EV Infrastructure Profile · Hardware and software
ChargePoint: chargers and software, owned by site hosts
How ChargePoint’s asset-light model works: hardware and subscription revenue, the largest public Level 2 footprint in the U.S., host-set pricing, margins and losses.
Drive Economics has no affiliation with, sponsorship from, or endorsement by any charging network, automaker, charger maker, utility or program named here.
The short answer
- ChargePoint sells chargers and network software; it rarely owns the chargers. The business or property owner (the site host) buys the equipment, pays for ChargePoint’s cloud subscription and sets the price drivers pay (ChargePoint annual report).
- It is the largest public Level 2 network in the U.S. AFDC lists 81,112 public Level 2 ports on ChargePoint, 44% of all public Level 2 ports, plus 4,795 DC fast ports (AFDC).
- Revenue is growing and losses are narrowing. Q2 fiscal 2027 revenue was $116.1 million, up 18%: $62.9 million from hardware and $43.7 million from subscriptions. The adjusted EBITDA loss narrowed to $4.8 million; the GAAP net loss was $35.6 million (ChargePoint).
- Driver prices are set by each site host. One ChargePoint station can be free and the next can charge by the hour, by the kWh or with idle fees, which makes network-wide price comparisons less meaningful than for owner-operators.
Role in the value chain
ChargePoint’s role in the charging value chain
Solid = performs this stage. Dashed = shares it with partners. Gray = left to others.
Swipe to see the full chart →
Network size and where it is
AFDC lists 48,877 public ChargePoint stations. Most are Level 2 chargers at workplaces, retail, municipal and multifamily sites, where cars stay for hours. DC fast sites average 1.1 ports each, and 100% of listed DC sites have two ports or fewer; Paren found 71% of ChargePoint’s sites that added fast ports in Q3 2026 had two or fewer (Paren).
Worldwide, ChargePoint reported about 385,000 ports under management in early 2026, including more than 41,000 DC fast chargers, about 130,000 ports in Europe and nearly 130,000 software-only ports on other makers’ hardware (ChargePoint Q4 fiscal 2026 call). Those totals include private fleet, workplace and home ports that AFDC does not list.
Public Level 2 ports by network
Open public ports in the United States. ChargePoint highlighted.
Swipe to see the full chart →
Public DC fast-charging ports by network
ChargePoint’s fast-charging footprint is small next to owner-operators.
Swipe to see the full chart →
How drivers pay
Site hosts set access and pricing, including by driver group, time of day, idle time, energy or session (ChargePoint annual report). Hosts that offer free charging as an amenity are common at workplaces and retail. Where hosts charge, the driver pays through the ChargePoint app or a roaming partner, and the host receives the payment.
For drivers, this means the ChargePoint name says little about the price. The app shows the host’s price before a session starts.
Business economics
ChargePoint revenue mix, Q2 fiscal 2027
Quarter ended July 31, 2026, in millions of dollars.
Swipe to see the full chart →
Hardware is cyclical; subscriptions recur. Hardware revenue rose 25% and subscriptions 10% year over year (ChargePoint). Adjusted gross margin reached 38%, with about 4 percentage points from tariff refunds (Investing.com).
Utilization risk sits with the host. Because hosts own the chargers, a lightly used station hurts the host’s return, not ChargePoint’s. ChargePoint’s own report says usage on its network has grown faster than new ports (ChargePoint Charging Forward 2026).
Connectors and the NACS shift
In AFDC, 17% of ChargePoint’s DC fast sites list a NACS connector, and 71% still list CHAdeMO, the connector used by older Nissan Leafs. Level 2 chargers mostly use the J1772 plug, which NACS vehicles use with an adapter.
What it means
Check the host’s price
Prices range from free to above home electricity rates, and idle fees vary. The app shows each host’s terms.
Own the economics
The host pays for the hardware, installation, software and electricity and keeps the charging revenue. Utility make-ready and charger rebates often decide the payback.
Level 2 coverage
Long-dwell Level 2 at workplaces and multifamily buildings is where most rebates land. Managed charging software can shift that load off peak.
About this profile
ChargePoint’s fiscal year ends January 31; fiscal 2027 Q2 is May–July 2026.
Network counts are public, open stations in the U.S. Department of Energy’s Alternative Fuels Data Center (AFDC) station data, downloaded October 25, 2026 (AFDC station API). AFDC lists each charging location as a station and counts ports by type; company totals can differ because companies count private, fleet and partner-branded ports and use different definitions of a stall or port.
Fast-charging prices, utilization and reliability are from Paren’s Q3 2026 U.S. fast-charging report, which tracks more than 98% of U.S. DC fast ports. Prices are averages; the price at a given site and hour can be far from the average.
Company revenue, margin and loss figures are as reported by each company and are not adjusted. Figures checked October 25, 2026.
Drive Economics has no affiliation with, sponsorship from, or endorsement by any charging network, automaker, charger maker, utility or program named here.