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Investor Presentaiton

Enphase financials - Non-GAAP P&L Non-GAAP ($ in MUSD) Q1'22 ACT Q2'22 Q3'22 Q4'22 FY'22 Q1'23 Q2'23 Q3'23 Q4'23 FY'23 Q1'24 ACT ACT ACT ACT ACT ACT ACT ACT ACT ACT Revenues $441.3 $530.2 $634.7 $724.7 $2,330.9 $726.0 $711.1 $551.1 $302.6 $2,290.8 $263.3 Cost of revenues (260.5) (306.6) (362.2) (407.6) (1,336.9) (394.1) (382.5) (284.5) (150.5) (1,211.5) (141.7) Gross profit 180.8 223.6 272.5 317.1 994.0 331.9 328.6 266.6 152.1 1,079.3 121.6 Gross margin % 41.0% 42.2% 42.9% 43.8% 42.6% 45.7% 46.2% 48.4% 50.3% 47.1% 46.2% Operating expenses (66.3) (71.2) % of Revenue 15% 13% (78.6) 12% (87.7) 12% (303.7) 13% (98.3) 14% (98.1) (99.0) (86.5) (382.1) (82.6) 14% 18% 29% 17% 31% Operating income 114.5 152.4 193.9 % of Revenue 26% 29% 31% 229.4 32% 690.3 30% 233.6 32% 230.5 167.6 65.6 697.2 39.0 32% 30% 22% 30% 15% Free cash flows 90.1 192.0 179.1 237.3 698.4 223.8 225.2 122.0 15.4 586.4 41.8 Cash, cash equivalents and marketable securities 1,063.5 1,247.8 1,417.3 1,612.8 1,612.8 1,778.4 1,800.5 1,783.9 1,695.0 1,695.0 1,629.6 → ENPHASE © 2024 Enphase Energy, Inc. 31
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