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    Henry Roberts • Truist Securities

    Henry Roberts's questions to Solaredge Technologies Inc (SEDG) leadership

    Henry Roberts's questions to Solaredge Technologies Inc (SEDG) leadership • Q1 2025

    Question

    Henry Roberts, on for Jordan Levy, noted the strong performance in the utility segment and asked for the company's outlook on that market and its ability to compete there.

    Answer

    CEO Yehoshua Nir explained that SolarEdge's technology is particularly advantageous in 'optimized utility' projects with non-ideal conditions. He mentioned that a product introduced last year is gaining traction in this segment, which is not a traditional market for the company, and this is reflected in the segment's revenue growth.

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    Henry Roberts's questions to Bloom Energy Corp (BE) leadership

    Henry Roberts's questions to Bloom Energy Corp (BE) leadership • Q1 2025

    Question

    Henry Roberts, on for Jordan Levy, asked for more detail on power demand in the domestic Commercial & Industrial (C&I) sector and its impact on orders. He also inquired about the gross margin trajectory for the rest of the year.

    Answer

    K.R. Sridhar (Founder, Chairman, and CEO) described a bifurcated C&I market: robust demand from large manufacturing driven by reshoring, but potentially slower decisions from consumer-facing retail. He and CFO Daniel Berenbaum reiterated the full-year margin guidance, noting Q1 benefited from favorable mix and factory level-loading, and that the company will absorb tariff impacts through innovation.

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    Henry Roberts's questions to Bloom Energy Corp (BE) leadership • Q4 2024

    Question

    Henry Roberts, on for Jordan Levy, asked about the long-term potential for carbon capture (CCS), including potential attach rates and its economic viability compared to green hydrogen for achieving net-zero emissions.

    Answer

    CEO KR Sridhar expressed strong conviction that carbon capture and sequestration is essential for decarbonization and represents a 'huge opportunity' for Bloom. He believes it will be a more scalable and faster-growing market than hydrogen in the short term. He highlighted the recent partnership with Chart Industries as a key investment in this promising area.

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    Henry Roberts's questions to Bloom Energy Corp (BE) leadership • Q4 2024

    Question

    Henry Roberts, on for Jordan Levy, asked about the potential long-term attach rates for Bloom's carbon capture solution and its viability as an economical path to net-zero for customers.

    Answer

    CEO KR Sridhar described carbon capture and sequestration (CCS) as a "huge opportunity" essential for decarbonization. He asserted that Bloom's technology is one of the best for capturing high-concentration CO2 from natural gas and expects the CCS market to develop faster than hydrogen in the short term. He confirmed Bloom is investing in this area, referencing its partnership with Chart Industries.

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    Henry Roberts's questions to Bloom Energy Corp (BE) leadership • Q3 2024

    Question

    Henry Roberts, on for Jordan Levy of Truist Securities, asked about the long-term opportunity with SK, including potential for more sites and whether order sizes could exceed 80 MW.

    Answer

    CEO K.R. Sridhar noted that Korea volumes have been steady but highlighted recent public statements from SK's Chairman about playing a major role in AI and using Bloom's systems. He expressed hope that the Korean market could grow similarly to the U.S. due to AI demand, positioning Bloom and its partner SK to support that growth.

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    Henry Roberts's questions to Quantumscape Corp (QS) leadership

    Henry Roberts's questions to Quantumscape Corp (QS) leadership • Q4 2024

    Question

    Henry Roberts, on behalf of Truist Securities, asked about potential incremental updates on the PowerCo partnership during the year and questioned the expected performance improvements of B1 cells versus B0 cells.

    Answer

    CEO Siva Sivaram stated that any major announcements would come from PowerCo at the appropriate time, but confirmed the collaboration is progressing well. He clarified that the focus for B1 cells is not on further performance improvement over the already strong B0 cell, but on industrialization, process reliability, and scaling production with the new Cobra process to support the 2026 customer demo program.

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    Henry Roberts's questions to Quantumscape Corp (QS) leadership • Q3 2024

    Question

    Henry Roberts from Truist Securities, on for Jordan Levy, asked about the key learnings from the continuous operation of the Raptor separator production line and how they are being applied to the next-generation Cobra process. He also requested more detail on the drivers behind the shift of certain CapEx payments from 2024 into 2025.

    Answer

    CEO Siva Sivaram confirmed that the Raptor line serves as a crucial learning platform for the Cobra process, stating that running a stable baseline enabled the significant performance improvements seen in the QSE-5 B-samples. CFO Kevin Hettrich explained that the payment shift was a minor, single-digit million-dollar adjustment within the normal course of operations that does not impact any publicly stated milestones or the industrialization timeline.

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    Henry Roberts's questions to Plug Power Inc (PLUG) leadership

    Henry Roberts's questions to Plug Power Inc (PLUG) leadership • Q3 2024

    Question

    Speaking for Jordan Levy, Henry Roberts asked about customer receptiveness to price increases in the material handling business and whether Plug Power would consider divesting any business lines.

    Answer

    CEO Andy Marsh acknowledged the difficulty of raising prices but confirmed the material handling business is seeing an uptick in Q4 and is projected to grow 20-30% next year, as its value proposition proved resilient. He firmly stated that after a thorough review, the company currently has no plans to divest any of its business lines.

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