Q2 2023 Financial Overview & Strategic Plan
STRATEGY EVOLUTION UNLOCKS
MASSIVE & GROWING SAM
2018
SAM: $14B
Key Acquisitions (2019-2023)
neurio
MEANGREEN
MOWERS
DSE
Pika
ENERGY
enbala
YOUR GRID. IN BALANCE.
2025
|
GENERAC
Projected ~5X Expansion
of Served Addressable
Market (SAM) since 2018!
Key drivers of increase in SAM...
✓ Clean Energy - Residential and C&I storage, rooftop
MLPEs, hydrogen / hybrid gens, EV chargers
✓ Connected Devices - Smart thermostats, monitoring &
management devices
✓ Energy as a Service / Microgrids
✓ Global C&I - Gas gens, telecom, base expansion
✓ Grid Services - Hardware + Software + Services
✓ Expansion of HSB Market
✓ Chore Products Electrification
Source: Company estimates, various third-party sources
DEEP SEA
ELECTRONICS
Chilicon Power
SAM: $72B
Offgrid
energy
ankutility Blue Pillar
Apricity ecobee
REFUstor
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