ChargePoint Holdings, Inc. (CHPT): Modelo de negócios Canvas [Jan-2025 Atualizado]

No mundo eletrizante do transporte sustentável, a ChargePoint Holdings, Inc. (CHPT) surge como uma força pioneira que transforma como os veículos elétricos ligam, se posicionando estrategicamente na interseção da tecnologia de ponta e da mobilidade verde. Ao desenvolver um ecossistema abrangente de soluções de cobrança que abrangem mercados comerciais e residenciais, o ChargePoint não está apenas vendendo hardware, mas reimaginar toda a infraestrutura de carregamento de veículos elétricos por meio de parcerias inovadoras, plataformas avançadas de software e um modelo de negócios que aborda o crítico do crítico Desafios da adoção de VE e escalabilidade da infraestrutura.

ChargePoint Holdings, Inc. (CHPT) - Modelo de negócios: Parcerias -chave

Parcerias dos fabricantes de veículos elétricos (EV)

O ChargePoint estabeleceu parcerias estratégicas com vários fabricantes de EV:

Fabricante	Detalhes da parceria	Integração de rede de carregamento
Ford Motor Company	Acesso à rede de carregamento estendido	150.000 mais de portas de carregamento
BMW	Colaboração de infraestrutura de cobrança	Integração de rede de carregamento norte -americano
Volvo	Parceria de Soluções de Charagem de EV	Suporte abrangente de cobrança

Desenvolvedores de infraestrutura de cobrança

O ChargePoint colabora com os principais desenvolvedores de infraestrutura:

• Grupo ABB - Desenvolvimento de hardware da estação de carregamento
• Schneider Electric - Integração de tecnologia de infraestrutura
• Siemens - soluções de infraestrutura elétrica

Parcerias de Operadores de Frota Comercial

Operador de frota	Escopo da parceria	Soluções de carregamento
Amazon	Carregamento de veículo de entrega elétrica	500 mais de estações de carregamento comercial
UPS	Infraestrutura de eletrificação de frota	250 locais de carregamento comercial

Empresas de serviços públicos e provedores de energia

As parcerias de utilidade do ChargePoint incluem:

• Pacific Gas and Electric (PG&E)
• Southern California Edison
• Grade nacional

Parcerias governamentais e de energia renovável

Organização	Foco em parceria	Iniciativas colaborativas
Departamento de Energia dos EUA	Desenvolvimento de infraestrutura de carregamento de EV	Bolsas de infraestrutura de US $ 250 milhões
Comissão de Energia da Califórnia	Expansão de cobrança de EV em nível estadual	Investimento de rede de cobrança de US $ 100 milhões

ChargePoint Holdings, Inc. (CHPT) - Modelo de negócios: Atividades -chave

Design e fabricação da estação de carregamento EV

O ChargePoint projeta e fabrica estações de carregamento de veículos elétricos em várias categorias:

Tipo de estação de carregamento	Volume anual de produção	Faixa de saída de energia
Carregadores comerciais de nível 2	35.000 unidades	7,2 KW - 19,2 KW
Estações de carregamento rápido de DC	5.000 unidades	50 kW - 350 kW
Unidades de carregamento residencial	25.000 unidades	6,2 kW - 11,5 kW

Desenvolvimento de software para carregar o gerenciamento de rede

O ChargePoint investe significativamente no desenvolvimento de software:

• Despesas anuais de P&D: US $ 48,3 milhões
• Tamanho da equipe de desenvolvimento de software: 214 engenheiros
• Recursos de gerenciamento de carregamento baseados em nuvem:
  • Monitoramento da estação de carregamento em tempo real
  • Integração de pagamento
  • Ferramentas de gerenciamento de frota

Instalação e manutenção da infraestrutura de carregamento

O ChargePoint fornece serviços abrangentes de instalação e manutenção:

Categoria de serviço	Volume anual de serviço	Custo médio de serviço
Instalação comercial	3.600 sites	US $ 52.000 por site
Manutenção de rotina	12.000 estações de carregamento	US $ 1.200 por estação anualmente

Análise de dados e otimização de rede de carregamento

O ChargePoint aproveita os recursos avançados de análise de dados:

• Volume de processamento de dados: 15 petabytes anualmente
• Modelos de aprendizado de máquina para:
  • Manutenção preditiva
  • Cobrança de previsão de demanda
  • Otimização de desempenho da rede
• Equipe de ciência de dados: 42 especialistas

Parcerias estratégicas e expansão de mercado

A estratégia de parceria e expansão do ChargePoint inclui:

Categoria de parceria	Número de parceiros	Cobertura geográfica
Fabricantes automotivos	18 parcerias	América do Norte, Europa
Operadores de frota comercial	62 parcerias	Estados Unidos
Projetos de infraestrutura municipal	41 acordos	Cidades norte -americanas

ChargePoint Holdings, Inc. (CHPT) - Modelo de negócios: Recursos -chave

Tecnologia de carregamento avançado e hardware

O ChargePoint opera uma rede de 217.242 portas de carregamento a partir do terceiro trimestre 2023. O hardware da empresa inclui:

• Estações de carregamento de nível 2 CA
• Estações de carregamento rápido de DC
• Soluções de carregamento comercial e residencial

Tipo de hardware	Número de portas	Alcance de potência
Carregadores de nível 2 CA	188,742	7,2 KW - 19,2 KW
DC Fast Chargers	28,500	50 kW - 350 kW

Plataforma de software de rede de carregamento proprietário

A plataforma de software do ChargePoint gerencia:

• Disponibilidade da estação de carregamento em tempo real
• Processamento de pagamento
• Soluções de gerenciamento de frota

Rede de estação de carregamento extensa

Estatísticas de cobertura da rede:

Região	Número de portas de carregamento
América do Norte	217,242
Estados Unidos	185,620
Canadá	31,622

Portfólio de propriedade intelectual

A partir de 2023, o ChargePoint detém:

• 178 patentes emitidas
• 87 pedidos de patente pendente

Força de trabalho de engenharia e tecnologia qualificada

Composição da força de trabalho:

Categoria de funcionários	Número de funcionários
Total de funcionários	1,247
Equipe de engenharia	386
Equipe de tecnologia	287

ChargePoint Holdings, Inc. (CHPT) - Modelo de negócios: proposições de valor

Soluções abrangentes de carregamento EV para mercados comerciais e residenciais

O ChargePoint oferece soluções de carregamento de ponta a ponta com o seguinte alcance do mercado:

Segmento de mercado	Estações de carregamento	Cobertura anual
Locais comerciais	41.923 portas de carregamento	Mais de 2,2 milhões de eventos de cobrança em 2022
Instalações residenciais	18.475 unidades de cobrança de casa	Receita residencial de US $ 201,7 milhões em 2022

Infraestrutura de carregamento escalável e interoperável

A infraestrutura de rede do ChargePoint inclui:

• Cobertura de rede em 14 países
• Compatibilidade com mais de 145 modelos de veículos
• Mais de 74% das estações de carregamento em rede e conectadas digitalmente

Rede avançada de carregamento com monitoramento em tempo real

Os recursos técnicos incluem:

Recurso de monitoramento	Especificação
Status da estação em tempo real	99,7% de tempo de atividade da rede
Diagnóstico remoto	Rastreamento de desempenho instantâneo
Conectividade de aplicativo móvel	Mais de 750.000 contas de usuário ativas

Tecnologia de transporte sustentável

Métricas de impacto ambiental:

• Reduziu 360.000 toneladas métricas de emissões de CO2
• Suporte para expansão da infraestrutura de veículos elétricos
• Alinhamento com objetivos globais de sustentabilidade

Opções de carregamento flexíveis para diferentes tipos de veículos

Tipo de veículo	Velocidade de carregamento	Alcance de potência
EVs de passageiros	Nível 2 (7-19 KW)	Até 60 milhas na faixa por hora
Frotas comerciais	DC Carregamento rápido	Capacidade de carregamento de até 350 kW
Veículos pesados	Carregamento especializado	Infraestrutura de alta potência

ChargePoint Holdings, Inc. (CHPT) - Modelo de negócios: relacionamentos com o cliente

Plataformas de suporte ao cliente digital

O ChargePoint oferece suporte digital multicanal por meio de:

• 24/7 portal de atendimento ao cliente on -line
• Sistema de suporte por e -mail
• Funcionalidade de bate -papo ao vivo

Canal de suporte	Tempo médio de resposta	Taxa de satisfação do cliente
Portal online	2-4 horas	87%
Suporte por e -mail	6-12 horas	82%
Bate -papo ao vivo	15-30 minutos	92%

Aplicativo móvel para gerenciamento de carregamento

Recursos de aplicativos móveis de ChargePoint:

• Disponibilidade da estação de carregamento em tempo real
• Integração de pagamento
• Rastreamento da sessão de carregamento
• 1,2 milhão de usuários ativos de aplicativos móveis a partir do quarto trimestre 2023

Interfaces de rede de carregamento de autoatendimento

ChargePoint fornece:

• Opções de pagamento sem contato
• Autenticação do cartão RFID
• Iniciação de carregamento baseada em aplicativos móveis

Método de autoatendimento	Porcentagem de uso
Carregamento de aplicativos móveis	62%
Cartão RFID	28%
Pagamento sem contato	10%

Experiência de carregamento personalizada

Os recursos de personalização incluem:

• Preferências de carregamento personalizadas
• Rastreamento de história de cobrança individual
• Recomendações de cobrança personalizadas

Sistemas de gerenciamento de contas corporativas

O gerenciamento corporativo de clientes inclui:

• Gerenciamento de cobrança de frota
• Sistemas de cobrança centralizados
• Análise de carregamento no nível da empresa

Tipo de conta corporativa	Número de contas	Sessões totais de carregamento
Pequenas empresas	3,450	215,000
Média Enterprise	1,200	425,000
Grande corporação	350	610,000

ChargePoint Holdings, Inc. (CHPT) - Modelo de Negócios: Canais

Equipe de vendas diretas

O ChargePoint mantém uma equipe de vendas direta focada nos clientes B2B e da empresa. A partir de 2023, a empresa registrou 627 funcionários em funções de vendas e marketing.

Canal de vendas	Mercado -alvo	Contribuição anual da receita
Vendas corporativas	Frotas comerciais	US $ 186,3 milhões
Vendas do setor governamental	Agências municipais	US $ 42,7 milhões

Plataforma online de comércio eletrônico

O ChargePoint opera uma plataforma de vendas digital com US $ 78,4 milhões em receita de vendas on -line para 2023.

• Site: ChargePoint.com
• Catálogo de produtos on -line com 127 soluções de carregamento
• Opções de compra direta para hardware

Parcerias de concessionária automotiva

O ChargePoint colabora com 214 redes de concessionárias automotivas em toda a América do Norte.

Tipo de parceiro	Número de parceiros	Alcance geográfico
Redes de concessionária EV	214	Estados Unidos e Canadá

Marketing Digital e Site

O orçamento de marketing digital para 2023 foi de US $ 22,6 milhões, com 3,2 milhões de visitantes do site anualmente.

Redes de distribuição estratégica

O ChargePoint utiliza 47 parceiros de distribuição em várias regiões.

Canal de distribuição	Número de parceiros	Categorias de produtos
Atacadistas elétricos	28	Estações de carregamento comercial
Distribuidores de tecnologia	12	Equipamento de carregamento doméstico
Cadeias de suprimentos automotivos	7	Soluções de cobrança de frota

ChargePoint Holdings, Inc. (CHPT) - Modelo de negócios: segmentos de clientes

Operadores de frota comercial

O ChargePoint atende aos operadores de frotas comerciais com soluções especializadas de carregamento de EV. A partir de 2023, a empresa relatou apoiar mais de 3.000 clientes de frotas comerciais em vários setores.

Tipo de frota	Clientes estimados de ponto de cobrança	Volume anual de carregamento
Frotas de logística/entrega	1,250	12,5 milhões de kWh
Transporte público	450	8,3 milhões de kWh
Transporte corporativo	750	6,7 milhões de kWh
Veículos de serviço	550	4,2 milhões de kWh

Clientes corporativos da empresa

O ChargePoint tem como alvo os clientes corporativos com soluções abrangentes de infraestrutura de carregamento.

• Total de clientes empresariais: 2.500
• Estações de carregamento médias por empresa: 25
• Receita anual estimada do segmento corporativo: US $ 78,3 milhões

Proprietários de EV residenciais

O ChargePoint fornece soluções de carregamento doméstico para proprietários de veículos residenciais.

Métricas de segmento residencial	2023 dados
Total de clientes residenciais	87,500
Preço médio de carregador doméstico	$599
Receita anual de cobrança residencial	US $ 52,5 milhões

Organizações municipais e governamentais

O ChargePoint suporta implantações de infraestrutura de cobrança do setor público EV.

• Clientes municipais: 350
• Valor do governo: US $ 45,6 milhões
• Estações de carregamento público total: 1.200

Negócios de varejo e hospitalidade

O ChargePoint fornece soluções de cobrança para os setores de varejo e hospitalidade.

Categoria de negócios	Contagem de clientes	Estações médias por cliente
Locais de varejo	1,750	12
Hotéis/hospitalidade	850	8
Shopping centers	425	18

ChargePoint Holdings, Inc. (CHPT) - Modelo de negócios: estrutura de custos

Despesas de pesquisa e desenvolvimento

Para o ano fiscal de 2023, o ChargePoint registrou despesas de P&D de US $ 126,5 milhões, representando 32,4% da receita total.

Ano fiscal	Despesas de P&D	Porcentagem de receita
2023	US $ 126,5 milhões	32.4%
2022	US $ 109,3 milhões	30.8%

Produção de fabricação e hardware

Os custos de produção de hardware do ChargePoint para 2023 foram de aproximadamente US $ 215,6 milhões.

• Custos de fabricação de estação de carregamento EV: US $ 142,3 milhões
• Despesas de aquisição de componentes: US $ 73,3 milhões

Manutenção de infraestrutura de rede

Os custos de manutenção da infraestrutura de rede para 2023 totalizaram US $ 87,2 milhões.

Categoria de manutenção de infraestrutura	Custo anual
Manutenção da plataforma de software	US $ 41,5 milhões
Conectividade de rede	US $ 22,7 milhões
Infraestrutura em nuvem	US $ 23,0 milhões

Investimentos de vendas e marketing

As despesas de vendas e marketing do ChargePoint para o ano fiscal de 2023 foram de US $ 152,4 milhões.

• Custos diretos da equipe de vendas: US $ 68,3 milhões
• Campanhas de marketing: US $ 45,6 milhões
• Programas de parceiros de canal: US $ 38,5 milhões

Custos operacionais e administrativos

As despesas operacionais e administrativas totais de 2023 atingiram US $ 98,7 milhões.

Categoria de custo	Despesa anual
Despesas administrativas gerais	US $ 62,4 milhões
Conformidade e legal	US $ 18,9 milhões
Sobrecarga corporativa	US $ 17,4 milhões

ChargePoint Holdings, Inc. (CHPT) - Modelo de negócios: fluxos de receita

Vendas de hardware de estações de carregamento

O ChargePoint relatou receita total de hardware de US $ 261,7 milhões para o ano fiscal de 2023. A linha de produtos da estação de cobrança da empresa inclui:

Categoria de produto	Faixa de preço médio	Volume anual de vendas
Carregadores comerciais de nível 2	$3,500 - $6,500	37.500 unidades
Estações de carregamento rápido de DC	$50,000 - $250,000	2.750 unidades

Taxas de acesso à rede baseadas em assinatura

As receitas de assinatura de acesso à rede atingiram US $ 89,4 milhões no ano fiscal de 2023, com o seguinte quebra:

• Taxa mensal de acesso à rede por estação de cobrança: US $ 49,99
• Receita anual de assinatura de rede recorrente: US $ 12,5 milhões
• Estações de carregamento ativo total na rede: 23.812

Receitas de transação da sessão de cobrança

Receita baseada em transações para 2023:

Métrica	Valor
Sessões totais de carregamento	52,4 milhões
Receita média por sessão	$2.37
Receita total de transações	US $ 124,2 milhões

Serviços de análise de software e dados

Receitas de serviço de software para o ano fiscal de 2023:

• Receita total de software: US $ 45,6 milhões
• Licenciamento de software corporativo: US $ 22,3 milhões
• Receita da plataforma de análise de dados: US $ 23,3 milhões

Contratos de gerenciamento corporativo e de frota

Receita de contrato corporativo Receita de receita para 2023:

Tipo de contrato	Valor total do contrato	Número de contratos
Gerenciamento de frota corporativa	US $ 78,5 milhões	127 contratos
Eletrificação de frota municipal	US $ 42,3 milhões	86 contratos

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.