© 2022 ChargePoint Holdings, Inc. Q2 Fiscal 2023 Financial Results August 30, 2022 Safe Harbor 2 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 ...

ChargePoint Holdings, Inc. Conference Call Summary Company Overview - **Company**: ChargePoint Holdings, Inc. (NYSE: CHPT) - **Industry**: Electric Vehicle (EV) Charging Infrastructure - **Conference Date**: June 22, 2022 - **Participants**: - Pasquale Romano - President & CEO - Bill Peterson - J.P. Morgan Key Points Business Model - ChargePoint has a unique business model focused on the EV charging market, leveraging the vast number of parking spaces in the U.S. (approximately 2 billion) compared to the number of vehicles (around 280 million) [3][4] - The model emphasizes a parking-based approach rather than a gas station-like pumping model, as vehicles are parked 96% of the time, allowing for charging during this dwell time [4][5] - Revenue is generated through a combination of capital expenditure (CapEx) funded by commercial customers and a subscription fee for network access, creating a recurring revenue model with low churn [8][9] Market Growth and Demand - ChargePoint is experiencing growth that outpaces the arrival rate of electric vehicles (EVs), particularly due to expansion into the European market and the addition of fleet vehicles [11] - The company anticipates continued healthy growth even in the event of an economic downturn, primarily due to strong demand for EVs and production capacity constraints rather than battery limitations [12][13] Fleet Opportunities - The company views the electrification of fleets as a significant growth opportunity, potentially representing one-third of its business in the near future [24] - ChargePoint is focusing on both Level 2 and DC fast charging solutions to cater to various fleet needs, emphasizing the importance of software for scheduling and cost optimization [26][27] Policy and Infrastructure - ChargePoint is actively engaged in shaping policy related to EV infrastructure, particularly in relation to the Bipartisan Infrastructure Law, which allocates $7.5 billion for EV charging infrastructure [28][29] - The company does not rely on subsidies for its business model but sees potential benefits from well-structured incentives [30] Supply Chain and Pricing - Supply chain constraints have impacted the company, with a projected 6% impact on gross margins due to rising costs and logistics challenges [36] - ChargePoint has implemented price increases but faces challenges in passing these through due to the channel-oriented nature of its business [40][41] Partnerships and Financing - The partnership with Goldman Sachs is expected to enhance ChargePoint's ability to finance projects, allowing for asset ownership without the need for significant capital investment from ChargePoint itself [43][44] - This partnership can facilitate the deployment of charging infrastructure in collaboration with amenity brands, enhancing customer experience [45][46] Investor Insights - ChargePoint aims to differentiate itself through a comprehensive solution that integrates hardware, software, and services, addressing customer needs for a turnkey solution [16][48] - The company positions itself as a broad operator in the EV charging space, akin to an index fund, providing exposure to both fleet and commercial sectors across North America and Europe [49][50] Additional Considerations - The company emphasizes the importance of customer engagement and retention, with 60% to 70% of revenue coming from existing customers [19][20] - ChargePoint's strategy includes a focus on the long-term transition to electric vehicles and the potential decline of car ownership in favor of Transportation as a Service [23]

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 April 30, 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. (Exact name of registrant as specified in its charter) De ...

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ChargePoint Holdings, Inc. (NYSE:CHPT) Q1 2023 Earnings Conference Call May 31, 2022 4:30 PM ET Company Participants Patrick Hamer - Vice President of Capital Markets and Investor Relations Pasquale Romano - Chief Executive Officer Rex Jackson - Chief Financial Officer Conference Call Participants Bill Peterson - JP Morgan James West - Evercore ISI Shreyas Patil - Wolfe Research Colin Rusch - Oppenheimer Craig Irwin - ROTH Capital Ryan Greenwald - Bank of America Gavin Kennedy - Jefferies Kashy Harrison - P ...

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Table of Contents ___________________________________ Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, par value $0.0001 CHPT New York Stock Exchange Common Shares (Title of class) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________ FORM 10-K ___________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January ...

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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]