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Jun 30, 2020

Enphase Q2 2020 Earnings Report

Reported a decrease in revenue but an increase in non-GAAP gross margin due to disciplined pricing and cost management.

Key Takeaways

Enphase Energy reported a revenue of $125.5 million for the second quarter of 2020. The company's GAAP net loss was $47.3 million, but non-GAAP net income was $23.5 million. They also shipped Encharge energy storage systems in June for pilot runs to installers.

Shipped Enphase Enchargeâ„¢ energy storage systems in June for pilot runs to installers

Generated $25.4 million in cash flow from operations; ending cash balance of $607.3 million

Achieved a GAAP gross margin of 38.5% and a record non-GAAP gross margin of 39.6%

Launched the online Enphase Community and opened online stores in Europe and Australia

Total Revenue
$126M
Previous year: $134M
-6.4%
EPS
$0.17
Previous year: $0.18
-5.6%
Megawatts DC Shipped
355
Microinverters Shipped
1.09M
Gross Profit
$48.4M
Cash and Equivalents
$607M

Enphase

Enphase

Forward Guidance

For the third quarter of 2020, Enphase Energy estimates revenue to be within a range of $160 million to $175 million and non-GAAP gross margin to be within a range of 37% to 40%.

Positive Outlook

  • Revenue to be within a range of $160 million to $175 million
  • GAAP gross margin to be within a range of 36% to 39%
  • Non-GAAP gross margin to be within a range of 37% to 40%, excluding stock-based compensation expenses
  • GAAP operating expenses to be within a range of $41.0 million to $43.0 million, including $13.0 million estimated for stock-based compensation expenses and acquisition related amortization
  • Non-GAAP operating expenses to be within a range of $28.0 million to $30.0 million, excluding $13.0 million estimated for stock-based compensation expenses and acquisition related amortization