UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to __________ Commission File Number: 001-36894 SOLAREDGE TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 20-5338862 (State o ...

solar edge Use of Forward-Looking Statements and Non-GAAP Measures Factors that could cause actual results to differ materially from our expectations are described in the reports filed by SolarEdge with the SEC and we encourage you to review our filings carefully, especially the sections entitled "Risk Factors" in our annual report on Form 10-K and our quarterly reports on Form 10-Q. SolarEdge cautions that the foregoing list of risks, uncertainties and other factors is not complete, and forward-looking sta ...

SolarEdge Technologies, Inc. (NASDAQ:SEDG) Q2 2023 Results Earnings Conference Call August 2, 2023 4:30 PM ET Company Participants J.B. Lowe - Head of Investor Relations Zvi Lando - Chief Executive Officer Ronen Faier - Chief Financial Officer Conference Call Participants Mark Strouse - J.P. Morgan Securities LLC Brian Lee - Goldman Sachs & Co. LLC Colin Rusch - Oppenheimer & Co. Inc. Philip Shen - ROTH MKM Andrew Percoco - Morgan Stanley & Co. LLC Jordan Levy - Truist Securities Corinne Blanchard - Deutsch ...

28.2% 2018 2019 2020 34.6% 2021 2022 33.0% 34.9% 33.5% Non-GAAP 68.8 56.7 54.1 2020 2022 31.6% 2018 2019 2021 34.1% 33.6% 32.0% 27.2% Consolidated Operating Profitability GAAP SolarEdge Technologies Nasdaq l SEDG External Use of Forward-Looking Statements Forward-looking statements are only predictions based on our current expectations and are inherently subject to risks and uncertainties. They should not be considered guarantees of future results, which could differ materially from the results set forth in ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to __________ Commission File Number: 001-36894 SOLAREDGE TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 20-5338862 (State ...

SolarEdge Technologies, Inc. (NASDAQ:SEDG) Q1 2023 Earnings Conference Call May 2, 2023 4:30 PM ET Company Participants Erica Mannion - Sapphire Investor Relations Zvi Lando - CEO Ronen Faier - CFO Conference Call Participants Brian Lee - Goldman Sachs & Co. LLC Colin Rusch - Oppenheimer & Co. Inc. Philip Shen - ROTH Capital Markets Mark Strouse - JPMorgan Michael Blum - Wells Fargo Securities Corinne Blanchard - Deutsche Bank Morgan Reid - Bank of America Kashy Harrison - Piper Sandler & Co. Dave Benjamin ...

External External Safe Harbor SolarEdge Technologies Nasdaq l SEDG solar adge Use of Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward looking statements include information, among other things, our business, results of operations, financial condition and liquidity; our possible or assumed future results of operations; future demands for solar energy solutions; business strategies; techno ...

SolarEdge Technologies, Inc. (NASDAQ:SEDG) Wells Fargo Clean Energy Symposium Conference Call March 28, 2023 1:45 PM ET Company Participants Ronen Faier - Chief Financial Officer Conference Call Participants Unidentified Analyst Okay. We are very excited to have SolarEdge Technologies with us here; Ronen Faier, the CFO, is joining me this afternoon. It's been a long day already; I guess it's already this afternoon. So, thank you very much for being here. Ronen Faier Thank you for having me. Unidentified Ana ...

Product Offerings and Innovations - SolarEdge's product offerings have expanded to include energy storage systems, home backup systems, EV components, and smart energy management solutions, enhancing average revenue per installation (ARPI) [31]. - The company's DC optimized inverter system allows solar energy to be stored directly in batteries, improving the ROI of PV battery systems by eliminating conversion losses [34]. - SolarEdge's inverters are designed to operate exclusively with its DC Power Optimizers, ensuring high efficiency and reliability in solar power harvesting [35]. - The SolarEdge Home Battery, launched in 2021, is a 10 kW single-phase battery, and a 5 kW three-phase version was launched in 2022, designed to optimize solar energy use and provide backup power [40]. - The EV charging inverter allows homeowners to charge electric vehicles up to six times faster than a standard Level 1 charger, integrating PV and EV charging [39]. - The SolarEdge Energy Hub inverter launched in 2020 includes built-in consumption monitoring and is battery ready, enhancing energy management capabilities [36]. - SolarEdge's smart energy management products are designed to increase self-consumption and reduce energy bills by controlling home appliances and loads [56]. - The company incorporated its fourth generation ASIC in the new generation of Power Optimizers (S-series) in 2021, enhancing safety with cable temperature monitoring functionality [76]. - The company launched its first lithium-ion residential batteries in 2021, featuring a bi-directional DC/DC high-efficiency converter and a battery management system [83]. Market Position and Financial Performance - Revenues from the sale of power optimizers represented 36.5%, 42.2%, and 42.9% of total revenues for the years ended December 31, 2022, 2021, and 2020, respectively [33]. - In 2022, revenues from inverter sales represented 36.6% of total revenues, down from 42.2% in 2021 and 44.0% in 2020 [38]. - The company is ranked as the top PV inverter supplier worldwide by revenues, according to IHS Markit as of Q4 2022 [27]. - In 2022, Consolidated Electrical Distributors Inc. accounted for 18.5% of total revenues, with no other customer exceeding 10% [64]. - As of December 31, 2022, SolarEdge has shipped approximately 107.6 million power optimizers and 4.5 million inverters, with over 3.1 million PV installations connected to its cloud-based monitoring platform [27]. Manufacturing and Production Capabilities - The manufacturing facility "Sella 1" in Israel reached full capacity in 2021, and plans to expand its capacity to add an additional inverter line in 2023 [87]. - The company has developed proprietary automated assembly lines capable of producing over 6,000 power optimizers per manufacturing line per day [88]. - The Korean subsidiary has a lithium-ion cell manufacturing facility with a capacity of up to 150 MWh per annum, and a new 2 GWh battery factory began production in late 2022 [90]. - The company plans to establish manufacturing capabilities in the U.S. to take advantage of incentives from the Inflation Reduction Act [86]. - The company is expanding its manufacturing capabilities with a new site in Mexico, expected to ramp up in the first half of 2023 [86]. - The company has increased manufacturing capabilities in Vietnam and Mexico, with full capacity expected in Mexico by the first half of 2023, to mitigate the impact of 25% import tariffs imposed on products from China [113]. Research and Development - As of December 31, 2022, the research and development organization had a headcount of 1,428 employees, focusing on power electronics and solar technologies [99]. - The company holds 444 issued patents and has 462 patent applications pending, primarily related to DC power optimization and battery technology [100]. - The company has a strong focus on innovation and engineering capabilities, positioning itself as a leader in the smart energy technology sector [25]. Customer Support and Training - The company launched the Edge Academy online training platform in 2022, hosting over 124,000 learners and enhancing installer certification accessibility [66]. - As of December 31, 2022, the customer support and training organization consisted of 609 employees worldwide [70]. Environmental and Social Responsibility - The company aims to reduce Scope 1+2 greenhouse gas emissions by 30% per revenue by 2025, compared to 2020 levels, and achieve near-zero e-waste to landfill by 2025 [120]. - The company has conducted on-site audits of four contract manufacturers and two major raw material suppliers to ensure compliance with its supplier code of conduct [117]. - The company has increased the number of women in its organization by over 75% in the past three years, aiming for gender parity and equal pay by 2025 [125]. Competitive Landscape - The company competes in the DC optimized inverter system market against traditional manufacturers like SMA Solar Technology AG, ABB Ltd., and Huawei Technologies Co. Ltd., as well as microinverter manufacturers such as Enphase Energy, Inc. [107]. - The energy storage division faces competition from global manufacturers including LG Energy Solutions, Samsung SDI, CATL, BYD, and Panasonic, particularly in the ESS market [108].

SolarEdge Technologies, Inc. (NASDAQ:SEDG) Q4 2022 Earnings Conference Call February 13, 2023 4:30 PM ET Company Participants Erica Mannion - Sapphire Investor Relations Zvi Lando - CEO Ronen Faier - CFO Conference Call Participants Alex Vrabel - Bank of America Philip Shen - ROTH Capital Markets Mark Strouse - JPMorgan Corinne Blanchard - Deutsche Bank Jordan Levy - Truist Securities Colin Rusch - Oppenheimer Michael Blum - Wells Fargo Steve Fleishman - Wolfe Research Kasope Harrison - Piper Sandler ...