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 Oppenheimer Technology, Internet & Communications Conference (Virtual) Transcript

Aug 10, 2022 / 01:05PM GMT

Release Date Price: MXN6350

Transcript 10-Q

Colin William Rusch

Oppenheimer & Co. Inc., Research Division - MD & Senior Analyst

Hi, everyone. This is Colin Rusch. I'm the Head of Sustainable Growth and Resource Optimization here at Oppenheimer. And we are very pleased to have Lior Danziger, who's the VP of FP&A and IR at SolarEdge. We've done the company now, I guess, dating back to 2009 and so have been tracking them, working with them for a very long time here and thrilled to be able to welcome them here with us today. So Lior, thanks so much for being here.

Questions & Answers

Colin William Rusch;Lior Danziger

Oppenheimer & Co. Inc., Research Division - MD & Senior Analyst;SolarEdge Technologies, Inc. - Director of IR and

First, can we talk around demand, right? I mean this is one area where I feel like there is some understanding, but like a misunderstanding around the order of magnitude with demand. So can you just start out with what you're seeing right now from your customers and from the broader landscape around the demand profile?

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