end phase
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 14, 2024 by Shanu Matthew · across every show →
Everything said about end phase, oldest first
Mar 14, 2024 bearish
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.”