SolarEdge Technologies Inc (NAS:SEDG)

$ 52.755 -0.995 (-1.85%) Market Cap: 3.00 Bil Enterprise Value: 3.10 Bil PE Ratio: 0 PB Ratio: 1.34 GF Score: 70/100

Solaredge Technologies Inc at Barclays CEO Energy-Power Conference Transcript

Sep 06, 2023 / 04:40PM GMT

Release Date Price: $155.9 (-3.57%)

Transcript

Unidentified Analyst

Good afternoon, everyone. Thank you for joining us today for the second day of our Barclays CEO Energy - Power Conference. Next up, we're going to do a fireside chat with SolarEdge. And here with me to have the chat is Ronen Faier, CFO.

Ronen Faier

SolarEdge Technologies, Inc. - CFO

Hello. Nice to be invited and nice to be here.

Questions & Answers

Unidentified Analyst

So I have a whole bunch of questions prepared, and I probably would split it U.S., Europe and then commercial. So starting with the U.S. market, can you update us on the channel inventory situation for both your inverter and battery in the U.S.? And how long you expect it to work in the U.S.? And then to solve for it, are you drastically withholding shipments? Or should we think you're continuing to ship out the product just at a slower pace than the sell-through?

Ronen Faier

SolarEdge Technologies, Inc. - CFO

So what we see in the U.S. is, first of all, starting from a market,

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