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20:30
Jul 30 ◎

FSLR FY2026 Q2 Watch

First Solar, Inc. (FSLR) FY2026 Q2 Earnings Call

GOOGL JBLU UPS FSLR ▾

Alex Bradley

Google is the counterparty offtaker for the Steel River project, highlighting continued hyperscaler demand for utility-scale solar.

"The initial phase is expected to provide approximately 1.6 gigawatts of solar generation capacity and 1.9 gigawatt hours of battery storage to support Google's growing energy needs"

GOOGL WATCH

Mark Widmar

Freight costs for domestic module delivery are now approaching international shipping economics, a sign of severe US logistics tightness. — This underscores a broad domestic supply chain constraint that could squeeze margins for any US-based manufacturer that cannot pass on freight costs to customers.

"we're seeing costs now to deliver product from Peresberg over to the West Coast of the U.S., the equivalent of delivering product from Asia to the West Coast of the U.S."

JBLU WATCH UPS WATCH

Mark Widmar

Management tone is confident and bullish, citing strong bookings momentum (1.9GW at 36c/watt), disciplined pricing, a fully committed domestic pipeline through 2028, and a positive long-term demand outlook for utility-scale solar.

"We are seeing increased customer engagement, and as policy clarity improves, we believe First Solar remains well-positioned to capitalize on these opportunities."

FSLR WATCH

HIGH

20:30
Apr 30 ◎

FSLR FY2026 Q1 Watch

First Solar, Inc. (FSLR) FY2026 Q1 Earnings Call

TSLA FSLR ▾

Mark Widmar

If Tesla adopts TopCon for its US manufacturing, it may infringe on First Solar's IP, potentially leading to licensing negotiations or legal action.

"I do think it's one of the challenges that you know, tesla's going to have to figure out what what technology they go with and how do they get freedom to operate"

TSLA WATCH

Alex Bradley

Management reaffirmed 2026 guidance and expects a stronger second half driven by incremental volume benefits and potential tariff relief, indicating a positive outlook despite near-term headwinds.

"It's relatively flat, which implies the second half is going to be stronger."

FSLR WATCH

HIGH

21:30
Feb 24 ◎

FSLR FY2025 Q4 Watch

First Solar, Inc. (FSLR) FY2025 Q4 Earnings Call

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Alex Bradley

BP's contract breach and subsequent termination negatively impacted First Solar's 2025 financials, and the two are now entangled in litigation.

"the termination amounts recognized in the third quarter related to the breach of contracts by affiliates of BP."

BP WATCH

Mark Widmar

The US ITC case on TopCon patents, if successful, could result in a General Exclusion Order blocking imports of infringing TopCon products from all foreign entities, which is a potentially more sweeping action than a limited exclusion order. — A general exclusion order would be a substantial supply shock for the US solar market, potentially tightening supply and benefiting US domestic producers like First Solar.

"the recently reported 236 million settlement entered in between Maxion and IACO. just days before a U.S. patent court was due to decide their patent dispute."

MAXN WATCH

Mark Widmar

US Customs is suggesting that no panels imported during the two-year ADCVD moratorium qualified for the moratorium, implying retroactive tariffs could be a significant financial liability for foreign producers that relied on it. — Retroactive tariff collection would significantly raise costs for importers of Chinese-tied panels, potentially making them less competitive and disrupting existing contracts in the US.

"this is a separate action from our three actions seeking monetary damages against affiliates of Adani, Canadian Solar, and JNCO in the U.S. District Court."

JKS WATCH CSIQ WATCH

HIGH

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