Blink Charging Co (NASDAQ: BLNK) is an electric vehicle charging infrastructure company that owns, operates, and sells EV charging equipment and network services across commercial, municipal, and residential locations. Revenue comes from charging session fees on company-owned stations, equipment sales to property partners and host-owners, and recurring network connectivity and software service fees charged through the Blink Network cloud platform. Blink operates across multiple ownership models: turnkey Blink-owned stations where the company retains substantially all charging revenue under agreements typically lasting up to 27 years, hybrid models where installation costs are shared with property partners, and host-owned models where the property partner purchases the equipment and pays Blink for network connectivity and payment processing. The company also operates an EV car-sharing business through its wholly owned subsidiary Envoy Mobility. Blink is expanding internationally with a focus on mainland Europe and the United Kingdom. In July 2025, Blink acquired Zemetric, Inc., a fleet and multi-family charging infrastructure provider, and launched a strategic restructuring plan called BlinkForward aimed at accelerating profitability.
- Revenue model
- Blink generates revenue through three primary streams: charging session fees on company-owned stations (both turnkey and hybrid models), equipment sales in host-owned deployments where property partners purchase Blink hardware, and recurring network connectivity, software, and payment processing fees charged through the Blink Network platform. Car-sharing subscription and on-demand fees are collected through Envoy Mobility.
- Products and services
- Blink offers Level 2 AC charging stations and DC Fast Charging (DCFC) equipment ranging from 30kW to 600kW, supporting NACS, CCS1, and CHAdeMO connectors. The Blink Network is a cloud-based platform enabling remote monitoring, payment processing, load management, roaming, and reporting. Customer-facing tools include the Blink Charging Mobile App for iOS and Android. Additional offerings include energy management and fleet management software. Envoy Mobility provides EV car-sharing through subscription and on-demand services.
- Customers and end markets
- Blink serves property partners across shopping centers, airports, auto dealers, healthcare facilities, hotels, mixed-use developments, multifamily residential buildings, parking lots, restaurants, retailers, schools, stadiums, supermarkets, transportation hubs, and workplaces. Fleet operators and municipal customers are also served through dedicated fleet charging and energy management software.
- Value-chain role
- Blink operates as both a hardware manufacturer and a network operator in the EV charging value chain. It manufactures or sources charging equipment, installs and owns stations in turnkey and hybrid models, and connects all deployed stations to its proprietary cloud network. In host-owned deployments, Blink serves as a network services and payment processing provider rather than equipment owner.
- Geographic exposure
- Blink is primarily deployed across the United States, with international expansion focused on mainland Europe and the United Kingdom as of the FY2025 10-K filed March 31, 2026.
- Competitors
- ChargePoint, EVgo, Electrify America, Tesla, Loop, Swtch, Flo, Clipper Creek, StarCharge, Wallbox, Autel, EV Connect
