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EVgo 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary13 Jan, 2026
Business performance and growth
Revenue has grown 17-18x over the past three and a half years, outpacing industry peers.
Usage per stall increased sixfold, with 5,000 stalls in operation and nearly half deployed in the last two years.
Financing secured includes a $1.25B DOE loan and a new commercial bank facility, supporting stall buildout for several years.
EBITDA is expected to turn positive in Q4 2025, a major milestone from negative $80M in 2022.
Operating leverage is strong, with two-thirds of G&A and 30% of cost of sales largely fixed, driving margin expansion.
Market dynamics and industry trends
EV adoption continues to rise, with 1.2M EV sales in 2025 and a growing total EV park driving business growth.
Revenue has grown at double the CAGR of EVs on the road, with expectations for 3-4x growth over the next 4-5 years.
Public fast charging usage is increasing, especially among rideshare and those without home charging.
Standardization of charging cables and faster vehicle charge rates are significant tailwinds.
Competitive landscape and partnerships
Few public peers exist; most competitors are small or focused on different business models.
Strategic focus on high-traffic retail and grocery locations, with a new 10-year partnership to deploy at least 150 Kroger stalls annually.
Partnerships with rideshare and autonomous vehicle companies are expanding, with dedicated fast-charging sites and contracted cash flows.
What drives EVgo's superior usage per stall growth?
How does operating leverage drive 2029 EBITDA target?
Quantify NACS standardization's market expansion
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Next EVgo earnings date
Q4 20254 Mar, 2026
EVgo
Next EVgo earnings date
Q4 20254 Mar, 2026
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Frequently asked questions
EVgo operates the world's largest public fast-charging network for electric vehicles in the United States. With over 800 fast chargers, located at convenient retail locations and participating dealerships, EVgo chargers are compatible with most modern electric vehicles. The company was founded in 2010 and is based in Los Angeles, California.
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