External External Safe Harbor SolarEdge Technologies Nasdaq l SEDG solar adge Use of Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward looking statements include information, among other things, our business, results of operations, financial condition and liquidity; our possible or assumed future results of operations; future demands for solar energy solutions; business strategies; techno ...

SolarEdge Technologies, Inc. (NASDAQ:SEDG) Wells Fargo Clean Energy Symposium Conference Call March 28, 2023 1:45 PM ET Company Participants Ronen Faier - Chief Financial Officer Conference Call Participants Unidentified Analyst Okay. We are very excited to have SolarEdge Technologies with us here; Ronen Faier, the CFO, is joining me this afternoon. It's been a long day already; I guess it's already this afternoon. So, thank you very much for being here. Ronen Faier Thank you for having me. Unidentified Ana ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to __________ Commission File Number: 001-36894 SOLAREDGE TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 20-5338862 (State or other ...

SolarEdge Technologies, Inc. (NASDAQ:SEDG) Q4 2022 Earnings Conference Call February 13, 2023 4:30 PM ET Company Participants Erica Mannion - Sapphire Investor Relations Zvi Lando - CEO Ronen Faier - CFO Conference Call Participants Alex Vrabel - Bank of America Philip Shen - ROTH Capital Markets Mark Strouse - JPMorgan Corinne Blanchard - Deutsche Bank Jordan Levy - Truist Securities Colin Rusch - Oppenheimer Michael Blum - Wells Fargo Steve Fleishman - Wolfe Research Kasope Harrison - Piper Sandler ...

Key Points Industry and Company * **Company**: SolarEdge Technologies, Inc. (NASDAQ: SEDG) * **Industry**: Solar inverters, energy storage, EV charging, and other clean technology solutions Core Views and Arguments * **Demand Trends**: * **Strong demand across all markets**: SolarEdge expects strong demand for solar inverters, energy storage, and other clean technology solutions in 2023. * **Europe leading the way**: Europe is experiencing significant growth driven by the energy crisis and high energy prices, leading to strong demand for solar and storage solutions. * **U.S. growth expected but decelerating**: The U.S. market is expected to grow, but at a slower pace compared to Europe. Factors such as net metering changes and higher interest rates may impact growth. * **Asia remains strong**: Asia, particularly Taiwan and Japan, continues to see strong demand for solar inverters and energy storage solutions. * **Revenue Growth**: * **50% year-on-year growth expected**: SolarEdge expects revenue growth of approximately 50% in 2023, driven by strong demand and the expansion of its product portfolio. * **Europe taking a larger share**: Europe is expected to take a larger share of revenues in 2023, driven by strong growth in the region. * **Supply Constraints**: * **Component shortages and manufacturing capacity constraints**: SolarEdge faces challenges related to component shortages and manufacturing capacity constraints, which may impact its ability to meet demand. * **Improving supply chain**: SolarEdge is working to improve its supply chain and manufacturing capacity to address these challenges. * **Battery Storage**: * **Strong growth expected in Europe**: Battery storage is expected to see strong growth in Europe, driven by high energy prices and government support. * **U.S. market facing challenges**: The U.S. market faces challenges related to high battery prices and long payback periods, which may limit growth. * **Inflation Reduction Act (IRA)**: * **Potential for U.S. manufacturing**: The IRA may provide opportunities for SolarEdge to expand its manufacturing footprint in the U.S. * **Decision-making process**: SolarEdge is currently evaluating its options for U.S. manufacturing, including working with contract manufacturers or building its own factory. Other Important Points * **Gross margins**: SolarEdge expects to achieve its target gross margin of 30% to 32% by the end of 2023. * **Battery margins**: SolarEdge targets a 25% gross margin for its battery storage solutions. * **Exchange rates**: The weaker euro is expected to have a positive impact on SolarEdge's gross margins. * **New products**: SolarEdge is launching a new utility-scale inverter and has acquired Hark, a company that provides IoT solutions for energy management.

Solaredge Technologies, Inc. (NASDAQ:SEDG) Q3 2022 Earnings Conference Call November 7, 2022 4:30 PM ET Company Participants Erica Mannion - Sapphire Investor Relations Zvi Lando - CEO & Director Ronen Faier - CFO Conference Call Participants Brian Lee - Goldman Sachs Mark Strouse - JPMorgan Chase & Co. Colin Rusch - Oppenheimer Philip Shen - ROTH Capital Partners Michael Blum - Wells Fargo Securities Kasope Harrison - Piper Sandler Ameet Thakkar - BMO Capital Markets Joseph Osha - Guggenheim Securities Jef ...

Third Quarter 2022 Earnings Summary November 7, 2022 solaredge Safe Harbor Use of Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward looking statements include information, among other things, our business, results of operations, financial condition and liquidity; our possible or assumed future results of operations; future demands for solar energy solutions; business strategies; technolog ...

SolarEdge Technologies, Inc. (NASDAQ:SEDG) Oppenheimer’s 25th Annual Technology, Internet & Communications Conference August 10, 2022 12:25 PM ET Company Participants Lior Danziger - VP of FP&A and IR Conference Call Participants Colin Rusch - Oppenheimer & Co. Colin Rusch Hi, everyone. This is Colin Rusch. I'm the Head of Sustainable Growth and Resource Optimization here at Oppenheimer. And we are very pleased to have Lior Danziger, who's the VP of FP&A and IR at SolarEdge. We've done the company now, I gu ...

SolarEdge Technologies Nasdaq l SEDG solar adge Safe Harbor Use of Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward looking statements include information, among other things, concerning: the expected impact of the COVID-19 pandemic and related public health measures on our business, results of operations, financial condition and liquidity; our possible or assumed future results of opera ...

SolarEdge Technologies, Inc. (NASDAQ:SEDG) Q2 2022 Earnings Conference Call August 2, 2022 4:30 PM ET Company Participants Erica Mannion - Investor Relations Zvi Lando - Chief Executive Officer, Chairman and Founder Ronen Faier - Chief Financial Officer Conference Call Participants Stephen Byrd - Morgan Stanley Brian Lee - Goldman Sachs Philip Shen - Roth Capital Mark Strouse - JPMorgan Julien Dumoulin-Smith - Bank of America Maheep Mandloi - Credit Suisse Colin Rusch - Oppenheimer Jeff Osborne - Cowen and ...