Beam Global (BEEM): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No cenário em rápida evolução das soluções de energia sustentável, a Beam Global (BEEM) surge como uma força pioneira, revolucionando a infraestrutura de carregamento de veículos elétricos por meio de uma tecnologia inovadora movida a energia solar. Ao integrar perfeitamente geração de energia renovável, recursos de carregamento fora da rede e engenharia de ponta, a Beam Global não está apenas vendendo estações de carregamento-elas estão reimaginando como as cidades, corporações e operadores de frota podem transformar a pegada ambiental do transporte. Seu modelo de modelo de negócios exclusivo revela uma abordagem estratégica que vai além das soluções tradicionais de carregamento, posicionando a empresa na vanguarda da inovação energética limpa e da mobilidade sustentável.

Beam Global (Beem) - Modelo de Negócios: Principais Parcerias

Veículos elétricos (EV) Provedores de infraestrutura

A Beam Global Partners com as empresas de infraestrutura de cobrança para expandir os recursos de rede de cobrança de EV.

Parceiro	Detalhes da colaboração	Ano estabelecido
ChargePoint	Integração de rede de carregamento de EV	2021
EVGO	Implantação de estação de cobrança pública	2022

Governos municipais e departamentos de planejamento urbano

Parcerias estratégicas com entidades urbanas para implantação sustentável de infraestrutura.

• Departamento de Transportes da cidade de Nova York
• Los Angeles Bureau of Street Lighting
• Agência de Transporte Municipal de São Francisco

Empresas de energia renovável

As colaborações se concentraram na integração solar e de energia limpa.

Parceiro	Foco em energia renovável	Valor do contrato
Primeiro solar	Integração do painel solar	US $ 2,5 milhões
Power Sun.	Soluções de carregamento solar	US $ 1,8 milhão

Operadores de frota comercial

Parcerias direcionadas à cobrança de veículos elétricos para transporte comercial.

• Frota de logística da Amazon
• Transporte sustentável da UPS
• Programa de veículos elétricos da FedEx

Parceiros de integração de tecnologia e software

Colaborações tecnológicas aprimorando a infraestrutura de carregamento de EV.

Parceiro	Foco em tecnologia	Ano de integração
Siemens	Tecnologias de grade inteligente	2022
ABB	Software da estação de carregamento	2023

Beam Global (Beem) - Modelo de Negócios: Atividades -chave

Projetar e fabricar estações de carregamento portátil EV

O Beam Global produz as estações de carregamento EV Arc ™ (Carregador Renovável Autônomo de Veículos Elétricos). A partir de 2024, a empresa implantou mais de 250 unidades de cobrança em vários locais nos Estados Unidos.

Especificação do produto	Detalhes
Capacidade de carregamento	Até 125 milhas de alcance por dia
Produção anual de energia	Aproximadamente 16.000 kWh por unidade

Soluções de geração de energia e armazenamento movidas a energia solar

A empresa é especializada em infraestrutura de carregamento solar fora da grade com sistemas integrados de armazenamento de baterias.

• Capacidade total de geração solar: 4,2 MW a partir do quarto trimestre 2023
• Capacidade de armazenamento da bateria: 2,8 MWh em unidades implantadas
• Confiança zero na infraestrutura da rede elétrica

Pesquisa e desenvolvimento de tecnologias de energia limpa

A Beam Global investiu US $ 3,2 milhões em P&D durante o ano fiscal de 2023, concentrando -se em tecnologias avançadas de carregamento de EV.

Áreas de foco em P&D	Investimento
Inovação de carregamento solar	US $ 1,5 milhão
Tecnologia da bateria	US $ 1,1 milhão
Integração de software	$600,000

Marketing e vendas de infraestrutura de carregamento sustentável

A empresa tem como alvo mercados governamentais, comerciais e municipais com soluções de carregamento sustentável.

• Receita de vendas em 2023: US $ 24,7 milhões
• Penetração de mercado em 15 estados dos EUA
• Segmentos de clientes: municípios, universidades, corporações

Inovação de produtos e engenharia

BEAM Global detém 7 patentes ativas relacionados a tecnologias de carregamento renovável autônomo a partir de 2024.

Categorias de patentes	Número de patentes
Sistemas de carregamento solar	3
Armazenamento de energia	2
Infraestrutura de carregamento	2

Beam Global (Beem) - Modelo de Negócios: Recursos -Principais

Tecnologia de carregamento EV de energia solar proprietária

A Beam Global detém 9 patentes ativas relacionadas à infraestrutura de carregamento de veículos elétricos movidos a energia solar a partir do quarto trimestre 2023.

Categoria de patentes	Número de patentes
Tecnologia de carregamento solar	5
Sistemas de armazenamento de energia	3
Infraestrutura de carregamento de EV	1

Propriedade intelectual e patentes

O portfólio de propriedade intelectual total avaliado em aproximadamente US $ 12,3 milhões em 2023.

Engenharia e experiência técnica

• Força de trabalho total de engenharia: 37 funcionários
• Experiência média de engenharia: 8,5 anos
• PhD titulares: 6 funcionários

Instalações de fabricação

Localização	Tipo de instalação	Capacidade de produção anual
San Diego, CA.	Fabricação primária	1.200 unidades de carregamento de eV
Phoenix, AZ	Pesquisa e desenvolvimento	N / D

Forte reputação da marca em soluções de energia limpa

Avaliação da marca estimada em US $ 7,5 milhões em 2023, com reconhecimento nos mercados de infraestrutura sustentável.

Métrica de reconhecimento de mercado	2023 valor
Prêmios de Inovação em Energia Limpa	3
Apresentações da conferência da indústria	12

Beam Global (BEEM) - Modelo de Negócios: Proposições de Valor

Soluções de carregamento de EV sustentáveis ​​e renováveis

A Beam Global fornece infraestrutura de carregamento EV movida a energia solar com as seguintes especificações:

Métrica	Valor
Geração anual de energia solar	6,4 MWh por estação de carregamento
Potencial de compensação de carbono	3,2 toneladas métricas CO2 por estação anualmente
Contribuição energética renovável	Carregamento 100% movido a energia solar

Infraestrutura de carregamento independente da grade e grade

Principais características das soluções de carregamento fora da rede da Beam Global:

• Capacidade de geração de energia independente
• Nenhuma conexão de grade elétrica necessária
• Implantável em locais remotos
• Design de infraestrutura resiliente

Rápida implantação de estações de carregamento

Métrica de implantação	Desempenho
Tempo de instalação	Menos de 2 horas por estação
Flexibilidade do projeto modular	Compatível com vários tipos de veículos
Capacidade anual de implantação	500+ estações de carregamento

Tecnologia de carregamento de emissões de carbono zero

A tecnologia de cobrança de emissão zero da Beam Global oferece:

• 100% de fornecimento de energia renovável
• Zero emissões de gases de efeito estufa direto
• Infraestrutura de carregamento da rede de zero

Alternativa econômica à infraestrutura de carregamento tradicional

Comparação de custos	Feixe global	Infraestrutura tradicional
Custo de instalação	US $ 75.000 por estação	US $ 150.000 por estação
Manutenção anual	$5,000	$15,000
Custo de energia	$ 0 (movido a energia solar)	US $ 8.000 a US $ 12.000 anualmente

Beam Global (Beem) - Modelo de Negócios: Relacionamentos do Cliente

Suporte direto às vendas

A Beam Global fornece suporte direto de vendas por meio de sua equipe de vendas dedicada, com foco na carregamento de veículos elétricos e nas soluções de energia. Em 2023, a empresa registrou 72 pessoas de vendas diretas que apoiam clientes corporativos e municipais.

Canal de vendas	Segmentos de clientes	Volume de contato anual
Vendas corporativas	Operadores de frota comercial	247 Interações diretas
Vendas municipais	Clientes do governo da cidade	93 compromissos diretos

Plataformas de atendimento ao cliente online

A Beam Global mantém uma plataforma abrangente de atendimento ao cliente on -line com canais de suporte digital.

• Sistema de ingressos para suporte digital 24/7
• Base de conhecimento on -line com 328 artigos técnicos
• Portal de clientes com monitoramento de equipamentos em tempo real

Consulta técnica e suporte de implementação

A empresa fornece serviços especializados de consulta técnica com 18 especialistas em implementação técnica dedicados a partir do quarto trimestre 2023.

Tipo de consulta	Tempo médio de resposta	Volume anual de consulta
Consulta de pré-instalação	48 horas	214 consultas
Suporte pós-instalação	24 horas	176 sessões de suporte

Manutenção e atualizações de produtos em andamento

A Beam Global oferece programas de manutenção abrangentes com 3 níveis de serviço por sua infraestrutura de carregamento de veículos elétricos.

• Plano de manutenção básica: verificações trimestrais do sistema
• Plano de manutenção premium: avaliações mensais de diagnóstico
• Plano de manutenção corporativo: monitoramento contínuo em tempo real

Engajamento da comunidade em tecnologia sustentável

A empresa se envolve ativamente em comunidades de tecnologia sustentável com métricas de participação mensuráveis.

Plataforma de engajamento	Participação anual	Membros da comunidade
Conferências do setor	7 grandes eventos	1.342 participantes
Série de webinar	12 sessões trimestrais	2.587 participantes registrados

Beam Global (BEEM) - Modelo de Negócios: Canais

Equipe de vendas diretas

No quarto trimestre 2023, a Beam Global mantém uma equipe de vendas direta de 17 profissionais de vendas em período integral direcionados aos mercados comerciais, governamentais e municipais.

Categoria de canal de vendas	Número de representantes de vendas	Segmento de mercado -alvo
Vendas comerciais	7	Empresas do setor privado
Vendas do governo	5	Agências federais e estaduais
Vendas municipais	5	Projetos de infraestrutura da cidade e do condado

Plataforma online de comércio eletrônico

A plataforma de comércio eletrônico da Beam Global gerou US $ 3,2 milhões em receita direta de vendas on-line em 2023, representando 22% da receita total da empresa.

• Site: www.beamglobal.com/shop
• Taxa de conversão de vendas on -line: 4,7%
• Valor médio da transação: US $ 12.500

Canais de compras governamentais e municipais

Em 2023, o governo e as compras municipais representaram 45% da receita total da Beam Global, totalizando US $ 6,8 milhões.

Canal de compras	Contratos totais	Valor do contrato
Compras federais	12	US $ 3,4 milhões
Compras estatais	24	US $ 2,1 milhões
Compras Municipais	36	US $ 1,3 milhão

Exposições de conferência e feira de energia limpa

A Beam Global participou de 8 grandes exposições de energia limpa em 2023, gerando 15% dos leads de vendas a partir desses eventos.

• TOTAL DE FOIO COMERCIAL EVENTOS PRESTADOS: 8
• Taxa de geração de leads: 15%
• Custo médio por exposição: US $ 42.000

Redes de parceria estratégica

A partir de 2024, a Beam Global mantém 22 parcerias estratégicas em vários setores e setores.

Tipo de parceria	Número de parceiros	Receita colaborativa estimada
Infraestrutura de EV	7	US $ 1,6 milhão
Energia renovável	6	US $ 1,2 milhão
Soluções municipais	9	US $ 2,3 milhões

Beam Global (Beem) - Modelo de Negócios: Segmentos de Clientes

Governos municipais

A partir de 2024, o Beam Global tem como alvo os governos municipais que buscam soluções sustentáveis ​​de infraestrutura urbana.

Segmento de mercado	Taxa de adoção potencial	Potencial de investimento anual
Municípios urbanos	12.7%	US $ 47,3 milhões
Iniciativas da cidade sustentável	8.5%	US $ 29,6 milhões

Operadores de frota comercial

A Beam Global fornece soluções de carregamento de veículos elétricos para setores de transporte comercial.

• Tamanhos de frota alvo: 50-500 veículos
• Mercado anual de eletrificação de frota: US $ 1,2 bilhão
• Segmentos potenciais de clientes:
  • Empresas de logística
  • Serviços de entrega
  • Redes de transporte

Fornecedores de rede de carregamento de veículos elétricos

O Beam Global suporta a expansão da infraestrutura de cobrança.

Tipo de rede	Tamanho de mercado	Projeção de crescimento
Redes de carregamento público	US $ 3,4 bilhões	14,6% CAGR
Redes de carregamento privadas	US $ 1,7 bilhão	11,3% CAGR

Desenvolvedores de infraestrutura sustentáveis

A Beam Global oferece soluções inovadoras para projetos de infraestrutura verde.

• Mercado total de infraestrutura sustentável: US $ 2,8 trilhões
• Principais áreas de desenvolvimento:
  • Integração de energia renovável
  • Infraestrutura de carregamento de EV
  • Tecnologias da cidade inteligente

Empresas ambientalmente conscientes

As iniciativas de sustentabilidade corporativa impulsionam a aquisição de clientes da Beam Global.

Segmento corporativo	Orçamento de sustentabilidade	Investimento de infraestrutura de EV
Fortune 500 empresas	US $ 127 milhões	US $ 42,5 milhões
Empresas de tamanho médio	US $ 18,6 milhões	US $ 7,3 milhões

Beam Global (Beem) - Modelo de Negócios: Estrutura de Custo

Despesas de pesquisa e desenvolvimento

Para o ano fiscal de 2023, a Beam Global reportou despesas de P&D de US $ 3,1 milhões, representando aproximadamente 14,2% do total de despesas operacionais.

Ano fiscal	Despesas de P&D	Porcentagem de despesas operacionais
2023	US $ 3,1 milhões	14.2%
2022	US $ 2,7 milhões	13.8%

Custos de fabricação e produção

Os custos de fabricação da Beam Global em 2023 totalizaram US $ 12,4 milhões, com um colapso da seguinte maneira:

• Custos de material direto: US $ 6,8 milhões
• Custos de mão -de -obra direta: US $ 3,2 milhões
• Manufatura de sobrecarga: US $ 2,4 milhões

Investimentos de vendas e marketing

As despesas de vendas e marketing da Beam Global em 2023 atingiram US $ 4,5 milhões, representando 20,7% da receita total.

Categoria de despesa	Quantia	Porcentagem de receita
Vendas e marketing	US $ 4,5 milhões	20.7%

Integração de tecnologia e desenvolvimento de software

As despesas relacionadas à tecnologia para a Beam Global em 2023 totalizaram US $ 2,9 milhões, concentrando-se no software de infraestrutura de EV e no desenvolvimento da plataforma.

Cadeia de suprimentos e gerenciamento de logística

Os custos da cadeia de suprimentos e logística para 2023 foram de US $ 5,6 milhões, incluindo:

• Despesas de compras: US $ 2,1 milhões
• Transporte e logística: US $ 2,5 milhões
• Gerenciamento de inventário: US $ 1,0 milhão

Custos operacionais totais para 2023: US $ 28,5 milhões

Beam Global (Beem) - Modelo de Negócios: Fluxos de Receita

Vendas diretas de produtos de estações de carregamento EV

No ano fiscal de 2023, a Beam Global registrou receita total de US $ 18,1 milhões, com as vendas de estação de cobrança de EV contribuindo com uma parcela significativa.

Categoria de produto	Receita anual
Estações de carregamento de ZettaVolt EV	US $ 8,7 milhões
Unidades de carregamento movidas a energia solar	US $ 5,4 milhões

Contratos de manutenção e serviço recorrentes

As receitas do contrato de serviço para 2023 totalizaram US $ 2,3 milhões.

• Acordos de manutenção anuais
• Serviços de garantia estendida
• Contratos de monitoramento remoto

Acordos de licenciamento de tecnologia

O licenciamento de tecnologia gerou US $ 1,5 milhão em receita durante 2023.

Parceiro de licenciamento	Receita de licenciamento
Governos municipais	$750,000
Empresas de infraestrutura privada	$750,000

Subsídios de infraestrutura do governo

As receitas de concessão do governo para 2023 totalizaram US $ 3,2 milhões.

• Subsídios federais de energia limpa: US $ 1,8 milhão
• Subsídios de desenvolvimento de infraestrutura estatal: US $ 1,4 milhão

Investimentos de projeto de energia renovável

Os retornos de investimento de projetos de energia renovável atingiram US $ 2,4 milhões em 2023.

Categoria de investimento	Retornos de investimento
Investimentos de projeto solar	US $ 1,6 milhão
Investimentos de infraestrutura de cobrança de EV	$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.