88 annotations
we predict a pickup in both solar and batteries
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2023 Q4
16 Mar 24
we then start to approach a negative demand of $450 million
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2023 Q4
16 Mar 24
We are seeing Netherlands, although Netherlands is not back to the original level, far from the original levels, but we see incremental progress on a weekly basis.
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2023 Q4
16 Mar 24
Our U.S. and international revenue mix for Q4 was 75% and 25%
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2023 Q4
16 Mar 24
For non-California states, our overall sell-through was only down 1% in Q4 compared to Q3.
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2023 Q4
16 Mar 24
Europe will be -- will recover a little bit earlier by the end of Q1, I think we should see Europe doing a little better than the U.S. But I think both of them should be normal in Q2
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2023 Q4
9 Feb 24
in short, I think the -- once again, the bottom, I think, is behind us
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2023 Q4
9 Feb 24
We are seeing Europe starting to pick back up.
We have seen France is back to the level it was before.
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2023 Q4
9 Feb 24
you should generally expect our sell-in numbers to improve as we go into Q2
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2023 Q4
9 Feb 24
with these 2 under shipments, you would have taken $277 million out of the channel
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2023 Q4
9 Feb 24
we expect an undershipment of $130 million
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2023 Q4
9 Feb 24
We expect the sell-through demand is going to be seasonally down approximately by 10% in Q1.
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2023 Q4
9 Feb 24
We undership approximately $147 million. We reported a number of $303 million, which is $450 million minus on $147 million.
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2023 Q4
9 Feb 24
so our end customer demand was $450 million in Q4
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2023 Q4
9 Feb 24
Our Q4 '23 end customer demand was approximately $450 million
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2023 Q4
9 Feb 24
Q3 '23 and customer demand was approximately $500 million
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2023 Q4
9 Feb 24
That's what I told you the last time.
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2023 Q4
9 Feb 24
with the demand reduction of about, let's say, 30% to 35% from our overall highs, what we expect is an end customer demand roughly in the range of $450 million to $500 million
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2023 Q4
9 Feb 24
then significantly of magnitude in Q2 based on the early read
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2023 Q4
9 Feb 24
you're undershipping by less in Q1 than Q4
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2023 Q4
9 Feb 24