Blink Charging (BLNK) Fireside Chat summary

Introduction and agenda

• Session introduced as a live, interactive fireside chat with CEO Brendan Jones and COO Mike Battaglia, moderated by VP Vitalie Stelea, covering company updates, leadership transition, industry trends, and audience Q&A.

Background and experience of the speaker

• Brendan Jones highlighted for leading a major transformation since 2020, with prior experience at Nissan, Electrify America, and EVgo, contributing to early EV and charging network rollouts.

• Mike Battaglia, with a background at Toyota, is set to become CEO in January 2025, emphasizing team-based leadership and operational continuity.

Current industry trends

• EV market growth continues globally, with China and Europe leading in penetration, and the US showing moderate but steady increases.

• US EV penetration at 8.5% for BEVs and 10.6% including plug-in hybrids; Europe at 20% in top markets, China over 50%.

• Demand for charging infrastructure is rising, with utilization rates and bookings increasing, especially in the fourth quarter.

• Owner-operator model is strong in Europe, while US revenue is more product-focused but shifting.