Financial Analysis

Commitments and Contingencies Purchase Commitments Open purchase commitments are for the purchase of goods and services related to, but not limited to, manufacturing, facilities, and professional services under non-cancellable contracts. They were not recorded as liabilities on the consolidated balance sheets as of January 31, 2026 and 2025 as the Company had not yet received the related goods or services. Legal Proceedings The Company may be involved from time to time in various lawsuits, claims, and proceedings, including intellectual property, commercial, securities, and employment matters that arise in the normal course of business. The Company accrues a liability when management believes information available prior to the issuance of the consolidated financial statements indicates it is probable a loss has been incurred as of the date of the consolidated financial statements and the amount of loss can be reasonably estimated. The Company adjusts its accruals to reflect the impact of negotiations, settlements, rulings, advice of legal counsel, and other information and events pertaining to a particular case. Legal costs are expensed as incurred. Class Action Litigation A class action lawsuit alleging violations of federal securities laws was filed on November 29, 2023 in the U.S. District Court for the Northern District of California (the NorCal Court) against the Company and certain of its former officers (the Class Defendants). A second class action lawsuit (together wi …

CommitmentsAndContingenciesDisclosureTextBlock · excerpt; the full note is in the filing

Debt The following table presents a summary of debt, current and debt, noncurrent: Year Ended January 31, Maturity 2026 2025 (in thousands) Debt, current 2025 Senior Loan January 2030 $ 32,371 $ Total debt, current $ 32,371 $ Debt, noncurrent 2025 Senior Loan $ 217,692 $ 2028 Convertible Notes April 2028 Gross amount 11,330 312,750 Debt discount and issuance costs (542) (15,658) 2028 Convertible Note total 10,788 297,092 Total debt, noncurrent $ 228,480 $ 297,092 2025 Senior Loan On November 14, 2025, the Company entered into a privately negotiated exchange agreement (the Exchange Agreement) with certain holders (the Exchanging Holders) of its outstanding 2028 Convertible Notes (as described below). Pursuant to the Exchange Agreement, the Company exchanged $328.6 million of aggregate capitalized principal amount of the 2028 Notes for the following consideration (the Exchange Transaction): (i) $186.5 million in aggregate principal loan amount (the 2025 Senior Loan) issued under a Credit and Security Agreement, dated November 14, 2025, by and among the Company, as parent, ChargePoint, Inc., a Delaware corporation and wholly owned subsidiary of the Company, as borrower (the Borrower), certain subsidiaries of the Company, as subsidiary guarantors (the Subsidiary Guarantors), the Exchanging Holders, and an administrative and collateral agent ( the 2025 Credit Agreement) (ii) $25.0 million in cash, and (iii) warrants to purchase up to 1,671,000 shares of the Companys Common Stock a …

DebtDisclosureTextBlock · excerpt; the full note is in the filing

Equity Plans and Stock-Based Compensation The following sets forth the total stock-based compensation expense for employee equity plans included in the Companys consolidated statements of operations: Year Ended January 31, 2026 2025 2024 (in thousands) Cost of revenue $ 4,702 $ 5,102 $ 6,154 Research and development 31,161 37,050 50,935 Sales and marketing 11,058 15,875 22,934 General and administrative 17,773 17,624 37,314 Total stock-based compensation expense $ 64,694 $ 75,651 $ 117,337 As of January 31, 2026, the Company had unrecognized stock-based compensation expense related to stock options, RSUs, PRSUs, and ESPP of $50.2 million, which is expected to be recognized over a weighted-average period of 2.1 years. 2021 Employee Stock Purchase Plan On February 25, 2021, the stockholders of the Company approved the 2021 Employee Stock Purchase Plan (2021 ESPP). The 2021 ESPP permits participants to purchase shares of the Companys Common Stock, up to the IRS allowable limit, through contributions (in the form of payroll deductions or otherwise to the extent permitted by the administrator) of up to 15% of their eligible compensation. The 2021 ESPP provides for consecutive, overlapping 24-month offering periods, subject to certain rollover and reset mechanisms as defined in the ESPP. Participants are permitted to purchase shares of the Companys Common Stock at the end of each 6-month purchase period at 85% of the lower of the fair market value of the Companys Common Stock on th …

DisclosureOfCompensationRelatedCostsShareBasedPaymentsTextBlock · excerpt; the full note is in the filing

Goodwill and Intangible Assets Goodwill The following table summarizes the changes in carrying amounts of goodwill: (in thousands) Balance as of January 31, 2024 $ 213,750 Foreign exchange fluctuations (6,210) Balance as of January 31, 2025 $ 207,540 Foreign exchange fluctuations 20,398 Balance as of January 31, 2026 $ 227,938 There was no impairment recognized for the years ended January 31, 2026, 2025, and 2024. Intangible Assets The following table presents the details of intangible assets: January 31, 2026 Cost (1) Accumulated Amortization (1) Net (1) Useful Life (amounts in thousands, useful lives in years) Customer relationships $ 97,681 $ (42,442) $ 55,239 10 Developed technology 19,476 (14,181) 5,295 6 $ 117,157 $ (56,623) $ 60,534 _______________ (1) Values are translated into U.S. Dollars at period-end foreign exchange rates. January 31, 2025 Cost (1) Accumulated Amortization (1) Net (1) Useful Life (amounts in thousands, useful lives in years) Customer relationships $ 87,724 $ (29,371) $ 58,353 10 Developed technology 17,868 (10,046) 7,822 6 $ 105,592 $ (39,417) $ 66,175 _______________ (1) Values are translated into U.S. Dollars at period-end foreign exchange rates. Amortization expense for customer relationships and developed technology is shown as sales and marketing and cost of revenue, respectively, in the consolidated statements of operations. Acquisition-related intangible assets included in the above table are finite-lived and are carried at cost less accum …

GoodwillAndIntangibleAssetsDisclosureTextBlock · excerpt; the full note is in the filing

Income Taxes The components of net loss before income taxes were as follows: Year Ended January 31, 2026 2025 2024 (in thousands) Domestic $ (220,155) $ (277,823) $ (457,788) Foreign 4,006 5,129 158 Net loss before income taxes $ (216,149) $ (272,694) $ (457,630) The components of the provision for (benefit from) income taxes were as follows: Year Ended January 31, 2026 2025 2024 (in thousands) Current Federal $ $ 61 $ 218 State 123 13 17 Foreign 4,366 3,998 1,942 Total current $ 4,489 $ 4,072 $ 2,177 Deferred Foreign (441) 300 (2,198) Total deferred (441) 300 (2,198) Total provision for (benefit from) income taxes $ 4,048 $ 4,372 $ (21) The table below provides the updated requirements of ASU 2023-09 for the Companys effective tax rate for the year ended January 31, 2026. See Note 1, Description of the Business and Summary of Significant Accounting Policies for additional details on the adoption of ASU 2023-09. Year Ended January 31, 2026 U.S. federal statutory tax rate $ (45,391) 21.0 % State and local income taxes, net of federal tax effect (676) 0.3 % Effect of cross-border tax laws 513 (0.2 %) Change in valuation allowances 30,507 (14.1 %) Nondeductible items Nondeductible stock-based compensation 11,145 (5.2 %) Permanent difference on debt Exchange Transaction 3,164 (1.5) % Other adjustments 1,401 (0.7) % Changes in unrecognized tax benefits 3,331 (1.5) % Foreign tax effects 54 % Total income tax expense $ 4,048 (1.9) % The Company presents the impact of uncertain tax p …

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Leases The Company leases its office facilities under non-cancellable operating leases with various lease terms. The Company also leases certain office equipment under operating lease agreements. As of January 31, 2026, non-cancellable leases expire on various dates between fiscal years 2027 and 2030. Generally, the Company's non-cancellable leases include renewal options to extend the lease term from one to five years. The Company has not included any renewal options in its lease terms as these options are not reasonably certain of being exercised. The lease agreements do not contain any material residual value guarantees or material restrictive covenants. As of January 31, 2026 and 2025, lease balances were as follows: January 31, 2026 2025 (in thousands) Operating leases Operating lease right-of-use assets $ 11,450 $ 14,680 Operating lease liabilities, current 4,901 4,636 Operating lease liabilities, noncurrent 10,677 15,267 Total operating lease liabilities $ 15,578 $ 19,903 The Company recognizes operating lease costs on a straight-line basis over the lease period. Lease expense for the years ended January 31, 2026, 2025, and 2024 was $5.0 million, $5.1 million, and $6.0 million, respectively. Operating lease costs for short-term leases and variable lease costs were not material during the years ended January 31, 2026, 2025 and 2024. In September 2023, January 2024 and September 2024, the Company implemented reorganizations which included restructuring charges related to …

LesseeOperatingLeasesTextBlock · excerpt; the full note is in the filing

Recently Adopted Accounting Standards In December 2023, the Financial Accounting Standards Board (FASB) issued ASU No. 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures , which requires companies to provide disaggregated information about a reporting entitys effective tax rate reconciliation as well as further disaggregation on income taxes paid disclosure by federal, state, and foreign taxes. The guidance is effective for public business entities for the fiscal years beginning after December 15, 2024. The Company adopted ASU 2023-09 for the year ended January 31, 2026, on a prospective basis. For further information on taxes, refer to Note 11, Income Taxes . Recent Accounting Pronouncements Not Yet Adopted In November 2024, the FASB issued ASU No. 2024-03, Disaggregation of Income Statement Expenses , (ASU 2024-03), which requires disclosures about specific types of expenses included in the expense captions presented on the face of the income statement, as well as disclosures about selling expenses. The guidance is effective for public business entities for annual reporting periods beginning after December 15, 2026 and interim reporting periods beginning after December 15, 2027. The requirements will be applied prospectively with the option for retrospective application. Early adoption is permitted. The Company is currently assessing the impact of adopting this standard on the consolidated financial statements and related disclosures. In November 2024 …

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Restructuring September 2024 Reorganization In September 2024, the Company implemented a reorganization plan to reduce its operating expenses and continue to increase efficiencies (the September 2024 Reorganization). The September 2024 Reorganization entailed a reduction in force of approximately 249 employees, or 15% of the Companys global workforce at the time. As a result, in the third quarter of fiscal year 2025, the Company incurred $9.8 million of employee severance, termination and employment-related exit costs. The following table summarizes the September 2024 Reorganization charges by line item within the Companys consolidated statements of operations for year ended January 31, 2025: Severance and employment-related termination costs (in thousands) Cost of revenue $ 961 Research and development 2,867 Sales and marketing 5,066 General and administrative 933 Total $ 9,827 As of January 31, 2026, no restructuring-related liabilities remained in accrued and other current liabilities. As of January 31, 2025, $0.4 million in restructuring-related liabilities related to the September 2024 Reorganization remained in accrued and other current liabilities. January 2024 Reorganization In January 2024, the Company implemented a reorganization plan to reduce its operating expenses and further increase efficiencies (the January 2024 Reorganization). The January 2024 Reorganization entailed a reduction in force of approximately 223 employees, or 12% of the Companys global workforce …

RestructuringAndRelatedActivitiesDisclosureTextBlock · excerpt; the full note is in the filing

Segment Reporting and Geographic Information The Company operates as one operating segment. Accordingly, our CODM uses consolidated net income or loss to measure segment profit or loss, allocate resources and assess performance. In addition, the CODM reviews the significant expenses, categorized as cost of sales and each major operating expense category (i.e., research and development, sales and marketing, and general and administrative) using consolidated amounts presented in the Consolidated Statements of Operations. Revenue by geographic area based on the shipping address of the customers was as follows: Year Ended January 31, 2026 2025 2024 (in thousands) United States $ 306,953 $ 299,999 $ 380,067 Rest of World 104,271 117,084 126,572 Total revenue $ 411,224 $ 417,083 $ 506,639 Long-lived assets by geographic area were as follows: January 31, 2026 2025 (in thousands) United States $ 40,793 $ 55,198 Netherlands 50,406 54,000 Rest of World 5,450 7,018 Total long-lived assets $ 96,649 $ 116,216

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Summary of Significant Accounting Policies Use of Estimates The preparation of the accompanying consolidated financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions about future events. These estimates and the underlying assumptions affect the amounts of assets and liabilities reported, disclosures about contingent assets and liabilities, and reported amounts of revenue and expenses. Actual results and outcomes could differ significantly from the Companys estimates, judgments, and assumptions. Significant estimates include determining standalone selling price for performance obligations in contracts with customers, allowances for expected credit losses, inventory reserves, the useful lives of long-lived assets, the determination of the incremental borrowing rate used for operating lease liabilities, valuation of acquired goodwill and intangible assets, the value of common stock and other assumptions used to measure stock-based compensation, and the valuation of deferred income tax assets and uncertain tax positions. These estimates and assumptions are based on managements best estimates and judgment. Management evaluates its estimates and assumptions on an ongoing basis using historical experience and other factors, including the current economic environment, which management believes to be reasonable under the circumstances. The Company adjusts such estimates and assumptions when facts and circumstances dictate. Changes in thos …

SignificantAccountingPoliciesTextBlock · excerpt; the full note is in the filing

Common Stock As of each of January 31, 2026 and 2025, the Company was authorized to issue 1,000,000,000 shares of Common Stock, with a par value of $0.0001 per share. There were 24,316,597 and 22,805,115 1 shares issued and outstanding as of January 31, 2026 and 2025, respectively. The holders of Common Stock are entitled to one vote for each share held of record on all matters submitted to a vote of the stockholders. The holders of Common Stock are not entitled to cumulative voting rights with respect to the election of directors, and as a consequence, minority stockholders are not able to elect directors on the basis of their votes alone. Subject to preferences that may be applicable to any shares of redeemable convertible preferred stock currently outstanding or issued in the future, holders of Common Stock are entitled to receive ratably such dividends as may be declared by the Companys board of directors out of funds legally available therefor. In the event of the Companys liquidation, dissolution, or winding up, holders of the Companys Common Stock are entitled to share ratably in all assets remaining after payment of liabilities and the liquidation preference of any then outstanding redeemable convertible preferred stock. Holders of Common Stock have no preemptive rights and no right to convert their Common Stock into any other securities. There are no redemption or sinking fund provisions applicable to the Common Stock. At-the-Market Offering On July 1, 2022, ChargePo …

StockholdersEquityNoteDisclosureTextBlock · excerpt; the full note is in the filing

Subsequent Events On March 31, 2026, the Company implemented a reorganization of its operations including a reduction of the Companys current global workforce by approximately 10% (the March 2026 Reorganization). The Company estimates the aggregate restructuring costs associated with the March 2026 Reorganization to be approximately $8.0 million, primarily consisting of severance benefits, employee benefits and related costs and facility exit costs. The Company expects to complete the March 2026 Reorganization during its second quarter for fiscal year 2027 and to incur these costs primarily during its first and second quarters for fiscal year 2027. The estimates of the charges and expenditures that the Company expects to incur in connection with the March 2026 Reorganization, and the timing thereof, are subject to a number of assumptions, including local law requirements in various jurisdictions, and actual amounts may differ materially from estimates. In addition, the Company may incur other charges or cash expenditures not currently contemplated due to unanticipated events that may occur, including in connection with the implementation of the March 2026 Reorganization. …

SubsequentEventsTextBlock · excerpt; the full note is in the filing

Commitments and Contingencies Purchase Commitments Open purchase commitments are for the purchase of goods and services related to, but not limited to, manufacturing, facilities and professional services under non-cancellable contracts. They were not recorded as liabilities on the condensed consolidated balance sheets as of April 30, 2026, as the Company had not yet received the related goods or services. Legal Proceedings The Company may be involved from time to time in various lawsuits, claims, and proceedings, including intellectual property, commercial, securities, and employment matters that arise in the normal course of business. The Company accrues a liability when management believes information available prior to the issuance of the condensed consolidated financial statements indicates it is probable a loss has been incurred as of the date of the condensed consolidated financial statements and the amount of loss can be reasonably estimated. The Company adjusts its accruals to reflect the impact of negotiations, settlements, rulings, advice of legal counsel, and other information and events pertaining to a particular case. Legal costs are expensed as incurred. Class Action Litigation A class action lawsuit alleging violations of federal securities laws was filed on November 29, 2023 in the U.S. District Court for the Northern District of California (the NorCal Court) against the Company and certain of its former officers (the Class Defendants). A second class action l …

CommitmentsAndContingenciesDisclosureTextBlock · excerpt; the full note is in the filing

Debt The f ollowing table presents a summary of debt, current and debt, noncurrent: Maturity April 30, 2026 January 31, 2026 (in thousands) Debt, current 2025 Senior Loan January 2030 $ 15,598 $ 32,371 Total debt, current $ 15,598 $ 32,371 Debt, noncurrent 2025 Senior Loan January 2030 $ 212,892 $ 217,692 2028 Convertible Notes April 2028 Gross amount 11,811 11,330 Debt discount and issuance costs (568) (542) Total 2028 Convertible Note 11,243 10,788 Total debt, noncurrent $ 224,135 $ 228,480 2025 Senior Loan On November 14, 2025, the Company entered into a privately negotiated exchange agreement (the Exchange Agreement) with certain holders (the Exchanging Holders) of its outstanding 2028 Convertible Notes (as described below). Pursuant to the Exchange Agreement, the Company exchanged $328.6 million of aggregate capitalized principal amount of the 2028 Notes for the following consideration (the Exchange Transaction): (i) $186.5 million in aggregate principal loan amount (the 2025 Senior Loan) issued under a Credit and Security Agreement, dated November 14, 2025, by and among the Company, as parent, ChargePoint, Inc., a Delaware corporation and wholly owned subsidiary of the Company, as borrower (the Borrower), certain subsidiaries of the Company, as subsidiary guarantors (the Subsidiary Guarantors), the Exchanging Holders, and an administrative and collateral agent, as amended by Amendment No. 1 to Credit and Security Agreement, dated April, 23, 2026 ( collectively, the 2025 …

DebtDisclosureTextBlock · excerpt; the full note is in the filing

The following table shows the total deferred revenue for each period presented. April 30, 2026 January 31, 2026 (in thousands) Total deferred revenue $ 248,647 $ 250,581 The following table shows the revenue recognized that was included in the deferred revenue balance at the beginning of the period. Three Months Ended April 30, 2026 2025 (in thousands) Total deferred revenue recognized $ 33,613 $ 31,345

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Equity Plans and Stock-based Compensation The following sets forth the total stock-based compensation expense for employee equity plans included in the Companys condensed consolidated statements of operations: Three Months Ended April 30, 2026 2025 (in thousands) Cost of revenue $ 991 $ 1,223 Research and development 5,432 8,614 Sales and marketing 1,882 3,079 General and administrative 2,290 4,947 Total stock-based compensation expense $ 10,595 $ 17,863 As of April 30, 2026, the Company had unrecognized stock-based compensation expense related to RSUs and PRSUs (as defined below), and 2021 ESPP (as defined below) of $37.0 million, which is expected to be recognized over a weighted-average period of 1.9 years. 2021 Employee Stock Purchase Plan The 2021 Employee Stock Purchase Plan (2021 ESPP) permits participants to purchase shares of the Companys Common Stock at a discounted price through payroll deductions. As of April 30, 2026, 894,753 shares of Common Stock were available under the 2021 ESPP. 2021 Equity Incentive Plan The 2021 Equity Incentive Plan (2021 EIP) allows the Company to grant stock options, stock appreciation rights, restricted stock units (RSUs), performance restricted stock units (PRSUs), and certain other awards. As of April 30, 2026, 2,674,574 shares of Common Stock were available under the 2021 EIP. The Company has granted instruments noted below under the 2021 EIP. Restricted Stock Units A summary of RSUs outstanding under the 2021 EIP as of April 30, 20 …

DisclosureOfCompensationRelatedCostsShareBasedPaymentsTextBlock · excerpt; the full note is in the filing

Goodwill and Intangible Assets The following table summarizes the changes in carrying amounts of goodwill (in thousands): Balance as of January 31, 2026 $ 227,938 Foreign exchange fluctuations (2,171) Balance as of April 30, 2026 $ 225,767 There was no impairment recognized for the three months ended April 30, 2026 and 2025. The following table presents the details of intangible assets: April 30, 2026 Cost (1) Accumulated Amortization (1) Net (1) Useful Life (amounts in thousands, useful lives in years) Customer relationships $ 96,621 $ (44,400) $ 52,221 10 Developed technology 19,305 (14,862) 4,443 6 $ 115,926 $ (59,262) $ 56,664 _______________ (1) Values are translated into U.S. Dollars at period-end foreign exchange rates. January 31, 2026 Cost (1) Accumulated Amortization (1) Net (1) Useful Life (amounts in thousands, useful lives in years) Customer relationships $ 97,681 $ (42,442) $ 55,239 10 Developed technology 19,476 (14,181) 5,295 6 $ 117,157 $ (56,623) $ 60,534 _______________ (1) Values are translated into U.S. Dollars at period-end foreign exchange rates. Amortization expense for customer relationships and developed technology is shown as sales and marketing and cost of revenue, respectively, in the condensed consolidated statements of operations. The acquired intangible assets and goodwill are subject to impairment review at least annually on December 31st. Acquisition-related intangible assets included in the above table are finite-lived and are carried at cos …

GoodwillAndIntangibleAssetsDisclosureTextBlock · excerpt; the full note is in the filing

"Income Taxes The income tax provision for interim periods is determined using an estimate of the Companys annual effective tax rate as adjusted for discrete items arising in that quarter. The effective income tax rate was (2.9)% and (1.1)% for the three months ended April 30, 2026 and 2025, respectively. The effective tax rate differs from the U.S. statutory rate primarily due to the full valuation allowances on the Companys net domestic deferred tax assets as it is more likely than not that all of the deferred tax assets will not be realized. On July 4, 2025, the One Big Beautiful Bill Act (""OBBBA"") was signed into law in the United States. The OBBBA includes a broad range of tax reform provisions affecting businesses. The Company has reflected the estimated impact of the OBBBA in the year-to-date and quarterly tax provision as of April 30, 2026. The impact of the OBBBA was not material to our Condensed Consolidated Financial Statements (Unaudited) and related disclosures."

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Recent Accounting Pronouncements Recently Adopted Accounting Standards In November 2024, the FASB issued Accounting Standard Update (ASU) 2024-04, Induced Conversions of Convertible Debt Instruments , which clarifies the requirements for determining whether certain settlements of convertible debt instruments should be accounted for as an induced conversion. This ASU is effective for fiscal years beginning after December 15, 2025 and interim reporting periods within those annual reporting periods. The Company adopted ASU 2024-04 as of February 1, 2026, on a prospective basis, and it did not have a material impact on the condensed consolidated financial statements. In July 2025, the FASB issued ASU 2025-05, Financial Instruments - Credit Losses (Topic 326): Measurement of Credit Losses for Accounts Receivable and Contract Assets . This amendment introduces a practical expedient for the application of the current expected credit loss (CECL) model to current accounts receivable and contract assets. The amendment is effective for annual reporting periods beginning after December 15, 2025 and interim periods within those annual reporting periods on a prospective basis, with early adoption permitted. The Company adopted ASU 2025-05 as of February 1, 2026 and elected to utilize the practical expedient. The adoption of ASU 2025-05 and the election of the practical expedient did not have a material impact on the condensed consolidated financial statements. Recent Accounting Pronounceme …

NewAccountingPronouncementsPolicyPolicyTextBlock · excerpt; the full note is in the filing

Restructuring March 2026 Reorganization On March 31, 2026, the Company implemented a reorganization of its operations including a reduction of the Companys current global workforce of approximately 146 employees, or 10% of the Companys global workforce at the time (the March 2026 Reorganization). As a result, in the first quarter of fiscal year 2027, the Company incurred $7.3 million of employee severance, termination and employment-related exit costs and $1.0 million of facility exit costs. The following table summarizes the charges by line item within the Companys condensed consolidated statements of operations for the quarter ended April 30, 2026: Severance and employment-related termination costs Facility and other contract terminations Total (in thousands) Cost of revenue $ 730 $ $ 730 Research and development 4,122 4,122 Sales and marketing 1,681 1,681 General and administrative 786 1,040 1,826 Total $ 7,319 $ 1,040 $ 8,359 During the three months ended April 30, 2025, no restructuring charges were incurred. As of April 30, 2026, $5.3 million in restructuring-related liabilities remained in accrued and other current liabilities in the condensed consolidated balance sheets. As of January 31, 2026, restructuring liabilities related to the September 2023 reorganization of $0.1 million remained in accrued and other current liabilities in the condensed consolidated balance sheets. …

RestructuringAndRelatedActivitiesDisclosureTextBlock · excerpt; the full note is in the filing

Summary of Significant Accounting Policies Other than policies noted below, there have been no significant changes to the significant accounting policies disclosed in Note 2 of the audited consolidated financial statements as of January 31, 2026 and 2025 and for the years ended January 31, 2026, 2025 and 2024 included in ChargePoints Annual Report on Form 10-K filed with the SEC on April 2, 2026. Use of Estimates The preparation of the accompanying condensed consolidated financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions about future events. These estimates and the underlying assumptions affect the amounts of assets and liabilities reported, disclosures about contingent assets and liabilities, and reported amounts of revenue and expenses. Actual results and outcomes could differ significantly from the Companys estimates, judgments and assumptions. Significant estimates include determining standalone selling price for performance obligations in contracts with customers, the estimated expected benefit period for deferred contract acquisition costs, allowances for expected credit losses, inventory reserves, the useful lives of long-lived assets, the determination of the incremental borrowing rate used for operating lease liabilities, valuation of acquired goodwill and intangible assets, the fair value of equity instruments and assumptions used to measure stock-based compensation, and the valuation of deferred income tax assets …

SignificantAccountingPoliciesTextBlock · excerpt; the full note is in the filing

Common Stock As of April 30, 2026 and January 31, 2026, the Company was authorized to issue 1,000,000,000 shares of Common Stock, with a par value of $0.0001 per share. There were 25,897,631 and 24,316,597 shares issued and outstanding as of April 30, 2026 and January 31, 2026, respectively. At-the-Market Offering On July 1, 2022, ChargePoint filed a registration statement on Form S-3 (File No. 333-265986) with the SEC (that was declared effective by the SEC on July 12, 2022), which permitted the Company to offer up to $1.0 billion of Common Stock, preferred stock, debt securities, warrants and rights in one or more offerings and in any combination, including in units from time to time (the 2022 Shelf Registration Statement). As part of the 2022 Shelf Registration Statement, ChargePoint filed a prospectus supplement registering for sale from time to time up to $500.0 million of Common Stock pursuant to a sales agreement (the 2022 ATM Facility). The 2022 Shelf Registration Statement expired on July 12, 2025. On September 8, 2025, ChargePoint filed a registration statement on Form S-3 (File No. 333-290113) with the SEC, which was amended on December 5, 2025 and was declared effective by the SEC on December 8, 2025, which permits the Company to offer up to $400.0 million of Common Stock, preferred stock, debt securities, warrants and rights in one or more offerings and in any combination, including in units from time to time (the 2025 Shelf Registration Statement). The 2025 Shel …

StockholdersEquityNoteDisclosureTextBlock · excerpt; the full note is in the filing

Subsequent Event U.S. Tariffs Refund Update Beginning on May 15, 2026, the Company began to receive refunds of its previously submitted tariff claims. As of the date of this Quarterly Report, the Company has received refunds of $3.9 million. This amount will be recorded as a reduction to inventory and cost of goods sold. The timing and ultimate availability of any additional refunds remains uncertain. …

SubsequentEventsTextBlock · excerpt; the full note is in the filing