🔥 Off-Grid, On Fire: Beam Global’s Q1 Orders Surge

Welcome Investors,

Tesla is making headlines with EVs...

But who’s solving the infrastructure bottleneck no one’s talking about?

Meet Beam Global (NASDAQ: BEEM)—the off-grid charging innovator quietly powering the EV revolution from outside the grid.

On May 8, 2025, Beam Global reported a 23% quarter-over-quarter surge in orders for its patented solar-powered EV ARC™ systems—deployed in hours, not months, and requiring zero grid connection. But that’s just the headline. Behind the scenes, Beam is building something far bigger: a global infrastructure platform rooted in strong fundamentals, rapid product innovation, and a future-proof model for clean mobility.

Here’s why $BEEM ( 0.0% ) could be the smartest off-grid energy bet in the EV space:

🔋 Off-Grid, On-Demand – EV ARC™ units generate and store solar power, deliver EV charging anywhere, and eliminate the delays, costs, and risks of grid-tied systems.

📈 $49.3M in 2024 Revenue – Up 124% vs. 2022, with 15% gross margins, 229% commercial revenue growth, and a $5.6M backlog—all while staying 100% debt-free.

🌍 International Expansion – Beam is now active in Europe, the Middle East, and Africa, with CE certification, reseller networks, and Telcom’s in-house electronics accelerating global scale.

⚡ Next Catalyst: May 26 Earnings – With fresh military orders, new BeamSpot™ deployments, and commercial adoption rising, Q1 may be the quarter BEEM gets noticed.

Let’s dive into the story behind one of the most overlooked infrastructure innovators in clean energy.

Matthias Schneider
Editor at Analytica Investor

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Behind the 23% Order Surge: Beam’s 2024 Playbook

According to its 2024 financial results, Beam Global generated $49.3 million in revenue, up 124% from 2022, and more than double any year in company history—excluding 2023, which was skewed by large federal contracts. Most notably, commercial customer revenue surged 229%, a direct result of Beam’s strategic pivot away from over-reliance on federal contracts.

Margins tell the deeper story:

• Gross margin improved to 15%, up from 2% in 2023

• Non-GAAP gross margin hit 21%, after adjusting for depreciation and amortization

• Cash used in operations dropped 83%, from $13.3M in 2023 to $2.2M

• Beam ended the year debt-free, with $4.6M in cash and $100M in unused credit

With a $5.6 million order backlog and a cleaner, leaner cost structure, Beam is primed for margin expansion and cash-flow positivity in 2025.

Product Powerhouse: EV ARC™, BeamSpot™, BeamWell™, and More

2024 was Beam’s most innovative year ever—with more product launches in Q4 alone than in the previous decade combined:

• BeamSpot™ – Solar + wind + utility charging with lighting, ideal for curbside, airports, and public spaces

• BeamBike™, BeamWell™, BeamPatrol™ – Clean power solutions for micro-mobility, health care, and law enforcement

• Major contracts: $7.4M from the U.S. Army, $4.8M from Homeland Security

• Expanded military sales with deployments to the UK Ministry of Defence in Cyprus

• Entered the Middle East and Africa via reseller partnerships

• Announced partnerships with Zero Motorcycles and Benzina Zero

All of this with in-house production now streamlined through Beam’s Serbian acquisition, Telcom, lowering costs and increasing control over power electronics.

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A $100B Market Needs Off-Grid Innovation

The market backdrop is ideal for Beam. According to Deloitte, U.S. solar capacity rose 88% in 2024, while battery storage jumped 64%—an unprecedented surge in clean power. Grid infrastructure hasn’t kept up, and Beam’s model thrives in that gap.

By 2030, the U.S. will need 35 million charging points, according to PwC, yet most charge point operators still rely on grid-tied, capital-intensive installs.

Beam’s EV ARC™ bypasses that dependency completely—delivering clean, grid-free charging wherever it's needed.

Global, Patent-Rich, and Still Under the Radar

Beam holds critical IP across:

• Battery thermal safety (European patent)

• Wireless EV charging via renewables (U.S. patent)

• High-volume battery assembly tech (U.S. patent)

These patents support new revenue streams and defensibility—especially in global markets where Beam is now actively expanding through new executive hires, reseller programs, and local partnerships.

Earnings Ahead. Catalysts Building.

With Q1 2025 earnings expected on May 26, Beam is well-positioned to build on its order momentum and improving margins. Add in the launch of BeamSpot™, active military contracts, and global market expansion—and you’ve got a pipeline of catalysts hiding behind a stock that’s trading near its 52-week low at ~$1.48, despite a high of $7.68 in the last year.

At just ~0.9x trailing sales, Beam trades at a deep discount to sector peers that command 4–6x revenue multiples—despite a debt-free balance sheet, improving margins, and one of the only off-grid EV charging solutions ready to scale globally.

The Smart Infrastructure Play Hiding in Plain Sight

By delivering power where the grid can’t go, Beam is becoming the critical enabler of EV mobility, micro-transit, and energy resilience. In a sector racing to scale, Beam’s head start on deployable infrastructure makes it more than a product company—it’s a platform.

Earnings hit May 26. Watch this space.

That’s it for this episode!

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Disclaimer: This newsletter is for informational purposes only and contains forward-looking statements that involve risks and uncertainties. Investor Insights Systems does not provide financial advice—please consult a licensed advisor before making investment decisions.