| --- | --- | --- | |---------------------------------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Q4 Fiscal 2022 | | | | | | | | Financial Results March 2, 2022 | | | Safe Harbor 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 ...

ChargePoint Holdings, Inc. (NYSE:CHPT) Q4 2022 Earnings Conference Call March 2, 2022 4:30 PM ET Company Participants Patrick Hamer - Vice President, Capital Markets and IR Pasquale Romano - Chief Executive Officer Rex Jackson - Chief Financial Officer Conference Call Participants Shreyas Patil - Wolfe Research Colin Rusch - Oppenheimer James West - Evercore ISI William Peterson - JPMorgan Mark Delaney - Goldman Sachs Matt Summerville - D.A. Davidson Ryan Greenwald - BofA Securities Craig Irwin - ROTH ...

ChargePoint Holdings, Inc. - Key Takeaways from the 24th Annual Needham Growth Conference Company Overview - ChargePoint Holdings, Inc. is a leader in the electric vehicle (EV) charging industry, claiming leadership in all segments of EV charging, not just Level 2 charging [4][5] - The company operates on a parking model rather than a traditional refueling model, emphasizing the widespread availability of electricity [5][6] - ChargePoint has been public for almost a year, with its debut on the New York Stock Exchange on March 1 [4] Core Business Model - ChargePoint does not consider itself a hardware company, despite producing hardware; it focuses on software and subscription services [4][9] - The company sells subscriptions to businesses for maintaining chargers on its network, which generates recurring revenue that is not dependent on utilization or energy consumption [9][10] - ChargePoint's business model allows for flexibility in pricing and service offerings, catering to both B2B and fleet operators [10][11] Growth Strategy - ChargePoint made two acquisitions in the previous year, ViriCiti and Has to Be, aimed at enhancing fleet functionality and expanding its market presence in Europe [12][14] - The integration of these acquisitions has been successful, with both companies complementing ChargePoint's existing capabilities [14][15] - ChargePoint aims to achieve a third of its revenue from Europe, with current revenue from Europe being around 10% [19] Market Position and Opportunities - The company has reported a port count of approximately 50,000 in Europe, with a focus on high-margin software business [18] - ChargePoint sees significant growth potential in the EV market, with low penetration rates in North America and Europe [55][56] - The company is positioned to benefit from the shift towards electric vehicles and the reengineering of transportation globally [57] Margins and Financial Performance - ChargePoint's SaaS margins are expected to stabilize in the mid-50% range, with ongoing investments in automation and optimization [40][43] - The company has faced supply chain challenges but has managed to improve margins despite these constraints [45][48] - ChargePoint's pricing strategy remains flexible, with a focus on maintaining customer satisfaction and managing backorders [46][50] Future Product Development - ChargePoint emphasizes flexibility and total cost of ownership in its product offerings, with a focus on modularity and ease of maintenance [34][35] - The company is exploring next-generation products that enhance reliability and support, including user-installable cables and centralized storage solutions [36][38] Conclusion - ChargePoint is well-positioned to capitalize on the growing EV market, with a strong focus on software and subscription services, successful integration of acquisitions, and a commitment to innovation and customer satisfaction [55][57]

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, 2021 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. (Exact name of registrant as specified in its charter) ...

| --- | --- | --- | |------------------------------------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | Q3 Fiscal 2022 | | | | | | | | Financial Results December 7, 2021 | | | Safe Harbor 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 regarding estimate ...

ChargePoint Holdings, Inc. (NYSE:CHPT) Q3 2022 Earnings Conference Call December 7, 2021 4:30 PM ET Company Participants Patrick Hamer - Vice President, Capital Markets and IR Pasquale Romano - Chief Executive Officer Rex Jackson - Chief Financial Officer Conference Call Participants Shreyas Patil - Wolfe Research Greg Wasikowski - Webber Research & Advisory Gabe Daoud - Cowen Ryan Greenwald - Bank of America James West - Evercore Bill Peterson - JP Morgan Tyler Bailey - Needham & Company Stephen Gengaro - ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | --- | --- | |---------------------------------------------------------------------------------------------------|--------------------------------------------------| | For ...

| --- | --- | --- | |-------|-------|-------| | | | | | | | | | | | | | | | | Safe Harbor 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 regarding estimates and forecasts of financial and performance metrics, projections of market opportunity and market share. These forward ...

ChargePoint Holdings, Inc. (NYSE:CHPT) Q2 2022 Earnings Conference Call September 1, 2021 4:30 PM ET Company Participants Patrick Hamer - VP, Capital Markets and IR Pasquale Romano - President and CEO Rex Jackson - CFO Conference Call Participants Gabe Daoud - Cowen Colin Rusch - Oppenheimer Craig Irwin - ROTH Capital Partners Shreyas Patil - Wolfe Research David Kelley - Jefferies Vikram Bagri - Needham Itay Michaeli - Citigroup Matt Summerville - D.A. Davidson James West - Evercore Operator Ladies and gen ...

Table of Contents (408) 841-4500 (Registrant's telephone number, including area code) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2021 OR ☐ 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 Hold ...