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Investor Presentaiton

Enphase financials - GAAP P&L-GAAP ($ in MUSD) Q1'22 ACT Q2'22 Q3'22 Q4'22 ACT ACT ACT FY'22 ACT Revenues $441.3 $530.2 $634.7 $724.7 Q1'23 Q2'23 Q3'23 Q4'23 FY'23 Q1'24 ACT ACT ACT ACT ACT ACT $2,330.9 $726.0 $711.1 $551.1 $302.6 $2,290.8 $263.3 Cost of revenues (264.3) (311.2) (366.8) (414.0) (1,356.3) (399.6) (387.8) (289.1) (155.9) (1,232.4) (147.8) Gross profit 177.0 219.0 267.9 310.7 974.6 326.4 323.3 262.0 146.7 1,058.4 115.5 Gross Margin % 40.1% 41.3% 42.2% 42.9% 41.8% 45.0% 45.5% 47.5% 48.5% 46.2% 43.9% Operating expenses (115.2) (125.0) (132.5) (153.7) (526.3) (158.7) (153.0) (144.0) (156.9) (612.6) (144.6) % of Revenue 26% 24% 21% 21% 23% 22% 22% 26% 52% 27% 55% Operating income (loss) 61.8 % of Revenue 14% 94.0 135.4 157.0 18% 21% 22% 448.3 167.7 170.3 118.0 19% 23% 24% 21% (10.2) (3%) 445.8 (29.1) 19% (11%) Cash flows from operations 102.4 200.7 188.0 253.7 744.8 246.2 269.2 145.8 35.5 696.8 49.2 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. 30
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