SolarEdge Technologies, Inc. (SEDG) Analyst/Investor Day Transcript

SA Transcripts 162.18K Followers Follow SolarEdge Technologies, Inc. ( SEDG ) Analyst/Investor Day September 10, 2026 10:00 AM EDT Company Participants Michelle Spina Yehoshua Nir - CEO & Director Liron Einav Meir Adest - Co-Founder Maoz Sigron - CFO & Principal Accounting Officer Conference Call Participants Alta Yen Philip Shen - ROTH Capital Partners, LLC, Research Division Maheep Mandloi - Mizuho Securities USA LLC, Research Division Dylan Nassano - Wolfe Research, LLC Colin Rusch - Oppenheimer & Co. Inc., Research Division Christopher Dendrinos - RBC Capital Markets, Research Division David Arcaro - Morgan Stanley, Research Division Auguste Richard - Northland Capital Markets, Research Division Joseph Nussbaum - BNP Paribas, Research Division Presentation Michelle Spina Good morning, everyone, and welcome. I am Michelle Spina. I'm the Director of Residential Marketing for SolarEdge North America. I'm so excited to have you here today for SolarEdge Investors Day. Whether you're joining us in person or online, I just want to thank you for being here and taking the time. The video that we just saw actually serves as a reminder that for the last 20 years, SolarEdge has been driven by 1 simple belief that optimization is the key to the future of energy and that every watt matters. Energy is becoming one of our most precious resources, and our mission has never been more relevant. Every watt generated, stored and managed in a more intelligent way serves an exponential value for homeowners, businesses, communities and increasingly emerging markets. Today's story is about how SolarEdge continues to turn that belief into opportunity, innovation and growth. Before we begin, I want to draw your attention to our safe harbor statement. So we will jump into the main agenda shortly, but a few brief stats on SolarEdge and where we're at today. SolarEdge technology powers approximately 1 in 3 homes with more than 4.6 million monitored systems worldwide. We've shipped 65 gigawatts of technology globally, delivered more than