EVgo (EVGO)
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EVgo (EVGO) - 2022 Q4 - Earnings Call Transcript
2023-03-31 03:09
This growth is beginning to accelerate too. BEV sales increased by 72% year-over-year in the fourth quarter, and most forecasts expect the U.S. to easily eclipse the 1 million battery electric vehicle sold figure in 2023 and exciting milestone. And EV sales should only continue to grow as automakers are set to introduce dozens of new models by the end of 2024, including a number of more affordable options, as well as models with longer ranges and faster charging rates. We believe this growth fueled by techn ...
EVgo (EVGO) - 2022 Q4 - Annual Report
2023-03-30 00:00
充电网络和业务模式 - EVgo是一家领先的充电解决方案提供商,建设和运营基础设施和工具,以加速电动汽车的大规模普及[24] - EVgo的充电网络由大约900个快速充电站点组成,服务于60多个大都市区和30个州,通过EVgo eXtend不断增加更多的直流快速充电站点[24] - EVgo通过与汽车制造商、车队和共享乘车运营商、零售主机以及政策领导者等合作伙伴合作,加速交通电气化[24] - EVgo的灵活业务模式通过多种收入流实现价值,主要是通过开发和运营EV充电站点向个人驾驶员、商业驾驶员和车队运营商提供电力[24] - EVgo正在优先发展超快充电器,这是一个预计增长速度将快于整体EV充电市场的关键市场细分[24] 服务范围和合作关系 - EVgo的合作伙伴关系和与各种汽车制造商、共享乘车运营商等渠道合作伙伴的合作旨在激励和加速美国范围内的EV采用[24] - EVgo的网络截至2022年12月31日已为超过4亿英里的电动汽车行驶提供动力[24] - EVgo还为快速增长的电动汽车车队领域提供服务,为轻型、中型和重型电动汽车车队开发和部署充电解决方案[25] - EVgo正在为车队在其自己的停车场位置、EVgo已获得的离场充电枢纽或通过EVgo的广泛公共网络提供充电资产的开发、建设、运营和服务[25] 技术创新和软件服务 - EVgo通过EVgo Optima软件与车队的物流平台进行整合,为车队操作商和EVgo双方带来好处[26] - EVgo推出白标解决方案EVgo eXtend,帮助合作伙伴为客户投资和建设EV充电站[26] - EVgo eXtend通过站点开发、设备交付、工程和建设以及持续的运营、网络和维护等方式产生收入[27] - EVgo不仅提供EV充电基础设施,还在继续开发和部署创新的基于软件的增值服务[28] 充电设备和标准 - EVgo通过模块化软件管理和控制的下一代DC快速充电站架构,实现动态功率共享,降低成本,提高可靠性[33] - EVgo的充电网络包括2184个DCFCs和1200多个Level 2 AC充电器,是美国最大的公共DC快速充电网络之一[35] - 美国电动汽车市场使用三种充电标准:CCS、CHAdeMO和特斯拉[37] - CCS标准适用于美国和欧洲制造的电动汽车,包括通用、福特和宝马[38] - CHAdeMO标准适用于日本制造的电动汽车,如日产、本田和丰田[39] - 特斯拉在2022年推出了CCS适配器,使EVgo的网络更容易访问特斯拉驾驶员[40] - EVgo的充电站支持CCS、CHAdeMO和特斯拉的快速充电标准[41] 合作伙伴关系和合作协议 - EVgo与GM、Nissan等OEM建立了合作关系,通过合作推广品牌和获取新客户[65] - EVgo与GM签订了一份为期五年的协议,计划建造3,250个快速充电桩[67] - EVgo与Nissan签订了两份协议,其中一份要求支持、维护和提供至少850个充电桩[70] - EVgo与Pilot Travel Centers LLC签订了充电基础设施协议,计划在500个站点建造2,000个充电桩[72] 风险和挑战 - EVgo的增长和成功高度依赖于电动车的持续快速采用和需求[119] - EVgo的收入在很大程度上受电动车驾驶和充电行为的驱动[120] - EVgo的能够捕捉电动车市场增长取决于有效扩展销售和营销运营[122] - EVgo的业务可能会受到无法保护技术和知识产权的影响[106] - EVgo的内部财务报告控制存在重大缺陷,可能影响投资者信心[107]
EVgo (EVGO) - 2022 Q3 - Quarterly Report
2022-11-04 00:00
Table of Contents EVGOW The Nasdaq Global Select Market UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39572 EVgo Inc. (Exact name of registrant as specified in its chart ...
EVgo (EVGO) - 2022 Q3 - Earnings Call Transcript
2022-11-03 10:33
Call Start: 17:00 January 1, 0000 5:55 PM ET EVgo, Inc. (NASDAQ:EVGO) Q3 2022 Earnings Conference Call November 2, 2022 5:00 PM ET Company Participants Heather Davis - Vice President of Investor Relations Cathy Zoi - Chief Executive Officer Olga Shevorenkova - Chief Financial Officer Conference Call Participants Gabriel Daoud - Cowen Gavin Kennedy - Jefferies Alex Vrabel - Bank of America Andres Sheppard - Cantor Fitzgerald David Benjamin - Credit Suisse Noel Parks - Tuohy Brothers Oliver Huang - TPH Oper ...
EVgo (EVGO) - 2022 Q3 - Earnings Call Presentation
2022-11-03 06:40
| --- | --- | --- | --- | --- | |-------|-------|-------|-------|-------| | | | | | | | | | | | | Safe Harbor & Forward Looking Statements 2 Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as "estimate," "plan," "project," "forecast," "intend," "will," "expect," "anticipate," "believe ...
EVgo (EVGO) - 2022 Q2 - Earnings Call Transcript
2022-08-10 04:00
EVgo, Inc. (NASDAQ:EVGO) Q2 2022 Results Conference Call August 9, 2022 11:00 AM ET Company Participants Ted Brooks - Vice President of Investor Relations Cathy Zoi - Chief Executive Officer Olga Shevorenkova - Chief Financial Officer Conference Call Participants Gabe Daoud - Cowen Andres Sheppard - Cantor Fitzgerald James West - Evercore David Kelley - Jefferies Bill Peterson - JPMorgan Noel Parks - Tuohy Oliver Huang - Tudor, Pickering, Holt Maheep Mandloi - Credit Suisse Craig Irwin - Roth Capital Partne ...
EVgo (EVGO) - 2022 Q2 - Quarterly Report
2022-08-10 00:00
Table of Contents EVGOW NASDAQ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39572 EVgo Inc. (Exact name of registrant as specified in its charter) Delaware 85-2326098 (State ...
Company Conference Presentation
2022-07-01 22:49
| --- | --- | --- | --- | --- | --- | |--------------------------------------------------------|-------|-------|-------|-------|-------| | America's Leading EV Fast Charging Platform June 2022 | | | | | | | Nasdaq: EVGO \| investors.evgo.com | | | | | | | | | | | | | Safe Harbor & Forward Looking Statements Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995 ...
EVgo (EVGO) - 2022 Q1 - Quarterly Report
2022-05-13 00:00
Table of Contents EVGOW NASDAQ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39572 EVgo Inc. (Exact name of registrant as specified in its charter) Delaware 85-2326098 (Stat ...
EVgo (EVGO) - 2021 Q1 - Earnings Call Transcript
2022-05-12 03:10
EVgo, Inc. (NASDAQ:EVGO) Q1 2021 Results Conference Call March 11, 2022 11:00 AM ET Company Participants Ted Brooks - Vice President of Investor Relations Cathy Zoi - Chief Executive Officer Olga Shevorenkova - Chief Financial Officer Conference Call Participants Maheep Mandloi - Credit Suisse Ryan Greenwald - Bank of America Andres Sheppard - Cantor Fitzgerald Bill Peterson - JP Morgan Oliver Huang - Tudor Pickering Holt Operator Greetings, and welcome to EVgo First Quarter 2022 Earnings Conference Call. A ...