SolarEdge Technologies, Inc. (SEDG) Earnings Call Transcripts

SolarEdge Technologies, Inc.'s Latest Earnings Call - May 28, 2026

In the first quarter of fiscal year 2026, SolarEdge Technologies, Inc. reported revenues of $1.1 billion, which was inline with analyst expectations, and earnings per share (EPS) of $0.75, beating estimates by $0.05. Management maintained a positive outlook, signaling strong demand in both the solar and data center markets, particularly with the upcoming launch of their Nexus product. The company is also optimistic about its partnerships in the AI data center space and the potential for increased market share in the C&I segment due to favorable tax incentives.

Reported metrics

Guidance from management

Management maintained a positive outlook for the remainder of the fiscal year, indicating strong demand across both solar and data center segments. They expect to ramp up Nexus product installations in the U.S. by Q1 2027.

What management said

Yes. So I feel that what we're seeing now is a slower level of investment or a lower level of investment in the TPOs. The bottom will be determined by when the level of investment in the TPO is going to go up. They will be -- that will be the catalyst for additional installations on this year on demand. And we'll see what we expected to see this year that, yes, cash and loan is going to go down. But the rest of the b...

Yes. So we've -- over the last several quarters and actually continuing now until July 3, we've engaged in multiple safe harbor deals, both with the TPOs as well as on the C&I side. And what these safe harbor deals are going to provide us and the customers is better visibility to your point, into future revenue or future demand into a more aligned manufacturing and production planning. So from our perspective, it's a...

What analysts pressed on

Analysts expressed concerns about the potential impact of regulatory changes in Europe regarding Chinese inverters. There was also discussion around the sustainability of current growth rates in the residential market amid investment uncertainties.

Main topics on the call

• Data Center Market Entry — SolarEdge is making significant strides in the AI data center market, with plans for pilot installations next year. CEO Yehoshua Nir stated, "We have all the building blocks already and now we are putting them together,"...
• Nexus Product Launch — The Nexus product is designed to meet the evolving needs of the residential market, integrating solar and storage solutions. Management noted, "The entire Q2 supply that we have for Europe is already booked," showcasing ...
• European Market Dynamics — In Europe, SolarEdge is witnessing an uptick in demand driven by rising electricity prices. Nir mentioned, "We are seeing an uptick in Europe that is beyond or above the seasonal uptick that we have seen," highlighting a...
• C&I Market Positioning — SolarEdge is gaining market share in the commercial and industrial (C&I) segment, attributed to its compliance with domestic content regulations. Nir stated, "We believe that we will continue gaining share," indicating a...

Read the full SolarEdge Technologies, Inc. transcript (May 28, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 58 SolarEdge Technologies, Inc. earnings call transcripts on record, spanning February 19, 2020 to May 28, 2026. Based on this history, SolarEdge Technologies, Inc. reports quarterly. The most recent call on file is dated May 28, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SEDG

Exchange

NasdaqGS

Country

US

Sector

Information Technology

Industry

Semiconductors and Semiconductor Equipment

Calls on record

58

First call

February 19, 2020

Most recent

May 28, 2026

Reporting cadence

quarterly