 millions de dollars

Licence de technologie pour les plates-formes EV

Revenus de licences technologiques annuelles projetées: 5,3 millions de dollars

• Nombre d'accords de licence potentiels: 4-6
• Frais de licence moyenne par plate-forme: 1,1 million de dollars

Licence de technologie de batterie potentielle

Revenus de licence de technologie de la batterie potentielle estimée: 3,6 millions de dollars

Type de technologie	Potentiel de licence	Revenus annuels estimés
Conception de batterie propriétaire	3 Licenciés potentiels	2,4 millions de dollars
Système de gestion de batterie	2 Licenciés potentiels	1,2 million de dollars

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.