SolarEdge Technologies, Inc. (SEDG) Discusses Solid-State Transformers and Infrastructure Solutions for AI Data Centers Transcript

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SolarEdge Technologies, Inc. (SEDG) Discusses Solid-State Transformers and Infrastructure Solutions for AI Data Centers March 26, 2026 10:30 AM EDT

Company Participants

Yehoshua Nir – CEO & Director
Meir Adest – Co-Founder
Asaf Alperovitz – CFO & Principal Accounting Officer

Conference Call Participants

Mark W. Strouse – JPMorgan Chase & Co, Research Division

Presentation

Operator

Welcome, and thank you for standing by. I would like to inform all participants that this conference call as well as any Q&A may be recorded and made available to clients of JPMorgan. Where a company is presenting, any recording may also be posted on their website.

Views and opinions expressed by any external speakers on this call are those of the speakers and not of JPMorgan. Parts of this conference call may also be reproduced in JPMorgan Research. Participants are prohibited from posting, sharing or distributing any part of this call or its content on social media platforms or any public forums without prior written consent from JPMorgan. If you have any objections, you may disconnect at this time. This call is intended for JPMorgan clients only. Press participants are not permitted on this call should disconnect now. Unless otherwise permitted by internal JPMorgan policy, members of JPMorgan Investment and Corporate Banking are not permitted on this call and should disconnect now.

I would now like to turn the call over to your host, Mark Strouse.

Mark W. Strouse
JPMorgan Chase & Co, Research Division

Great. Good morning, good afternoon. Thank you, everybody, for joining. My name is Mark Strouse. I cover clean energy and power infrastructure here at JPMorgan. We are very happy to have SolarEdge with us this morning to talk about their new solution for kind of the AI revolution here. So very exciting stuff, very early stage. So I think this will be helpful for everybody. There is a white paper that’s



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