ENPHASE ENERGY WKN: A1JC82 ISIN: US29355A1079 Kürzel: ENPH Forum: Aktien Thema: Hauptdiskussion

Vorfreude auf Bomben Zahlen, plus 2% schon🚀

Auszüge aus dem Transscript vom letzten Q-Call: "We expect our revenue for the first quarter of 2023 to be within a range of $700 million to $740 million, which includes shipments of 100- to 120-megawatt hours of IQ batteries. We expect GAAP gross margin to be within the range of 40% to 43% and non-GAAP gross margin to be within the range of 41% to 44%, which excludes stock-based compensation expenses and acquisition-related amortization. We assume a conservative euro FX rate in our Q1 guidance, and we don't expect significant impact to our financials from fluctuations in FX rate. We expect our GAAP operating expenses to be within a range of $177 million to $181 million, including approximately $77 million estimated for stock-based compensation expenses, restructuring charges for site consolidation, acquisition-related expenses, and amortization."