SolarEdge Technologies (SEDG) Deutsche Bank Global Solar & Clean Tech Conference summary

Market trends and demand

• Activity in March and April exceeded expected seasonality, with continued strong demand driven by high energy prices and geopolitical concerns.

• Both residential (Resi) and commercial & industrial (C&I) segments are seeing increased demand, with C&I battery attach rates growing faster.

• Electricity prices are expected to keep rising, supporting ongoing growth in solar demand.

• DACH region (Germany, Austria, Switzerland) shows strong demand, with Q2 supply already fully booked.

• Netherlands and Belgium see strong upsell activity due to expiring feed-in tariffs; Italy is strong in C&I storage.

Product innovation and launches

• Nexis, a new global residential platform integrating PV, storage, and energy management, is launching first in Germany, then expanding to the U.S. and globally.

• By Q1 2027, 90% of residential sales are expected to be Nexis.

• Nexis offers a better cost structure, U.S. manufacturing with IRA benefits, and strong installer reception.

• Second-generation C&I storage solutions are also seeing strong demand.

Strategic focus and geographic approach

• Focus is on top-performing markets: U.S., 10-12 European countries, and 7 in Asia Pacific, rather than spreading across all possible countries.

• Single SKU strategy streamlines supply chain and benefits distribution partners and customers.

• Local teams adapt to regional competition, balancing global strategy with local execution.