Cost EfficiencyENPH highlighted several factors that could drive margin expansion including a fourth gen battery with $300/Kwh cost savings and a new IQ9 microinverter with a more efficient gallium nitride platform.
EarningsEnphase Energy announced solid Q4 results, with revenues and earnings per share significantly exceeding expectations.
Manufacturing And OperationsThe company has rapidly ramped up its US-based microinverter manufacturing capabilities, focusing on collecting manufacturing tax credits, which is expected to boost gross margins.