First Solar Inc Q2 2023 Earnings Call Transcript - Thomson StreetEvents

First Solar Inc Q2 2023 Earnings Call Transcript

First Solar Inc Q2 2023 Earnings Call Transcript - Thomson StreetEvents
First Solar Inc Q2 2023 Earnings Call Transcript
Published Jul 27, 2023
14 pages (10153 words) — Published Jul 27, 2023
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Abstract:

Edited Transcript of FSLR.OQ earnings conference call or presentation 27-Jul-23 8:30pm GMT

  
Brief Excerpt:

...Operator Hello. Good afternoon, everyone, and welcome to First Solar's First Quarter 2023 Earnings Call. This call is being webcast live on the Investors section of First Solar's website at investor.firstsolar.com. (Operator Instructions) As a reminder, today's call is being recorded. I would now like to turn the call over to Richard Romero from First Solar Investor Relations. Richard, you may begin. Richard Romero Good afternoon and thank you for joining us. Today, the company issued a press release announcing the second quarter 2023 financial results. A copy of the press release and associated presentation are available on First Solar's website at investor.firstsolar.com. With me today are Mark Widmar, Chief Executive Officer; and Alex Bradley, Chief Financial Officer. Mark will provide a business update. Alex will discuss our financial results and provide updated guidance. Following their remarks, we will open the call for questions. Please note this call will include forward-looking...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
First Solar Inc
Ticker
FSLR.OQ
Time
8:30pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Alexander John Vrabel - BofA Securities, Research Division - Analyst : It's Alex Vrabel on for Julian. Just a question on the domestic content one more time. I mean you alluded there, Mark, to -- some of the sort of missing bits that have to be clarified here. I'm just curious, given you guys have already sort of booked some, I guess, ASP uplift in '24 relative to offering domestic content, if there's any sort of, I guess, clawback potential from the developer, if they're actually not able to get it given some of the clarifications that we're waiting on. And I'll throw my second in here as well. When you think about the longer-term, I guess, expansion opportunity in the U.S., you guys have sort of historically been about 1/3 of the U.S. market. I think we have upwards of 70 gigawatts announced as far as module in the U.S. currently. How do you think about sort of your broader market share in the U.S. and what that could become over time as we get into the latter half of the decade?

Table Of Contents

First Solar Inc Q3 2023 Earnings Call Summary – 2023-10-31 – US$ 54.00 – Edited Brief of FSLR.OQ earnings conference call or presentation 31-Oct-23 8:30pm GMT

First Solar Inc Q3 2023 Earnings Call Transcript – 2023-10-31 – US$ 54.00 – Edited Transcript of FSLR.OQ earnings conference call or presentation 31-Oct-23 8:30pm GMT

First Solar Inc Analyst Day Summary – 2023-09-07 – US$ 54.00 – Edited Brief of FSLR.OQ corporate analyst meeting</ 7-Sep-23 12:30pm GMT

First Solar Inc Analyst Day Transcript – 2023-09-07 – US$ 54.00 – Edited Transcript of FSLR.OQ corporate analyst meeting</ 7-Sep-23 12:30pm GMT

First Solar Inc Q2 2023 Earnings Call Summary – 2023-07-27 – US$ 54.00 – Edited Brief of FSLR.OQ earnings conference call or presentation 27-Jul-23 8:30pm GMT

First Solar Inc Annual Shareholders Meeting Summary – 2023-05-09 – US$ 54.00 – Edited Brief of FSLR.OQ shareholder or annual meeting 9-May-23 4:00pm GMT

First Solar Inc Annual Shareholders Meeting Transcript – 2023-05-09 – US$ 54.00 – Edited Transcript of FSLR.OQ shareholder or annual meeting 9-May-23 4:00pm GMT

First Solar Inc Q1 2023 Earnings Call Summary – 2023-04-27 – US$ 54.00 – Edited Brief of FSLR.OQ earnings conference call or presentation 27-Apr-23 8:30pm GMT

First Solar Inc Q1 2023 Earnings Call Transcript – 2023-04-27 – US$ 54.00 – Edited Transcript of FSLR.OQ earnings conference call or presentation 27-Apr-23 8:30pm GMT

First Solar Inc Q4 2022 Earnings Call Summary – 2023-02-28 – US$ 54.00 – Edited Brief of FSLR.OQ earnings conference call or presentation 28-Feb-23 9:30pm GMT

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Thomson StreetEvents. "First Solar Inc Q2 2023 Earnings Call Transcript" Jul 27, 2023. Alacra Store. May 15, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2023-First-Solar-Inc-Earnings-Call-T15659992>
  
APA:
Thomson StreetEvents. (2023). First Solar Inc Q2 2023 Earnings Call Transcript Jul 27, 2023. New York, NY: Alacra Store. Retrieved May 15, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2023-First-Solar-Inc-Earnings-Call-T15659992>
  
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