NXT
Solar · Technology
Analyst
Barclays
Equibles does not estimate personal net worth.
Christine Cho is recorded as Analyst at Barclays. Christine Cho has spoken on 14 earnings calls across 10 companies, most recently for Nextpower Inc. on October 28, 2026. Those appearances were for Nextpower Inc. (NXT), XPLR Infrastructure, LP (XIFR), Enphase Energy, Inc. (ENPH), Williams Companies, Inc. (WMB), Fluence Energy, Inc. (FLNC) and 5 other companies. The companies whose calls Christine Cho spoke on are classified in the Technology, Utilities, Energy and Industrials sectors.
“I just wanted to start on this energy storage comment of $100 million of revenue and $20 million of adjusted EBITDA. Yeah. Are these the sort of economics that we should assume for this business?”
“And then just a housekeeping item, the 10-Q indicates that there were some IEPA refunds. Did any of that show up in COGS, or was it applied to inventory?”
“I just wanted to ask about, you know, your engine supply. I know you've mentioned that, you know, the supply has no problem growing with you and that will never be a constraint.”
“For CPIF decisions around buyout or flip, can you just remind us what the protocol is? If you do decide to do a flip, just sort of what sort of notice do you need to give to the CPIF owners?”
“For the power conversion, when should we expect deliveries and how should we, and when should we expect to start seeing in bookings? And, you know, you talk about how these products are needed for optimizing solar plant yield, power quality, or data centers, and then enabling integration with battery storage.”
Barclays
Analyst
Source not stated
NXT
Solar · Technology
ENPH
Solar · Technology
FLNC
Electrical Equipment & Parts · Industrials
Specialty Industrial Machinery · Industrials
FSLR
Solar · Technology