SPWR · SPWR Q2 FY2026 earnings call record财报电话会记录

“Our non-GAAP revenue is down from $73 million down to $56 million, which had a direct impact on our gross margin and gross profit, down from 46.9% to 27.6%.”

“What you're looking at here is total bookings for the corporations from Q4 2024 through our most recent quarter, Q2 2026, measured in terms of jobs.”

“As you can see from Q4 2025, Q1 2026, and Q2 2026, we've had strong increase in bookings.”

“As a result of that, going forward into this quarter, you're seeing our projections for revenue, which is largely based on how much of the bookings we're able to get through to the factory, installed and revenued.”

“In this one, this is our total 1099 sales organization broken out by SunPower, Sunrun, the acquisition we did back in September 2025, Ambia, the acquisition we did in October 2025, PureLight, which was a small acquisition we did in Q1 of 2026.”

“I hold outright 32.7 million shares, and I hold debt equivalent to another 26.5 million shares.”

“NPS basically is net promoter score, which measures the customer's confidence and the trust with SunPower and their willingness to allow us to be a reference point for future customers as well.”

“Backed by a heritage dating to 1985 here in Silicon Valley, SunPower remains committed to quality standards that exceed industry norms and premium technology solutions that position us for continued growth and a very strong commercial and residential outlook.”

“In this quarter, we expect to grow revenue to $75 million or more, we expect to reduce our operating loss, which was a, can't use any other word than ugly $12.5 million to less than $1 million.”

“The state-of-the-art Monolith and Monolith II panels, as well as the high-tech, high-margin installations by our new homes Cobalt division, we will move into the premium segment of the solar market defined by sustainable technology advantages and bring premium pricing to a very lean company.”

“Shorthand, if you're going to bonus $15 million worth of revenue, that means the orders that you took in and shipped are 75 minus 15 is $60 million, and $60 million your run rate.”

“Are there any plans to potentially either issue debt to do share repurchases, or any thoughts about taking the company private given your share price today?”