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on the 232, I was wondering if you might be able to share a little bit more color on what the framework of that decision might be
just was wondering if you could give us a little more color on why no EPS guide for 2026
in terms of rebooking this volume, it sounds like it's volume from '26 through '29. What kind of incremental pricing do you think you can get for this?
if international is at this $0.32 level, domestic content must be -- I mean I got to imagine high 30s is possible
Since the tariffs, what have the conversations been like with customers? Have you been able to do or generate bookings
in our checks, some customers are flagging some underperformance of Series 6
when do you think that kind of resolves? Do you think it's more 2026 and we should expect that to maybe not resolve in 2025
Can you confirm that you guys have indeed solved the production issues?
these customers may be left with underperforming projects and systems and maybe reluctant to buy First Solar modules again
can you share to what degree tariffs are included in the guide?
Can you give some color on why the '26 EPS guide percentage increase was less than the Q1 EPS beat?
Can you give some additional color on your conversations with the hyperscalers? And is there a potential that the segment could grow even faster
Can AI meaningfully change your outlook for OpEx in the coming year or 2?
can you share what the growth trajectory for organic growth might look like for '26?
With the ITC winding down by year-end '27, to what degree can you pull forward renewables work?
they highlighted that 50 gigawatts of coal plants may not be decommissioned. And this could result in tens of billions of interconnection work
What opportunities are you conceptualizing now that could deepen your exposure to the AI data center trend beyond Cupertino?