Enphase Energy, Inc. (NASDAQ:ENPH) Q4 2023 Earnings Conference Call February 6, 2024 4:30 PM ET

Company Participants

Zachary Freedman - Head of Investor Relations

Badri Kothandaraman - President and CEO

Mandy Yang - Chief Financial Officer and EVP

Raghu Belur - Chief Products Officer, SVP and Co-Founder

Conference Call Participants

Brian Lee - Goldman Sachs

Colin Rusch - Oppenheimer

Julien Dumoulin-Smith - Bank of America

Philip Shen - Roth MKM

Mark Strouse - JPMorgan

Praneeth Satish - Wells Fargo

Eric Stine - Craig-Hallum Capital Group

Christine Cho - Barclays

Jordan Levy - Truist Securities

Kashy Harrison - Piper Sandler

Andrew Percoco - Morgan Stanley

Joseph Osha - Guggenheim Partners

Auguste Richard - Northland

Moses Sutton - BNP Paribas

Maheep Mandloi - Mizuho

Tristan Richardson - Scotia Bank

Vikram Bagri - Citigroup

Pavel Molchanov - Raymond James

Austin Moeller - Canaccord

Operator

Good afternoon, and welcome to the Enphase Energy Fourth Quarter 2023 Financial Results Conference Call. All participants will be in listen-only mode. [Operator Instructions]. Please note, this event is being recorded. I would now like to turn the conference over to Zach Freedman. Please go ahead.

Zachary Freedman

Good afternoon, and thank you for joining us on today's conference call to discuss Enphase Energy's fourth quarter 2023 results. On today's call are Badri Kothandaraman, our President and Chief Executive Officer; Mandy Yang, our Chief Financial Officer; and Raghu Belur, our Chief Products Officer.

After the market closed today, Enphase issued a press release announcing the results for its fourth quarter ended December 31, 2023. During this conference call, Enphase management will make forward-looking statements, including, but not limited to, statements related to our expected future financial performance, market trends, the capabilities of our technology and products and the benefits to homeowners and installers, our operations, including manufacturing, customer service and supply and demand. Anticipated growth in existing and new markets, the timing of new product introductions and regulatory and tax matters. These forward-looking statements involve significant risks and uncertainties and our actual results and the timing of events could differ materially from these expectations.

For a more complete discussion of the risks and uncertainties, please see our most recent Form 10-K and 10-Qs filed with the SEC. We caution you not to place any undue reliance on forward-looking statements and undertake no duty or obligation to update any forward-looking statements as a result of new information, future events or changes in expectations. Also, please note that financial measures used on this call are expressed on a non-GAAP basis unless otherwise noted and have been adjusted to exclude certain charges. We have provided a reconciliation of these non-GAAP financial measures to GAAP financial measures in our earnings release furnished with the SEC on Form 8-K which can also be found in the Investor Relations section of our website.