Enphase Energy (ENPH) Q2 2025 Earnings Call July 22, 2025 04:30 PM ET Company ParticipantsZach Freedman - Investor RelationsBadri Kothandaraman - President & CEOMandy Yang - EVP & CFOBrian Lee - Vice PresidentDushyant Ailani - SVPRaghu Belur - SVP, Co-founder & Chief Products OfficerMaheep Mandloi - DirectorDylan Nassano - Vice PresidentMark Strouse - Executive DirectorDavid Arcaro - Executive Director - Equity ResearchChris Dendrinos - Vice PresidentConference Call ParticipantsPraneeth Satish - AnalystPhil ...

Enphase Energy (ENPH) Q2 2025 Earnings Call July 22, 2025 04:30 PM ET Speaker0Good day, and welcome to the Enphase Energy's Second Quarter twenty twenty five Financial Results Call. All participants will be in a listen only mode. Please note that this event is being recorded. I would now like to turn the conference over to Zach Friedman. Please go ahead.Speaker1Good afternoon, and thank you for joining us on today's conference call to discuss Enphase Energy's second quarter twenty twenty five results. On to ...

Toronto, Ontario--(Newsfile Corp. - July 22, 2025) - Clear Blue Technologies International Inc. (TSXV: CBLU) ("Clear Blue" or the "Company"), the Smart Off-Grid™ Company, is pleased to announce that Mr. Greg Ross has joined Clear Blue's Board of Directors. Mr. Ross is an award-winning investment executive bringing over 35 years of senior management experience across North American insurance and asset management companies."I am honored to join Clear Blue's board at a critical time in the Company's evolution ...

Prologis (PLD) Q2 2025 Earnings Call July 16, 2025 12:00 PM ET Company ParticipantsAbhishek Kastiya - Director - IRTim Arndt - CFOChris Caton - MD - Global Strategy & AnalyticsDan Letter - PresidentCaitlin Burrows - Vice PresidentHamid Moghadam - Co-Founder, Chairman & CEOThomas Catherwood - MD & REITs Equity ResearchKi Bin Kim - MD - US REIT Equity ResearchVikram Malhotra - Managing DirectorSamir Khanal - Director - US REITsVince Tibone - Managing Director and Head of US Industrial & Mall ResearchBrendan L ...

INVESTOR PRESENTATION FEBRUARY 2021 "Generac's mission is to ensure peace of mind by developing power products and solutions that make the world safer, brighter, and more productive." Mike Harris VICE PRESIDENT – CORPORATE DEVELOPMENT & INVESTOR RELATIONS (262) 506-6064 InvestorRelations@generac.com 2 FORWARD LOOKING STATEMENTS 1 INVESTOR RELATIONS Aaron Jagdfeld PRESIDENT & CEO York Ragen CHIEF FINANCIAL OFFICER Certain statements contained in this news release, as well as other information provided from t ...

INVESTOR PRESENTATION MAY 2022 OUR PURPOSE: York Ragen CHIEF FINANCIAL OFFICER Mike Harris VICE PRESIDENT – CORPORATE DEVELOPMENT & INVESTOR RELATIONS Lead the evolution to more resilient, efficient, and sustainable energy solutions. INVESTOR RELATIONS Aaron Jagdfeld PRESIDENT & CEO Kris Rosemann INVESTOR RELATIONS MANAGER (262) 506 -6064 InvestorRelations@generac.com 2 FORWARD LOOKING STATEMENTS Certain statements contained in this news release, as well as other information provided from time to time by Ge ...

INVESTOR PRESENTATION November 2022 OUR PURPOSE: Lead the evolution to more resilient, efficient, and sustainable energy solutions. INVESTOR RELATIONS Aaron Jagdfeld PRESIDENT & CEO York Ragen CHIEF FINANCIAL OFFICER Mike Harris SENIOR VICE PRESIDENT – CORPORATE DEVELOPMENT & INVESTOR RELATIONS Kris Rosemann MANAGER – CORPORATE DEVELOPMENT & INVESTOR RELATIONS (262) 506 -6064 InvestorRelations@generac.com 2 FORWARD LOOKING STATEMENTS Certain statements contained in this news release, as well as other inform ...

Core Viewpoint - The China-Singapore Tianjin Eco-City is actively promoting distributed energy generation, achieving over 100 million kilowatt-hours of cumulative power generation, and aims to establish itself as a national green development demonstration zone by 2035 [1][3]. Group 1: Distributed Energy Development - The main forms of distributed energy include distributed photovoltaic power generation, distributed wind power generation, and distributed natural gas power generation, with photovoltaic being the most common [3]. - The Eco-City has implemented several distributed photovoltaic projects, including solar installations at a sewage treatment plant and an animation park, and hosts the first 100% green electricity vehicle factory in Tianjin [3]. Group 2: Economic Benefits and Integration - Companies installing photovoltaic equipment can achieve self-consumption of green electricity and gain economic benefits through green electricity trading and carbon asset exchange [3]. - Residents can generate electricity from solar energy and sell excess power back to the national grid after connecting to it [3]. Group 3: Grid Infrastructure and Support - To address the challenges posed by the volatility and intermittency of renewable energy, the State Grid Tianjin Binhai Power Supply Company is proactively enhancing the layout of power distribution facilities and optimizing the grid structure to improve the capacity for clean energy consumption [5]. - The company has simplified the grid connection procedures and launched a "Green Energy Link" one-stop approval service in collaboration with local government departments to ensure timely support for renewable energy projects [5].

Financial Performance - Total revenue for Q2 2025 was $37.4 million, compared to $22.4 million in Q2 2024[34] - Gross loss for Q2 2025 was $(9.4) million, compared to $(7.1) million in Q2 2024[36] - Operating expenses for Q2 2025 were $(26.4) million, compared to $(34.3) million in Q2 2024[36] - Net loss attributable to common stockholders was $(38.8) million, or $(1.79) per share, compared to $(32.9) million, or $(2.18) per share in Q2 2024[34] - Adjusted EBITDA was $(19.3) million, compared to $(26.5) million in Q2 2024[34] - The company had $240 million in total cash and investments as of April 30, 2025[15, 34, 40] Business Strategy and Operations - The company is prioritizing its proven carbonate platform with the goal of accelerating the timeline to expected profitability[4] - The company plans to target positive Adjusted EBITDA upon reaching approximately 100MW production capacity at Torrington[4] - The company is streamlining business operations, optimizing the core business, and driving commercial excellence[18] - The company is deploying sixteen 1.4 MW modules ratably in the 2nd half of FY2025 and sixteen 1.4 MW modules in FY2026 to GGE[41]

Financial Data and Key Metrics Changes - Southern Company reported strong financial results for FY 2024, with significant investments in infrastructure and a commitment to delivering clean, safe, reliable, and affordable energy [44][45] - The company approved an 8¢ per share increase in its annual common stock dividend, marking the 78th consecutive year of dividend payments equal to or greater than the previous year [53] Business Line Data and Key Metrics Changes - The regulated electric utilities invested nearly $4 billion in transmission and distribution infrastructure across Alabama, Georgia, and Mississippi [46] - Southern Power expanded its operational footprint to 15 states with the commercial operation of its 30th solar site [46] Market Data and Key Metrics Changes - The economic development pipeline from large electricity load customers represents over 50 gigawatts of potential incremental load by the mid-2030s, driven by robust economic development in the Southeastern service territory [47] - Average annual sales growth is projected at approximately 8% from 2025 through 2029, an increase of 2% from prior long-term sales growth expectations [48] Company Strategy and Development Direction - Southern Company is focused on sustainability and innovation, exploring solutions such as carbon capture, advanced nuclear technologies, renewable natural gas, and energy storage [49] - The company aims to enhance its grid resilience and efficiency through investments in advanced technologies and distributed energy resources [75][76] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to meet future energy demands while maintaining affordability for customers [49][81] - The company is prepared for challenges posed by climate-related events and is committed to improving customer experience through energy efficiency programs [70][72] Other Important Information - Southern Company faced significant challenges during FY 2024, including responding to Hurricane Helene, which required rebuilding sections of the power grid [51] - The company emphasized its commitment to transparency and sound governance in response to shareholder proposals regarding fossil fuel investments and civil liberties [22][34] Q&A Session Summary Question: How are members of the board of directors selected for nomination? - Stockholders may nominate a person for election as a director if they own at least 3% of outstanding shares for three years [56] Question: Why do we give shares to executives and directors? - The compensation structure aligns executive interests with stockholders, and equity compensation has a minimal dilutive effect [58][59] Question: Will Southern Company include scope three emissions in its decarbonization goals? - Southern Company does not have direct control over scope three emissions but is working on reducing them through various initiatives [60][62] Question: How is Southern Company addressing data center demand for additional power generation? - The company projects 8% annual load growth and has commitments for over 10 gigawatts from data centers and industrial projects [64][66] Question: What is the company's approach to energy efficiency for older houses? - Southern Company emphasizes energy efficiency programs to help customers reduce their energy bills and improve system efficiency [70][72] Question: What is the outlook for distributed energy resources and grid enhancements? - The company is investing in advanced grid technologies and has a robust portfolio of customer programs to improve system efficiency [75][76] Question: What potential impacts might be from tariffs? - Southern Company does not expect a material impact from tariffs due to its strong vendor relationships and existing project contingencies [78]