Mark W. Strouse
JPMorgan Chase & Co, Research Division

Good afternoon, everybody. This is day 1 of the JPMorgan Natural Resources Conference. My name is Mark Strouse. I cover clean energy and power infrastructure here at JPMorgan. This next session is with ChargePoint. So very happy to have Rick Wilmer, President and CEO; and Mansi Khetani, CFO. Welcome. Thank you very much for joining.

Richard Wilmer
President, CEO & Director

Thanks, Mark.

Mansi Khetani
Chief Financial Officer

Thank you.

Mark W. Strouse
JPMorgan Chase & Co, Research Division

So maybe, Rick, if I can just kind of start off, maybe just spend -- for folks that are less familiar in the audience, just give us a quick intro on what ChargePoint is all about.

Richard Wilmer
President, CEO & Director

ChargePoint is one of the largest EV infrastructure providers in the world. And we serve all the different submarkets within the EV space, including home charging, commercial charging and fleet charging with our geographic focus being here in North America and in Europe.

Mark W. Strouse
JPMorgan Chase & Co, Research Division

Great. Okay. So let's see. I think you've now delivered 3 consecutive quarters of year-over-year revenue growth. Can you just talk about what's giving you confidence that this is durable? What are kind of the biggest risks that you see sustaining that momentum through the back half of the year?

Richard Wilmer
President, CEO & Director

Yes. I think we've turned a corner. The industry went through a pretty significant down cycle when I think the public