Summary
2ED Chart
SolarEdge Technologies Q3 Earnings Top Estimates, Revenues Rise Y/Y
SEDG posts narrower-than-expected quarterly loss as revenues surge 44.5% and margins improve sharply, signaling progress in recovery.
SolarEdge: Mediocre Outlook Trumped By AI Data Center Enthusiasm - Hold
SolarEdge Technologies reported Q3 results slightly above expectations, as sales were boosted by a strong sequential uptick in Europe. However, the company's Q4 revenue guidance fell short of consensus expectations, thus resulting in an initial 20% pre-market selloff. Shares quickly reversed course and rallied to new multi-year highs after management elaborated on the significant revenue potential from the company's new AI data center collaboration with Infineon Technologies.
SolarEdge Technologies, Inc. (SEDG) Q3 2025 Earnings Call Transcript
SolarEdge Technologies, Inc. ( SEDG ) Q3 2025 Earnings Call November 5, 2025 8:00 AM EST Company Participants John Lowe - Head of Investor Relations Yehoshua Nir - CEO & Director Asaf Alperovitz - CFO & Principal Accounting Officer Conference Call Participants Philip Shen - ROTH Capital Partners, LLC, Research Division Christine Cho - Barclays Bank PLC, Research Division Mark W. Strouse - JPMorgan Chase & Co, Research Division David Arcaro - Morgan Stanley, Research Division Dylan Nassano - Wolfe Research, LLC Colin Rusch - Oppenheimer & Co. Inc., Research Division Brian Lee - Goldman Sachs Group, Inc., Research Division Julien Dumoulin-Smith - Jefferies LLC, Research Division Jeffrey Osborne - TD Cowen, Research Division Christopher Dendrinos - RBC Capital Markets, Research Division Jonathan Windham - UBS Investment Bank, Research Division Presentation Operator Hello, and welcome to the SolarEdge Conference Call for the Third Quarter ended September 30, 2025.
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SolarEdge Technologies Inc. Profile
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Yehoshua Nir CEO | XFRA Exchange | US83417M1045 ISIN |
| IL Country | 3,961 Employees | - Last Dividend | - Last Split | 26 Mar 2015 IPO Date |
Overview
SolarEdge Technologies, Inc., founded in 2006 and based in Herzliya, Israel, stands at the forefront of solar innovation, offering comprehensive DC optimized inverter systems for solar photovoltaic installations. With operations spanning the United States, Germany, the Netherlands, Italy, the rest of Europe, and other international markets, the company has carved a niche in the solar and energy storage segments. SolarEdge's broad array of products serves residential, commercial, industrial, and utility clients, providing solutions that encompass power optimization, energy storage, electric vehicle charging, and smart energy management. Beyond manufacturing and selling, SolarEdge emphasizes robust support through pre-sales guidance, ongoing training, and after-installation technical assistance, ensuring stakeholders maximize the benefits of solar energy.
Products and Services
- Power Optimizers, Inverters, and Batteries - Essential components for maximizing energy yield from solar PV installations, enhancing system efficiency and reliability.
- Storage Solutions - Advanced lithium-ion cells and battery systems for commercial, industrial, and utility applications, aimed at enhancing energy independence and grid stability.
- Electric Vehicle Chargers - Innovative charging solutions that integrate seamlessly with the home's energy system, supporting the growth of e-mobility.
- Smart Energy Management Software - Software products designed to monitor, manage, and optimize energy production and consumption in real-time, fostering smarter energy use.
- Monitoring Platform - A cloud-based platform that tracks system performance, offering vital insights into power, voltage, and other critical parameters.
- MySolarEdge App - Mobile app enabling system owners to monitor their energy production and consumption, ensuring systems operate at peak efficiency.
- Designer Platform - Web-based design tool that aids solar professionals in planning and validating PV systems for both residential and commercial sites.
- Mapper Application - Facilitates the registration of the physical layout of new PV installations, ensuring optimum setup of SolarEdge systems.
- SetApp Application - Simplifies the activation and configuration of inverters, streamlining the installation process for professionals.
- Grid Services - Offers technology and solutions for connecting solar systems to the grid, providing stability and efficiency to the electricity network.
- e-Mobility Products - Supports the growing electric vehicle market with advanced charging and integrated solar solutions.
- Automated Machines and UPS Products - High-tech solutions for industrial and backup power applications, ensuring operations continue smoothly during outages.
- Engineering Support and Services - Comprehensive pre and post-sales support, including training and technical assistance, for system design, installation, and operation.
Contact Information
