ChargePoint Holdings Inc (NYSE: CHPT) is an electric vehicle charging infrastructure company that designs, sells, and operates networked charging hardware and software for commercial, fleet, and residential customers. Revenue comes from three streams: sales of Networked Charging Systems (hardware), subscription fees for the ChargePoint Platform software and Assure service programs, and other revenue including driver charging fees, payment processing fees, and professional services. Networked Charging Systems represented 52.7% of total revenue for the year ended January 31, 2026, down from 56.3% for the year ended January 31, 2025. The company is headquartered in Campbell, California, with additional facilities in the Netherlands, Germany, Austria, the United Kingdom, and India. ChargePoint has not declared or paid dividends and reported a net loss of $220.2 million for the year ended January 31, 2026. CEO Rick Wilmer and CFO Mansi Khetani signed the 10-K filed April 2, 2026.

Revenue model

ChargePoint generates revenue through three categories: hardware sales of Networked Charging Systems (Level 2 AC and Level 3 DC fast chargers), subscription fees billed upfront for the ChargePoint Platform (cloud-based CMS and eMSP services) and Assure warranty programs, and other revenue from driver charging session fees at company-owned sites, payment processing fees, and professional services.

Products and services

Products include Level 2 AC charging stations for commercial, fleet, and home applications, and Level 3 DC fast chargers for commercial and fleet use. The ChargePoint Platform consists of a cloud-based Charge Management System (CMS) and an e-Mobility Service Provider (eMSP) service. The CMS supports both ChargePoint-branded hardware and third-party OCPP-compatible hardware under the ChargePoint Compatible program. Assure is an extended parts and labor warranty subscription. Professional services are also offered.

Customers and end markets

Customers include businesses deploying workplace or retail charging, fleet operators, charge point operators (CPOs), automakers (OEMs), and individual homeowners. End markets span commercial real estate, corporate campuses, multi-unit residential, public transit fleets, and e-mobility service providers.

Value-chain role

ChargePoint operates as a vertically integrated charging network provider, covering hardware design and manufacturing (via contract manufacturers), cloud software management, driver payment processing, and site operations. It sits between EV drivers and site hosts, providing the network layer that connects charging hardware to software management and billing.

Geographic exposure

Primary operations in North America, with a growing presence in Europe. European offices in Amsterdam (Netherlands), Radstadt (Austria), Munich (Germany), and Reading (United Kingdom). Additional engineering operations in Gurgaon, India. Corporate headquarters in Campbell, California, under leases expiring August 31, 2029.

Competitors

Non-networked charging hardware manufacturers, Software providers managing non-networked hardware, Charge point operators (CPOs) building proprietary infrastructure, Auto OEMs deploying first-party charging networks

Source: SEC 10-K, filed 2026-04-02

Industry: Miscellaneous Electrical Machinery, Equipment & Supplies Peers: Acuity Inc Generac Holdings Inc Vertiv Holdings Co Hubbell Inc Regal Rexnord Corp Sensata Technologies Holding PLC Shoals Technologies Group Inc SUNPOWER CORP Sunrun Inc