EVgo (US:EVGO)2025-05-06 11:18Q1 2025 Performance Highlights - EVgo's network throughput reached 83 GWh, a 60% increase compared to Q1 2024[11] - EVgo's revenue totaled $75 million, a 36% increase compared to Q1 2024[11] - EVgo operated 4,240 stalls, a 32% increase with 180 new stalls added[11] Tariff Impact and Capex Efficiencies - The estimated tariff impact on EVgo's 2025 capex spend is $4 million to $5 million[14] - EVgo anticipates $10 million in capex efficiencies, offsetting the tariff impact in 2025[14] - 75% of capex per stall has no exposure to tariffs[13] Market Dynamics - US non-Tesla EV sales grew 36% year-over-year in Q1 2025[15] - EVgo gained market share due to flat DCFC supply growth for 7 quarters[16] Financial Outlook - EVgo projects revenue between $340 million and $380 million for 2025[74] - EVgo anticipates adjusted EBITDA between negative $5 million and positive $10 million for 2025[74]