SEDG Partnership

SolarEdge Announces Strategic Partnership with Schaeffler for EV Charging Infrastructure

Published August 05, 2025 at 01:00 PM

MILPITAS, Calif.--(BUSINESS WIRE)--SolarEdge Technologies, Inc. (NASDAQ: SEDG), a global leader in smart energy technology, is proud to announce a strategic partnership with Schaeffler, a leading automotive and industrial supplier, to deploy electric vehicle (EV) charging infrastructure and software across Schaeffler sites. The partnership will support Schaeffler in commissioning around 2300 charging points in Europe. By integrating hardware and SolarEdge’s EV charging software capabilities int

Related Questions

What is the size and duration of the contract with Schaeffler? What is the expected financial contribution from the 2,300 charging points in Europe? Will the partnership enable cross‑selling of SolarEdge's other products (e.g., solar inverters, storage systems)? What is the pricing model for the EV charging infrastructure (capex, opex, subscription) and its impact on recurring revenue? What execution risks exist (supply‑chain, regulatory, integration) that could affect the partnership's success? How will this partnership affect SolarEdge's revenue growth and margins? What is the timeline for deploying the 2,300 charging points and when will the related revenue be recognized? How will this partnership affect cash flow and capital expenditures in the next fiscal year? Is there any potential dilution from financing required for the hardware deployment? How does this partnership compare to similar collaborations by competitors such as Envision, ChargePoint, or Tesla? When will the revenue from this partnership be recognized in the financial statements? What is the outlook for the European EV charging market and its potential to boost the partnership? Will this partnership increase SolarEdge's market share in the EV charging software market? What impact will the partnership have on SEDG's valuation and forward multiples? Does the partnership provide a strategic advantage that could lead to acquisitions or additional partnerships?