SolarEdge Technologies, Inc. (SEDG) Management Presents at Morgan Stanley 6th Annual Virtual Sustainable Futures Conference (Transcript)

SolarEdge Technologies, Inc. (NASDAQ:SEDG) Morgan Stanley 6th Annual Virtual Sustainable Futures Conference June 9, 2021 11:45 AM ET

Company Participants

Ronen Faier - Chief Financial Officer

Conference Call Participants

Stephen Byrd - Morgan Stanley

Stephen Byrd

Well, thanks everybody for joining us today for Morgan Stanley's 2021 Sustainable Futures Conference. I'm Stephen Byrd. I cover clean energy and utilities here at Morgan Stanley. Really thrilled to be joined by Ronen Faier from SolarEdge. We're a big fan of SolarEdge.

Before we get into the content though, a couple of housekeeping items. I'm going to read a disclosure and also just wanted to highlight. If you do want to ask any questions of Ronen or have me ask question to Ronen, feel free to use the online portal. If you're watching this online, you can simply -- you can find the box where you can submit a question. I'll be sure to get to your questions, or feel free to email me directly live, if you'd like to as well, whatever is easiest for you. So let me read the disclosure and we'll get into the content.

For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.

Okay, so we've done housekeeping. Ronen, thank you so much for being with us.

Ronen Faier

Good evening. Hi.

Question-and-Answer Session

Q - Stephen Byrd

Well, great. Well, there's a lot of directions we can go with SolarEdge. You're involved in many different verticals. And I wanted to actually kind of talk about those global opportunities, rather, in terms of: one, solar; two, energy management, and three, e-Mobility. SolarEdge is involved in, you know better than I, in all these areas.

And I wonder if you can