A Paris-based ESG data firm specialized in real estate is planning to dramatically increase its presence in the US, based on an assessment that Americans will soon need to pay more attention to how energy efficient their homes and offices are https://t.co/vt3oRq4lkV ...

Business Overview and Strategy - Power Integrations (PI) is the only high-voltage (HV) pure play semiconductor company[11, 33, 55, 68] - The company focuses on system-level solutions for high-voltage power conversion, leveraging proprietary technologies and extensive IP protection[12, 13] - PI's unique "Fabless IDM" manufacturing model ensures best-in-class supply, quality, and cost[31] Market and Growth Opportunities - PI's addressable market is expanding and diversifying, projected to double from 2022 to 2027, reaching $8 billion[11, 33, 36, 38, 109] - The company's revenue mix is shifting towards industrial, automotive, and appliance sectors, which accounted for over 70% of the mix[108] - GaN (Gallium Nitride) is identified as the future of HV power conversion, and PI is a leader in GaN technology[11, 33, 56, 68] Financial Performance and Sustainability - 52% of 2024 sales came from product families introduced in 2001 and prior, demonstrating annuity revenue streams from long-lived products[29] - The company targets a low-double-digit CAGR (Compound Annual Growth Rate) for revenue growth and aims for a non-GAAP gross margin of 50-55% and a non-GAAP operating margin of 25-30%[109] - In 2024, 95% of Power Integrations' revenues were EU Taxonomy-Eligible[74] - EcoSmart technology saved an estimated 11.5 TWh of standby energy in 2024[77] - Free cash flow was 15% of revenue in 2024, and 185% of free cash flow was returned to stockholders between 2022 and 2024[113]

All right, let's just start off. Why are industrials the best performing sector in in your mind. What's been the catalyst. What's been the tailwind.And do you see that tailwind continuing in the second half of the year. Well, keep in mind that, you know, for the last two to three years, we've been in an industrial recession really on the back of the COVID uh hangover, if I can put it that way. And so, inventory in the channel has been depleted and really um there's a lot of pent-up demand in the system.So y ...

A Paris-based ESG data firm specialized in real estate is planning to dramatically increase its presence in the US, based on an assessment that Americans will soon need to pay more attention to how energy efficient their homes and offices are https://t.co/B9WFTHqQVN ...

Overview ORION ENERGY SYSTEMS, INC. LED Lighting & Controls Lighting Maintenance EV Charging orionlighting.com | 1.800.660.9340 | | 1 NASDAQ: OESX JUNE 2025 SAFE HARBOR Certain matters discussed in this press release are "forward-looking statements" intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. These forward-looking statements may generally be identified as such because the context of such statements will include words such as "an ...

Grauer’s gorillas, Earth’s largest primates, are being killed for bushmeat, and the Congo Rainforest, their home, is being destroyed by fire. Scientists have recently discovered that the Congo Rainforest’s net CO2 absorption is far more than any other forest, much more than the larger Amazon, making saving it an urgent climate change priority. After retiring from a career creating environmentally friendly, energy-efficient buildings, Robert Kain changed course in 2022 to address the Congo Rainforest catastr ...

Investor Presentation May 2025 Forward Looking Statements & Non-GAAP Financial Measures This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally use words such as "expect," "foresee," "anticipate," "believe," "project," "should," "estimate," "will," "plans," "intends," "forecast," and similar expressions, and reflect our expectations concerning the future. Such statements are made based on known eve ...

Company Overview - Orion Energy Systems focuses on helping customers achieve sustainability, energy savings, and carbon footprint reduction goals through innovative technology and service[6] - The company operates in lighting (retrofit), EV charging, and maintenance segments, serving various vertical markets like industrial, commercial, retail, and public sectors[15] - Orion offers turnkey solutions, product sales, maintenance services, and EV charging installations[15] Lighting Business - The lighting business has completed over 25,000 projects with a strong focus on commercial & industrial retrofit business[20] - Orion's Wisconsin manufacturing facility has an area of 266,000 square feet[22, 25] - The company provides substantial reduction in energy costs with an average payback of 1-4 years[23] - The average lead time for lighting products is 10-15 business days[38] Maintenance Business - The maintenance unit, acquired from Stay-Lite Lighting in January 2022, has 50 years of experience and serves 8000+ customer locations throughout the US and Caribbean[54] - The maintenance services include preventative and reactive lighting and electrical services[54] EV Charging Business - Orion acquired Voltrek in October 2022, a premier reseller of leading EV charging stations[60] - Voltrek manages 4000+ charging ports and offers turnkey, full-service solutions for EV charging installations[60] - A project example is the Boston Public Schools EV Bus Pilot, supporting the electrification of 20 out of 100 buses with a $15 million project[72, 78] Market Opportunity - The estimated market size for commercial & industrial lighting is projected to reach $807 billion in 2025, $1036 billion in 2030, and $1153 billion in 2035[52] - The high & low bay and linear submarket is estimated to reach $523 billion in 2025, $730 billion in 2030, and $825 billion in 2035[52] Financial Data - Revenue for FY24 was $906 million, and Last Twelve Months Q3 FY25 was $853 million[87] - Gross Margin % for FY24 was 231%, and Last Twelve Months Q3 FY25 was 251%[89] - Liquidity increased from $04 million in Q3 FY24 to $156 million in Q3 FY25[91]

Core Insights - Georgia Power is focused on helping customers manage energy bills and stay cool during the summer by providing practical energy efficiency tips and resources [1] Energy Efficiency Programs - The EASE Program offers free home upgrades such as LED light bulbs and attic insulation for qualifying customers, particularly those with incomes at or below 200% of federal poverty guidelines [2] - Customers can utilize the My Power Usage tool to monitor energy consumption and receive alerts when they exceed their usage targets [3] Community Assistance Resources - Georgia Power provides a directory of local resources for assistance with utilities, food, and shelter, accessible through their website [4] - The company partners with community organizations to offer support for rent and utilities, including the Project Share initiative [5] Commitment to Customer Empowerment - Georgia Power emphasizes the importance of energy-saving tips and community support to help customers navigate summer energy challenges effectively [6] - The company maintains a diverse energy generation mix, including renewables, and offers rates below the national average [7] Additional Energy-Saving Tips - Recommendations include changing air filters regularly, sealing windows and doors, using cold water for laundry, and utilizing appliances during off-peak hours [8]

Core Viewpoint - SPEC successfully advocated for changes in U.S. law to allow companies on the BIS entity list to participate in standard-setting, promoting global collaboration in developing future computing efficiency standards [1][2]. Group 1: Changes in U.S. Policy - The U.S. Department of Commerce's Bureau of Industry and Security (BIS) modified rules in 2020 to allow U.S. companies to join standard organizations, ensuring that U.S. proposals consider international standards [2]. - SPEC's efforts led to the revision of U.S. regulations by BIS at the end of 2022, allowing organizations on the BIS entity list to participate in SPEC ISG activities without restrictions [2][3]. Group 2: Importance of Member Inclusion - The return of excluded members is crucial for SPEC to continue promoting effective global standardization benchmarks, which are essential for government energy efficiency regulations [3]. - The Energy Star certification for computer servers results in an average energy saving of approximately 38% compared to standard servers, potentially saving end-users over $4 billion annually if all servers sold in the U.S. were certified [3]. Group 3: Development of Next-Generation Tools - The next-generation efficiency rating tools are being developed by the SPEC ISG Server Committee, which includes representatives from major companies like AMD, Dell, IBM, and Microsoft [3]. - The SERT 3 suite features a modular architecture that simplifies the integration of benchmarking tools, reducing the time and effort required for future development [3]. Group 4: Organizational Overview - SPEC is a non-profit organization dedicated to establishing and maintaining standardized benchmarks for evaluating the performance of the latest generation of computing systems, with over 120 global members [4].