Tigo Energy, Inc. (TYGO) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon. Welcome to Tygo Energy's fiscal second quarter 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press star 1-1 on your telephone. You will then hear an automated message advising that your hand is raised. To withdraw your question, please press star 1-1 again. Joining us today from Tygo are Zvi Alon, CEO, and Bill Roeschlein, CFO. As a reminder, this call is being recorded. I would now like to turn the call over to Bill Roeschlein, Chief Financial Officer. Thank you, Operator, and it's a pleasure to join you today from our corporate offices in Los Gatos, California, also with us is Zvi Alon, our CEO. We'd like to remind everyone that some of the matters we'll discuss on this call, including expected business outlook, our ability to increase our revenues and achieve and maintain profitability, our overall long-term growth prospects, expectations regarding continued recovery in our industry, statements about demand for our products, our competitive position and market share, the impact of tariffs and other trade barriers, including U.S. restrictions on foreign produced power inverters, the anticipated impact of regulatory actions, including actions by the SEC and the European Union on demand for our products, our current and our future inventory levels, charges and reserves, and their impact on future financial results, inventory supply and its impact on customer shipments, statements about our revenue and adjusted EBITDA for the third fiscal quarter of 2026 and our revenue for the full fiscal year 2026, the expected timing of the market introduction and volume ramp of our SEC45X an...