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 ...

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 September 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 (St ...

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 ...

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.