Nextracker

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Mar 14, 2024 by Shanu Matthew · said 16 times in 4 episodes since 2024 · across every show →

Mentions by year

brought up most by Shayle Kann (8), Dan Shugar (4), Shanu Matthew (3), Kim Zou (1)

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2026 1 mention in 1 episode

The commercial battery comeback Jul 30, 2026 · 1 mention · from 0:46
every mention in 2026, scene by scene →

2024 15 mentions in 3 episodes 5 per episode

The reshoring of American solar trackers [partner content] Jul 17, 2024 · 11 mentions · from 1:29
Climate tech’s tough year in the public markets Mar 14, 2024 · 3 mentions · from 30:02
2023 climate tech venture investment trends Jan 11, 2024 · 1 mention · from 25:43
every mention in 2024, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Nextracker, oldest first

Mar 14, 2024 positive

Assertion Supported

Matthew: Nextracker trades at several multiples above Array due to execution

“You saw next tracker talk about a lot faster, top line growth and better execution that trades at, you know, a several multiples higher than let's say an array, which is talking about some project delays.”

Shanu Matthew Mar 14, 2024 ▶ 35:59 Climate tech’s tough year in the public markets

Jul 17, 2024 bullish

Assertion Supported

Over 100 new cleantech factory announcements have occurred nationwide

“We're seeing that not only at NextTracker, but throughout the solar and cleantech industries with over a hundred factory announcements that are happening, and we're seeing a ramp up Throughout the value chain.”

Dan Shugar Jul 17, 2024 ▶ 5:46 The reshoring of American solar trackers [partner content]

Nextracker

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Everything said about Nextracker, oldest first

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