Rows of cabinets containing lithium ion batteries supplied by Fluence, a Siemens and AES Company, are seen inside the AES Alamitos Battery Energy Storage System, which provides stored renewable energy to supply electricity during peak demand periods, in Long Beach, California on September 16, 2022.Energy storage leader Fluence is seeing strong demand from the power hungry utility sector and will become profitable this year, CEO Julian Nebreda told CNBC in an interview Friday.Fluence shares jumped 13% this w ...

Fe bruary 8, 2024 1Q FY2024 Earnings Disclaimer Forward-Looking Statements Thestatementsdescribedhereinthatarenothistoricalfactsareforward-lookingstatementswithinthemeaningofSection27AoftheSecuritiesActof1933,asamended,Section21EoftheSecuritiesExchangeActof1934,asamended,andthePrivateSecurities LitigationReformActof1995.Theseforward-lookingstatementsinclude,withoutlimitation,statementssetforthwithinthispresentation,andotherstatementsbymanagementduringtheearningscallregardingfuturefinancialandoperationalperf ...

财务数据和关键指标变化 - 第一季度营收为3.64亿美元,同比增长17% [9] - 第一季度调整后毛利率为10.5%,连续第二个季度实现两位数毛利率 [25] - 第一季度调整后EBITDA为负1800万美元,较上年同期的负2600万美元有所改善 [25] 各条业务线数据和关键指标变化 - 解决方案业务新签合同2.7吉瓦时,服务业务新签合同2.3吉瓦时,数字业务新签合同0.4吉瓦时 [9] - 服务资产管理规模达到3.3吉瓦,部署服务附着率超过90% [10] - 数字资产管理规模从9月30日的15.5吉瓦增加到12月31日的17吉瓦 [10] - 服务和数字业务年度经常性收入约6400万美元,有望在2024财年达到8000万美元 [10] 各个市场数据和关键指标变化 - 美国市场占营收的70% [24] 公司战略和发展方向 - 公司将在2024年夏季开始在美国生产电池模组,满足美国国内含量要求 [16][19] - 公司供应链策略包括多元化电池供应商、多年保证电池产能、资产轻资产区域供应链等 [15][16][17] - 公司将受益于《通胀减缓法案》带来的客户和自身的税收激励 [18][19] - 公司已成为联合国全球契约的正式签约成员 [20] 管理层对经营环境和未来前景的评论 - 公司第一季度订单额创纪录,达到11亿美元,签约合同总额增加至37亿美元,创历史新高 [9] - 公司2024财年80%的收入已被签约合同覆盖,2025财年收入有望增长35%-40% [13][14][29] - 电池价格下降为公司带来了良好的市场需求环境 [12][14] 问答环节重要的提问和回答 问题1 **George Gianarikas 提问** 询问新签订单的地理分布和毛利率情况 [37][38] **Julian Nebreda 回答** 新签订单2/3来自美国,毛利率在双位数 [38] 问题2 **Brian Lee 提问** 询问2024财年毛利率指引和2024财年已签订单的价格锁定情况 [43][44][45][46][47][48] **Julian Nebreda 回答** 2024财年80%收入已被签约合同覆盖,且价格已全部锁定,不存在商品价格风险敞口 [45][46][47][48] 问题3 **Christine Cho 提问** 询问EPC业务占比及其对毛利率的影响 [56][57][58] **Julian Nebreda 回答** EPC业务占比约30%,复杂项目EPC毛利率较高,简单项目EPC毛利率较低,整体在10%-15%区间 [58]

For the quarter ended December 2023, Fluence Energy, Inc. (FLNC) reported revenue of $363.96 million, up 17.2% over the same period last year. EPS came in at -$0.14, compared to -$0.21 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $401.04 million, representing a surprise of -9.25%. The company delivered an EPS surprise of -7.69%, with the consensus EPS estimate being -$0.13.While investors closely watch year-over-year changes in headline numbers -- revenue and earn ...

文章核心观点 - 公司在2024财年第一季度实现了双位数的GAAP毛利率和调整后毛利率 [3][4] - 公司预计2024财年全年GAAP毛利率和调整后毛利率将在10%-12%之间 [9] - 公司在2024财年第一季度实现了合同订单总额的大幅增长 [9] - 公司预计将于2024年夏季在犹他州的制造工厂开始电池模组生产 [11] - 公司的多样化电池供应商使其能够利用有利的条款和电池价格 [12] - 公司的数字业务保持了强劲的客户保留率 [13] 财务指标总结 - 2024财年第一季度收入约3.64亿美元,同比增长17% [2] - 2024财年第一季度GAAP毛利率约10%,同比提升6.1个百分点 [3] - 2024财年第一季度调整后毛利率约10.5%,同比提升6.3个百分点 [4] - 2024财年第一季度净亏损约2,560万美元,同比减少3,637万美元 [5] - 2024财年第一季度调整后EBITDA约负1,830万美元,同比改善7,800万美元 [6] - 截至2023年12月31日,合同在手订单约37亿美元,较2023年9月30日增加8亿美元 [7] - 截至2023年12月31日,总现金约4.77亿美元,较2023年9月30日增加1,400万美元 [8][10] 战略目标 - 实现盈利性增长 [9] - 开发客户需要的产品和解决方案 [11] - 将供应链转化为竞争优势 [12] - 利用Fluence数字业务作为竞争差异化和利润驱动器 [13] - 提高工作效率 [14]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40978 Fluence Energy, Inc. (Exact name of registrant as specified in its charter) Delaware 87-1304612 (State or other jurisdi ...

ARLINGTON, Va., Jan. 31, 2024 (GLOBE NEWSWIRE) -- Fluence Energy, Inc. (NASDAQ:FLNC) ("Fluence" or the "Company"), announced today that it will report earnings for the first quarter ended December 31, 2023 on Wednesday, February 7th, 2024, after market close. The Company will conduct a teleconference starting at 8:30 a.m. EST on Thursday, February 8th, 2024, to discuss the results. To participate, analysts are required to register by clicking Fluence Energy Q1 Earnings Call Registration Link. Once registere ...

ARLINGTON, Va., Jan. 31, 2024 (GLOBE NEWSWIRE) -- Fluence Energy, Inc. (Nasdaq: FLNC) (“Fluence” or the “Company”), announced today that it will report earnings for the first quarter ended December 31, 2023 on Wednesday, February 7th, 2024, after market close. The Company will conduct a teleconference starting at 8:30 a.m. EST on Thursday, February 8th, 2024, to discuss the results. To participate, analysts are required to register by clicking Fluence Energy Q1 Earnings Call Registration Link. Once register ...

MELBOURNE, Australia, Jan. 29, 2024 (GLOBE NEWSWIRE) -- Fluence Energy, Inc. ("Fluence") (NASDAQ:FLNC), a leading global provider of energy storage products, services, and optimisation software for renewables and storage, today announced that the company has been selected by Origin Energy Limited (Origin) to deliver a 300 MW / 650 MWh battery at the Mortlake Power Station in southwest Victoria. The project will use Fluence's Gridstack™ energy storage product with a 15-year service agreement contributing to ...

With peak inflation likely in the rearview mirror for the time being and interest rates expected to come down, 2024 could be a great year to invest in growth stocks. However, some investors may be hesitant to keep their foot on the gas after a rip-roaring 2023 saw many growth stocks surge to new heights.Electric vehicle maker Rivian Automotive (RIVN -2.15%), materials company Hexcel (HXL 0.27%), and energy storage specialist Fluence Energy (FLNC -1.74%) somewhat missed out on the rally by underperforming th ...