FTC Solar, Inc. (NASDAQ:FTCI) Q1 2024 Earnings Call Transcript

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Ahmad Chatila: Yes. And Jeff, sorry. Kashy, let me give you a color as well. While there’s chatter in the industry about the high voltage equipment and the lead times on those, specifically, we have not seen any of our projects being impacted yet with that. And on module, I want to circle back to a prior question. We went through and we talked to all our customers, at least from the second half projects. And to a large extent, a lot of them already have procured modules. They either have an inventory or they have them with First Solar or with someone who is going to be able to ship. So that’s the second half of the year. I cannot tell you about 2025 right now and what’s the impact of AD/CVD or the high-voltage equipment. But from the second half of the year, at this moment in time, we have not heard anything from our customers.

Kashy Harrison: Appreciate the color. That’s all I have. Thank you.

Ahmad Chatila: Thank you.

Operator: Thank you. And I’m showing no further questions, and I’d like to hand it back to management for any further or closing remarks.

Ahmad Chatila: Bill?

Bill Michalek: Great. Well, thanks, everyone, for joining today. We look forward to giving you an update next quarter and thanks for joining.

Operator: This concludes today’s conference call. Thank you for participating. You may now disconnect.

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