ENPH Earnings DROP

>> YOUR LINK HERE: ___ http://youtube.com/watch?v=TDU_Yf_Yers

ENPH • • Pros • Electrification of the world. Increased demand for power. • Installer preferred. Not a “POS” like others. • Great software/ Patented Inverters • Battery Storage/EV Chargers. • Government Cheese • • Cons • Interest Rates sensitive/Cyclical • Valuation • Slowing growth • Earnings Recap • Good: • Revenue Growth: $380.9 million, a 43% increase in the U.S. despite industry challenges. • Strong Margins: Gross margin of 48%, maintaining profitability even in a challenging environment. • New Products: Launch of IQ8P microinverters, IQ8X, and 4th generation IQ Battery, boosting future growth. • U.S. Growth: Sales up 6% quarter-over-quarter across all channels; California alone saw a 13% increase. • Free Cash Flow: Generated $161.6 million in Q3. • Battery Demand: Increased traction with IQ Battery 5P, aiming to disrupt the storage market in 2025. • EV Charger Expansion: Plans to roll out IQ EV Chargers across 14 European countries. • Strong Cash Position: $1.77 billion in cash, enabling potential buybacks and growth investments. • Bad: • European Weakness: Revenue down 15% in Europe, with 34% lower sell-through due to weak consumer confidence and regulatory issues. • Bankruptcy of Key U.S. Customer: A large U.S. customer declared bankruptcy in Q3, impacting revenue. • Supply Chain Challenges: Increased call wait times and disruptions due to installer landscape issues. • Inventory Restocking: Channel restocking will not repeat in Q4, leading to a potential dip in battery shipments. • Battery Sell-Through Decline: Battery shipments are expected to be down in Q4 due to restocking adjustments. • Price Pressure in Europe: Decline in solar prices and economic challenges contributed to European headwinds. • Guidance: Q4 revenue guidance of $360M-$400M, reflecting slowdowns in key regions. • Not Financial advice. • • Disclaimer: • The information presented in this video is for general informational purposes only and does not constitute personalized financial, tax, legal, or investment advice. Any third-party content referenced in this video is not endorsed by MP3 Fitness or MP3 Finance. • This video is not intended to provide sufficient information for evaluating any specific security or investment decision. Any securities mentioned are for informational purposes only and should not be construed as a recommendation to buy, sell, or hold. • While I may personally hold investments, either long or short, in securities discussed in these videos, I have no affiliation with the companies issuing those securities and do not engage in market making activities. • • MP3 Finance Disclaimer

#############################

New on site