Fluence Energy, Inc. (FLNC) Q2 2026 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:05.218 questions, I guess, on hyperscaler MSAs. I'm not sure how much you can provide, 00:00:05.218 -- 00:00:10.546 but I would love to maybe get some detail around quantification of 00:00:10.546 -- 00:00:14.992 the size of the deals, how many megawatts, over what years, 00:00:14.992 -- 00:00:18.717 and is it over multiple sites that are already identified? 00:00:18.717 -- 00:00:23.944 Maybe just if you could elaborate a bit more on kind of the scope of these two MSA deals 00:00:23.944 -- 00:00:28.591 and how meaningful they are in terms of quantitative impact. 00:00:28.591 -- 00:00:28.991 Yes. 00:00:28.820 -- 00:00:33.906 So I'll tell you, the majority, or the great majority of our pipeline 00:00:33.906 -- 00:00:35.768 is 00:00:35.768 -- 00:00:39.693 supported by deals that are behind these two MSAs. 00:00:39.693 -- 00:00:45.079 And these deals will, and that pipeline is several different data 00:00:45.079 -- 00:00:49.003 centers around that they have around the US mostly. 00:00:49.003 -- 00:00:54.184 So that's what it is. In terms of financial, you know, And 00:00:54.184 -- 00:00:56.607 our current pipeline is 12 gigas, so that gives you a sense. 00:00:56.607 -- 00:01:01.333 We're not providing the financial numbers around it, as it's too early and we're competing, 00:01:01.333 -- 00:01:03.855 as you know. So we are not providing those numbers today. 00:01:03.855 -- 00:01:09.302 But my expectation is that as we end the fourth quarter and bring, 00:01:09.302 -- 00:01:14.545 hopefully, a good number of these projects, and I can offer numbers including 00:01:16.129 -- 00:01:20.214 everything, and though not necessarily be providing commercial, I will provide you more 00:01:20.214 -- 00:01:22.557 financial metrics 00:01:22.557 -- 00:01:24.4...