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    Chris Dendrinos • RBC Capital Markets

    Chris Dendrinos's questions to Fluence Energy Inc (FLNC) leadership

    Chris Dendrinos's questions to Fluence Energy Inc (FLNC) leadership • Q3 2025

    Question

    Chris Dendrinos from RBC Capital Markets inquired about Fluence's manufacturing flexibility to support different cell formats if they were to switch suppliers from AESC. He also asked for an update on U.S. pricing dynamics in response to tariffs.

    Answer

    President and CEO Julian Nebreda acknowledged that switching cell technology would require adaptation but stated it would not be a major undertaking given the timeline, as new supply isn't needed until early 2027. On pricing, he said that while U.S. costs may see upward pressure over time, near-term projects are largely safeguarded, so significant price increases are not expected in the next 6-12 months.

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    Chris Dendrinos's questions to Solaredge Technologies Inc (SEDG) leadership

    Chris Dendrinos's questions to Solaredge Technologies Inc (SEDG) leadership • Q2 2025

    Question

    Chris Dendrinos asked about the specific levers, beyond the new NexSys platform, that SolarEdge can pull to regain market share in Europe. He also requested more detail on the new market segments NexSys will help address.

    Answer

    CEO Shuky Nir outlined a strategy for Europe focused on strengthening partnerships with distributors and installers to win their trust. He elaborated that the NexSys platform will specifically target segments like larger residential systems (up to 20kW) in Germany, where the current product is less competitive. The platform's better cost structure and features are expected to enhance competitiveness and drive share gains.

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    Chris Dendrinos's questions to Sunrun Inc (RUN) leadership

    Chris Dendrinos's questions to Sunrun Inc (RUN) leadership • Q2 2025

    Question

    Chris Dendrinos from RBC Capital Markets asked about Sunrun's strategy for capturing market share from the non-TPO market following the 25D sunset, specifically regarding the onboarding of new installers. He also inquired about recent changes in tariff impacts.

    Answer

    President & CRO Paul Dickson outlined a two-pronged strategy: selectively onboarding high-quality installers into their affiliate network and directly hiring talent into their sales and installation teams. CFO Danny Abajian noted that tariff impacts have moderated to the low end of their expected range and are fully reflected in current guidance.

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    Chris Dendrinos's questions to Bloom Energy Corp (BE) leadership

    Chris Dendrinos's questions to Bloom Energy Corp (BE) leadership • Q2 2025

    Question

    Chris Dendrinos from RBC Capital Markets inquired about customer adoption of the combined heat and power (CHP) solution and asked for a competitive comparison against natural gas turbines for data center power.

    Answer

    KR Sridhar, Founder, Chairman & CEO, explained that customers show high interest in CHP, often planning to retrofit it after an initial rapid power deployment. He positioned Bloom's solution as superior to gas turbines, citing comparable CapEx for high-reliability setups, significantly lower OpEx due to better fuel efficiency, and faster deployment due to easier permitting.

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    Chris Dendrinos's questions to GE Vernova Inc (GEV) leadership

    Chris Dendrinos's questions to GE Vernova Inc (GEV) leadership • Q2 2025

    Question

    Chris Dendrinos asked about the company's robotics and automation initiatives, seeking to understand where management sees the greatest opportunity to leverage this technology across its business lines.

    Answer

    CEO Scott Strazik explained that initial 'lighthouse projects' are focused on Gas Power and Grid factories where lean principles are most advanced. He identified a major future opportunity in Wind services, envisioning robots servicing blades to improve safety and efficiency. He positioned this as a key investment area for 2026 that will drive returns in subsequent years.

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    Chris Dendrinos's questions to GE Vernova Inc (GEV) leadership • Q2 2025

    Question

    Chris Dendrinos asked about the robotics and automation opportunity highlighted by management, seeking to understand where the company sees the greatest potential to leverage this technology across its business lines.

    Answer

    CEO Scott Strazik described the initiative as a natural extension of the company's lean transformation. He said they are starting with 'lighthouse projects' in Gas Power and Grid factories where lean is most advanced. He also identified a significant opportunity in Wind services, envisioning robots performing blade maintenance in remote, high-altitude locations. Strazik positioned these as investments that would likely ramp in 2026 to yield returns in subsequent years.

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    Chris Dendrinos's questions to Enphase Energy Inc (ENPH) leadership

    Chris Dendrinos's questions to Enphase Energy Inc (ENPH) leadership • Q2 2025

    Question

    Chris Dendrinos inquired about Enphase's strategy to strengthen its position and expand market share with the largest TPO providers, especially in a market that might see further consolidation, shifting focus from the long-tail to the 'fat part of the tail'.

    Answer

    President & CEO Badri Kothandaraman corrected the 'myth' that Enphase doesn't work closely with large TPOs, stating the company works with every one of them. He explained the strategy is to make them successful by lowering total installation costs and time, and streamlining O&M. He cited the fourth-generation battery and meter collar as examples of product innovations developed in collaboration with TPOs to reduce costs and will be working 'even more aggressively' to gain share with these key partners.

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