PUBLISHER: Guidehouse Research | PRODUCT CODE: 1904986
PUBLISHER: Guidehouse Research | PRODUCT CODE: 1904986
Guidehouse Research Leaderboard Report: Charge Point Operators - Assessment of Strategy and Execution for 20 Companies Operating Charge Points
The EV charging market is undergoing rapid transformation as governments, automakers, and energy companies accelerate the deployment of public charging infrastructure across North America and Europe. Charge Point Operators (CPOs) play a pivotal role in enabling widespread EV adoption by installing and maintaining charging sites that meet the needs of drivers without access to private charging. As EV sales continue to grow and policy incentives evolve, the diversity of business models and strategies among CPOs is expanding, creating new opportunities and challenges for market participants.
Guidehouse Research's Leaderboard report provides a comprehensive assessment of 20 CPOs operating in North America and Europe, representing a range of business models, including pure play companies, vertically integrated manufacturers, automakers, utilities, and energy retailers. The report evaluates each company's strategy and execution across multiple criteria, such as Geographic Reach, Technology, Partnerships, and Product Portfolio. The analysis draws on primary interviews with industry leaders, secondary research, and Guidehouse Research's proprietary methodology to deliver an objective, data-driven comparison of market participants. The scope includes both AC and DC charging technologies, with coverage of urban, highway, and destination charging locations.
The report highlights that successful CPOs are those that can combine broad geographic coverage, reliable technology, and strong partnerships to deliver a seamless charging experience. For example, the top-ranked companies have deployed tens of thousands of chargers and established significant collaborations with site hosts and automakers. Stakeholders-including investors, site hosts, and policymakers-will find actionable insights in this report to inform strategic decisions and identify emerging trends in the evolving EV charging landscape
Table of Contents
1. Executive Summary
- 1.1 Market Introduction
- 1.2 The Guidehouse Research Leaderboard Grid
3. Market Overview
- 2.1 Market Definition
- 2.1.1 Types of CPOs
- 2.2 Market Drivers
- 2.2.1 Growing Demand for Public Charging as EV Population Increases
- 2.2.2 Revenue Potential
- 2.2.3 Incentives
- 2.2.4 Standardization
- 2.3 Market Barriers
- 2.3.1 Grid Constraints
- 2.3.2 High Equipment and Installation Costs
- 2.3.3 Utilization
- 2.3.4 Permitting
- 2.4 Market Trends
3. The Guidehouse Research Leaderboard
- 3.1 The Guidehouse Research Leaderboard Categories
- 3.1.1 Leaders
- 3.1.2 Contenders
- 3.1.3 Challengers
- 3.1.4 Followers
- 3.2 The Guidehouse Research Leaderboard Grid
4. Company Rankings
- 4.1 Leaders
- 4.1.1 Tesla
- 4.1.2 Allego
- 4.2 Contenders
- 4.2.1 FLO
- 4.2.2 IONITY
- 4.2.3 Mer
- 4.2.4 Blink Charging
- 4.2.5 Shell Recharge
- 4.2.6 bp pulse
- 4.2.7 TotalEnergies
- 4.2.8 EnBW
- 4.2.9 Electrify America
- 4.2.10 EVgo
- 4.2.11 Vattenfall
- 4.2.12 Powerdot
- 4.2.13 Fastned
- 4.3 Challengers
- 4.3.1 The Electric Circuit
- 4.3.2 Mercedes-Benz HPC
- 4.3.3 Rivian
- 4.3.4 IONNA
- 4.3.5 Francis Energy
5. Acronym and Abbreviation List
6. Table of Contents
7. Table of Charts and Figures
- 8.1 Scope of Study
- 8.2 Sources and Methodology
- 8.2.1 Vendor Selection
- 8.2.2 Ratings Scale
- 8.2.2.1 Score Calculations
- 8.2.3 Criteria Definitions
- 8.2.3.1 Strategy
- 8.2.3.2 Execution
List of Tables
- Table 3-1. The Guidehouse Research Leaderboard Overall Scores
List of Figures
- Chart 1-1. The Guidehouse Research Leaderboard Grid
- Chart 3-1. The Guidehouse Research Leaderboard Grid
- Chart 4-1. Tesla Strategy and Execution Scores
- Chart 4-2. Allego Strategy and Execution Scores
- Chart 4-3. FLO Strategy and Execution Scores
- Chart 4-4. IONITY Strategy and Execution Scores
- Chart 4-5. Mer Strategy and Execution Scores
- Chart 4-6. Blink Charging Strategy and Execution Scores
- Chart 4-7. Shell Recharge Strategy and Execution Scores
- Chart 4-8. bp pulse Strategy and Execution Scores
- Chart 4-9. TotalEnergies Strategy and Execution Scores
- Chart 4-10. EnBW Strategy and Execution Scores
- Chart 4-11. Electrify America Strategy and Execution Scores
- Chart 4-12. EVgo Strategy and Execution Scores
- Chart 4-13. Vattenfall Strategy and Execution Scores
- Chart 4-14. Powerdot Strategy and Execution Scores
- Chart 4-15. Fastned Strategy and Execution Scores
- Chart 4-16. The Electric Circuit Strategy and Execution Scores
- Chart 4-17. Mercedes-Benz HPC Strategy and Execution Scores
- Chart 4-18. Rivian Strategy and Execution Scores
- Chart 4-19. IONNA Strategy and Execution Scores
- Chart 4-20. Francis Energy Strategy and Execution Scores
