FCEL
Electrical Equipment & Parts · Industrials
Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Mark Strauss is recorded as Analyst at J.P. Morgan. Mark Strauss has spoken on 27 earnings calls and 5 other investor events across 16 companies, most recently for Bloom Energy Corp on October 22, 2026. Those appearances were for Fuelcell Energy Inc (FCEL), Bloom Energy Corp (BE), Shoals Technologies Group, Inc. (SHLS), Argan Inc (AGX), Nextpower Inc. (NXT) and 11 other companies. The companies whose calls Mark Strauss spoke on are classified in the Industrials, Technology and Utilities sectors.
“K.R., I'm curious if you can just talk about the recent decision to expand your real estate footprint in Fremont. You spent quite a bit of time on the call talking about kind of multiple path of TAM expansion.”
“David, I believe you said earlier this year, just kind of thinking about revenue sequencing, earlier this year, I believe you said that you were expecting kind of sequential increases throughout the year.”
“And I'll echo the welcoming to the public market here. Um, uh, John, I, I know you, uh, uh, you talked about, um, um, I'm sorry, you, you talked about kind of being sold out through 2027 and into 2028.”
“Thank you very much for taking our questions. i appreciate you guys are giving us the the percentage of your revenue it's coming from the non-tracker business is there any other color that you can provide us though as far as like the the percentage of your tracker projects that are coming with other technologies maybe…”
“And I'll echo my welcome to the public markets here. So I appreciate the disclosure that about 94% of your data center backlog is for prime power.”
J.P. Morgan
Analyst
Transcript header (unverified)
FCEL
Electrical Equipment & Parts · Industrials
Electrical Equipment & Parts · Industrials
AGX
Engineering & Construction · Industrials
NXT
Solar · Technology
FSLR
Solar · Technology
EROC
Specialty Industrial Machinery · Industrials
INIO
Specialty Industrial Machinery · Industrials
FRVO
Utilities - Renewable · Utilities
Electrical Equipment & Parts · Industrials
GEV
Specialty Industrial Machinery · Industrials
Engineering & Construction · Industrials
FLNC
Utilities - Renewable · Utilities