Enphase Energy

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Enphase Energy(ENPH.US) Enphase Opens U.S. Pre-Orders for First Commercial Battery Storage System

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗘𝗻𝗽𝗵𝗮𝘀𝗲 opens U.S. pre-orders for its first commercial battery, 𝗜𝗤 𝗕𝗮𝘁𝘁𝗲𝗿𝘆 𝗖𝟴𝟬.

➤ System delivers 𝟴𝟬 𝗸𝗪𝗵 capacity and up to 𝟰𝟬 𝗸𝗩𝗔 power.

➤ Modular deployments can scale from 𝟴𝟬 𝗸𝗪𝗵 to 𝟮 𝗠𝗪𝗵.

➤ Two configurations support 𝟮𝟬𝟴 𝗩 and 𝟰𝟴𝟬 𝗩 three-phase applications.

➤ Battery uses 𝗟𝗙𝗣 chemistry with greater than 𝟵𝟬% AC efficiency.

➤ Supports demand management, energy shifting, grid services, and 𝗩𝗣𝗣 participation.

➤ System is expected to be 𝗨.𝗦.-𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗲𝗱 and 𝗙𝗘𝗢𝗖 compliant.

➤ Shipments are expected in 𝗛𝟭 𝟮𝟬𝟮𝟳 with a 𝟭𝟱-𝘆𝗲𝗮𝗿 warranty.

➤ Safety design targets 𝗨𝗟 𝟵𝟱𝟰𝟬𝗔 certification and thermal-runaway testing.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Expands 𝗘𝗻𝗽𝗵𝗮𝘀𝗲 beyond residential batteries into commercial energy storage.

➤ Opens exposure to larger 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹, industrial, and multifamily storage projects.

➤ Modular architecture could simplify deployment while reducing infrastructure upgrade costs.

➤ U.S. production may improve eligibility for certain 𝗱𝗼𝗺𝗲𝘀𝘁𝗶𝗰-𝗰𝗼𝗻𝘁𝗲𝗻𝘁 tax incentives.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗔𝗮𝗿𝗼𝗻 𝗚𝗼𝗿𝗱𝗼𝗻, senior vice president and general manager of the systems business unit at Enphase Energy:

“We designed the IQ Battery C80 to make commercial storage simpler to deploy, easier to scale, and more resilient,” said Aaron Gordon, senior vice president and general manager of the systems business unit at Enphase Energy. “With 208 V and 480 V configurations, it will serve applications ranging from multifamily properties to large commercial and industrial facilities.”

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Enphase Energy(ENPH.US) Enphase Expands U.S. Manufacturing for AI Data Center and Energy Products

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗘𝗻𝗽𝗵𝗮𝘀𝗲 manufactures 𝗜𝗤 𝗠𝗶𝗰𝗿𝗼𝗶𝗻𝘃𝗲𝗿𝘁𝗲𝗿𝘀 and 𝗜𝗤 𝗕𝗮𝘁𝘁𝗲𝗿𝗶𝗲𝘀 in the U.S.

➤ Company expects to produce 𝗜𝗤 𝗦𝗼𝗹𝗶𝗱-𝗦𝘁𝗮𝘁𝗲 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗲𝗿 platform in the U.S.

➤ 𝗜𝗤 𝗦𝗦𝗧 converts medium-voltage AC directly to 𝗻𝟴𝟬𝟬𝗩 𝗗𝗖 for AI systems.

➤ A 𝟭 𝗚𝗪 AI data center could require about 𝟮𝟱𝟬,𝟬𝟬𝟬 IQ SST modules.

➤ Enphase also plans U.S. production of its 𝗜𝗤 𝗕𝗶𝗱𝗶𝗿𝗲𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗘𝗩 𝗖𝗵𝗮𝗿𝗴𝗲𝗿 electronics.

➤ Select U.S.-made products qualify for 𝗕𝘂𝘆 𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝗻 and domestic content incentives.

➤ Enphase has shipped approximately 𝟴𝟵.𝟰 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 microinverters cumulatively.

➤ Approximately 𝟱.𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 microinverters were produced at U.S. facilities in 𝟮𝟬𝟮𝟱.

➤ Enphase serves customers across more than 𝟭𝟲𝟱 𝗰𝗼𝘂𝗻𝘁𝗿𝗶𝗲𝘀.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Expands U.S. manufacturing for AI power infrastructure and clean energy products.

➤ Positions Enphase to benefit from rising AI data center power demand.

➤ Supports eligibility for U.S. domestic manufacturing tax incentives.

➤ Strengthens domestic energy supply chains and grid infrastructure.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗥𝗮𝗴𝗵𝘂 𝗕𝗲𝗹𝘂𝗿, Co-Founder and Chief Product Officer at Enphase Energy:

"The inverter is the brain of the modern grid, and Americans deserve to know theirs can be trusted. Manufacturing these systems in the United States strengthens energy security, supply chain resilience, and the trusted infrastructure the country increasingly depends on."

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Enphase Energy(ENPH.US) Enphase Opens Pre-Orders for 20th Anniversary IQ PowerPack 1500

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐄𝐧𝐩𝐡𝐚𝐬𝐞 opened pre-orders for the 𝟐𝟎𝐭𝐡 𝐚𝐧𝐧𝐢𝐯𝐞𝐫𝐬𝐚𝐫𝐲 limited-edition IQ PowerPack 1500.

➤ The portable power station offers 𝟏,𝟓𝟎𝟎 𝐖𝐡 capacity and 𝟏𝟏 output ports.

➤ Customers can pre-order with 𝐥𝐢𝐦𝐢𝐭𝐞𝐝-𝐭𝐢𝐦𝐞 pricing through the Enphase Store.

➤ Shipments are expected to begin on 𝐀𝐮𝐠. 𝟏𝟓, 𝟐𝟎𝟐𝟔.

➤ IQ PowerPack supports charging via 𝐀𝐂 𝐨𝐮𝐭𝐥𝐞𝐭𝐬, portable solar panels, and 𝟏𝟐𝐕 DC sources.

➤ The device supports 𝐖𝐢-𝐅𝐢, Bluetooth, cellular connectivity, and Enphase App monitoring.

➤ IQ PowerPack, IQ Portable Panels, and IQ Cart include a 𝟓-𝐲𝐞𝐚𝐫 limited warranty.

👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:

➤ Expands Enphase's presence in the growing 𝐩𝐨𝐫𝐭𝐚𝐛𝐥𝐞 𝐞𝐧𝐞𝐫𝐠𝐲 storage market.

➤ Targets rising demand for 𝐛𝐚𝐜𝐤𝐮𝐩 𝐩𝐨𝐰𝐞𝐫 and off-grid energy solutions.

➤ Anniversary edition could help drive 𝐝𝐢𝐫𝐞𝐜𝐭-𝐭𝐨-𝐜𝐨𝐧𝐬𝐮𝐦𝐞𝐫 sales and brand engagement.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

➤ "The IQ PowerPack 1500 extends Enphase's commitment to reliable, intelligent energy into portable power. As we mark Enphase's 20th anniversary, we are pleased to offer customers a special-edition product with limited-time pre-order pricing, designed to support backup power, outdoor activities, and everyday energy needs." — 𝐁𝐚𝐝𝐫𝐢 𝐊𝐨𝐭𝐡𝐚𝐧𝐝𝐚𝐫𝐚𝐦𝐚𝐧, President and CEO of Enphase Energy.

🏆 TOP 10 STREET RATINGS:

$LYFT(LYFT.US) $Micron Tech(MU.US) $Uniqure(QURE.US) $Enphase Energy(ENPH.US) $Arm(ARM.US) $Rackspace Tech(RXT.US) $Datadog(DDOG.US) $Intel(INTC.US) $Jabil(JBL.US) $Marvell Tech(MRVL.US)

🌙 After-Market Earnings Recap:

$Waste(WM.US) $Teradyne(TER.US) $Fair Isaac(FICO.US) $Caesars ENT(CZR.US) $Robinhood(HOOD.US) $Omnicom(OMC.US) $NXP Semiconductors(NXPI.US) $Mondelez(MDLZ.US) $Welltower Op(WELL.US) $Visa(V.US) $Starbucks(SBUX.US) $Enphase Energy(ENPH.US) $CoStar(CSGP.US) $Booking(BKNG.US) $T-Mobile US(TMUS.US) $Expand Energy(EXE.US) $Seagate Tech(STX.US) $Bloom Energy(BE.US)

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Enphase Energy(ENPH.US) Enphase Unveils Solid-State Transformer for AI Data Centers

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ Enphase introduces 𝐈𝐐 𝐒𝐨𝐥𝐢𝐝-𝐒𝐭𝐚𝐭𝐞 𝐓𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐞𝐫 (SST) platform.

➤ Designed for 𝐀𝐈 𝐝𝐚𝐭𝐚 𝐜𝐞𝐧𝐭𝐞𝐫𝐬 with distributed power architecture.

➤ Delivers 𝟗𝟖.𝟓% efficiency and 𝟗𝟗.𝟗𝟗𝟗% availability.

➤ Each rack supports 𝟏.𝟐𝟓 𝐌𝐖 using 𝟑𝟒𝟐 power modules.

➤ Eliminates need for traditional 𝐔𝐏𝐒 and battery systems.

➤ Converts medium-voltage AC directly to 𝐃𝐂 in single stage.

➤ Targets 𝐀𝐈 power density shift to 𝟖𝟎𝟎 𝐕𝐃𝐂 architectures.

➤ U.S. addressable market exceeds 𝟏𝟏 𝐆𝐖 by 𝟐𝟎𝟑𝟏.

$Enphase Energy(ENPH.US) Down on a Sales Miss

EPS: $0.47 vs $0.42 est

REV: $282.90M vs $283.72M est

🟥 -3.53%