SolarEdge Technologies, Inc.

¶¶ ¶¶ ¶¶ © transcript Emily Beynon ¶¶ ? ? ? ? ¶¶ ¦ ¦ ¦ ¶¶ ¶¶ ¶¶

Welcome to the SolarEdge conference call for the first quarter ended March 31st, 2026. This call is being webcast live on the company's website at www.solaredge.com in the investor section of the event calendar page. This call is the sole property and copyright of SolarEdge with all rights reserved and any recording, reproduction, or transmission of this call without the express written consent of SolarEdge is prohibited. You may listen to a webcast replay of this call by visiting the event calendar page of the SolarEdge Investor website. I would now like to turn the call over to Erica Mannion of Sapphire Investor Relations.

Good morning, and thank you for joining us to discuss SolarEdge's operating results for the first quarter ended March 31, 2026, as well as the company's outlook for the second quarter of 2026. With me today are Shuki Mir, Chief Executive Officer, Asaf Alperovitz, Chief Financial Officer, and Mir Ades, Co-Founder of SolarEdge. Shuki will begin with a brief review of the results for the first quarter ended March 31, 2026. Asaf will review the financial results for the first quarter, followed by the company's outlook for the second quarter of 2026. We will then open the call for questions. Please note that this call will include forward-looking statements that involve risks and uncertainties that could cause actual results to differ materially from management's current expectations. We encourage you to review the safe harbor statements contained in our earnings press release and our filings with the SEC for a more complete description of such risks and uncertainties. We disclaim any obligation to update any forward-looking statement. Please note, during this earnings call, we may refer to certain non-GAAP measures which are not measures prepared in accordance with U.S. GAAP. The non-GAAP measures are being presented because we believe that they provide investors with a means of evaluating and understanding how the company's management evaluates the company's operating performance. Reconciliation of these measures can be found in our earnings press release and SEC filings. These non-GAAP measures should not be considered in isolation from, as substitutes for, or superior to financial measures prepared in accordance with U.S. GAAP. Listeners who do not have a copy of the quarter-ended March 31, 2026 press release may obtain a copy by visiting the investor relations section of the company's website. With that, I will turn the call over to Shuki.