UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION 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 o ...

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 ...

Second Quarter 2022 Earnings Summary August 2, 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, 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 re ...

SolarEdge Technologies, Inc. (NASDAQ:SEDG) JP Morgan Energy, Power & Renewables Conference Call June 22, 2022 3:05 PM ET Company Participants Lior Danziger - Director, Investor Relations and Finance Operations Conference Call Participants Mark Strouse - JP Morgan Securities LLC Mark Strouse Great. Thank you all for joining. My name is Mark Strouse. I cover alternative energy and services within the U.S. here at JP Morgan. Very happy to have SolarEdge Technologies, Lior Danziger, Investor Relations. Lior Dan ...

Summary of SolarEdge Technologies Inc. Conference Call (June 7, 2022) Company Overview - **Company**: SolarEdge Technologies Inc. (NASDAQ: SEDG) - **Industry**: Photovoltaic (PV) solar energy - **Key Technology**: DC-optimized inverter system that enhances solar energy production and deployment efficiency [5][6] Core Business Insights - SolarEdge has become the largest inverter company globally by revenue, with sales in approximately 40 countries and installations in 133 countries [6] - Recent expansions include entering the uninterruptible power supply (UPS) market, acquiring a lithium-ion battery manufacturer in Korea, and acquiring a company in Italy for electric vehicle engines [6] - The company reported nearly $600 million in quarterly sales, indicating rapid growth [6] Semiconductor Supply Chain Challenges - The company faces significant disruptions in the semiconductor supply chain, impacting growth more than demand [8] - Shortages began in 2020, with current growth rates of 30% to 50% year-over-year exacerbating the issue [8] - Stability in supply is expected towards the end of 2022, but sporadic interruptions may continue due to COVID-related issues [9][10] Pricing and Margin Dynamics - Price increases have been implemented due to rising shipment costs rather than component costs, with an average increase of high single digits across products [15] - Margins have been squeezed in recent quarters, but relief is anticipated in Q3 and Q4 due to price adjustments and potential improvements in supply [16] Impact of U.S. AD CBD Investigation - The investigation has had virtually no impact on SolarEdge's business, with increased orders noted from customers anticipating potential tariffs [18] - The company expects a balanced mix of sales between the U.S. and Europe, with no significant demand drop [19][20] Tariff and Supply Chain Strategy - In Q1, 32% of products imported into the U.S. were subject to Chinese tariffs, but a new factory in Mexico is expected to eliminate tariffs on residential products by Q4 [22] - Shipping costs are anticipated to decrease significantly with local production, improving margins [23][25] Utility Scale Market Developments - SolarEdge has begun installations of its 330 kilowatt inverter, expected to generate substantial revenues in 2023 [28][29] - The company aims to provide a full end-to-end solution for utility-scale projects, integrating inverters, trackers, and storage systems [29] European Market Insights - Strong demand for solar solutions in Europe, driven by high electricity prices and supportive government policies [33][34] - The company has significant market shares in various European countries, with residential and commercial segments performing well [38] Technological Advancements - SolarEdge is evaluating the use of silicon carbide and gallium nitride technologies for future products, particularly in e-mobility and storage [42][43] M&A Strategy - The company is looking for acquisition opportunities in energy management, particularly to enhance its solar offerings [59] - Valuations for potential targets have become more reasonable following the SPAC bubble burst [59] Conclusion - SolarEdge is positioned for growth despite supply chain challenges, with strategic pricing adjustments and market expansions in both the U.S. and Europe. The company is also focused on technological advancements and potential acquisitions to enhance its product offerings and market presence.

FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION 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 ...

SolarEdge Technologies, Inc. (NASDAQ:SEDG) Q1 2022 Earnings Conference Call May 2, 2022 4:30 PM ET Company Participants Mike Funari - Sapphire Investor Relations Zvi Lando - Chief Executive Officer Ronen Faier - Chief Financial Officer Conference Call Participants Brian Lee - Goldman Sachs Mark Strouse - JPMorgan Laura Sanchez - Morgan Stanley Julien Dumoulin-Smith - Bank of America Philip Shen - Roth Capital Partners Maheep Mandloi - Credit Suisse Colin Rusch - Oppenheimer & Co. Kashy Harrison - Piper Sand ...

First Quarter 2022 Earnings Summary May 02, 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, 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 resul ...

Summary of SolarEdge Technologies, Inc. Conference Call Company Overview - **Company**: SolarEdge Technologies, Inc. (NASDAQ: SEDG) - **Event**: 34th Annual ROTH Conference Call - **Date**: March 15, 2022 Industry Insights - **Industry**: Solar Energy and Battery Storage - **Current Trends**: Increased demand for distributed generation (DG) solar solutions in Europe due to the ongoing conflict between Russia and Ukraine, leading to a desire to reduce reliance on Russian gas [4][5] Key Points Demand and Market Dynamics - **European Market**: Strong demand observed in Germany, Netherlands, Italy, and the UK, driven by self-consumption trends and high storage attach rates [7][8] - **U.S. vs. Europe**: Both markets are growing nicely, but the U.S. may see a tilt towards residential batteries if demand translates as expected [10][32] - **Commercial Segment**: Rapid growth in the U.S. commercial market, driven by rising electricity prices and ESG initiatives [28] Product and Pricing Insights - **Battery Pricing**: Recent price increase for batteries, approximately $600 per kilowatt-hour [11][12] - **Production Capacity**: Targeting 250 megawatt-hours of battery assembly capacity by the end of Q2 2022, with expected shipments of 100 to 120 megawatt-hours in Q1 [13][19] - **Margin Profile**: Battery margins are lower than the corporate average, estimated in the mid-20% range [16][17] Supply Chain and Cost Implications - **Impact of Conflict**: The Russia-Ukraine conflict is expected to affect freight costs and energy prices, but no material impact has been observed yet [22] - **Nickel Supply**: Nickel prices have surged, but long-term contracts with suppliers mitigate immediate exposure to spot market fluctuations [25][26] Future Outlook - **Utility Market Entry**: Launching a 330-kilowatt inverter for utility applications, aiming to provide better ROI and system management capabilities [42][48] - **e-Mobility Potential**: Anticipated growth in the e-mobility sector, with ongoing projects and partnerships, particularly with Stellantis [50] - **EV Chargers**: Increased demand for EV chargers in both Europe and the U.S., contributing to revenue per installation [55] Upcoming Events - **Analyst Day**: Scheduled for March 29, 2022, to discuss various segments, including residential, commercial, and utility markets, as well as future technologies [39][53] Additional Insights - **Grid Stability**: SolarEdge is actively involved in addressing grid stability issues as new technologies emerge [35] - **Market Segmentation**: The commercial segment is divided into ground mount, floating, and rooftop installations, with a focus on increasing presence in ground mount and community solar [28] This summary encapsulates the key insights and developments discussed during the conference call, highlighting the company's strategic positioning and market dynamics within the solar energy sector.

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, 2021 OR ☐ TRANSITION 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 ot ...