{"filings":[{"id":470799,"accession_number":"0001463101-26-000049","cik":1463101,"company_name":"Enphase Energy, Inc.","ticker":"ENPH","form_type":"8-K","filed_at":"2026-05-15T20:08:18+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Enphase annual meeting: shareholders approve 2M share equity plan increase; director Kortlang fails to get majority vote","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved amendment to 2021 Equity Incentive Plan, increasing share reserve by 2 million shares.","Director Benjamin Kortlang received 36.2M votes for, 47.6M withheld, failing to receive a majority of votes cast; board to review.","Advisory say-on-pay passed with 76,051,038 votes for vs 7,560,943 against.","Deloitte & Touche ratified as independent auditor for FY2026 with 103,513,747 votes for.","All three director nominees (Haenggi, Kortlang, Mora) elected; Kortlang's election triggers a board governance review."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":9103302743.26807,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92969,"accession_number":"0001463101-26-000046","cik":1463101,"company_name":"Enphase Energy, Inc.","ticker":"ENPH","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Enphase Q1 rev $282.9M; GAAP EPS -$0.06; Q2 rev guide $280-310M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 GAAP net loss $7.4M ($0.06 diluted loss); non-GAAP net income $62.3M ($0.47 EPS).","Revenue $282.9M, down 18% QoQ; U.S. sell-through fell 48% QoQ; Europe up 36% QoQ.","Non-GAAP gross margin 43.9%, impacted 4.3 ppt by tariffs; Q2 guided 44-47% gross margin.","Shipped 1.41M microinverters (627.6 MW DC), 103.1 MWh batteries; free cash flow $83M.","Announced development of 1.25 MW IQ Solid-State Transformer for AI data centers."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":282900000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9103302743.26807,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92968,"accession_number":"0001463101-26-000037","cik":1463101,"company_name":"Enphase Energy, Inc.","ticker":"ENPH","form_type":"8-K","filed_at":"2026-04-06T23:59:59+00:00","items":["2.02","8.01"],"status":"ready","headline":"Enphase sells $235M of Section 45X tax credits at 93% face value; GAAP gross margin cut by 6.7pp in Q1 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sold $235M of advanced manufacturing tax credits (Section 45X) for $218.55M in cash, a ~$16.5M discount.","Transaction fees of ~$2.5M incurred; both discount and fees expected to be excluded from non-GAAP measures.","GAAP gross margin for Q1 2026 guided 6.7 percentage points lower than prior guidance due to the sale.","Purchase price received in a single installment on March 31, 2026; customary covenants and indemnification apply."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":9103302743.26807,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104235,"accession_number":"0001463101-26-000008","cik":1463101,"company_name":"Enphase Energy, Inc.","ticker":"ENPH","form_type":"8-K","filed_at":"2026-02-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Enphase Q4: rev $343.3M, GAAP EPS $0.29; Q1 guide $270-300M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $343.3M, down 16% QoQ and 10% YoY; GAAP diluted EPS $0.29 (vs $0.50 Q3, $0.45 Q4 2024).","Non-GAAP diluted EPS $0.71, down from $0.90 Q3 and $0.94 Q4 2024; tariff impact 5.1 percentage points on margins.","Shipped 1.55M microinverters (682.6 MW DC) and 150.1 MWh of IQ Batteries; US sell-through demand up 21% QoQ.","Q1 2026 guidance: revenue $270-300M, non-GAAP gross margin 42-45% with ~5% tariff impact.","Ended Q4 with $1.51B cash and $268.7M remaining buyback authorization; free cash flow $37.8M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":1472985000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9103302743.26807,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104234,"accession_number":"0001463101-26-000005","cik":1463101,"company_name":"Enphase Energy, Inc.","ticker":"ENPH","form_type":"8-K","filed_at":"2026-01-23T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Enphase Energy to cut ~160 jobs (~6% workforce) and reduce opex to $70-75M/qtr by Q3 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Layoffs affect ~160 employees, ~6% of workforce; restructuring charge of ~$4.6M expected, mostly in Q1 2026.","Non-GAAP operating expenses targeted at $70-75M per quarter from Q3 2026, down from ~$80M.","Company cites expiration of federal 25D solar tax credit at end of 2025 as key driver of demand reduction.","Strategic shifts: distribution-led model in Brazil, Philippines, South Africa; prioritize core R&D; cut early-stage initiatives.","CEO Badri Kothandaraman emphasizes focus on growth initiatives including prepaid lease/loan, 4th-gen batteries, Netherlands retrofit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":9103302743.26807,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120526,"accession_number":"0001463101-25-000111","cik":1463101,"company_name":"Enphase Energy, Inc.","ticker":"ENPH","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Enphase Q3 revenue $410.4M, highest in 2 years; Q4 guide $310-350M, below Q3","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.50; non-GAAP $0.90. Revenue $410.4M, up 13% QoQ from $363.2M.","Record IQ Battery shipments of 195 MWh; microinverters 1.77M units (784.6 MW DC).","U.S. revenue +29% QoQ; Europe -38% QoQ due to softening demand.","Q4 guidance: rev $310-350M (no safe harbor), GAAP gross margin 40-43%, non-GAAP 42-45%.","Tariff impact 4.9 ppt on Q3 margins; expects ~5 ppt in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":1.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":1129664000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9103302743.26807,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137102,"accession_number":"0001463101-25-000099","cik":1463101,"company_name":"Enphase Energy, Inc.","ticker":"ENPH","form_type":"8-K","filed_at":"2025-07-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Enphase Q2 revenue $363.2M, GAAP EPS $0.28, non-GAAP $0.69; Q3 rev guidance $330-370M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $363.2M (+2% QoQ, +20% YoY); GAAP net income $37.1M, vs $10.8M in Q2 2024.","Non-GAAP gross margin 48.6% (incl. IRA benefit); ex-IRA 37.2%; tariffs reduced margins ~2pp.","Shipped 1.53M microinverters (675.4 MW) and record 190.9 MWh of batteries; US manufacturing shipped 1.41M microinverters and 46.9 MWh.","Q3 2025 rev guidance $330-370M; GAAP gross margin 41-44%, non-GAAP 43-46%; tariffs to impact 3-5pp.","Repurchased 702,948 shares for ~$30M at avg $42.67; cash $1.53B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":719237000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9103302743.26807,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154386,"accession_number":"0001463101-25-000090","cik":1463101,"company_name":"Enphase Energy, Inc.","ticker":"ENPH","form_type":"8-K","filed_at":"2025-06-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Enphase board retains T.J. Rodgers after he received <50% of votes cast due to over-boarding policies","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board unanimously voted to retain T.J. Rodgers as director despite less than 50% vote at annual meeting.","Underperformance attributed to proxy voting guidelines on over-boarding at several large institutional holders.","Rodgers has served since 2017; board cites domain expertise, strategic acumen, and 100% attendance since 2024.","Decision followed recommendation of Nominating and Corporate Governance Committee without Rodgers' participation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":9103302743.26807,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154385,"accession_number":"0001463101-25-000075","cik":1463101,"company_name":"Enphase Energy, Inc.","ticker":"ENPH","form_type":"8-K","filed_at":"2025-05-20T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Enphase shareholders approve 4M share increase to equity plan; director Rodgers fails to get majority vote","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved amendment to 2021 Equity Incentive Plan, increasing share reserve by 4,000,000 shares.","Steven J. Gomo re-elected with 77.2M votes for; Thurman John Rodgers elected with 33.9M for but did not receive majority (53.9M withheld).","Advisory vote on named executive officer compensation passed with 75.0M for, 12.7M against.","Ratification of Deloitte & Touche LLP as independent auditor for FY2025 passed with 103.7M votes for.","Company will review Rodgers' overboarding issue and disclose Board decision within 90 days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":9103302743.26807,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154384,"accession_number":"0001463101-25-000054","cik":1463101,"company_name":"Enphase Energy, Inc.","ticker":"ENPH","form_type":"8-K","filed_at":"2025-04-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Enphase Q1 revenue $356M, down 7% QoQ; guides Q2 rev $340-380M with tariff impact","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $356.1M (vs Q4 $382.7M); GAAP EPS $0.22, non-GAAP EPS $0.68.","Non-GAAP gross margin 48.9% (ex IRA 38.3%); U.S. rev down 13% QoQ, Europe up 7%.","Shipped 1.53M microinverters, 170.1 MWh batteries; cash $1.53B; $100M stock buyback.","Q2 guidance: rev $340-380M, non-GAAP gross margin 44-47% (incl IRA) with ~2 ppt tariff hit.","Paid off $102.2M convertible notes due March 2025; IRA benefit of $30-33M expected in Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":0.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":356084000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9103302743.26807,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172963,"accession_number":"0001463101-25-000014","cik":1463101,"company_name":"Enphase Energy, Inc.","ticker":"ENPH","form_type":"8-K","filed_at":"2025-02-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Enphase Q4 2024 rev $382.7M, GAAP EPS $0.45, non-GAAP EPS $0.94; Q1 guide $340-380M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $382.7M, up 26.5% YoY; GAAP net income $62.2M vs $20.9M in Q4 2023.","Non-GAAP gross margin 53.2% (39.7% ex $13.5% IRA benefit); shipped 2.01M microinverters, 152.4 MWh batteries.","Repurchased 2.88M shares for $199.7M at avg $69.25; cash & equivalents $1.72B.","Q1 2025 guidance: revenue $340-380M, non-GAAP gross margin 48-51% with IRA benefit.","U.S. microinverter shipments from contract manufacturing ~1.69M units booked for 45X tax credits."],"consensus_eps_estimate":null,"consensus_eps_actual":0.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":1330383000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9103302743.26807,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189981,"accession_number":"0001463101-24-000145","cik":1463101,"company_name":"Enphase Energy, Inc.","ticker":"ENPH","form_type":"8-K","filed_at":"2024-11-08T23:59:59+00:00","items":["2.05","7.01","9.01"],"status":"ready","headline":"Enphase cuts 17% workforce (~500 jobs), ceases Mexico contract manufacturing; Q4 charges $14M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reduces global team by ~17% impacting about 500 employees and contractors.","Ceases contract manufacturing operations in Guadalajara, Mexico; maintains four locations (2 US, India, China).","Global microinverter capacity stays at ~7.25 million units/quarter, ~5M from US.","Restructuring charges estimated $17-20M, with $14M in Q4 2024; cash expenditures $11-12M.","Targets non-GAAP OpEx of $75-80M/quarter in 2025; GAAP OpEx to rise by ~$14M in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9103302743.26807,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189980,"accession_number":"0001463101-24-000140","cik":1463101,"company_name":"Enphase Energy, Inc.","ticker":"ENPH","form_type":"8-K","filed_at":"2024-10-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Enphase Q3 revenue $380.9M, GAAP EPS $0.33, non-GAAP EPS $0.65; Q4 guidance revenue $360-400M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $380.9M, up from $303.5M in Q2 2024 but down from $551.1M YoY.","GAAP gross margin 46.8%, non-GAAP gross margin 48.1% (incl. net IRA benefit of 9.2%).","Shipped 1.73M microinverters (730 MW DC) and 172.9 MWh of IQ Batteries.","Ended Q3 with $1.77B cash; generated $170.1M operating cash flow; repurchased $49.8M in stock.","Q4 2024 guidance: revenue $360-400M, non-GAAP gross margin 49-52% (incl. IRA benefit), IRA benefit $38-41M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":947670000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":9103302743.26807,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":206488,"accession_number":"0001463101-24-000116","cik":1463101,"company_name":"Enphase Energy, Inc.","ticker":"ENPH","form_type":"8-K","filed_at":"2024-07-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Enphase Q2 rev $303.5M, GAAP EPS $0.08, non-GAAP $0.43; Q3 outlook $370-410M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $303.5M, down 57% YoY from $711.1M; GAAP diluted EPS $0.08 vs $1.09 last year.","Non-GAAP diluted EPS $0.43, down from $1.47; non-GAAP gross margin 47.1% (ex-IRA 41.0%).","Shipped 1.4M microinverters, 120.2 MWh batteries; US revenue up 32% QoQ; channel inventory normalized.","Q3 guidance: rev $370-410M, non-GAAP gross margin 47-50% (ex-IRA 39-42%), net IRA benefit $30-33M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":566797000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9103302743.26807,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223647,"accession_number":"0001463101-24-000088","cik":1463101,"company_name":"Enphase Energy, Inc.","ticker":"ENPH","form_type":"8-K","filed_at":"2024-05-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Enphase Energy annual meeting results: all proposals pass, Kothandaraman and Malchow elected","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Badri Kothandaraman elected director with 87,940,904 for vs 6,244,233 withheld; Joseph Malchow elected with 65,488,513 for.","Advisory say-on-pay approved: 70,385,672 for, 21,874,234 against, 1,925,231 abstain.","Stockholder advisory vote frequency set to every year (93,036,580 votes for one year).","Ratification of Deloitte & Touche LLP as independent auditor for FY2024: 109,343,016 for, 2,159,450 against.","Continuing directors: Gomo, Haenggi, Kortlang, Mora, and Rodgers remain on board."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":9103302743.26807,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223646,"accession_number":"0001463101-24-000072","cik":1463101,"company_name":"Enphase Energy, Inc.","ticker":"ENPH","form_type":"8-K","filed_at":"2024-04-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Enphase appoints Mary Erginsoy as Chief Accounting Officer effective April 24","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mary Erginsoy, 41, appointed VP and Chief Accounting Officer effective April 24, 2024.","She will serve as Principal Accounting Officer, reporting to CFO Mandy Yang.","Erginsoy has ~20 years of accounting experience, joined Enphase in 2019 as senior director and corporate controller.","Previously held controller roles at SunPower (2007-2018) and was an auditor at Ernst & Young; CPA in California."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":9103302743.26807,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223645,"accession_number":"0001463101-24-000070","cik":1463101,"company_name":"Enphase Energy, Inc.","ticker":"ENPH","form_type":"8-K","filed_at":"2024-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Enphase Q1 revenue $263.3M, net loss $16.1M; guides Q2 revenue $290-330M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $263.3M, down 13% QoQ and 64% YoY; U.S. revenue fell 34% QoQ.","GAAP diluted loss per share $0.12; non-GAAP diluted EPS $0.35.","Non-GAAP gross margin 46.2% (41.0% ex IRA benefit) vs 50.3% Q4.","Q2 2024 revenue guidance $290-$330M; non-GAAP gross margin 44%-47%.","Cash and marketable securities $1.63B; generated $49.2M operating cash flow."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":263339000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9103302743.26807,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}