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    Tyler Bisset • Goldman Sachs

    Tyler Bisset's questions to Xylem Inc (XYL) leadership

    Tyler Bisset's questions to Xylem Inc (XYL) leadership • Q2 2025

    Question

    Tyler Bisset, on behalf of Brian Lee from Goldman Sachs, asked why the full-year adjusted EBITDA margin guidance was maintained despite a revenue guidance increase, questioning if it was due to conservatism or specific headwinds. He also inquired about the reason for the increased corporate expense guidance.

    Answer

    CFO William Grogan explained that the maintained margin guidance accounts for the slightly dilutive impact of tariffs, which are expected to create 10-25 basis points of pressure on year-over-year margin expansion. He stated the company is being cautious amid market volatility. The increase in corporate expense guidance was attributed to a combination of foreign exchange effects and higher variable compensation related to the company's stronger-than-expected performance.

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    Tyler Bisset's questions to Universal Display Corp (OLED) leadership

    Tyler Bisset's questions to Universal Display Corp (OLED) leadership • Q1 2025

    Question

    Tyler Bisset of Goldman Sachs inquired about the implications of LG Display's blue phosphorescent announcement, asking for a timeline to commercialization, milestones for pricing, and whether it would accelerate development among other customers.

    Answer

    CFO Brian Millard expressed pleasure with LG Display's announcement, stating it was a positive step. He noted that specific product timelines are up to customers and OEMs to disclose. Millard confirmed UDC is in constant dialogue regarding pricing and that other customers have their own ongoing development programs for blue.

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    Tyler Bisset's questions to JinkoSolar Holding Co Ltd (JKS) leadership

    Tyler Bisset's questions to JinkoSolar Holding Co Ltd (JKS) leadership • Q4 2024

    Question

    Tyler Bisset of Goldman Sachs inquired about the impact of recent U.S. AD/CVD tariffs on JinkoSolar's guidance, margins, and pricing strategy, and also asked for the company's U.S. shipment expectations for 2025.

    Answer

    Gener Miao, CMO, stated that JinkoSolar has prepared solutions and does not expect a significant negative margin impact from the AD/CVD tariffs, as its U.S. factory is at full utilization and it can leverage alternative supply chains. However, he noted that overall weak U.S. demand could be a headwind. Mr. Miao added that it is too early to provide specific U.S. shipment volumes for 2025 due to ongoing policy uncertainty.

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    Tyler Bisset's questions to Sunrun Inc (RUN) leadership

    Tyler Bisset's questions to Sunrun Inc (RUN) leadership • Q4 2024

    Question

    Tyler Bisset, on for Brian Lee, asked about the specific drivers for the revised cash generation guidance assumptions and whether to expect further cash outlays for safe harboring equipment.

    Answer

    CFO Danny Abajian detailed that guidance revisions were due to a delayed ITC ramp in the affiliate channel, more conservative cost of capital assumptions, and updated volume outlooks. He clarified that future safe harbor activity would be a run-rate item, and the current guidance does not assume additional large, one-time purchases.

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