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Page 1: | Do Not Distribute 1•Subscription to ChargePoint inclusive of L2 hardware, installation, software (Cloud) and full maintenance (Assure) •ChargePoint retains title of L2 hardware,

© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute 1

Page 2: | Do Not Distribute 1•Subscription to ChargePoint inclusive of L2 hardware, installation, software (Cloud) and full maintenance (Assure) •ChargePoint retains title of L2 hardware,

© 2019 ChargePoint, Inc. | Proprietary and Confidential | Do Not Distribute

Contents

2

1. Market Trends2. ChargePoint Products and Services3. Considerations for DCFC

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Market data:The numbers speak for themselvesMarket TrendsMarket Trends

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Mobility Is Driving Change

4

Giving Us BackTime and Money

Autonomous Drive

Electrification of Transportation

Sharing Economy

Multi-modal Transport

On-demand Delivery

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The Future of Mobility Is Electric

No major industry will change more over the next two decades than transportation.

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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

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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

7

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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

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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

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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

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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

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EV Charging Station Connectors

12

SAE J1772 (AC)

SAE J17772 CCS (DC)

CHAdeMO(DC)

Tesla

Connector

Vehicle InletL1 & L2 DC L2 DC L2 L2 & SC

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Customer Motivation To Install Charging

13

+ 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

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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

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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)

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Market data:The numbers speak for themselvesChargePoint Products and Services ChargePoint Products and Services

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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

17

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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.

+ +

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When a business needs EV charging toattract drivers—We sell hardware, software, and cloud services to meet their business goals.

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ChargePoint- Full Suite of Hardware and Services

20

Driver Applications & ServicesWeb, mobile, fleet card service

Station Host EV Drivers

Customer Support

ChargePoint ServicesCloud-based solutions for

managing stations Charging Stations

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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.

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New Offering- ChargePoint-as-a-Service (CPaaS)

22

+ 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

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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

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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

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Innovative and Expandable Charging Platform

Combine dispensers, modules and cubes for unlimited power dispensing options with simple upgradability

25

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)

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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

26

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ChargePoint Dashboard- Visibility into Operations

27

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