Solar Edge
other on 1 show · 0 statements across 0 episodes
2 statements about Solar Edge, every show
Matthew: SolarEdge quarterly revenue plummeted from nearly $1B to $300M
“If you look at something like a solar edge, they went from almost approaching a billion dollars in quarterly Revenue to three hundred million dollars in the most recent quarter”
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.”