Business Model Canvas Gallery

Key Partners

Contract manufacturers — most hardware is built in Asia and Mexico (FACT).
Distributors and resellers — a two-tiered, non-exclusive channel; one channel partner was 14% of receivables at Jan 31, 2026 (FACT).
Eaton — joint work on bundled electrical infrastructure and bidirectional (V2X) charging (FACT).
Third-party charger makers — hundreds of “ChargePoint Compatible” stations run on its software (FACT).
Lenders — Alter Domus is agent on the $186.5M 12% senior loan due Jan 31, 2030 (FACT).

Design — in-house hardware and software; R&D was $139.3M in FY26 (FACT).
Manage supply — plan production, quality checks and delivery with contract partners (FACT).
Run the network — cloud software for station owners and an eMSP Service for automaker and app driver experiences (FACT).
Support — 24x7 technical support, an EV driver hotline and Assure warranty service (FACT).
Reorganize — about 10% of staff cut on Mar 31 and again on Jul 29, 2026 (FACT).

Installed base — 385,000+ active ports on ChargePoint software, 1.48M active drivers a quarter (FACT).
Roaming reach — access to 1.37M ports via partners (FACT).
Deferred revenue — about $250.6M of cash collected upfront (INFERENCE sum).
Inventory — $214.9M at Jan 31, 2026 (FACT).
People — about 1,440 employees at Jan 31, 2026 (FACT).

One stack — chargers, cloud software, payments and support from one company (FACT).
Open software — runs on hundreds of third-party “ChargePoint Compatible” stations (FACT).
Branded networks — owners, operators and automakers run their own driver experience (FACT).
Uptime — Assure warranties with proactive monitoring and fast response (FACT).
Reach — drivers use one app across ChargePoint and roaming partner networks (FACT).

Buy — direct sales force, channel partners or the web store (FACT).
Activate — chargers connect to the cloud platform (FACT).
Subscribe — software and Assure plans billed upfront, recognized over the term (FACT).
Support — 24x7 technical support and a driver hotline (FACT).
Renew — customers must keep renewing for recurring revenue to hold (FACT).

Distributors and resellers — non-exclusive two-tier channel (FACT).
Direct sales — for large commercial and fleet deals (FACT).
Web store and e-commerce — for residential charging in the U.S. and Canada (FACT).
Utilities, dealers, insurers — residential partnerships (FACT).
Driver app and automaker apps — how drivers find and pay for charging (FACT).

Commercial and CPOs — businesses and charge point operators with parking (FACT).
Fleet — delivery, municipal, ride-share and federal fleets; FedRAMP authorization (FACT).
Residential — single-family and apartment charging (FACT).
Automakers and mobility apps — via the eMSP Service (FACT).
Geography — U.S. $307.0M and rest of world $104.3M of FY26 revenue (FACT).

Cost of revenue — $285.6M FY26: hardware $199.7M, subscriptions $61.9M, other $24.1M (FACT).
Operating expenses — $335.7M: R&D $139.3M, sales and marketing $100.7M, G&A $95.7M (FACT).
Inventory — $214.9M at Jan 31, 2026 (FACT).
Debt — $186.5M senior loan at 12% fixed (about $156M after $30M prepaid, INFERENCE) plus $11.3M convertible notes (FACT).
Restructuring — $8.3M for the Mar 2026 cut and $6.4M for the Jul 2026 cut (FACT).

Networked Charging Systems — $216.5M FY26 (FY25 $234.8M, FY24 $360.8M); $62.9M in Q2 FY27 (+25%) (FACT).
Subscriptions — $162.4M FY26 (FY25 $144.3M); $43.7M in Q2 FY27 (+9.5%) (FACT).
Other — $32.3M FY26 (FY25 $38.0M) (FACT).
Gross profit — $125.6M FY26, 30.5% margin (FY25 24.1%); 36.4% in Q2 FY27 with a one-time tariff refund (FACT).
Deferred revenue — about $250.6M at Jan 31, 2026 (INFERENCE sum).