End Phase

topic on 1 show · 1 statements across 1 episodes

Catalyst

1 statements about End Phase, every show

CATALYST Assertion Supported
Matthew: SolarEdge and Enphase customers hold 6-12 months of inventory
“If you look at something like the recent earnings calls from like a solar edge or an end phase, you know, in the recent quarters, they talked about six to 12 months of inventory that are sitting around at their customers warehouses.”
Shanu Matthew Mar 14, 2024 ▶ 33:17 Climate tech’s tough year in the public markets

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