SolarEdge Technologies(SEDG)
(SEDG)
Q1
9 dage siden‧1 t. 19 min
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Seneste handel
| Tid | Pris | Antal | Købere | Sælgere |
|---|---|---|---|---|
| - | - | - | - |
Volumenvægtet gennemsnitspris
-VWAP
-Omsætning (USD)
79.564.600Mæglerstatistik
Ingen data fundet
Corporate Actions
| Næste begivenhed | |
|---|---|
Finanskalender er ikke tilgængelig | |
| Tidligere begivenheder | ||
|---|---|---|
| 2024 Q1 | 8. maj | |
| 2023 Årsregnskab | 26. feb. | |
| 2023 Q4 | 20. feb. | |
| 2023 Q3 | 1. nov. 2023 | |
| 2023 Q2 | 1. aug. 2023 |
Data hentes fra Morningstar, Quartr
Nyheder og Analyser
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
Q1
9 dage siden‧1 t. 19 min
Nyheder og Analyser
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
Corporate Actions
| Næste begivenhed | |
|---|---|
Finanskalender er ikke tilgængelig | |
| Tidligere begivenheder | ||
|---|---|---|
| 2024 Q1 | 8. maj | |
| 2023 Årsregnskab | 26. feb. | |
| 2023 Q4 | 20. feb. | |
| 2023 Q3 | 1. nov. 2023 | |
| 2023 Q2 | 1. aug. 2023 |
Data hentes fra Morningstar, Quartr
Shareville
Deltag i samtalen med SharevilleBliv en del af vores forum for investorer. Følg andre, og diskuter aktier og fonde.
Log ind
2. aug. 20212. aug. 2021Rather 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-results3. aug. 20213. aug. 2021https://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
Kommentarerne ovenfor kommer fra Nordnets sociale netværk Shareville og er ikke blevet redigeret eller gennemgået af Nordnet. Det betyder ikke, at Nordnet giver investeringsrådgivning eller investeringsanbefalinger. Nordnet påtager sig ikke noget ansvar for kommentarerne.
Q1
9 dage siden‧1 t. 19 min
Nyheder og Analyser
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
Shareville
Deltag i samtalen med SharevilleBliv en del af vores forum for investorer. Følg andre, og diskuter aktier og fonde.
Log ind
- 2. aug. 20212. aug. 2021Rather 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-results3. aug. 20213. aug. 2021https://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
Kommentarerne ovenfor kommer fra Nordnets sociale netværk Shareville og er ikke blevet redigeret eller gennemgået af Nordnet. Det betyder ikke, at Nordnet giver investeringsrådgivning eller investeringsanbefalinger. Nordnet påtager sig ikke noget ansvar for kommentarerne.
Ordredybde
Lukket
Antal
Køb
0
Sælg
Antal
0
Seneste handel
| Tid | Pris | Antal | Købere | Sælgere |
|---|---|---|---|---|
| - | - | - | - |
Volumenvægtet gennemsnitspris
-VWAP
-Omsætning (USD)
79.564.600Mæglerstatistik
Ingen data fundet
Corporate Actions
| Næste begivenhed | |
|---|---|
Finanskalender er ikke tilgængelig | |
| Tidligere begivenheder | ||
|---|---|---|
| 2024 Q1 | 8. maj | |
| 2023 Årsregnskab | 26. feb. | |
| 2023 Q4 | 20. feb. | |
| 2023 Q3 | 1. nov. 2023 | |
| 2023 Q2 | 1. aug. 2023 |
Data hentes fra Morningstar, Quartr