Good afternoon, today and and to our you are hope us safe of financial thanks quarter results. discuss for healthy. XXXX joining all third staying I
our non-GAAP XX% Our flow to team a approximately business. reported continues and impact of great million. of million, managing X.X revenue gross strong on margin of generated free job record achieved do microinverters, the $XXX.X $XX.X shipped cash COVID We million of
paid $XX the non-GAAP Our on microinverters which U.S. gross excluded to margin we tariffs, from previously China. on refund a million imported
volume the at of North XX%, means and operating our XX%. In non-GAAP income, XX% all quarter addition, gross This XX% shipments we XX%, Encharge third We system a customers to revenue began on America. basis. XX% percentage exited of in a storage margin, approximately expenses as operating
to pandemic also efforts, while our from QX increase Due worldwide. to strong we I'm working customers and by suppliers, that a report significantly model our in QX. job during employees XX%. our the that reminder, baseline is XX%, proud our these from thankful revenue for were home. to worldwide the XX%, sequentially. XX%, partners excellent support demand to I'm combined I'm As an improved continue do able financial happy our
customers. Let's about how we are talk servicing
and still all India home, in Our U.S., personnel X homeowners. working locations: installers and worldwide Australia experience from Europe, supporting customer are
cloud-based. are a as our have beat We not systems missed
XX%, and America Our NPS NPS was was our North XX%. QX
in and more average the wait X calls installations in Our in as time installers QX from growth call increased minutes more than homeowners. to steep resulted
the launch of Encharge install product. were more learning calls created QX as In our how installers to storage addition, the during system
call Enlighten a through wait and the on We self-help the minute customer bring functionality installer personnel hiring enhanced are additional by services chat working hard times app support improving toolkit, this online under the back to and community. quarter Enphase
now manufacturing. Let's discuss
With expect levels QX. in in production and the higher we production ramped QX of back increased up demand,
Our than XX,XXX track us our units doing more microinverters million in of of quarter from in on well, is per Mexico producing putting Mexico fourth factory the X target achieve week, to XXXX.
this our on manufacturing contract to in customers began production have we later India. qualification call, Salcomp We month, based start discussed the we I the As expecting quarter's are to for at second microinverters last completed partner of earlier microinverter shipping in quarter. and Salcomp,
of line art with add our capacity X.X have quarterly capacity. line the million Flex, after automated the have with Mexico. high-quality manufacturing We space location second and This free for same tariff state units production the to microinverters a of second a is
terms of leading capacity, cells pack. supplier, China. and second battery we their based supplier our lithium-ion In subsidiary, ATL, qualified Technology of a ATL global in the provides provides cell Limited, the batteries Poweramp
cell ATL qualified available first supplier ATL this half when fully And first from it our XXXX, up late the We bring AXXX, will will to a XXX-megawatt deliveries hours are be quarter. taking pack in ramped of capacity and first our year.
the Moving regions. on to
up the Encharge international U.S. QX nicely by respectively. in and partially U.S. third shipments. was market We system and quarter. mix XX% storage XX%, all sequentially, growth during aided quarter revenue saw for XX% Revenue the Our despite the rebounded regions in was sequential revenue COVID-XX. pretty
the completed distribution ended range than lesser started to reaching installers slightly partners shipments QX. sell-through September systems was than XX We microinverters, addition, higher records. storage have the suppliers that inventory Encharge contributed to of the as about were It Due they is courses its in during of in in certification Encharge reliability QX. month sell-through appreciate X the product XXX new installer the for homeowners our our XX% new particular online safety. U.S. from channel provisional and personnel to overall positive microinverter our note ended feedback The of systems product of -- -- we production We were QX. important from was to strong and the storage particularly month for record to of XX% weeks. by demand target sell-through, revenue is achieve in June. our with and we modularity, constrained to installers is In The In QX nicely strong Belgium our including forward Europe, and new XX%, QX top distributors this several ramp installers quarter, introduction Netherlands. in and distributors by increased our deliveries. added as easing constraint looking the during sequentially. revenue our and We their ramp are in up in
a staffed hire to with AC a well QX. Sonnenstromfabrik partnership during we energized are continuing power product develop are Enphase in launched X+ microinverter, highest strategic high-efficiency, announced with opportunities. IQ our Europe We and as We module XA see the in IQ Europe microinverters. to We
sell-through I'm We expect up pleased our COVID for addition, Metropolitan and XA and IQ we similar Melbourne. ship team's this excited modules we In to in despite I'm to XXX And AC achieved in XA about Maxeon's Europe, Australia, the region's for Europe. microinverter's to quarterly with installer our the found projected In XA microinverters performance high-power growth. ideal restrictions IQ record introduced microinverter panels watts. cost-effective and this IQ quarter.
to XA to quarter. We Maxeon IQ this ship starting microinverters also expect
evidence. nationwide. only hint South the rules, Latin environment sequentially the Australian test a activity new reports solar to South Puerto are of Not competitive present Australia's also inverter front, regulations, we compliant landscape strong On for installation a from but rebound have QX. in Rico fully In the manufacturers policy the quarter-on-quarter. Revenue submitted rooftop few and during who solar as with America we one Latin increased witnessed regulatory future government's, favorable America, new remain
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the for this always Now cannot that XXX% QX midpoint to the regions, overall At discuss covered we December, guidance. how are play revenue risk. the quarter. a booked predict is We already COVID-XX of November bookings that's going in let's or we out so to point, the
However, of progress for working making we from good the that for and both home. about and microinverters we the mind we are seeing people Encharge. top is feel very are demand Resiliency
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company. installers dashboards We to have track them making homeowners and are the and by highly and visible developed reported across metrics problems
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installer. Our job quick is for and seamless to make in the the installation entire the process
we process the product installers' are the in laser-focused the to of out few leaning the out identified process first maximize rollout, to weeks installation the have iron few on a and Within productivity. things
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'XX be reception and full end by us installers our in at fully AXXX The positioning XXXX. encouraging. half has of be ramped been expect of ramped capacity QX We tail the 'XX, in fully the QX very back with to long to from ATL
scale are installations. these more get customers to trained as few more to first their going them finish some of and time and However, take
have for Tier closely lot important customers. installers with We storage Encharge are and these receiving working systems from very of X X Tier a interest and been
value-based is pricing a philosophy unchanged larger are brings. Our installers And will our see that here. we confident that and product platform on benefit
on appropriate. these developments will when updates and We as share
products our about upcoming talk features. Let's and
the microinverters XXX,XXX roof. system compatible storage more making another third with roof. Encharge corresponds of X Our M-Series of system the On our installed This discussed homes to microinverters IQ call, compatible This available earnings than base we X on market. XXX,XXX the our the Encharge homes. to and to the on last installed IQ is storage base adds
happen have alpha software We expect this to and upgrade release quarter systems this in to today. QX a already make running
possible once feature power made is integration, Ensemble. of through again generator The the other
a for We plugged into generator be Enpower generators expect ATS. to to need smart allow switch, the separate various our obviating
app Our will functionality, distributed the mobile Enlighten comprehensive the resources a generator view of all homeowner. single energy providing seamlessly integrate to
'XX. this to We Enlighten in released expect be QX feature through
launching We We X, Encharge are agnostic IQ grid storage IQ have making various without already X with our solar at progress and microinverter. alpha on installed systems sites. systems great
independent reminder, grid IQ first is microinverter. world's X a As the
installations We expect first to beta XXXX. of quarter system complete in on this the
small beta good AC to XXX expect progress. in testing. commercial the complete. XD diligent product, and The we design Similar is microinverter microinverter focus making the Watts, beta also performing of is shifting X, QX and XXXX. on XD IQ system testing The of IQ Our system on IQ full the and is testing now installations already alpha reliability
now Let's digital cover briefly transformation.
homeowners to provide can and the platform. process simple, is great platform the a Our for to installers installation through accelerate the pretty digital Installers homeowner a improve experience and experience. approach leverage comprehensive here
on platform more and have quality on North XXX focused than installer installers can our priority installation network to the Enphase process benefit make to homeowner Enphase We new a in digital through products, of lead a selective tools variety experience. generation, access installers to These efficient. installation and highly more America onboarded from the
application Regarding has for are tools, services services homeowners. and we piloting for installers currently permitting shipped
results quarter. solar namely We are as for as storage are our the design, pleased working we on well In for financing near summary, future, services. third grid the tools and in introducing more with
excited of worldwide. are about demand We the customer rebound
I to are ramping transformation. providing we talked look year, a our superior we the accelerating on close experience, storage and which customer introducing about digital systems As Encharge products, the while focused new
over topmost remains As for that, health our priority. finances. employees, customers, safety and our of suppliers always, call With partners the his hand will our and the Eric review I to of Eric?
