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© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute 1
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
Contents
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1. Market Trends2. ChargePoint Products and Services3. Considerations for DCFC
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
Market data:The numbers speak for themselvesMarket TrendsMarket Trends
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
Mobility Is Driving Change
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Giving Us BackTime and Money
Autonomous Drive
Electrification of Transportation
Sharing Economy
Multi-modal Transport
On-demand Delivery
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
The Future of Mobility Is Electric
No major industry will change more over the next two decades than transportation.
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
The Future of Mobility Is Electric
“In 2040, 60 million EVs are projected to be sold, equivalent to 55% of the global
light-duty vehicle market.”—Electric Vehicle Outlook 2018, Bloomberg New Energy Finance
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
Market Forces Are ConvergingGovernment policies and initiatives are being implemented to curb emissions and incentivize EV adoption at all levels
Consumer demand for EVs is at record levels; shared mobility is growing
Auto OEMs continue to invest billions in e-mobility with dozens of new models on the way; battery costs in decline
Climate concerns are driving innovation and policy
Utilities are incenting the market and developing programs to minimize grid impacts while accelerating charging infrastructure deployment
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© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute 8
Electric Vehicle Revolution Is Happening NOW
0.81.2
1.72.1
2.52.9
3.7
4.9
6.5
0
2
4
6
8
2018 2019 2020 2021 2022 2023 2024 2025 2026
Annual Electric Vehicle Sales in North America and EuropeVehicles per Year (Millions)
3 Year CAGR: ~37%5 Year CAGR: ~29%
Electric Vehicle Sales (Light Duty, Truck, Bus)
1
2
3
4
What Trends Are Driving ContinuedElectric Vehicle Growth?
Proliferation of Electric Vehicle Models
Battery Costs Continue to Significantly Decline
Continued Regulatory and Policy Support
Shared Mobility and Autonomous Vehicles
Source: Navigant
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
The Rise of Electric Vehicles In US
9Source: Baum & Associates and InsideEVs.com data through December 2017
December 2018
1,064,000
December 2017 to December 2018
+ 301,000
Drivers Of EV Market Growth• Increased Electric Vehicle Makes & Models• Battery Costs Continue to Significantly Decline• Continued Regulatory and Policy Support• Shared Mobility and Autonomous Vehicles
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
Aggressive Growth Forecast
40+ Models (US)
Light Duty HD Bus MD Truck/Van HD Truck
Growth2018-2023
NA: 554% EUR: 703%
NA: 458%EUR: 310%
NA: 234% EUR: 302%
NA: 457%EUR: 438%
2019 pre-production models
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
Upcoming EV/PHEV Models of Interest
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2020 Mercedes-Benz ESprinter
2020 Rivian R1T
2020 Bollinger B1
Workhorse W-15
2021 Ford F-150
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
EV Charging Station Connectors
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SAE J1772 (AC)
SAE J17772 CCS (DC)
CHAdeMO(DC)
Tesla
Connector
Vehicle InletL1 & L2 DC L2 DC L2 L2 & SC
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
Customer Motivation To Install Charging
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+ Track usage and expenses
+ Charge during low cost off-peak hours
+ Participate in utility programs
+ Attract new and repeat customers
+ Increase shopping time
+ Boost customer satisfaction
+ Achieve sustainability goals
+ Increase average rent and property value
+ Provide valued amenity+ Meet emerging state and city
regulations+ Achieve sustainability goals
+ Drive revenue+ Provide
differentiating amenity
+ Meet government mandates and regulations
+ Reduce operating expenses with lower fueling and maintenance costs
+ Proactively manage expenses
+ Achieve sustainability goals
Home Retail & HospitalityCommercialProperty
Multi-FamilyHomes
ParkingFleet
MANAGE CHARGING & SAVE MONEY
INCREASE SALESATTRACT & RETAIN RESIDENTS & TENANTS
ATTRACT NEWCUSTOMERS
LOWER COST OFTRANSPORTATION
Workplaces
+ Increase employee satisfaction
+ Improve productivity+ Achieve
sustainability goals
ATTRACT & RETAIN TALENT
Offering charging services is more than just a direct revenue model for commercial site hosts
Reduce Expenses and Generate Direct & Indirect Income
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
A Day in the Life of an EV Driver
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+ EV drivers charge when and where it’s convenient+ EV drivers seek connectivity, convenience and control of their
charging experience – both inside and outside the home
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
Networked Charging vs. Non-Networked+ Non-networked
charging stations offer a plug
+ Networked charging stations connect the station to the cloud for visibility and control
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Capability Networked Charging Stations
Non-networked Charging Stations
Offer electricity
Visibility to drivers (mobile app, etc)
Ability to charge and recover cost (by kWH, hours of usage, time of use, etc)
Access control (employees only, public, loyalty rewards)
Remote access and maintenance (check status, availability, etc)
Analytics (usage, number of unique drivers, charging behavior, utilization, revenue, costs)
Sustainability reporting (GHG savings, fuel savings)
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
Market data:The numbers speak for themselvesChargePoint Products and Services ChargePoint Products and Services
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
3 ModesWe’re creating thenew fueling network to move all people and goods on electricity.
Ridingshared transport
Driving a personal vehicle
Delivering goods and driving work vehicles
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© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
3 Modes
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A flexible portfolio We sell integrated hardware and cloud services to businesses and offer a home charger and free app to drivers.
+ +
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute 19
When a business needs EV charging toattract drivers—We sell hardware, software, and cloud services to meet their business goals.
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
ChargePoint- Full Suite of Hardware and Services
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Driver Applications & ServicesWeb, mobile, fleet card service
Station Host EV Drivers
Customer Support
ChargePoint ServicesCloud-based solutions for
managing stations Charging Stations
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
ChargePoint Services- In Detail
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Dashboard & Analytics
Station owners see how stations are being used and
when it’s time to add capacity.
WaitlistDrivers can get in line and get
notified when the station is available – improves
utilization.
Energy ManagementEfficiently and automatically utilize power
available for charging vehicles. Save money on costly upgrades and avoid
demand charges.
Flexible PricingBy hour, by kWh, by time of day, by customer type, or by
any combination.
Access ControlLimit who can use the charging
stations and when. Station owners can disable charging
during “closed” times.
Fleet ServicesFleet Managers can track
vehicle charging and pay for fuel if the vehicles need to charge at
other stations.
Driver ServicesAutomatically notify drivers
when: fully charged, a station becomes available, power
outage or decrease, and more.
APIsMost functions are also available
through SOAP/XML and REST APIs that follow the same data access rules
as the UI.
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
New Offering- ChargePoint-as-a-Service (CPaaS)
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+ What Is CPaaS?• Subscription to ChargePoint inclusive of L2 hardware, installation, software (Cloud)
and full maintenance (Assure)• ChargePoint retains title of L2 hardware, but customers still pay for electricity and
collect driver payments if they choose to charge a fee
+ Benefit to Customer?• Lower up-front cost with payments spread over the term• Shorter term service contracts• No vendor lock in and mitigation of “stranded” costs• Station uptime is guaranteed and supported by experienced professionals
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
ChargePoint Stations for Every Situation
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CPF25Level 2
CT4000Level 2
Fast DC Chargers
HomeLevel 2
Multi-Family,Fleet
On-Route,Commercial
Single FamilyHome
Commercial/Municipal,Mixed Use
Express Plus500kW
Ultra-fast DC Chargers
CPE25050-62.5kW
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
Express 250 Station+ Up to 62.5 kW standalone charging capacity
• “Paired” stations can charge up to 125 kW
+ Up to 3 charging cables, all standard connectors supported (factory installed)
+ Liquid cooled power modules+ Exceptional ease of use
• LED for driver notifications• LCD for driver interaction• Swing arms for easy cable management
+ Market Targets• Light duty fleets that require fast turnaround times
for vehicles • High end destinations: hotels, retail• Workplaces
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Area lightingCables on
swing arms to maximize reach
LCD touchscreen for driver interaction
LED display for notifications
Two power modules
Vehicle OccupancyDetection
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
Innovative and Expandable Charging Platform
Combine dispensers, modules and cubes for unlimited power dispensing options with simple upgradability
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Power Modules
ChargerPower Blocks and Cubes
• 31.25 kW each • 78 A output, 200 – 1000V• Liquid cooled• Easily installed, no special tools
or expertise needed
• Up to 3 different connectors• Liquid cooled cables• Modular component replacement• Can house 2 power modules
• Remote power for chargers• Up to 5 modules per block• Each module can be shared across
dispensers• “Cube” configuration consists of 4
Power Blocks (16 modules = 500kW)
© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
ChargePoint Analytics- Measuring Success+ Energy (kWh)+ Peak Load, Average Load (kW)+ GHG Avoidance and Gasoline Savings+ Station Utilization+ Unique Drivers+ Peak Occupancy+ Session Length Histogram+ Advanced Pricing Policy Wizard+ Detailed Transaction Data
+ Map Drivers charging at your stations
+ Integrate data into your existing systems
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© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute
ChargePoint Dashboard- Visibility into Operations
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© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute