SolarEdge Technologies(SEDG)
(SEDG)
Q4-rapport
59 dagar sedan‧1t 32min
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Företagshändelser
| Nästa händelse | |
|---|---|
Kalender är inte tillgänglig | |
| Tidigare händelser | ||
|---|---|---|
| 2023 Årsrapport | 26 feb. | |
| 2023 Q4-rapport | 20 feb. | |
| 2023 Q3-rapport | 1 nov. 2023 | |
| 2023 Q2-rapport | 1 aug. 2023 | |
| 2023 Årsstämma | 1 juni 2023 |
Data hämtas från Morningstar, Quartr
Nyheter & Analyser
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
Q4-rapport
59 dagar sedan‧1t 32min
Nyheter & Analyser
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
Företagshändelser
| Nästa händelse | |
|---|---|
Kalender är inte tillgänglig | |
| Tidigare händelser | ||
|---|---|---|
| 2023 Årsrapport | 26 feb. | |
| 2023 Q4-rapport | 20 feb. | |
| 2023 Q3-rapport | 1 nov. 2023 | |
| 2023 Q2-rapport | 1 aug. 2023 | |
| 2023 Årsstämma | 1 juni 2023 |
Data hämtas från Morningstar, Quartr
Shareville
Delta i diskussionerna på SharevilleFå inspiration från tusentals portföljer och diskutera med andra duktiga investerare.
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Rather good Q2 result and outlook is positive for the Q3 https://investors.solaredge.com/index.php/news-releases/news-release-details/solaredge-announces-second-quarter-2021-financial-resultshttps://www.fool.com/earnings/call-transcripts/2021/08/02/solaredge-technologies-inc-sedg-q2-2021-earnings-c/?source=eptcnnlnk0000002&utm_source=cnnmoney&utm_medium=feed&utm_campaign=article - 5 million power optimizers and approximately 180,000 inverters in Q2 - strong demand for our solar products across all segments and geographies (especially in Europe) -U.S. commercial, revenue grew more than 80% quarter-over-quarter -very good acceptance of the Energy Hub (control multiple energy elements of the home) backup ready inverter in the U.S. residential market, soon shipped to Europe, Australia - In California alone, in the past three months, more than 6,500 homes benefited from 45,000 hours of backup energy provided by their SolarEdge System - In order to meet the strong demand, we have signed an agreement with Samsung SDI for the supply of 1 gigawatt hour of cells to be provided in 2022. We are excited about this cooperation with the leading high quality cell manufacturer. - coincides with the release of our new 120-kilowatt synergy inverter that is targeting both rooftops and ground mount installations. We recently began shipping the 120-kilowatt synergy inverter to the U.S -non-solar business where we reported record revenues of $49 million this quarter, primarily driven by the ramp of production of powertrain units and batteries for the Fiat E-Ducato in Europe -At times, this comes at a higher cost due to expedited logistics. A temporary challenge is the COVID outbreak in Vietnam -manufacturer's factory in Vietnam is at a reduced level due to a government mandated lockdown. We are mitigating the short-term challenge by increasing output in our manufacturing facilities in China, Hungary and Israel. This will require some expedited shipments and additional tariffs due to a higher portion of shipments coming from China to the United States. -US solar revenues this quarter were $175.1 million and represented 40.6% of our solar revenues. Solar revenues from Europe were a record $200.7 million or 46.5% of our revenues and the rest of the world solar revenues were a record $55.7 million or 12.9% of our total solar revenues. On a megawatt basis, we shipped 580 megawatts to the United States, 745 megawatts to Europe, and 319 megawatts to the rest of the world. 43% of this amount were commercial products and the remaining 57% were residential. -This quarter, our top 10 solar customers represented 61.4% of our solar revenues. -The market is growing in most geographies under the current circumstances. And when we look at the markets, we believe that we are growing at the faster pace in many of the markets. -the agreement with Samsung that will provide us with approximately 250 megawatt per quarter -Q:if we look at sort of the price per watt metrics, it seems like it's up a decent amount in 2Q versus 1Q A: when we are calculating the ASP per watt, of course, it's based on the nameplate capacity of the inverters and when we sell more optimizers, the dollars come on the revenue, but the capacity does not go in -So as we said and Ronen clarified, it's 1 gigawatt hour of cells from Samsung to be supplied more or less linearly over 2022 and all to be used in our residential battery. And a quick calculation will say for a 10-kilowatt hour battery, 1 gigawatt hour of cells that translates to 100,000 batteries. This is in addition to the cells that will begin to come out of our factory in the second half of the year. - automotive business might get $100 million to $120 million for this year, running at a negative gross margin right now, but breakeven might take place next year
Blir lite lack på Shareville att man missar en rea därför för att appen buggar ur så fort det är lite tryck. jaja...
https://www.barrons.com/articles/renewable-energy-stocks-should-thrive-on-stimulus-boost-51608678935inaktiveradinaktiveradKjøpt nå!
Kommentarerna ovan kommer från användare på Nordnets sociala nätverk Shareville och har varken redigerats eller på förhand granskats av Nordnet. Det innebär inte att Nordnet tillhandahåller investeringsrådgivning eller investeringsrekommendationer. Nordnet påtar sig inget ansvar för kommentarerna eller eventuella felaktigheter i automatiska översättningar.
Q4-rapport
59 dagar sedan‧1t 32min
Nyheter & Analyser
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
Shareville
Delta i diskussionerna på SharevilleFå inspiration från tusentals portföljer och diskutera med andra duktiga investerare.
Logga in
- Rather good Q2 result and outlook is positive for the Q3 https://investors.solaredge.com/index.php/news-releases/news-release-details/solaredge-announces-second-quarter-2021-financial-resultshttps://www.fool.com/earnings/call-transcripts/2021/08/02/solaredge-technologies-inc-sedg-q2-2021-earnings-c/?source=eptcnnlnk0000002&utm_source=cnnmoney&utm_medium=feed&utm_campaign=article - 5 million power optimizers and approximately 180,000 inverters in Q2 - strong demand for our solar products across all segments and geographies (especially in Europe) -U.S. commercial, revenue grew more than 80% quarter-over-quarter -very good acceptance of the Energy Hub (control multiple energy elements of the home) backup ready inverter in the U.S. residential market, soon shipped to Europe, Australia - In California alone, in the past three months, more than 6,500 homes benefited from 45,000 hours of backup energy provided by their SolarEdge System - In order to meet the strong demand, we have signed an agreement with Samsung SDI for the supply of 1 gigawatt hour of cells to be provided in 2022. We are excited about this cooperation with the leading high quality cell manufacturer. - coincides with the release of our new 120-kilowatt synergy inverter that is targeting both rooftops and ground mount installations. We recently began shipping the 120-kilowatt synergy inverter to the U.S -non-solar business where we reported record revenues of $49 million this quarter, primarily driven by the ramp of production of powertrain units and batteries for the Fiat E-Ducato in Europe -At times, this comes at a higher cost due to expedited logistics. A temporary challenge is the COVID outbreak in Vietnam -manufacturer's factory in Vietnam is at a reduced level due to a government mandated lockdown. We are mitigating the short-term challenge by increasing output in our manufacturing facilities in China, Hungary and Israel. This will require some expedited shipments and additional tariffs due to a higher portion of shipments coming from China to the United States. -US solar revenues this quarter were $175.1 million and represented 40.6% of our solar revenues. Solar revenues from Europe were a record $200.7 million or 46.5% of our revenues and the rest of the world solar revenues were a record $55.7 million or 12.9% of our total solar revenues. On a megawatt basis, we shipped 580 megawatts to the United States, 745 megawatts to Europe, and 319 megawatts to the rest of the world. 43% of this amount were commercial products and the remaining 57% were residential. -This quarter, our top 10 solar customers represented 61.4% of our solar revenues. -The market is growing in most geographies under the current circumstances. And when we look at the markets, we believe that we are growing at the faster pace in many of the markets. -the agreement with Samsung that will provide us with approximately 250 megawatt per quarter -Q:if we look at sort of the price per watt metrics, it seems like it's up a decent amount in 2Q versus 1Q A: when we are calculating the ASP per watt, of course, it's based on the nameplate capacity of the inverters and when we sell more optimizers, the dollars come on the revenue, but the capacity does not go in -So as we said and Ronen clarified, it's 1 gigawatt hour of cells from Samsung to be supplied more or less linearly over 2022 and all to be used in our residential battery. And a quick calculation will say for a 10-kilowatt hour battery, 1 gigawatt hour of cells that translates to 100,000 batteries. This is in addition to the cells that will begin to come out of our factory in the second half of the year. - automotive business might get $100 million to $120 million for this year, running at a negative gross margin right now, but breakeven might take place next year
- Blir lite lack på Shareville att man missar en rea därför för att appen buggar ur så fort det är lite tryck. jaja...
- https://www.barrons.com/articles/renewable-energy-stocks-should-thrive-on-stimulus-boost-51608678935inaktiveradinaktiveradKjøpt nå!
Kommentarerna ovan kommer från användare på Nordnets sociala nätverk Shareville och har varken redigerats eller på förhand granskats av Nordnet. Det innebär inte att Nordnet tillhandahåller investeringsrådgivning eller investeringsrekommendationer. Nordnet påtar sig inget ansvar för kommentarerna eller eventuella felaktigheter i automatiska översättningar.
Orderdjup
Stängd
Antal
Köp
0
Sälj
Antal
0
Senaste avslut
| Tid | Pris | Antal | Köpare | Säljare |
|---|---|---|---|---|
| - | - | - | - |
Volymvägt snittpris (VWAP)
-VWAP
-Omsättning (USD)
115 131 668Mäklarstatistik
Ingen data hittades
Företagshändelser
| Nästa händelse | |
|---|---|
Kalender är inte tillgänglig | |
| Tidigare händelser | ||
|---|---|---|
| 2023 Årsrapport | 26 feb. | |
| 2023 Q4-rapport | 20 feb. | |
| 2023 Q3-rapport | 1 nov. 2023 | |
| 2023 Q2-rapport | 1 aug. 2023 | |
| 2023 Årsstämma | 1 juni 2023 |
Data hämtas från Morningstar, Quartr