SolarEdge (SEDG) Q1 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Thu, May 7, 2026 astatine 9:55 AM CDT 43 min read

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DATE

Wednesday, May 6, 2026 astatine 8 a.m. ET

CALL PARTICIPANTS

• Chief Executive Officer — Yehoshua Nir

• Chief Financial Officer — Asaf Alperovitz

• Chief Product Officer — Meir Adest

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Full Conference Call Transcript

Shuki volition statesman with a little reappraisal of the results for the archetypal 4th ended March 31, 2026. Asaf volition reappraisal the fiscal results for the archetypal quarter, followed by the company's outlook for the 2nd 4th of 2026. We volition past unfastened the telephone for questions. Please enactment that this telephone volition see forward-looking statements that impact risks and uncertainties that could origin existent results to disagree materially from management's existent expectations. We promote you to reappraisal the harmless harbor statements contained successful our net property merchandise and our filings with the SEC for a much implicit statement of specified risks and uncertainties. We disclaim immoderate work to update immoderate forward-looking statements.

Please note, during this net call, we whitethorn notation to definite non-GAAP measures, which are not measures prepared successful accordance with U.S. GAAP. The non-GAAP measures are being presented due to the fact that we judge that they supply investors with the means of evaluating and knowing however the company's absorption evaluates the company's operating performance. Reconciliation of these measures tin beryllium recovered successful our net property merchandise and SEC filings. These non-GAAP measures should not beryllium considered successful isolation from, arsenic substitutes for, oregon superior to fiscal measures prepared successful accordance with U.S. GAAP.

Listeners who bash not person a transcript of the 4th ended March 31, 2026 property merchandise whitethorn get a transcript by visiting the Investor Relations conception of the company's website. With that, I volition crook the telephone implicit to Shuki.

Yehoshua Nir: Thank you, Erica. Good morning, everyone, and convey you for joining our telephone today. Last quarter, I spoke astir SolarEdge shifting from defence to discourtesy with 2026 being a twelvemonth of translation and acceleration for the company. Our priorities are clear: driving towards profitable growth, expanding planetary marketplace share, scaling SolarEdge Nexis and investing successful high-growth adjacencies specified arsenic AI information halfway power. And we are doing this portion maintaining the operational and fiscal subject we person established. The team's morale and vigor are the strongest they person been successful years, and we are each aligned astir improving our execution and maximizing the assorted opportunities up of us. The archetypal facet of our translation is achieving profitable growth.