ChargePoint Holdings

CHPTsupplier

ChargePoint operates one of the largest EV charging networks globally with over 280,000 activated ports. Its hardware and cloud-based software platform serves commercial, fleet, and residential charging across North America and Europe.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($0.5B)

Data statis (memuat keuangan langsung…)

Networked Charging Systems (58%)

Subscription (Software & Cloud) (25%)

Other (Warranty, Services) (17%)

Komposisi segmen dan pelanggan utama

Detail produk

Commercial AC Charging35%

Level 2 networked chargers for workplaces, retail, and multifamily

DC Fast Charging30%

High-power DC fast chargers for fleets and public highway corridors

Fleet Management Software20%

Cloud software for EV fleet charging management and optimization

Hubungan Rantai Pasok

Pesaing

Tesla, Inc.

Supercharger network vs. ChargePoint

Dampak: Major competitor in public charging

Mitra

Rivian Automotive

Charging network interoperability

Dampak: Low — ecosystem partner

BYD Company

Charging for BYD fleet vehicles

Dampak: Low — international market

Konteks makro dan pasar

EV / 배터리Berita sektor

리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅

리튬 탄산 현물가

$11.5/kg

글로벌 EV 보급률

18% → 25% (2026E)

배터리 팩 가격

$112/kWh

중국 EV 수출 성장

+42% YoY

Katalis mendatang

◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)◆Tesla 배터리 데이 2026◆IRA 보조금 검토 결과 발표

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Info Perusahaan

Kantor Pusat

Campbell, California, USA

Didirikan

2007

Karyawan

2,100+

Situs Web

chargepoint.com

Gambaran umum sektor — EV / 배터리

Berita sektor