Okay folks, how about some guesses for third quarter revenues and EPS.
Feel free to go beyond REV and EPS with predictions. Deadline for entries is Friday October 26th.
Q3 REV: $58 million –vs-- consensus of $61.8 million
My REV is a bit low to realistically reflect the reduction in British Feed-In Tariff rates and general reductions in European governmental solar incentives.
Q3 EPS $(-0.14) --vs—consensus of $(-0.20)
My EPS is high to reflect continued increase in production margins.
Other metrics they may announce at the ER conference:
YOY Q3 Sales growth 65%
Total Global system Installs at date of announcement (Nov 5th): 61,000
Total European system Installs at date of announcement: 3,100
Q4 revenue guidance -- $67 million –vs-- consensus of $74.7 million
Once again my number is low to reflect reduction in British Feed-In Tariff rates and general reductions in European governmental incentives and also Enphase has previously stated that winter quarter is their slowest so $74.7 million seems highly unlikely.