Hannah Velasquez

“As others have said, welcome to the public equity markets. Maybe just to begin with a question, I know this is a common theme recurring across the conversation, but can we talk a bit more about behind the meter, more specifically on timing, how you're thinking about that?”

“Is it as simple as adding the two gigawatt hours, or is it on a project-by-project basis? I'm really trying to get a sense of what 2Q could look like from a backlog expansion perspective.”

“Just to kick off with my question, I had a follow-up on the data center opportunity or rather the large complex. So I understand you're targeting a mix of resources across renewables and conventional.”

“And I think that brings me to my next question, just in terms of how you're thinking about the long-term outlook for residential solar, how exactly do we get to a full recovery, perhaps back to pre-NEM 3.0 installation levels, if that's even feasible.”

“On the hyper-sailer front, can you give us a sense of what the general, you know, if there is a generic mix between resources that some of the conversations you're having with hyperscalers look like?”