SolarEdge Technologies Inc (MEX:SEDG)

MXN 255 0 (0%) Market Cap: 17.29 Bil Enterprise Value: 18.89 Bil PE Ratio: 0 PB Ratio: 0.88 GF Score: 61/100

Solaredge Technologies Inc at Canaccord Genuity Growth Conference (Virtual) Transcript

Aug 13, 2020 / 03:30PM GMT

Transcript 10-Q

Jonathan Edward Dorsheimer

Canaccord Genuity Corp., Research Division - MD & Analyst

Welcome. My name is Jed Dorsheimer. I'm one of the senior analysts at Canaccord Genuity focused on sustainability and ESG for U.S. research. And we are lucky enough to have with us Ronen Faier, CFO of SolarEdge.

Those of you who have been kind of following us on this journey in the past few days, our simple hypothesis has been and is that new forms of communication lead to greater need for transportation that results in required new energy sources. And so that model has existed the past 500 years and led to the super nonlinear growth curves that we're experiencing as well as some of the problems associated with those.

So with that framework, we're lucky to have SolarEdge, one that I go back a ways actually as I was one of the analysts covering the IPO process, yes. And then I decided to, of course, leave Wall Street altogether and never thought I'd return, and yet here I am.

So with that being said, Ronen, I'd like to turn it to you. I mean, you have led the advance of microinverters and

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