SolarEdge Technologies, Inc. (NASDAQ:SEDG) JP Morgan Energy, Power & Renewables Conference Call June 22, 2022 3:05 PM ET Company Participants Lior Danziger - Director, Investor Relations and Finance Operations Conference Call Participants Mark Strouse - JP Morgan Securities LLC Mark Strouse Great. Thank you all for joining. My name is Mark Strouse. I cover alternative energy and services within the U.S. here at JP Morgan. Very happy to have SolarEdge Technologies, Lior Danziger, Investor Relations. Lior Dan ...

SolarEdge Technologies Inc. (NASDAQ:SEDG) Company Conference Call June 7, 2022 8:30 AM ET Company Participants Ronen Faier - Chief Financial Officer Conference Call Participants Jeff Osborne - Cowen Jeff Osborne Hey, good morning everybody. It’s Jeff Osborne, the Sustainability and Energy Transition Analyst at Cowen. Very pleased to have Ronen Faier join us as the first presentation that I’m hosting as part of our second annual Sustainability and Energy Transition Summit. Ronen, thanks for taking time ou ...

FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 For the quarterly period ended March 31, 2022 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 2022 Earnings Conference Call May 2, 2022 4:30 PM ET Company Participants Mike Funari - Sapphire Investor Relations Zvi Lando - Chief Executive Officer Ronen Faier - Chief Financial Officer Conference Call Participants Brian Lee - Goldman Sachs Mark Strouse - JPMorgan Laura Sanchez - Morgan Stanley Julien Dumoulin-Smith - Bank of America Philip Shen - Roth Capital Partners Maheep Mandloi - Credit Suisse Colin Rusch - Oppenheimer & Co. Kashy Harrison - Piper Sand ...

First Quarter 2022 Earnings Summary May 02, 2022 solaredge Safe Harbor 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, concerning: the expected impact of the COVID-19 pandemic and related public health measures on our business, results of operations, financial condition and liquidity; our possible or assumed future resul ...

Summary of SolarEdge Technologies, Inc. Conference Call Company Overview - **Company**: SolarEdge Technologies, Inc. (NASDAQ: SEDG) - **Event**: 34th Annual ROTH Conference Call - **Date**: March 15, 2022 Industry Insights - **Industry**: Solar Energy and Battery Storage - **Current Trends**: Increased demand for distributed generation (DG) solar solutions in Europe due to the ongoing conflict between Russia and Ukraine, leading to a desire to reduce reliance on Russian gas [4][5] Key Points Demand and Market Dynamics - **European Market**: Strong demand observed in Germany, Netherlands, Italy, and the UK, driven by self-consumption trends and high storage attach rates [7][8] - **U.S. vs. Europe**: Both markets are growing nicely, but the U.S. may see a tilt towards residential batteries if demand translates as expected [10][32] - **Commercial Segment**: Rapid growth in the U.S. commercial market, driven by rising electricity prices and ESG initiatives [28] Product and Pricing Insights - **Battery Pricing**: Recent price increase for batteries, approximately $600 per kilowatt-hour [11][12] - **Production Capacity**: Targeting 250 megawatt-hours of battery assembly capacity by the end of Q2 2022, with expected shipments of 100 to 120 megawatt-hours in Q1 [13][19] - **Margin Profile**: Battery margins are lower than the corporate average, estimated in the mid-20% range [16][17] Supply Chain and Cost Implications - **Impact of Conflict**: The Russia-Ukraine conflict is expected to affect freight costs and energy prices, but no material impact has been observed yet [22] - **Nickel Supply**: Nickel prices have surged, but long-term contracts with suppliers mitigate immediate exposure to spot market fluctuations [25][26] Future Outlook - **Utility Market Entry**: Launching a 330-kilowatt inverter for utility applications, aiming to provide better ROI and system management capabilities [42][48] - **e-Mobility Potential**: Anticipated growth in the e-mobility sector, with ongoing projects and partnerships, particularly with Stellantis [50] - **EV Chargers**: Increased demand for EV chargers in both Europe and the U.S., contributing to revenue per installation [55] Upcoming Events - **Analyst Day**: Scheduled for March 29, 2022, to discuss various segments, including residential, commercial, and utility markets, as well as future technologies [39][53] Additional Insights - **Grid Stability**: SolarEdge is actively involved in addressing grid stability issues as new technologies emerge [35] - **Market Segmentation**: The commercial segment is divided into ground mount, floating, and rooftop installations, with a focus on increasing presence in ground mount and community solar [28] This summary encapsulates the key insights and developments discussed during the conference call, highlighting the company's strategic positioning and market dynamics within the solar energy sector.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 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 or ot ...

SolarEdge Technologies, Inc. (NASDAQ:SEDG) Q4 2021 Earnings Conference Call February 15, 2022 4:30 PM ET Company Participants Erica Mannion - Sapphire Investor Relations Zvi Lando - Chief Executive Officer Ronen Faier - Chief Financial Officer Conference Call Participants Mark Strouse - JPMorgan Brian Lee - Goldman Sachs Stephen Byrd - Morgan Stanley Julien Dumoulin-Smith - Bank of America Philip Shen - Roth Capital Partners Maheep Mandloi - Credit Suisse Colin Rusch - Oppenheimer John Lowe - Citi Kasope Ha ...

| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|-------|-------|-------|-------|-------|-------|-------|-------|-------|-------|----------|--------------------------------------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | SolarEdge Technologies Nasdaq I SEDG | | | | | | | | | | | | | | | Ronen Faier | | | | | | | | | | | | ...

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 September 30, 2021 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 No. 001-36894 SOLAREDGE TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorpo ...