Mark R. Widmar
quarter highlighting you begin financial some third for our Thanks, joining Steve. us by thank results. Good and operational I'll afternoon of and today.
X.X net tremendous to and by the quarterly The certain bookings leading X.X bookings our which that customers. the impact acceleration our record brings are DC, procurement to achieved product gigawatt we demonstrates factors of X market of net an timing of gigawatts. strong bookings acceptance Series customer of Firstly, year-to-date
of projects. and the by over with quarter of Flats of were $X billion also sale results EPS revenue Cuyama $X.XX, driven strong and California the financial for Our our both
Turning to X. slide
progress remains plan and Series transition schedule. to continues Our X according to on
than pleased team acceptance Series X in very completely our most impressive our We journey with results are am November is through frontend which testing. delivered line equipment operational started is in the Ohio XXXX. almost of of so I far. and now of the now more various Series we the has factory, phases our installed of the At X and XX-month halfway
core CADTEL in factory. milestone coater are benefit the of beginning coater process the equipment from learnings of including run the vapor tools the will Malaysia yesterday, the weeks Ohio transport coming ramp through factory up We also (XX:XX). the And on significant site. with At the glass semiconductor our the first arrived added our deposition as installing we our
updates further Day progress. save X, excited Analyst be we'll until our by our on While December to we continue
Before continuing on the case. further, trade I'll comment briefly
party As have which said not we're film. proceedings, past, excludes thin in to a we the the
cited manufacturing repeatedly name we the being when to several recently particularly were make a release, our ITC. way this stay couldn't but to the Solar voice First opposing in U.S. hundreds silent, eliminate States. used investigative United agency, in we this of forced non-manufacturing before and jobs matter recently on did we their parties However, testimony only our after responding and in briefs heard import With
American with We an continued U.S. U.S. believe the and segments said, from bookings more foreign to I'll We we essential that and consistently in to continued workers, who best indeed market on detail. of remedy imports on investment. will is negative growth low irrational sustainable the economic have support manufacturers our despite production capacity, that of witnessed behavior all the serve and crystalline solar industry seemingly X, effective believe in we slide overall. solar Continuing to prosperity, or returns on actions manufacturing industry. have demand discuss companies As can in reasonable we the U.S.-based solar silicon that government expand years PV co-exist
terminated. expected which, X.X total The year-to-date booked our gigawatts last volume module bookings against XXX customers X.X of September of DC shipments since our deducting earnings through with excess of been net previously to now under result agreement this remaining X brings have call We gigawatts X.X netted framework is quarterly gigawatts, after approximately has shipments gigawatts. in which booked megawatts approximately and is
years strength the highlighted shipment Series of As delivery of response volumes for of QX us projects. cases, volume, and meet positive X our Series modules. in these XXXX. Prior with a the which contractual by note, designated certain the we captive flexibility. contracting is this recent contracts, included of planned timing several have half third-party with pipeline were flexibility X as contracts But to quarter, own Series our Series customers. bookings reflection customer these The only allows to X the X the the included of bookings. into now to bookings QX includes with we substantial Series X products, number have bookings when a next Approximately over our stretches these In bookings customers' this or for Series X this demand either have a
a been recent has driven has bookings a confluence there quarter, last events performance. that mentioned As strong of
be sources strong demand other to generation. as global of solar Firstly, becomes increasingly economical, to continues relative
accelerate trade fundamentals, in have by timing the Secondly, case Section underlying demand customers. we while some impacting United seen not States the the module procurement XXX
a of relatively the recent module X China surge has manufacturers. Lastly, demand supply the in of Tier in created, tight near-term,
therefore historical to modules persist aggressive. remain we to the to supply/demand imbalance module expect global pricing the future, and anticipate for environment global Looking the
transition bookings. for QX to X is growth. best us Series position differentiated highlight it the competitively For product top a want to a to profitable most point company reason successful as the with this priority remains important long-term provide I expected an on and
and third-party some EPC to concurrently arrangements, sales, and O&M module systems bookings of a developer were overall module such additional quarter the selecting we provider. O&M expect for as services add eventually these increase bookings the services, our which would for a of most Historically, contract to While would with number. EPC scope
in market for procurement looking services. the inverted, current U.S. in contracting the supply some in advance cases environment, of secure developers to with process However, additional is module
For process with example, than agreements and U.S., in bookings megawatts, in much our the in for includes higher bookings megawatt customer XX systems the negotiating The project approximately bookings remaining a are are EPC XX for we the of of module volume. DC Florida. this
EPC awarded any module-only agreements as are not the represent and our revenue are on not segment while customer as shown We're will Most reflected to and be it it this with will top own agreements margin customer reported generation as of until megawatt sales in these However, to Florida. bookings, signed, and systems in the signed, plans incremental have of volume projects. be excited pipeline. bookings. Once this the been a strategic rate our utility-owned volume additional base bookings will project market is importantly, original module growing representative
corporate record available another in operations renewable customers, have the supply corporate growing detail the customer will the be will the a expertise will been Once Another major run agreement the track we PPA, in power and demand of project the that Both a clean awarded highlight module PPA and a for customers needs. future. from and for finalize project the these successes utility-scale projects our were southeast. U.S. important segment a we will their sales XXX% meet with goal is to market that the bookings supply our and In solar growing and electricity. bookings. in growing with these that recently to major a its for remaining affordable opportunities sign commercial in U.S., corporate DC More can signed for provide industrial with reflected be greater-than-XXX-megawatt further primarily to greater-than-XXX-megawatt we Adding corporation's we segment. of energy. The
total Turning Australia, projects we bookings, megawatts. we our megawatts highlights supplying signed brings to module in solar our over new leadership mid-to-late Pacific the of supply Japan Malaysia bookings position XX-megawatt This XXX contracted XXX sales parts booked Illustrating total large-scale are in project, greater other delivery than XXX pipeline the systems in and significant opportunity also in have systems agreements XXX now both to Japan, Australia. our opportunities In In and our region, DC. in international we of Asia to bookings over DC. megawatt pipeline DC Japan stage in contracted module which future, megawatts brings China. for more our had
through plan. Series approximately our we current our bookings of supply, X based production gigawatts in X.X the the now have With on sold quarter, module
supply X X X XXXX. add plan. call, extend the in indicated evaluating gigawatt These beyond could we that As could last production we options to have up Series additional our of current Series operating been options earnings in
announced As intend impact this previously, would we'll year update we Series plans. at X later X provide on Day. to and We rollout decision decision Analyst any Series previously an said production not make upcoming this extend the to a our
highlight slide the dates X. the next relative shipment only Similar with our gigawatts next the this very which quarter. that Despite to gigawatts quarter's I'll our opportunities current prior X bookings, X all includes resilient potential bookings prior over mid-to-late strong and advanced of our opportunities. metric opportunities to stage Turning quarters, to several been have bookings stage have extend decreased years.
This in our XXX XXXX States customers number portion shipments over meaningful over Also past of for a included systems and in systems mid-to-late opportunities growth Series stage would X the is we contract opportunities. in X fall response opportunities the stage us The almost over RFP total. year already X not of reference, these the international an bookings average Japan opportunities larger The product, X includes that the gigawatts and of early eventually negotiations. customers For in of gigawatt Series Australia. have projects to per of both awarded volume achieving our potential X and of XXXX. Included confidence number several U.S. quarters our much of in Series stage demonstrates utility mid-to-late are with entirely primarily of in corporate If are in to opportunities opportunities, and booked, give A shown positive opportunities, business. extremely this from internationally. in mind here targets systems has systems X and keep in of this been megawatts United modules. gigawatts project
X some social published on X. produce of recently available part we from embrace values. responsibility, modules power with At million slide and First every XX sustainability million than homes as I'll which These of metric energy. To point, day than Solar, worldwide, is our environmental averages. plants highlight are to that year, we construct our to Lastly, and on XXXX installed of over displace based clean, tons is website. key this XX modules per our report, more worldwide values annually solutions gigawatts core powering turning our which illustrate a are points provide affordable each equivalent PV and more COX
positive impact the We continue and are of done on society our the technology to has proud progress make. environmental we
technologies benefit use and it the substantial on a have solar fastest energy environment basis, of payback smallest our time lower lifecycle possesses On in compared thin PV distinguishing fuels the feature industry. have the carbon modules. a film footprint, a While generation, a other our and modules water technology, impact fossil to lowest
five about fact, In and average the systems the environmental of of are study PV than found third First different system. impact Solar's lower that recent the evaluated PV a PV technologies party two-thirds footprint
competitive advantage has a solar environmental also in not carbon positive only technology lower benefits Our discussions. provides commercial but
competitive this technology earlier also announced only not we tender. our because third module by were part agreement French a Solar's environmental supply significant of module as the Photosol's benefits was of example, as we offerings to result First the select a round XXX-megawatt year, Photosol awarded our but module For the of of offers. decision that
Solar's First generation. growth use, from decouple enables water their waste to and customers technology business emissions, PV
financial dominant As turn the Alex, expect power to generation XXXX. France. results low-carbon a the more increasingly will on we third PV provide similar our discuss solar is over who I'll already to that what for choosing become and continues solar technology, call now to our guidelines quarter will customers, updated important for detail become in happening