Enphase Energy Inc Corporate Analyst Meeting Transcript

Dec 12, 2019 / 05:00PM GMT
Badrinarayanan Kothandaraman - Enphase Energy, Inc. - President, CEO & Director

Good morning. So welcome to our Analyst Day. We have a lot of people here, yes, both the analysts and the investors, and we have a few people joining us from the webcast. Yes, Phil Shen is there. We also have 2 of our Board of Directors here. So T.J. is here. Yes, T.J. And we have Ben Kortlang here. Is Isidoro here? Okay. All right. Good. Okay. Thank you.

We also have 2 of our top customers here. So Momentum Solar. Arthur, please stand up. He's the CEO of Momentum Solar. Okay, there in the back of the room. And Marc Jones is the CEO of Sunpro Solar. I mean both of them have seen explosive growth, and they are our loyal customers, basically.

Let's get started. So safe harbor slides. I'm going to be talking about a look back at 2019 and talking about our core areas of differentiation and moving on to vectors for profitable growth. Okay, Raghu is going to follow up with describing the products that will drive the profitable growth for us. And then that will last till about 10:30. We'll have a 15-minute break

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