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SolarEdge Technologies: Inside the Nexis Launch—How New Products With Better Cost Structure Could Drive a Turnaround?

SolarEdge Technologies, Inc. reported financial results for the third quarter ended September 30, 2025, revealing a strong performance and continued execution on their turnaround strategy. The company achieved a 44% year-over-year revenue growth, with revenue hitting $340 million, a notable increase from previous quarters. This growth was largely driven by higher sales volumes, improved operational efficiencies, and the successful ramp-up in the U.S. manufacturing sector. A significant development during the quarter was SolarEdge’s implementation of a single SKU system, enabling a streamlined process for residential and commercial installations. This innovation allows SolarEdge to ship a unified inverter product, customizable on-site, thus simplifying forecasting, manufacturing, and logistics. By reducing complexity, the company aims to save costs across inventory management and service, benefitting both the company and its customers. The company also made notable strides in expanding market share, particularly in the U.S.