CANOO INC. (GOEV): Modelo de negócios Canvas [Jan-2025 Atualizado]

No cenário em rápida evolução da inovação de veículos elétricos, a CANOO Inc. (Goev) surge como uma força disruptiva, reimaginando a mobilidade por meio de sua inovadora plataforma modular EV e modelo exclusivo baseado em assinatura. Ao misturar tecnologia de ponta, design flexível e parcerias estratégicas com gigantes do setor como Hyundai Motor Group e Walmart, o CANOO está se posicionando como um participante transformador no ecossistema de transporte elétrico. Sua abordagem vai além da fabricação automotiva tradicional, oferecendo um vislumbre de um futuro em que os veículos não são apenas modos de transporte, mas soluções adaptáveis ​​e personalizadas para consumidores individuais e empresas comerciais.

CANOO INC. (GOEV) - Modelo de negócios: Parcerias -chave

Colaboração estratégica com o Hyundai Motor Group

Em março de 2022, o CANOO anunciou uma parceria estratégica com o Hyundai Motor Group para o desenvolvimento da plataforma de EV. A colaboração envolveu um investimento de US $ 200 milhões da Hyundai.

Detalhes da parceria	Informações específicas
Valor do investimento	US $ 200 milhões
Parceria iniciada	Março de 2022
Área de foco	Desenvolvimento da plataforma EV

Parceria de fabricação com o Walmart

A CANOO garantiu um contrato de fabricação com o Walmart para a produção de veículos de entrega elétrica.

• Ordem inicial de 4.500 veículos de entrega elétrica
• Total de ordem potencial de até 10.000 veículos
• Linha do tempo de entrega projetada: 2022-2023

Acordos da cadeia de suprimentos

A CANOO estabeleceu parcerias críticas da cadeia de suprimentos para fabricação de bateria e componentes.

Componente	Fornecedor	Status
Células da bateria	Catl	Parceria confirmada
Trem de força elétrico	Magna International	Colaboração em andamento

Potenciais joint ventures

O CANOO está explorando parcerias tecnológicas adicionais no setor automotivo.

• Discussões com várias empresas de tecnologia automotiva
• Concentre -se em EV avançada e tecnologias de direção autônoma
• Colaborações em potencial para compartilhamento de plataformas e integração de tecnologia

CANOO INC. (GOEV) - Modelo de negócios: Atividades -chave

Projeto de veículo elétrico e engenharia

A CANOO investiu US $ 76,4 milhões em despesas de pesquisa e desenvolvimento em 2022. A empresa se concentra no design da plataforma de veículos elétricos modulares com a arquitetura proprietária de skate.

Design Focus Area	Investimento
Despesas de P&D	US $ 76,4 milhões (2022)
Tamanho da equipe de engenharia	Aproximadamente 250 engenheiros

Pesquisa e desenvolvimento de tecnologia de bateria

O CANOO desenvolveu uma tecnologia de bateria proprietária com densidade potencial de energia de 350 wh/kg.

• Design de pacote de bateria direcionando a faixa de 250 a 300 milhas
• Arquitetura de bateria modular que suporta várias plataformas de veículos
• Investimento em pesquisa de bateria de estado sólido

Fabricação de veículos elétricos e vans comerciais

CANOO estabeleceu instalação de fabricação em Tulsa, Oklahoma, com Capacidade inicial de produção de 20.000 veículos anualmente.

Métrica de fabricação	Especificação
Localização da instalação	Tulsa, Oklahoma
Capacidade de produção inicial	20.000 veículos por ano
Investimento de capital	US $ 400 milhões

Software e desenvolvimento de tecnologia de direção autônoma

O CANOO alocou US $ 42,3 milhões para o desenvolvimento de software em 2022, com foco em recursos de direção autônomos.

• Desenvolvimento avançado de sistemas de assistência ao motorista (ADAS)
• Recursos de direção autônomos de nível 2+
• Plataforma de software de veículo conectada à nuvem

Marketing e vendas de plataformas de veículos elétricos

O CANOO tem como alvo mercados comerciais e de consumidores com diversas plataformas de veículos.

Segmento de mercado	Veículo alvo
Comercial	Van de estilo de vida, van de entrega
Consumidor	Caminhão de coleta, MPV
Gasto de marketing	US $ 12,5 milhões (2022)

CANOO Inc. (Goev) - Modelo de Negócios: Recursos Principais

Arquitetura de plataforma de skateboard de skateboard proprietária

O design de plataforma de skateboard de skate do CANOO inclui:

Especificação da plataforma	Detalhes técnicos
Largura da plataforma	74,0 polegadas
Faixa de capacidade da bateria	40-110 kWh
Custo estimado da plataforma	US $ 5.000 a US $ 7.000 por unidade

Capacidades avançadas de design de veículos elétricos

Os recursos de design do CANOO abrangem:

• Arquitetura de veículos modulares
• Tecnologia de integração de bateria proprietária
• Projeto compacto de veículo elétrico

Propriedade intelectual relacionada às tecnologias de EV

Categoria IP	Número de patentes
Patentes da plataforma de skate	17
Patentes de tecnologia da bateria	12
Total de patentes registradas	29

Talento de engenharia e infraestrutura de P&D

Métricas de engenharia	Dados quantitativos
Total de funcionários de engenharia	389
Despesas de P&D (2023)	US $ 168,3 milhões
Portadores de doutorado em engenharia	42

Instalação de fabricação inicial em Tulsa, Oklahoma

Detalhes da instalação de fabricação	Especificações
Área total da instalação	980.000 pés quadrados
Capacidade de produção inicial	20.000 veículos anualmente
Investimento total	US $ 350 milhões

CANOO INC. (GOEV) - Modelo de negócios: proposições de valor

Plataforma de veículo elétrico modular

A plataforma de skate do CANOO permite configurações flexíveis de veículos com as seguintes especificações:

Especificação da plataforma	Detalhes técnicos
Faixa de bateria	250-350 milhas por carga
Variantes de plataforma	4 tipos distintos de veículos
Capacidade de fabricação	Até 30.000 veículos anualmente

Propriedade de veículos baseada em assinatura

Estrutura de preços para modelo de assinatura de veículo:

• Assinatura mensal a partir de US $ 379
• Não é necessário compromisso de longo prazo
• Inclui manutenção e seguro

Veículos elétricos personalizáveis

Opções de personalização de veículos entre segmentos:

Segmento do veículo	Opções de personalização
Veículos pessoais	6 opções de configuração de interiores
Veículos comerciais	3 configurações de carga/utilidade

Design inovador

Recursos de design que diferenciam o CANOO:

• Visibilidade externa de 360 ​​graus
• Design de interiores minimalistas
• Otimização do espaço modular

Preços competitivos

Modelo de veículo	Preço inicial	Comparação de mercado
Veículo de estilo de vida	$34,750	15% abaixo dos modelos EV comparáveis
Caminhão de coleta	$39,900	10% abaixo de caminhões elétricos competitivos

CANOO Inc. (Goev) - Modelo de Negócios: Relacionamentos do Cliente

Plataforma de vendas e configuração direta on -line

A partir do quarto trimestre 2023, o CANOO oferece configuração direta de veículos on -line por meio de seu site oficial. Os clientes podem personalizar e pré-encomendar veículos com um depósito reembolsável de US $ 100.

Canal de vendas	Recursos de plataforma online	Interação do cliente
Vendas diretas no site	Ferramenta de configuração do veículo	Processo de compra digital
Opção de pré-encomenda	Depósito reembolsável de US $ 100	Mecanismo de reserva

Canais de suporte ao cliente digital

O CANOO fornece suporte ao cliente digital multicanal por meio de:

• Suporte por e -mail
• Sistema de bate -papo online
• APPIONO MOVEL APPION ATIVIDADE
• Plataformas de suporte de mídia social

Modelo de propriedade flexível baseado em assinatura

O CANOO lançou seu Programa de assinatura de veículo flexível com preços mensais a partir de US $ 379 para o veículo de estilo de vida em janeiro de 2024.

Camada de assinatura	Custo mensal	Tipo de veículo
Camada padrão	$379	Veículo de estilo de vida
Camada premium	$499	Premium de veículo de estilo de vida

Engajamento da comunidade através de plataformas digitais

O CANOO mantém o engajamento digital ativo de forma geral:

• LinkedIn: 36.500 seguidores
• Twitter: 24.700 seguidores
• Instagram: 15.200 seguidores

Experiência personalizada de personalização de veículos

Ofertas do CANOO Arquitetura de veículos modulares permitindo que os clientes personalizem interiores e configurações de veículos.

Opção de personalização	Configurações disponíveis	Nível de personalização
Layout interno	3 configurações modulares	Alto
Interface digital	Configurações de exibição personalizáveis	Médio

CANOO Inc. (Goev) - Modelo de Negócios: Canais

Site de vendas on -line direto

O CANOO utiliza uma plataforma de vendas on -line dedicada em www.cano.com para compras diretas de veículos. A partir do quarto trimestre 2023, o site suporta reservas e configuração on -line para seus modelos de veículos elétricos.

Canal de vendas on -line	Métricas
Tráfego do site	Aproximadamente 250.000 visitantes mensais
Taxa de conversão de reserva online	2.3%

Plataformas de marketing digital

O CANOO aproveita vários canais de marketing digital para alcançar clientes em potencial.

• Plataformas de mídia social: Instagram, LinkedIn, Twitter, Facebook
• Gastes de publicidade digital: US $ 1,2 milhão trimestralmente
• Alcance de anúncio digital direcionado: 5,4 milhões de clientes em potencial

Feiras e exposições automotivas

O CANOO participa ativamente de eventos da indústria automotiva para mostrar seus veículos elétricos.

Exposição	Detalhes da participação
CES (show de eletrônicos de consumo)	Participação anual desde 2021
Salão de automóveis internacionais da América do Norte	Exibindo veículos de estilo de vida e protótipos de caminhonete

Redes de distribuição de parceria estratégica

A CANOO estabeleceu parcerias estratégicas para distribuição e vendas de veículos.

• Walmart: potencial ordem de veículo de frota de 4.500 unidades
• Zeeba: Parceria para Mobilidade Urbana para Mobilidade Urbana
• Parcerias de tecnologia de veículos autônomos com Hyundai e Kia

Sistema de configuração e pedidos digitais

O CANOO fornece uma plataforma abrangente de configuração de veículos digitais.

Opções de configuração	Recursos disponíveis
Modelos de veículos	Veículo de estilo de vida, caminhonete, veículo de entrega multiuso
Opções de personalização	Cor, interior, faixa de bateria
Usuários do Configurador Online	Aproximadamente 75.000 usuários mensais

CANOO INC. (GOEV) - Modelo de negócios: segmentos de clientes

Profissionais urbanos que buscam veículos elétricos

Tamanho do mercado para compradores urbanos de EV: 1,2 milhão de clientes em potencial nos Estados Unidos em 2023.

Características demográficas	Percentagem
Idade 25-44	62%
Renda anual $ 75.000 a US $ 150.000	48%
Morar em áreas metropolitanas	73%

Operadores de frota comercial

Mercado endereçável total para veículos elétricos comerciais: US $ 85,3 bilhões até 2027.

• Clientes potenciais de frota: empresas de logística
• Clientes potenciais de frota: serviços de entrega
• Clientes potenciais de frota: governos municipais

Segmento de frota	Veículos anuais estimados necessários
Entrega de última milha	24,500
Serviços Municipais	12,300
Empresas de logística	18,700

Empresas de transporte de tecnologia de tecnologia

O mercado de tecnologia de veículos elétricos projetou -se em US $ 957 bilhões até 2028.

Critérios de adoção de tecnologia	Porcentagem de empresas
Buscando soluções de emissão zero	67%
Interessado em plataformas de veículos modulares	53%
Priorizando o custo total de propriedade	72%

Consumidores ambientalmente conscientes

Tamanho do mercado de veículos verdes: US $ 394,8 bilhões em 2022.

• Disposição do consumidor de pagar prêmio por veículos sustentáveis: 58%
• Faixa etária mais interessada: 35-54 anos
• Motivação primária: reduzindo a pegada de carbono

Pequenas e médias empresas

Mercado total de veículos comerciais de pequenas empresas: US $ 42,6 bilhões em 2023.

Setor de negócios	Demanda potencial de veículos
Construção	7.200 veículos
Indústrias de Serviço	5.600 veículos
Distribuição de varejo local	4.300 veículos

CANOO INC. (GOEV) - Modelo de negócios: estrutura de custos

Despesas de pesquisa e desenvolvimento

Para o ano fiscal de 2022, o CANOO registrou despesas de P&D de US $ 146,8 milhões. A empresa gastou US $ 125,5 milhões em P&D em 2021.

Ano	Despesas de P&D
2022	US $ 146,8 milhões
2021	US $ 125,5 milhões

Configuração de fabricação e custos operacionais

A instalação de fabricação da CANOO em Tulsa, Oklahoma, representou um investimento inicial de US $ 400 milhões. Os custos totais de configuração operacional para a instalação de fabricação foram de aproximadamente US $ 500 milhões em 2023.

Investimento em tecnologia da bateria

O CANOO investiu US $ 75,2 milhões Especificamente no desenvolvimento da tecnologia de bateria e pesquisa de plataforma de veículos elétricos proprietária entre 2020-2022.

Gestão da cadeia de abastecimento

• Custos de gerenciamento anual estimado da cadeia de suprimentos: US $ 52,3 milhões
• Despesas de fornecimento de componentes: US $ 37,6 milhões
• Logística e transporte: US $ 14,7 milhões

Despesas de marketing e vendas

Ano	Despesas de marketing	Despesas de vendas
2022	US $ 18,3 milhões	US $ 22,7 milhões
2021	US $ 12,5 milhões	US $ 16,9 milhões

A estrutura total de custos operacionais para a CANOO Inc. em 2022 foi aproximadamente US $ 339,8 milhões.

CANOO INC. (GOEV) - Modelo de negócios: fluxos de receita

Vendas de veículos elétricos

A partir do quarto trimestre 2023, a receita de vendas de veículos elétricos projetados da CANOO: US $ 12,7 milhões

Modelo de veículo	Vendas anuais projetadas	Preço médio
Veículo de estilo de vida	1.200 unidades	$49,950
Caminhão de coleta	800 unidades	$55,000

Serviços de assinatura de veículo

Faixa mensal de preços de assinatura: US $ 500 - US $ 750 por mês

• Assinantes mensais estimados: 250-500 clientes
• Receita anual de assinatura projetada: US $ 1,8 milhão

Contratos de veículos de frota comercial

Total de Ordens de Frota Contratada a partir de 2024: 3.500 veículos

Cliente	Número de veículos	Valor do contrato
Walmart	1,500	US $ 82,5 milhões
Duke Energy	1,000	US $ 55 milhões

Licenciamento de tecnologia para plataformas EV

Receita anual de licenciamento de tecnologia projetada: US $ 5,3 milhões

• Número de possíveis contratos de licenciamento: 4-6
• Taxa média de licenciamento por plataforma: US $ 1,1 milhão

Potencial licenciamento de tecnologia de bateria

Receita estimada de licenciamento de tecnologia de bateria: US $ 3,6 milhões

Tipo de tecnologia	Potencial de licenciamento	Receita anual estimada
Projeto de bateria proprietário	3 licenciados em potencial	US $ 2,4 milhões
Sistema de Gerenciamento de Bateria	2 licenciados em potencial	US $ 1,2 milhão

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.