SolarEdge Technologies announced on November 18 2025 that it has completed its first commercial battery installations in Germany, deploying its CSS‑OD commercial storage system in the country’s largest solar self‑consumption market.
The CSS‑OD system combines a 102.4 kWh‑rated battery cabinet with a 50 kW inverter and can be scaled up to 1 MWh per site. It is engineered to work seamlessly with SolarEdge PV systems, enabling customers to store excess generation and achieve up to 95 % self‑consumption, as demonstrated by WG Solar Concept GmbH in Nufringen, Baden‑Württemberg, which now powers 95 % of its energy needs, including heat pumps and electric vehicles.
SolarEdge received more than 150 orders totaling over 15 MWh in the first weeks after launch, and the first dozen installations are now live across Germany. The high‑profile WG Solar Concept site is one of the earliest adopters, illustrating the system’s commercial viability and the company’s ability to deliver turnkey solutions to large customers.
The launch comes on the heels of SolarEdge’s Q3 2025 earnings, in which the company reported revenue of $340.18 million—up 30.4 % year‑over‑year and 18 % from the prior quarter—and a non‑GAAP EPS of –$0.31, beating analyst expectations by $0.12. Non‑GAAP gross margin improved to 18.8 % from 13.1 % in Q2, reflecting stronger pricing power and cost discipline amid a broader industry slowdown.
By adding commercial storage to its core inverter and optimizer business, SolarEdge is creating a new revenue stream that could lift its commercial segment sales and strengthen its competitive moat in Europe. The company’s focus on self‑consumption markets aligns with regulatory shifts away from net metering, positioning it to capture growing demand for integrated PV‑storage solutions.
The German and broader European market is crowded, with competitors such as Enphase, Tesla, and local battery manufacturers offering similar solutions. SolarEdge’s advantage lies in its integrated platform, which eliminates the need for third‑party inverters and optimizers, reducing installation complexity and cost. However, the market faces inventory oversupply, pricing pressure, and a projected decline in residential solar demand after the expiration of tax incentives at the end of 2025.
CEO Shuki Nir highlighted the company’s “steady progress in our turnaround, with three consecutive quarters of revenue growth and improving margins,” while Chief Commercial & Industrial Division head Naama Ohana described the CSS‑OD launch as a “strong new revenue stream.” Their comments underscore SolarEdge’s confidence in the product’s commercial potential and its role in the company’s broader strategy.
Following the Q3 2025 earnings release, market sentiment was tempered by concerns over profitability, industry headwinds, and weak guidance. The CSS‑OD launch adds optimism, but investors remain focused on the company’s ability to sustain margin expansion and navigate a competitive, price‑sensitive market.
SolarEdge’s first commercial battery installations signal a strategic pivot toward integrated energy solutions, but the company must continue to manage cost pressures and capitalize on the growing self‑consumption trend to realize long‑term growth.
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