This conference call transcript was computer generated and almost certianly contains errors. This transcript is provided for information purposes only.EarningsCall, LLC makes no representation about the accuracy of the aforementioned transcript, and you are cautioned not to place undue reliance on the information provided by the transcript.

Fluence Energy, Inc.
5/7/2026
questions, I guess, on hyperscaler MSAs. I'm not sure how much you can provide, but I would love to maybe get some detail around quantification of the size of the deals, how many megawatts, over what years, and is it over multiple sites that are already identified? Maybe just if you could elaborate a bit more on kind of the scope of these two MSA deals and how meaningful they are in terms of quantitative impact. Yes.
So I'll tell you, the majority, or the great majority of our pipeline is supported by deals that are behind these two MSAs. And these deals will, and that pipeline is several different data centers around that they have around the US mostly. So that's what it is. In terms of financial, you know, And our current pipeline is 12 gigas, so that gives you a sense. We're not providing the financial numbers around it, as it's too early and we're competing, as you know. So we are not providing those numbers today. But my expectation is that as we end the fourth quarter and bring, hopefully, a good number of these projects, and I can offer numbers including everything, and though not necessarily be providing commercial, I will provide you more financial metrics of this.
Okay, fair enough. Yeah, we'll look forward to that. And then maybe just zooming out a little bit, because this is a new business for you and obviously very, very high growth potential. What's sort of the deployment schedule? I guess, can you help us kind of visualize as you go into some of these, whether they're RFPs or bake-offs, What's the timeline for submitting your design and your proposal to when one is finalized and then when you get a PO to when you're going to deliver to site? What are the sequence of events and how long is that?
You're reading a preview of the FLNC Q2 2026 earnings call.
Free account.