Earnings summaries and quarterly performance for SOLAREDGE TECHNOLOGIES.
Executive leadership at SOLAREDGE TECHNOLOGIES.
Board of directors at SOLAREDGE TECHNOLOGIES.
Research analysts who have asked questions during SOLAREDGE TECHNOLOGIES earnings calls.
Brian Lee
Goldman Sachs Group, Inc.
4 questions for SEDG
Also covers: ARRY, AYI, CCJ +19 more
Christine Cho
Goldman Sachs Group
4 questions for SEDG
Also covers: BEP, BEPC, BLMN +22 more
Colin Rusch
Oppenheimer & Co. Inc.
4 questions for SEDG
Also covers: AEVA, ALB, AMPX +23 more
Philip Shen
ROTH MKM
4 questions for SEDG
Also covers: ARRY, CSIQ, DQ +12 more
Andrew Percoco
Morgan Stanley
3 questions for SEDG
Also covers: BE, ENPH, FLNC +8 more
Dimple Gosai
Bank of America
3 questions for SEDG
Also covers: ARRY, BE, CWEN +6 more
Joseph Osha
Guggenheim Partners
3 questions for SEDG
Also covers: AMRC, ARRY, CHPT +11 more
Kashy Harrison
Piper Sandler
3 questions for SEDG
Also covers: AMRC, ARRY, BE +13 more
Mark W. Strouse
J.P. Morgan Chase & Co.
3 questions for SEDG
Also covers: ARRY, BE, BEP +15 more
Ameet Thakkar
BMO Capital Markets
2 questions for SEDG
Also covers: BE, BLDP, FLNC +6 more
Austin Moeller
Canaccord Genuity
2 questions for SEDG
Also covers: , ACHR, AVAV +18 more
Chris Dendrinos
RBC Capital Markets
2 questions for SEDG
Also covers: BE, CHPT, ENPH +8 more
Corinne Blanchard
Deutsche Bank
2 questions for SEDG
Also covers: CSTM, CWEN, GWH +5 more
Julien Dumoulin-Smith
Jefferies
2 questions for SEDG
Also covers: AEE, AEP, AES +54 more
Moses Sutton
BNP Paribas
2 questions for SEDG
Also covers: FSLR, GEV, HASI +3 more
Vikram Bagri
Citigroup Inc.
2 questions for SEDG
Also covers: AMPS, ARRY, CSIQ +7 more
David Joseph Benjamin
Mizuho Securities
1 question for SEDG
Dylan Nassano
Wolfe Research
1 question for SEDG
Also covers: ARRY, ENPH, FLNC +5 more
Hannah Vilauskas
Jefferies
1 question for SEDG
Henry Roberts
Truist Securities
1 question for SEDG
Also covers: AMTX, BE, BLDP +5 more
Jeffrey Osborne
TD Cowen
1 question for SEDG
Also covers: ASPN, AUR, BLDP +14 more
Jonathan Windham
UBS
1 question for SEDG
Also covers: ARRY, FLNC, GNRC +1 more
Maheep Mandloi
Mizuho Financial Group
1 question for SEDG
Also covers: ARRY, BE, CSIQ +10 more
Recent press releases and 8-K filings for SEDG.
SolarEdge and Infineon Partner to Develop AI Data Center Power Technology
SEDG
New Projects/Investments
Product Launch
- SolarEdge Technologies has partnered with Infineon Technologies to develop next-generation Solid-State Transformer (SST) technology for AI and hyperscale data centers, targeting over 99% efficiency.
- This collaboration signifies SolarEdge's entry into the data center sector, leveraging its DC power conversion expertise alongside Infineon's advanced silicon carbide semiconductor technology.
- The modular 2-5 MW SST platform aims to reduce the size, weight, and carbon footprint of power distribution systems, and the partnership has positively impacted SolarEdge's stock.
Nov 5, 2025, 9:50 PM
SolarEdge Reports Q3 2025 Results and Q4 2025 Outlook
SEDG
Earnings
Guidance Update
New Projects/Investments
- SolarEdge reported Q3 2025 non-GAAP revenues of $340 million, a 21% quarter-over-quarter increase, and a non-GAAP gross margin of 18.8%.
- The company generated $23 million in positive free cash flow in Q3 2025, ending the quarter with approximately $547 million in cash and investments after repaying $342 million of 2025 convertible notes.
- For Q4 2025, non-GAAP gross margin is projected to be between 19-23%, with non-GAAP operating expenses in the range of $85-90 million. The company expects to generate positive free cash flow for Q4 and the full year.
- SolarEdge regained the number one residential inverter market share position in the U.S. in Q2 2025.
- The company announced a collaboration with Infineon to develop a solid-state transformer platform for data centers, with potential financial impact expected in the 2027-2028 timeframe.
Nov 5, 2025, 1:00 PM
SolarEdge Technologies, Inc. Reports Q3 2025 Financial Results
SEDG
Earnings
Guidance Update
Revenue Acceleration/Inflection
- SolarEdge Technologies, Inc. reported revenues of $340.21 million for the third quarter ended September 30, 2025, an 18% increase from the prior quarter, alongside an improved GAAP gross margin of 21.2%.
- The company significantly reduced its GAAP net loss to $50.1 million (or $0.84 per share) in Q3 2025, compared to a net loss of $124.7 million (or $2.13 per share) in the prior quarter.
- SolarEdge generated $25.6 million in cash from operating activities and $22.8 million in free cash flow during the quarter, and its cash and investments portfolio, net of debt, increased to $208.8 million as of September 30, 2025.
- For the fourth quarter ending December 31, 2025, the company anticipates revenues to be in the range of $310 million to $340 million, with a Non-GAAP gross margin between 19% and 23%.
Nov 5, 2025, 12:05 PM
SolarEdge Announces Third Quarter 2025 Financial Results
SEDG
Earnings
Guidance Update
Revenue Acceleration/Inflection
- SolarEdge reported Q3 2025 revenues of $340.21 million, an 18% increase from the prior quarter, with Non-GAAP revenues reaching $339.7 million, up 21%. This marks three consecutive quarters of revenue growth.
- GAAP gross margin improved to 21.2% in Q3 2025 from 11.1% in the prior quarter, and Non-GAAP gross margin reached 18.8% compared to 13.1% previously.
- The company's net loss per share decreased, with a GAAP net loss per share of $0.84 and a Non-GAAP net loss per share of $0.31 for Q3 2025, compared to $2.13 and $0.81 respectively in the prior quarter.
- SolarEdge generated $25.6 million in cash from operating activities and $22.8 million in free cash flow in Q3 2025, a positive shift from cash used in the prior quarter. The cash and investments portfolio, net of debt, grew to $208.8 million as of September 30, 2025.
- For Q4 2025, the company forecasts revenues between $310 million and $340 million, with a Non-GAAP gross margin expected to be 19% to 23%.
Nov 5, 2025, 12:00 PM
SolarEdge Surpasses 500 MWh of Storage in Virtual Power Plants
SEDG
New Projects/Investments
Product Launch
- SolarEdge has surpassed 500 MWh of residential battery storage enrolled in Virtual Power Plant (VPP) programs across 16 U.S. states, Canada, and Puerto Rico.
- The company's VPP technology connects thousands of batteries into coordinated networks to support grid stability and enable homeowners to earn rewards during peak demand.
- Over 40 percent of SolarEdge sites with a battery in the U.S. participate in incentive programs.
- New VPP programs launched this year include those in Arizona (APS, TEP), South Carolina, and New York (National Grid, NYSEG, Rochester Gas & Electric).
Oct 29, 2025, 1:00 PM
SolarEdge Signs Multi-Year Supply Agreement with Solar Landscape
SEDG
New Projects/Investments
- SolarEdge Technologies, Inc. and Solar Landscape have signed a multi-year agreement for the supply of SolarEdge's U.S.-manufactured solar technology.
- This agreement will support over 500 commercial rooftop projects across multiple states, scheduled for construction in 2025 and 2026.
- The collaboration aims to accelerate solar deployment on large-scale commercial and industrial rooftops, with SolarEdge's technology helping to meet domestic content requirements.
- SolarEdge's domestic manufacturing facilities have created approximately 2,000 American jobs and contribute to a resilient supply chain.
Jul 30, 2025, 3:10 PM
SolarEdge Launches New U.S. Production Facility and Ships Home Batteries
SEDG
Product Launch
New Projects/Investments
Hiring
- SolarEdge Technologies has expanded its U.S. manufacturing footprint by launching a new production facility in Salt Lake City, Utah, which began producing and shipping the SolarEdge 'USA Edition' Home Battery in early 2025.
- This expansion enables SolarEdge to produce its full residential suite of inverters, power optimizers, and batteries domestically, supporting U.S. energy independence and creating over 2,000 manufacturing jobs.
- The Utah-made battery is a high-capacity, DC-coupled lithium-ion system, storing up to 9.7 kWh with an estimated 94.5% roundtrip efficiency, and is one of the first residential batteries to pass the UL9540A unit level test for fire safety hazards, qualifying it for safe indoor installation.
- Complementing this, SolarEdge's Austin, Texas facility has ramped up to a run rate capacity of over 70,000 inverters per quarter, and the Florida facility is on track to reach a capacity of 2 million inverters annually.
Jun 25, 2025, 4:45 PM
SolarEdge Q1 2025 Earnings: Strategic Turnaround, Margin Improvement & Q2 Guidance
SEDG
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Q1 2025 GAAP revenues reached $219.5M, driven by strong U.S. performance (62% of revenue) and robust shipments totaling approximately 1.2GW .
- GAAP gross margin turned around from -57.2% to approximately 8%, reflecting significant operational improvement .
- Robust cash performance with Q1 operating cash flow of $33.8M and positive free cash flow of $19.8M .
- Q2 2025 guidance projects revenues between $265M and $285M with a target non‑GAAP gross margin of 8‑12%, alongside expected tariff impacts (2% reduction in Q2 and 4‑6% in H2) .
- Strategic initiatives include divesting the tracker business, selling a battery facility, and creating nearly 2,000 U.S. jobs to strengthen financials and regain market share .
- Sequential improvements were noted in operating losses and net losses, with a GAAP net loss of $(98.5)M and a non‑GAAP net loss of $(66.1)M for Q1 .
May 6, 2025, 12:01 PM
Quarterly earnings call transcripts for SOLAREDGE TECHNOLOGIES.
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