Business Strategy and Outlook
| Brett Castelli |ChargePoint is a leading provider of networked electric vehicle, or EV, charging hardware and software. The EV charging industry consists of three broad categories of companies: hardware providers, integrators (software providers), and asset owners. ChargePoint focuses on providing integrated hardware and software product offerings, while rarely owning assets. ChargePoint pursues a closed loop approach—opting only to sell its hardware with its network software attached—which we view as unique among its peers.