ChargePoint Holdings Inc
investors.chargepoint.comWhat Do They Do?
Sells networked EV charging stations, charging-management software and related services to businesses, fleet operators, charging network operators and homeowners.
10-K for FY2026, filed Apr 2, 2026To meet the growing demand for EV infrastructure, ChargePoint delivers comprehensive offerings spanning the entire EV charging ecosystem…View ↗
The modular architecture of ChargePoint’s Networked Charging Systems combined with its powerful, scalable and extensible ChargePoint…View ↗
ChargePoint offers a comprehensive range of Networked Charging Systems, designed, developed and manufactured in collaboration with its…View ↗
The ChargePoint CMS Service and ChargePoint eMSP Service combine to form the ChargePoint Platform, a powerful, flexible, and scalable…View ↗
How Do They Make Money?
Customers pay for charging systems when they ship. They typically pay upfront for platform, warranty and service subscriptions, which provide service over the subscription term.
10-K for FY2026, filed Apr 2, 2026The Company usually bills its customers at the onset of the arrangement for both the products and a predetermined period of time for…View ↗
Networked Charging Systems revenue includes revenue related to the deliveries of EV charging system infrastructure and fees received for…View ↗
Subscriptions revenue consists of services related to the ChargePoint Platform, as well as extended maintenance service plans under Assure.…View ↗
ChargePoint generates revenue through the sale of its diverse portfolio of hardware, software products, and services designed to support…View ↗
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10-K for FY2026, filed Apr 2, 2026
FY2026 revenue by product or service ↗
$411.2M
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10-K for FY2026, filed Apr 2, 2026
$411.2M ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Networked Charging Systems
Sold outright
10-K for FY2026, filed Apr 2, 2026 |
53%
FY2023: 78%
|
Networked Charging Systems, FY2026
$216.5M Sources
|
Sold outright |
|
Subscriptions
Recurring
10-K for FY2026, filed Apr 2, 2026 |
39%
FY2023: 18%
|
Subscriptions, FY2026
$162.4M Sources
|
Recurring |
|
Other
|
7.9%
FY2023: 4.1%
|
Other, FY2026
$32.3M Sources
|
Who Are Their Customers?
Charging station owners, operators and hosts use ChargePoint systems and software to manage charging; these include businesses, fleet operators, automakers, municipalities and residential customers. It sells through distributors, resellers and direct sales, and reaches commercial and fleet customers through direct sales and channel partners.
10-K for FY2026, filed Apr 2, 2026 10-K for FY2023, filed Apr 3, 2023To meet the growing demand for EV infrastructure, ChargePoint delivers comprehensive offerings spanning the entire EV charging ecosystem…View ↗
The modular architecture of ChargePoint’s Networked Charging Systems combined with its powerful, scalable and extensible ChargePoint…View ↗
For-Profit CPOs: Companies focusing on large-scale EV charging deployments and operations for passenger vehicles or fleet vehicles; Auto…View ↗
The ChargePoint CMS Service and ChargePoint eMSP Service combine to form the ChargePoint Platform, a powerful, flexible, and scalable…View ↗
Networked Charging Systems revenue includes revenue related to the deliveries of EV charging system infrastructure and fees received for…View ↗
Commercial: Commercial businesses already own or lease parking and many wish to electrify. These include retail centers, offices, medical…View ↗
Do Revenues Turn Into Profits?
No. It lost $220.2M in FY2026.
10-K for FY2026, filed Apr 2, 2026
−$210.1MView ↗
10-K for FY2026, filed Apr 2, 2026
−$220.2MView ↗
10-K for FY2026, filed Apr 2, 2026
−$67MView ↗
How Are They Changing?
- Net income
-
Sources
10-Q for Q2 FY2027, filed Sep 4, 2026
−$35.6MView ↗
- ▼ −46% (Loss)
- vs −$66.2M in Q2 FY2026
10-Q for Q2 FY2027, filed Sep 4, 2026
Open tableView ↗
-
Jul 31, 2026
ChargePoint reorganized operations and planned a workforce reduction
The company expected to reduce its global workforce by approximately 10% and complete the reorganization in its third quarter of fiscal 2027.
Sources
8-K, filed Jul 31, 2026
On July 29, 2026, ChargePoint Holdings, Inc. (the "Company") implemented a reorganization of its operations including a reduction of the…View ↗
Growing. Revenue grew 71% in 4 years, from $241M in FY2022 to $411.2M in FY2026, about 14% a year.
More subscription revenue
The older report described hardware sales paired with Cloud Services subscriptions as the primary revenue source. The latest report also describes platform subscriptions, warranties and professional services as primary sources.
10-K for FY2023, filed Apr 3, 2023 10-K for FY2026, filed Apr 2, 2026ChargePoint primarily generates revenue through the sale of networked charging hardware combined with its Cloud Services billed as a…View ↗
ChargePoint generates revenue through the sale of its diverse portfolio of hardware, software products, and services designed to support…View ↗
Broader service offering
The latest report describes e-Mobility Service Provider software and ChargePoint as a Service, which bundles owned charging systems, platform access and maintenance into subscriptions; the older report described Cloud Services and Assure subscriptions.
10-K for FY2023, filed Apr 3, 2023 10-K for FY2026, filed Apr 2, 2026ChargePoint primarily generates revenue through the sale of networked charging hardware combined with its Cloud Services billed as a…View ↗
Who Do They Compete With?
Competes with ABB, Alfen, Alpitronic, Blink Charging, Kempower, Siemens, Tesla, Ampeco, Driivz, EV Connect, and Monta
10-K for FY2026, filed Apr 2, 2026While ChargePoint believes that its business model and comprehensive offering of hardware and software solutions provides a distinct…View ↗
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