SolarEdge Technologies, Inc. (SEDG) Presents at Goldman Sachs … – Seeking Alpha

Written by Amanda

SolarEdge Technologies, Inc. (SEDG) Presents at Goldman Sachs …  Seeking Alpha

SolarEdge Technologies, Inc. (NASDAQ:SEDG) Goldman Sachs 2023 Global Energy and Clean Technology Conference January 5, 2023 9:00 AM ET

Company Participants

Ronen Faier – Chief Financial Officer

Conference Call Participants

Brian Lee – Goldman Sachs

Good morning, everyone. I think we’ll get started here for our next session. It’s my pleasure to host and introduce to my left, CFO of SolarEdge Technologies, Ronen Faier. As many of you probably in the audience know, SolarEdge is a market share leader in solar inverters.

But increasingly over the past several years has expanded its portfolio to include energy storage, as well as EV charging and a few other technologies which we will touch upon here. But I want to thank everyone for joining and definitely thank Ronen for joining us, as well.

It’s New Year. We have to kick off with some views on kind of the outlook, I’d say. So maybe just, Ronen for starters walk us through your view on broader demand trends heading into 2023. Key geos since you are internationally diversified but also key end-markets because clearly you are doing resi but also very successful in C&I and then there is a venture to move more into utility scale, as well.

Ronen Faier

So, first of all, good morning. Thank you very much for joining and thank you for having me. So, I think as we start 2023 in a very, I would say, different to where we started the 2022 and even 2021 and this is where we see very strong demand in all markets in which we operate. And I think that the biggest difference between 2021 and 2022 is that, if at that time it was post-COVID and everyone was little bit insecure because the value of, at least, photovoltaics was already known and the payment periods were relatively elaborated.

Source: news.google.com

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