David Joseph Benjamin's questions to Solaredge Technologies Inc (SEDG) leadership • Q4 2024
Question
David Benjamin, on for Maheep Mandloi, asked about SolarEdge's battery strategy for 2025 ahead of new product launches and inquired about battery attach rates for commercial and residential segments.
Answer
CEO Yehoshua Nir stated the company will continue offering its current batteries, noting favorable positioning in the U.S. due to recent policy changes. He highlighted that while commercial storage attach rates are currently low industry-wide, it's a key growth area where their product is well-received. The upcoming next-gen battery will feature modularity and improved installability.