FTC Solar(FTCI) - 2023 Q1 - Earnings Call Transcript

I'll start today with a brief market update. We're beginning to see more projects that have modules or visibility to modules show up in our funnel. In fact, I'd say we're seeing the most traction on that front since the start of the AD/CVD and UFLPA module constraint period, leading us to believe the worst of UFLPA may be behind us. While lead times won't allow for a Q2 revenue benefit, it's an encouraging sign as we look ahead to the back half of 2023 and into '24. We believe the Inflation Reduction Act, o ...