ChargePoint Holdings, Inc.

Overview

ChargePoint provides electric vehicle (EV) charging technology solutions across North America and Europe. The company offers an integrated stack of charging hardware, cloud software, and services that enable customers to deploy and operate branded EV charging networks.

Stakeholders

ChargePoint serves three primary groups:

• Charge Point Operators (CPOs) and e‑Mobility Service Providers (eMSPs) that manage charging networks
• EV drivers who locate, use, and pay for charging
• OEMs and fleet operators that deploy or rely on charging infrastructure

Products and platforms

• Networked Charging Systems: Level 2 AC chargers and DC fast chargers (Express/Express Plus)
• ChargePoint Platform: cloud software including CMS (charger management) and eMSP services for driver management and payments
• ChargePoint CMS Service: per-port subscription, including support for ChargePoint Compatible stations
• ChargePoint eMSP Service: APIs and services enabling third‑party apps and in‑vehicle integrations
• ChargePoint Mobile App: driver-facing app for locating stations, payments, tap-to-charge, and reservations
• Roaming: connectivity with partner networks
• Warranties and support: Assure and Assure Pro offerings

Distinguishing approach

• Sells integrated hardware + software + services bundles, often including CMS subscriptions and warranties
• Supports third‑party hardware through ChargePoint CMS and Open Charge Point Protocol (OCPP) integrations
• Provides turnkey solutions for site hosts, workplaces, fleets, municipalities, and multi‑family/residential properties

Scale and footprint

• Active charging ports (software-enabled): over 385,000
• Active EV drivers served quarterly: more than 1,480,000
• Public and private charging ports accessible through ChargePoint and roaming networks: more than 1,370,000
• Geographic presence: North America and Europe
• Employees: approximately 1,440 worldwide (as of January 31, 2026)
• Customer highlights: trusted by more than 60% of Fortune 500 companies and over 80% of Fortune 50 companies

Financial snapshot

• Net losses (annual):
  • Fiscal 2026: $220.2 million
  • Fiscal 2025: $277.1 million
  • Fiscal 2024: $457.6 million
• Accumulated deficit:
  • January 31, 2026: $2,111.6 million
  • January 31, 2025: $1,891.4 million
• Dividend policy: has not paid cash dividends and does not anticipate paying dividends in the near term

Revenue model

• Hardware sales: Networked Charging Systems (AC and DC) across multiple form factors and power levels
• Software subscriptions: ChargePoint CMS (per port, 1-, 3-, or 5-year terms) and platform licenses
• Services: Assure warranty subscriptions (parts and labor) and professional services (installation support, activation)
• eMSP revenue: driver management and transaction processing via per vehicle, per driver, or per transaction licensing
• Offerings can be sold as software-only, hardware+software bundles, or integrated with third-party hardware via ChargePoint CMS

Platform and product architecture

• Hardware: Level 2 AC chargers for commercial, fleet, and residential use; DC fast chargers for higher-power deployments
• Omni Port: single port supporting multiple charging standards for broad vehicle compatibility
• Third-party hardware: ChargePoint Compatible stations tested and integrated with ChargePoint CMS
• Platform: CMS for networked charging operations and eMSP for branded driver experiences and payments
• Driver experience: mobile app for station discovery, payments, and on-site features

Go-to-market and channels

• Indirect fulfillment model: sells to distributors, who supply value‑added resellers, who sell to end users
• Channel emphasis: network of distributors and resellers, with nationwide and local partners for installation and support
• Strategic partnerships: collaboration with Eaton Corporation to expand distribution, co-develop bidirectional power flow and V2X capabilities, and provide integrated electrical infrastructure solutions
• Direct sales presence is maintained alongside channel partners

Markets and growth focus

• Primary markets: North America and Europe
• Europe: expansion strategy to build a pan‑European presence using a mix of proprietary hardware and CMS-enabled third-party stations
• Growth priorities: expand installed base, land-and-expand with existing customers, accelerate platform solutions, and pursue partnerships to scale deployments and reduce total cost of ownership

Intellectual property and security

• Patents and designs (as of January 31, 2026): 117 U.S. patents issued and 13 U.S. pending; 26 issued foreign patents and 16 foreign patent applications; 4 PCT applications; 2 international design patents
• Security: proprietary security stack, remote diagnostics, and ongoing monitoring

Manufacturing, supply chain, and operations

• Product design is performed in-house; manufacturing is largely outsourced to contract manufacturers
• Primary manufacturing locations: Asia and Mexico, with global parts sourcing
• Supply chain strategy uses multiple locations and a network of certified field service partners
• Reliance on a limited set of suppliers for certain components creates exposure to supply chain disruptions and tariffs

R&D and product development

• R&D locations: headquarters in Campbell, California; sites in India (Gurgaon, Bangalore) and Europe (Austria, Netherlands, United Kingdom)
• Development focus: hardware capability expansion, software platform features, and integration with energy management and grid services

People and culture

• Emphasis on inclusion, ethical business practices, safety, and employee wellness
• Governance: Code of Business Conduct and Ethics, whistleblower hotline, and supplier code of conduct

Risk context

• Operates in a developing, high-growth market with competition and dependence on EV adoption trends, tariffs, supply chains, and regulatory environments
• History of operating losses and ongoing investments as the company scales