| --- | --- | --- | --- | |-------|-------|-------|-------| | | | | | | | | | | | | | | | GAAP Statement of Cash Flows ($ in thousands; unaudited; preliminary) $M © 2023 ChargePoint Holdings, Inc. 6 | --- | --- | --- | --- | --- | |-------|-------|-------|---------------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Six | | | | | | | | | | | | Months Ended | | | | | | | | | | | | | | | | | | | | | | | | July 31, 2023 | | | --- | --- | --- | --- | --- | |----------- ...

ChargePoint Holdings, Inc. (NYSE:CHPT) Q2 2024 Earnings Conference Call September 6, 2023 4:30 PM ET Company Participants Patrick Hamer - VP, Capital Markets & IR Pasquale Romano - CEO Rex Jackson - CFO Conference Call Participants James West - Evercore ISI Colin Rusch - Oppenheimer Matt Summerville - D.A. Davidson Alexander Vrabel - Bank of America William Peterson - JPMorgan Joseph Osha - Guggenheim Partners Stephen Gengaro - Stifel Shreyas Patil - Wolfe Research Chris Pierce - Needham Steven Fox - Fox Ad ...

Illustrative Unit Economics ~1:1 Upfront and Recurring Revenue Hardware Revenue Software Revenue Assure Revenue Illustrative Unit Economics: | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |----------------------------------------------------|--------|--------|-------|--------|--------|--------|--------|--------|---------------| | | | | | | | | | | | | CT4000 Dual-Port Station with Software and Assure | | | | | | | | | 13% | | | | | | | | | | | | | | | | | | | | | | 36% | | | | | | | | | | | | ...

ChargePoint Holdings, Inc. Conference Call Summary Company Overview - ChargePoint Holdings, Inc. (NYSE:CHPT) is a leading company in the electric vehicle (EV) charging infrastructure sector, providing Level 2 and DC fast charging products across various use cases [1][2]. Key Industry Insights - The EV charging market is evolving, with a shift from traditional liquid fuel models to electricity as a pervasive and accessible energy source [4][5]. - ChargePoint's strategy focuses on understanding where vehicles are parked most of the time, leading to a design that prioritizes unattended charging similar to public WiFi accessibility [6][7]. - The company emphasizes the importance of being present in every vertical to remain relevant to drivers and businesses [8][9]. Business Model and Revenue Streams - ChargePoint's revenue model is not solely based on electricity sales, as many businesses may offer charging as a marketing expense or employee benefit [10][11]. - The company is agnostic regarding the specific verticals it operates in, allowing it to adapt to market changes and customer needs [12][13]. - Scale is crucial for ChargePoint, as it allows for better cost structures, supply chain management, and competitive positioning [15][16][17]. Competitive Advantages - ChargePoint has developed a strong channel partner strategy, which has become a significant competitive strength, enabling the company to reach a broader market [21][22]. - The company has invested in building relationships with electrical contractors and distribution firms to enhance its market presence [25][26]. - ChargePoint's software capabilities are a primary differentiator, allowing for mixed-use applications and integration with various systems [38][39][40]. Market Dynamics - The U.S. and European markets differ significantly, with Europe having a more concentrated access to home and workplace charging due to vehicle leasing programs [52][53]. - ChargePoint has established relationships with major leasing companies in Europe, enhancing its market penetration [55][56]. - The company is positioned to benefit from the ongoing electrification of transportation, with a focus on both hardware and software solutions [75][76]. Future Outlook - ChargePoint anticipates that the NEVI program will begin to show results in 2024, with multiple states already live with good responses [78][80]. - The company is prepared for future advancements in charging technology, including higher voltage and amperage capabilities, to meet evolving market standards [81][84][87]. - ChargePoint is exploring adjacent markets and opportunities for growth beyond just charging infrastructure, leveraging existing customer relationships [50][51]. Conclusion - ChargePoint Holdings, Inc. is well-positioned in the rapidly evolving EV charging market, with a robust business model, strong competitive advantages, and a clear strategy for future growth and adaptation to market changes [1][2][3].

| --- | --- | --- | --- | |--------------------------------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Q1 Fiscal 2024 | | | | | | | | | | Financial Results June 1, 2023 | | | | This presentation may contain "forward-looking" statements within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act that are based on our management's beliefs and assumptions and on information currently available to management, including statements regard ...

ChargePoint Holdings, Inc. (NYSE:CHPT) Q1 2024 Earnings Conference Call June 1, 2023 4:30 PM ET Company Participants Patrick Hamer - Vice President, Capital Markets and Investor Relations Pasquale Romano - Chief Executive Officer Rex Jackson - Chief Financial Officer Conference Call Participants Gabe Daoud - Cowen Colin Rusch - Oppenheimer James West - Evercore ISI Morgan Reid - Bank of America Matt Summerville - D.A. Davidson Mark Delaney - Goldman Sachs Stephen Gengaro - Stifel Bill Peterson - JPMorgan Al ...

ChargePoint Holdings, Inc. (NYSE:CHPT) Q4 2023 Earnings Conference Call March 2, 2023 4:30 PM ET Company Participants Patrick Hamer - VP, Capital Markets and Investor Relations Pasquale Romano - Chief Executive Officer Rex Jackson - Chief Financial Officer Conference Call Participants Colin Rusch - Oppenheimer James West - Evercore ISI Gabe Daoud - Cowen and Company Bill Peterson - JPMorgan Kashy Harrison - Piper Sandler David Kelley - Jefferies Stephen Gengaro - Stifel Matt Summerville - D.A. Davidson ...

ChargePoint Holdings, Inc. (NYSE:CHPT) 25th Annual Needham Growth Conference January 11, 2023 11:45 AM ET Company Participants Rex Jackson - CFO Conference Call Participants Chris Pierce - Needham Research Chris Pierce My name is Chris Pierce. I'm with the Needham research team. It's my pleasure to welcome to ChargePoint CFO, Rex Jackson, Rex, welcome. Rex Jackson Great. Glad to meet everyone (ph). Chris Pierce Dramatic entrance, I like it through the sideÂ… Rex Jackson Sorry about that. Chris Pierce Why do ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2022 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ Commission file number 001-39004 ChargePoint Holdings, Inc. | --- | --- | --- | |---------------------------------- ...

ChargePoint Holdings, Inc. (NYSE:CHPT) Q3 2023 Earnings Conference Call December 1, 2022 4:30 PM ET Company Participants Patrick Hamer - VP, Capital Markets and Investor Relations Pasquale Romano - Chief Executive Officer Rex Jackson - Chief Financial Officer Conference Call Participants James West - Evercore ISI Matt Summerville - D.A. Davidson Bill Peterson - JPMorgan Gabe Daoud - Cowen Colin Rusch - Oppenheimer Craig Irwin - ROTH Capital Alex Vrabel - Bank of America Steven Fox - Fox Advisors Maheep Mand ...