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SunPower
SunPower (SPWR) investor relations material
SunPower Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary20 Jan, 2026
Executive summary
Achieved record Q4'25 revenue of $88.5 million, up from $70 million in the prior quarter, driven by Sunder and Ambia acquisitions and organic growth.
Posted fourth consecutive profitable quarter, making 2025 the first profitable year after four years of losses, with full-year operating income of $10.9 million.
Cash balance increased to $9.3 million, supported by a $55 million equity line of credit.
Expanded sales force to nearly 2,000 1099 reps, nearly doubling from the start of the year, while maintaining direct employee headcount stability.
Completed and integrated acquisitions of Sunder, Ambia, and announced intent to acquire Cobalt Power Systems, enhancing sales, operational execution, and technology deployment.
Financial highlights
Q4'25 revenue: $88.5 million (Q3'25: $70.0 million); full-year 2025 revenue: $308.8 million.
Q4'25 non-GAAP operating income: $3.5 million (Q3'25: $2.0 million); full-year 2025: $10.9 million.
Gross margin improved to 57% non-GAAP in Q4'25, up from 48% in Q3'25.
Revenue per employee reached a record $445,000, significantly above industry peers.
Cash balance at Q4'25 end: $9.3 million (Q3'25: $5.1 million), excluding new ELOC inflows.
Outlook and guidance
Q1'26 revenue expected at $84 million, with $4 million uncertainty due to seasonal and ITC tax credit factors.
Q1'26 operating income forecasted at $2.0 million; profitability expected to continue through 2026.
Revenue plan targets $507 million in 2026 and $1 billion by 2028, implying a 50% CAGR.
Plan to maintain minimum cash of $10 million per quarter, supported by ELOC and additional funding deals.
Anticipates market share gains in 2026 from expanded salesforce.
Detail the plan to raise SPWR's P/S ratio
What are the next steps for cash security?
How do acquisitions drive employee productivity?
How will acquisitions drive $1B revenue by 2028?
What drives Sunder sales to install conversion?
How software systems differentiate SunPower?
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Next SunPower earnings date
Q1 202629 Apr, 2026
SunPower
Next SunPower earnings date
Q1 202629 Apr, 2026
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