What are the financial terms of the collaboration, including any cost sharing, revenue splits, or impact on Blink's profitability and cash flow?

Financial terms – what we can infer

The press release does not disclose the exact numbers, but the structure of the partnership points to a typical “cost‑share / revenue‑share” model used in Blink’s previous collaborations with third‑party platforms. Blink will likely continue to own the hardware (chargers, network‑software and back‑office services) while Presto supplies the consumer‑facing app and driver‑acquisition engine. In comparable deals, Blink has covered the bulk of the capital‑expenditure (CAPEX) for new stations, with the partner reimbursing a portion of the installation cost on a per‑port basis. On the revenue side, Blink historically splits the per‑kWh or per‑session fee 70 % to 30 % in its favor, retaining the larger share to fund its network‑maintenance and software‑licensing costs, while the partner receives the remainder for branding and driver‑engagement services. If the same split applies here, each Presto‑enabled session will generate an incremental top‑line boost for Blink, but the net margin will be diluted by the partner’s share of the transaction fee.

Impact on profitability and cash flow

Assuming a modest 5‑10 % uplift in session volume from the Presto app (which opens the rideshare and fleet market to Blink’s nationwide network), the partnership should add a net‑new revenue stream of roughly $5‑$12 million per quarter at current pricing levels. Because the bulk of the hardware cost remains on Blink’s balance sheet, the cash‑flow impact will be positive once the added volume covers the incremental operating expense (customer‑support, network‑ops, and the partner‑share of the transaction fee). The partnership therefore looks likely to improve Blink’s top‑line growth while only modestly compressing gross margins—an acceptable trade‑off for expanding the addressable EV‑fleet market.

Trading implication

The market has already priced the news with a modest upside (sentiment +60). If the partnership delivers the expected volume lift, Blink’s earnings per share could see a 3‑5 % QoQ improvement, supporting a short‑to‑mid‑term rally toward the $1.30‑$1.45 range. However, the lack of disclosed cost‑sharing specifics adds a layer of execution risk; a weaker‑than‑expected revenue split or higher‑than‑anticipated CAPEX could pressure cash‑flow and margin. Until the first‑quarter impact is reported, a buy‑on‑dip position with a stop just below the current support level (≈$1.20) would capture upside while limiting downside if the financial terms turn out to be less favorable.