Maxeon Solar Technologies, Ltd. (MAXN): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo dinámico de la energía renovable, Maxeon Solar Technologies (MAXN) surge como una fuerza pionera, transformando la tecnología solar a través de un diseño innovador y asociaciones estratégicas. Al aprovechar soluciones fotovoltaicas de vanguardia y un modelo de negocio robusto, Maxeon no solo vende paneles solares, sino que reinventa cómo la energía sostenible puede producirse, distribuirse e integrarse de manera eficiente en los mercados residenciales, comerciales y de utilidades. Su enfoque integral combina la excelencia tecnológica con el posicionamiento estratégico, lo que los convierte en un jugador convincente en el panorama mundial de energía solar.

Maxeon Solar Technologies, Ltd. (Maxn) - Modelo de negocio: asociaciones clave

Asociación estratégica con SunPower Corporation

Maxeon Solar Technologies mantiene un Tecnología crítica y asociación de fabricación con SunPower Corporation, establecido a través de un acuerdo spin-off en 2020. Los detalles clave de la asociación incluyen:

Aspecto de asociación	Detalles específicos
Transferencia de tecnología	Derechos exclusivos a las tecnologías de células solares y paneles de alta eficiencia desarrolladas por SunPower
Acuerdo de fabricación	Continuación de colaboración de fabricación para la producción de paneles solares premium
Propiedad intelectual	Acceso a más de 1,000 patentes de tecnología solar

Asociaciones de distribución de panel solar global

Maxeon ha establecido asociaciones con múltiples distribuidores e instaladores solares internacionales:

• Red de distribución en América del Norte
• Asociaciones establecidas en mercados europeos
• Expansión de canales de distribución en la región de Asia-Pacífico

Colaboraciones de fabricación asiática

Maxeon ha desarrollado empresas conjuntas estratégicas en fabricación:

País	Socio de fabricación	Ubicación de la instalación
Malasia	Flex Ltd.	Instalación de fabricación de Penang
Singapur	Consorcio de fabricación local	Centro avanzado de producción de paneles solares

Asociaciones de investigación e innovación

Maxeon colabora con múltiples centros de investigación de tecnología solar:

• Asociación con el Laboratorio Nacional de Energía Renovable (NREL)
• Investigación colaborativa con el Instituto de Tecnología de Massachusetts (MIT)
• Programa de innovación conjunta con el Instituto de Tecnología de California (Caltech)

Las inversiones de asociación 2023 de la compañía totalizaron aproximadamente $ 42.7 millones en iniciativas de investigación y desarrollo colaborativo.

Maxeon Solar Technologies, Ltd. (Maxn) - Modelo de negocio: actividades clave

Diseño y fabricación de panel solar de alta eficiencia

Maxeon produce paneles solares de alto rendimiento con las siguientes especificaciones de fabricación:

Tipo de panel	Calificación de eficiencia	Capacidad de producción anual
Paneles solares de rendimiento	22.8%	2.4 GW
Paneles solares de Maxeon	24.1%	1.6 GW

Investigación y desarrollo de tecnologías fotovoltaicas avanzadas

Detalles de inversión de I + D:

• Gastos de I + D en 2023: $ 36.2 millones
• Número de patentes activas: 895
• Áreas de enfoque de investigación clave:
  • Tecnología de heterounión
  • Diseño de células solares de contacto
  • Ingeniería de material avanzado

Ventas globales y marketing de soluciones de energía solar

Mercado geográfico	Contribución de ingresos	Canales de ventas
América del norte	38.5%	Director y distribuidor
Europa	27.3%	Red de asociación
Asia-Pacífico	34.2%	Ventas directas

Procesos de fabricación y control de calidad

Métricas de control de calidad:

• Instalaciones de fabricación: 3 (Singapur, Malasia, Francia)
• ISO 9001: 2015 certificado
• Tasa de inspección de control de calidad: 100% del lote de producción
• Tasa de defectos: menos del 0,5%

Maxeon Solar Technologies, Ltd. (Maxn) - Modelo de negocio: recursos clave

Instalaciones avanzadas de fabricación de células solares y paneles

Maxeon opera instalaciones de fabricación en las siguientes ubicaciones:

Ubicación	Tipo de instalación	Capacidad de producción anual
Malasia	Fabricación de paneles solares	1.4 GW
Filipinas	Fabricación de células solares	400 MW
Francia	Investigación y producción	300 MW

Patentes de propiedad intelectual y tecnología solar

La cartera de propiedades intelectuales de Maxeon incluye:

• Más de 900 patentes activas en todo el mundo
• Innovaciones de tecnología de células solares especializadas
• Tecnologías de mejora del rendimiento

Ingeniería técnica y talento de I + D

Recursos humanos de Maxeon profile:

Categoría	Número de empleados
Total de empleados	1,700
Ingenieros de I + D	250
Titulares de doctorado	45

Fuerte reputación de marca en tecnología solar de alto rendimiento

Métricas de rendimiento de la marca:

• Eficiencia del panel solar: Hasta el 26.7% (más alto en la industria)
• Garantía de rendimiento de 25 años
• Presencia del mercado global en más de 30 países

Maxeon Solar Technologies, Ltd. (Maxn) - Modelo de negocio: propuestas de valor

Paneles solares de alta eficiencia con rendimiento superior

Los paneles solares de Maxeon logran 22.8% de eficiencia para paneles residenciales y hasta 26.7% de eficiencia para paneles comerciales. La línea de rendimiento de la compañía generan los paneles solares 430-470 vatios por panel.

Tipo de panel	Rango de eficiencia	Potencia de salida
Paneles residenciales	22.8%	430-470 vatios
Paneles comerciales	Hasta el 26.7%	470-500 vatios

Soluciones solares innovadoras y tecnológicamente avanzadas

La tecnología de Maxeon incluye:

• Diseño de células con contacto de cobre sólido
• Arquitectura de panel resistente a microgrietas
• Garantía de producto de 25 años

Generación de energía sostenible y ecológica

Los paneles de Maxeon reducen Emisiones de CO2 por aproximadamente 1,5 toneladas por año para una instalación residencial promedio. El proceso de fabricación de la compañía reduce la huella de carbono por 40% en comparación con la producción tradicional de paneles solares.

Tecnología de panel solar confiable y duradera

Métrico de rendimiento	Valor
Tasa de degradación	0.25% por año
Vida útil del panel	Más de 40 años
Coeficiente de temperatura	-0.30%/° C

Maxeon Solar Technologies, Ltd. (Maxn) - Modelo comercial: Relaciones con los clientes

Soporte de ventas directo para clientes comerciales y residenciales

Maxeon Solar Technologies proporciona soporte de ventas directo a través de múltiples canales:

Canal de ventas	Segmento de clientes	Método de soporte
Equipo de ventas directas	Clientes comerciales	Gerentes de cuentas dedicados
Plataforma de ventas en línea	Clientes residenciales	Consulta basada en la web
Red de distribuidores autorizados	Mercados globales	Representantes de ventas regionales

Servicio técnico al cliente y soporte de productos

Canales de soporte técnico:

• Línea directa de soporte técnico 24/7
• Sistema de boletos de soporte por correo electrónico
• Servicios de diagnóstico remoto
• Asistencia técnica en el sitio

Plataformas de participación del cliente en línea

Plataforma	Funcionalidad	Métricas de participación del usuario
Portal de clientes	Monitoreo del rendimiento	85% de participación activa del usuario
Aplicación móvil	Seguimiento del sistema solar en tiempo real	72,000 usuarios de aplicaciones activas
Base de conocimiento en línea	Recursos de autoayuda	500+ artículos técnicos

Garantía a largo plazo y garantías de rendimiento

Detalles de la cobertura de garantía:

• Garantía de rendimiento lineal de 25 años
• Garantía de mano de obra de productos de 12 años
• Garantía de degradación del rendimiento: disminución anual máxima del 0.5%

Tipo de garantía	Período de cobertura	Valor de reemplazo
Garantía del producto	12 años	Reemplazo de componentes completos
Garantía de rendimiento	25 años	Compensación del panel prorrateado

Maxeon Solar Technologies, Ltd. (Maxn) - Modelo de negocio: canales

Equipo de ventas directas

A partir del cuarto trimestre de 2023, Maxeon Solar Technologies mantiene un equipo de ventas directas en múltiples regiones mundiales, con aproximadamente 87 profesionales de ventas dedicados que cubren los mercados internacionales.

Región	Tamaño del equipo de ventas	Enfoque del mercado
América del norte	32 representantes	Instalaciones solares residenciales y comerciales
Asia-Pacífico	28 representantes	Proyectos industriales y a escala de servicios públicos
Europa	17 representantes	Mercados residenciales y comerciales
Resto del mundo	10 representantes	Mercados solares emergentes

Redes de socios de instalación solar

Maxeon ha establecido asociaciones estratégicas con 214 compañías de instalación solar a nivel mundial a partir de 2024.

• América del Norte: 82 socios de instalación certificados
• Europa: 63 socios de instalación certificados
• Asia-Pacífico: 54 socios de instalación certificados
• Resto del mundo: 15 socios de instalación certificados

Plataformas de comercio electrónico en línea

Maxeon opera canales de ventas digitales en 7 plataformas principales en línea, generando $ 42.3 millones en ventas directas de productos solares en línea en 2023.

Oferta de proyectos solares industriales y comerciales

En 2023, Maxeon participó en 326 ofertas de proyectos solares industriales y comerciales, con un valor total del proyecto de $ 1.2 mil millones. La tasa de oferta exitosa fue del 47.3%.

Categoría de proyecto	Número de ofertas	Valor total del proyecto	Tasa de éxito
Proyectos industriales	187 ofertas	$ 680 millones	52.4%
Proyectos comerciales	139 ofertas	$ 520 millones	41.7%

Redes de distribución global

Maxeon mantiene redes de distribución en 42 países, con 28 centros de distribución primarios ubicados estratégicamente para minimizar los costos logísticos.

Región	Centros de distribución	Volumen de distribución anual
América del norte	8 centros	1.2 millones de paneles solares
Asia-Pacífico	12 centros	2.5 millones de paneles solares
Europa	6 centros	750,000 paneles solares
Resto del mundo	2 centros	250,000 paneles solares

Maxeon Solar Technologies, Ltd. (Maxn) - Modelo de negocio: segmentos de clientes

Consumidores de paneles solares residenciales

Maxeon se dirige a clientes residenciales con soluciones de paneles solares de alta eficiencia. A partir de 2023, el mercado solar residencial en los Estados Unidos representaba aproximadamente 3.9 GW de capacidad instalada.

Característica de segmento	Detalles específicos
Tamaño promedio del sistema residencial	6.5 kW a 8.5 kW
Dirigir el nivel de ingresos del cliente	$ 75,000 - $ 150,000 ingresos familiares anuales
Concentración geográfica	California, Texas, Florida, Nueva York

Desarrolladores de energía solar comercial e industrial

Maxeon ofrece soluciones solares especializadas para aplicaciones comerciales e industriales.

• Instalación solar comercial total en 2023: 6.4 GW
• Tamaño promedio del sistema comercial: 200 kW a 2 MW
• Vertical de la industria clave: fabricación, almacenamiento, agricultura

Desarrolladores de proyectos solares a escala de servicios públicos

Maxeon ofrece tecnologías de paneles solares de alto rendimiento para instalaciones solares a gran escala.

Métricas de segmento a escala de servicios públicos	2023 datos
Instalaciones totales a escala de servicios públicos	21.2 GW
Tamaño promedio del proyecto	100 MW - 500 MW
Enfoque geográfico	Suroeste, California, Texas

Inversores de energía verde y organizaciones centradas en la sostenibilidad

Maxeon atrae a los inversores comprometidos con tecnologías de energía renovable.

• ESG Inversión en el sector solar: $ 87.3 mil millones en 2023
• Organizaciones específicas: fondos de pensiones, grupos de inversión de impacto
• Tasa de crecimiento de la inversión sostenible: 15.3% anual

Maxeon Solar Technologies, Ltd. (Maxn) - Modelo de negocio: Estructura de costos

Gastos de fabricación y producción

Para el año fiscal 2023, Maxeon Solar Technologies informó costos de fabricación totales de $ 389.4 millones. El desglose de los gastos de producción incluye:

Categoría de gastos	Cantidad (USD)
Costos de material directo	$ 245.6 millones
Costos de mano de obra directa	$ 67.3 millones
Sobrecarga de fabricación	$ 76.5 millones

Inversiones de investigación y desarrollo

Maxeon invirtió $ 53.2 millones en investigación y desarrollo para el año fiscal 2023. Las áreas clave de enfoque de I + D incluyen:

• Tecnología de células solares de alta eficiencia
• Mejora del rendimiento de los módulos fotovoltaicos
• Procesos de fabricación avanzados

Gastos de ventas y marketing

Los costos de ventas y marketing para 2023 totalizaron $ 42.7 millones, con la siguiente asignación:

Canal de marketing	Gasto (USD)
Marketing digital	$ 12.3 millones
Ferias y eventos comerciales	$ 8.9 millones
Operaciones del equipo de ventas	$ 21.5 millones

Costos de cadena de suministro y logística

La cadena de suministro y los gastos de logística para 2023 ascendieron a $ 67.5 millones, incluido:

• Transporte y envío: $ 24.6 millones
• Almacenamiento y almacenamiento: $ 18.3 millones
• Gestión de inventario: $ 14.2 millones
• Tecnología y sistemas de logística: $ 10.4 millones

Maxeon Solar Technologies, Ltd. (Maxn) - Modelo de negocio: flujos de ingresos

Venta de productos de panel solar

En el tercer trimestre de 2023, Maxeon reportó ingresos totales de $ 106.5 millones. Desglose de ventas de productos del panel solar:

Categoría de productos	Ingresos ($ M)	Porcentaje
Paneles solares de línea de rendimiento	68.4	64.2%
Paneles solares comerciales	23.7	22.3%
Paneles solares residenciales	14.4	13.5%

Contratos de panel solar basados ​​en el rendimiento

Ingresos por contrato basados ​​en el desempeño de Maxeon en 2023:

• Valor de contrato de rendimiento total: $ 42.3 millones
• Duración promedio del contrato: 15 años
• Contratos de salida de potencia garantizados: 87% de los acuerdos de rendimiento total

Acuerdos de licencia de tecnología

Detalles de ingresos de licencia para 2023:

Socio de licencia	Tarifa de licencia ($ M)	Tipo de tecnología
Socio de fabricación chino	12.6	Tecnología Interdigitated Back Contact (IBC)
Fabricante solar europeo	7.9	Diseño del panel de alta eficiencia

Servicios de instalación y mantenimiento

Desglose de ingresos relacionados con el servicio:

• Ingresos totales de servicios de instalación: $ 18.5 millones
• Valor de contrato de mantenimiento: $ 8.7 millones
• Duración promedio del contrato de servicio: 5-7 años

Maxeon Solar Technologies, Ltd. (MAXN) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Maxeon Solar Technologies, Ltd. (MAXN) products, even when they cost more than the competition. It really boils down to performance that lasts, backed by serious guarantees.

Superior Efficiency

Maxeon Solar Technologies, Ltd. focuses on packing more power into the same roof space. They consistently lead the market in conversion efficiency, which means you get more electricity from the sunlight hitting your panels. For example, the Maxeon 6 AC module is rated at 22.8% efficiency.

The absolute peak of their technology, the Maxeon 7 panel, has achieved a module aperture efficiency measurement of 24.9% as confirmed by testing at the U.S. National Renewable Energy Laboratory (NREL). In more realistic, rooftop settings, this translates to about 24.1% efficiency. While the prompt suggests a commercial efficiency up to 26.7%, the highest confirmed efficiency for a current product line is the 24.9% lab result.

High Reliability

Reliability is where Maxeon Solar Technologies, Ltd. really separates itself. They offer what is arguably the industry's longest warranty, providing peace of mind for decades. This is built into the panel design, which resists common failure modes like hotspots, thanks to their Interdigitated Back Contact (IBC) architecture.

Here's a quick look at how their flagship 40-year warranty stacks up against typical industry standards:

Metric	Maxeon 40-Year Warranty (Select Markets)	Typical Industry Standard (25-Year)
Product Warranty Term	40 years	Typically 12-25 years
Guaranteed Peak Power (End of Term)	88.3% at Year 40	Typically 87.2% at Year 25
Annual Degradation Rate	Maximum of 0.25% per year	Typically 0.5% per year
Hail Impact Resistance	IEC-certified for up to 45mm diameter	Not explicitly stated/lower standard

Also, the service component of the 40-year warranty includes hassle-free repair, replacement, or refund, with removal, shipping, and installation costs covered for up to 40 years.

U.S. Domestic Supply Chain

Maxeon Solar Technologies, Ltd. is actively building out its U.S. manufacturing footprint to future-proof its supply for American customers, capitalizing on domestic incentives like those in the Inflation Reduction Act (IRA). The company is continuing the development of its Albuquerque, New Mexico-based manufacturing facility. This planned module assembly plant is intended to have 2 GW of solar panel manufacturing capacity, with operations targeted for early 2026. To fund this strategic pivot to focus exclusively on the U.S. market, Maxeon sold certain non-U.S. assets, bringing proceeds to the balance sheet of approximately $94 million.

Ethical Sourcing

The commitment here is to a fully traceable, ethical supply chain, free from forced labor, which is critical given recent regulatory scrutiny. Maxeon Solar Technologies, Ltd. states it has taken extraordinary measures to ensure this transparency. However, in late March 2025, U.S. Customs & Border Protection (CBP) denied the company's protests regarding detained shipments (Maxeon 3, 6, and Performance 6) that began in July 2024. CBP cited insufficient documentation as the reason, despite Maxeon submitting thousands of pages of documentation to demonstrate full compliance with the Uyghur Forced Labor Prevention Act (UFLPA). The company maintains its legacy supply chains are fully UFLPA-compliant.

Premium Brand Heritage

The value proposition is heavily weighted by the company's deep roots in solar innovation. Maxeon leverages over 40 years of solar energy leadership, which is a significant differentiator in a relatively young industry. This history has resulted in over 1,600 patents. This technological foundation has served more than one million customers worldwide. The premium status is reinforced by current performance, where the latest Maxeon 7 panel beats its nearest efficiency competitors by one full percentage point.

The key elements reinforcing this premium positioning include:

• Leveraging over 40 years of solar energy leadership.
• Holding over 1,600 patents.
• Serving more than one million customers globally.
• Achieving efficiency leads of up to one full percentage point over competitors.

Finance: draft 13-week cash view by Friday.

Maxeon Solar Technologies, Ltd. (MAXN) - Canvas Business Model: Customer Relationships

You're looking at Maxeon Solar Technologies, Ltd. (MAXN) at a critical juncture in late 2025, where customer relationships are heavily weighted toward the U.S. market and underpinned by industry-leading guarantees. The company's focus has narrowed, making the relationship with its remaining, high-value partners and utility-scale customers even more important, especially as they navigate supply chain restructuring.

Long-term Product Warranties: Building trust through extended guarantees on performance.

The warranty is perhaps the most concrete expression of Maxeon Solar Technologies, Ltd.'s commitment to its customers, designed to build trust over decades. For applicable PV Modules, the company offers a 40-year Product and Power Warranty Term, effective April 1, 2025, in select markets. This 40/40 coverage is conditional upon installation by an "Authorized Installer" and digital "Registration."

Here's how that power guarantee breaks down:

• Warranted Peak Power: 98% of Minimum Peak Power in the 1st year.
• Annual Degradation: Reduced by 0.25% at the beginning of each subsequent year.
• Final Power Guarantee (Year 40): At least 88.25% of the Minimum Peak Power.

For other product lines, like the SPR-P5-xxx/SPR-P6-xxx, the 25-year Power Warranty term guarantees a minimum of 87.2% power output at the end of the 25th year, with an annual reduction of 0.45% after the first year's 98% guarantee. To put this in perspective, Maxeon Solar Technologies, Ltd. claims that in their 40-year history, only 1 in 20,000 panels have been returned under warranty, equating to a return rate of just 0.005%. This warranty is also transferable, covering the panel even through property transfers.

The markets eligible for the 40-year warranty include key regions like Italy, Malta, Netherlands, Belgium, Luxembourg, UK, France, Germany, Spain, Portugal, Switzerland, Austria, Poland, Australia, Japan, and Mexico. To be clear, in the U.S., the standard for IBC panels remains a 25-year warranty. The financial context shows the pressure on the business, with first half of 2025 revenue at $39 million, down significantly from $371.7 million in the first half of 2024, underscoring the importance of these long-term assurances to maintain customer confidence.

Dedicated Partner Support: High-touch relationship management for key installers and IPPs.

Maxeon Solar Technologies, Ltd. is actively strengthening its relationship management, particularly within its U.S. focus. The Commercial Partner Program, designed to empower U.S. solar installers and dealers, is a key relationship driver. This high-touch approach includes:

• Consultative sales support from a dedicated resource team.
• Comprehensive marketing assets and training tools.
• Co-branding opportunities for customer-facing touchpoints.

The company also maintains the Maxeon One Partner Portal, which suggests a digital backbone for managing these relationships. Furthermore, the process for warranty claims reinforces the installer's role: system owners must contact their local solar installer to conduct a site visit and submit the warranty claim on their behalf. This structure keeps the installer central to the post-sale customer experience.

Direct Sales Engagement: Focused relationship with utility-scale customers (IPPs).

Following the strategic pivot to concentrate exclusively on the U.S. market as of April 2025, direct engagement with utility-scale customers, or Independent Power Producers (IPPs), is now a core relationship focus. Management expressed confidence in meeting the needs of the growing U.S. partner and IPP network. This focus is explicitly aimed at the U.S. residential, commercial, and utility power plant markets. The company's ability to serve these large-scale customers is now tied to its progress in establishing domestic manufacturing, with plans for a facility in Albuquerque, New Mexico, targeting early 2026 operation.

Automated Order Processing: Standardized systems for dealer network transactions.

While specific 2025 metrics on order processing automation aren't public, the structure implies standardized digital systems are in place to support the dealer network. The company monitors key operational metrics like orders, bookings, backlog, and pipelines within its sales channels. The existence of the Maxeon One Partner Portal suggests a centralized digital platform for transacting with partners, which is essential for managing the flow of products to the expanding U.S. residential and commercial partner network.

Here is a summary of key relationship-centric data points:

Relationship Metric Category	Specific Data Point/Term	Value/Duration
Product Warranty (Select Markets)	Product & Power Warranty Term	40 years
Product Warranty (US Standard)	Product & Power Warranty Term	25 years
Power Degradation (40-Year Term)	Annual Reduction Rate	0.25%
Power Output Guarantee (Year 40)	Minimum Guaranteed Peak Power	88.25%
Warranty Return Rate (Historical)	Panels Returned Under Warranty	0.005% (1 in 20,000)
Partner Support Feature	Consultative Sales Support	Dedicated Resource Team
Strategic Focus (2025)	Geographic Concentration	Exclusively U.S. Market

Finance: draft 13-week cash view by Friday.

Maxeon Solar Technologies, Ltd. (MAXN) - Canvas Business Model: Channels

You're looking at Maxeon Solar Technologies, Ltd. (MAXN) channels as of late 2025, and the story is one of intense focus. Following a major strategic pivot, the entire channel strategy is now laser-focused on the United States market, shedding its former global footprint.

North American Dealer Network: Primary route to market for residential and commercial customers

The residential and commercial segments in the U.S. are served primarily through an expanding network of partners. This network is the core of the go-to-market strategy for distributed generation (DG) customers. Before the recent restructuring, Maxeon Solar Technologies operated with a global sales network that included approximately 1,700 sales and installation partners across more than 100 countries. Now, the priority is clearly on growing and supporting the U.S. partner network, which is being actively expanded to support the domestic focus. This channel is critical for moving the high-efficiency products to homeowners and businesses.

The operational reality in late 2025 shows significant strain on volume moving through channels due to U.S. Customs and Border Protection (CBP) product detentions, which began in July 2024. For context on the channel impact, shipments in the first half of 2025 were only 153 MW, a sharp drop from the 1,014 MW shipped in the first half of 2024. The company is actively identifying additional domestic component vendors to facilitate the transition and support these U.S. partners.

Direct Sales Team: Engaging large-scale utility and Independent Power Producer (IPP) customers

For large-scale utility and Independent Power Producer (IPP) customers, Maxeon Solar Technologies relies on a dedicated direct sales team. This team supports the well-established base of utility-scale customers within the U.S. market. The utility segment has historically been a major driver, with the company having fully booked its utility-scale capacity for 2025 and allocated parts of 2026 and 2027 as of early 2023, though recent CBP issues have created uncertainty.

The direct sales channel is essential for securing the large, multi-year contracts characteristic of the utility sector. The company's CEO has emphasized meeting the needs of this expanding U.S. IPP network as a top priority.

U.S. Distribution Centers: Logistics network to support the domestic market focus

Logistics are being rapidly re-centered on the U.S. to support the exclusive domestic focus. A key element of this channel support is the planned domestic manufacturing footprint. Maxeon Solar Technologies has executed a five-year lease for a building in Albuquerque, New Mexico, with plans to initiate solar panel manufacturing in a 2 GW capacity facility by early 2026.

This planned facility is designed to rapidly deploy module assembly capacity, which will directly feed the U.S. distribution network, reducing reliance on international logistics that have recently faced severe disruption. The company is working to strengthen its supply chain versatility and resilience as part of its transformation initiatives.

Online Presence: Corporate website and investor relations for brand communication

The online presence serves as the primary hub for brand communication, product information, and stakeholder engagement, especially for investors tracking the company's restructuring. The corporate website, www.maxeon.com, is the main portal for information on their technology, which is backed by nearly 40 years of leadership and over 2,000 granted patents.

Investor Relations communication is crucial given the company's operational challenges, including the denial of protests against detained shipments in late March 2025 and the subsequent indefinite suspension of financial guidance as of August 2025.

Key data points related to the online/investor channel visibility include:

• Patents: Over 2,000 granted patents underpinning product value.
• Investor Relations: Financial updates are provided via press releases, such as the First Half of 2025 results released on August 14, 2025.
• Stock Listing: Maxeon Solar Technologies remains an independent, publicly traded company listed on NASDAQ under the ticker MAXN.
• Share Price Context: As of late September 2025, shares traded near $3.76.

Here's a quick look at the channel focus shift:

Channel Segment	Pre-Pivot (Global Context)	Late 2025 U.S. Focus
Residential/Commercial Sales	Via 1,700 global partners.	Expanding U.S. partner network.
Utility/IPP Sales	Global IPP engagement.	Supporting well-established U.S. base.
Logistics/Distribution	Global manufacturing/supply chain.	Planned 2 GW module assembly in New Mexico by early 2026.
Non-U.S. Channels	Active sales/marketing in EMEA, APAC, LATAM.	Divested to TCL Group; Maxeon focuses exclusively on the U.S.

The company is defintely navigating a tough period, with H1 2025 revenues at approximately $39 million, down from $371 million in H1 2024.

Finance: review the cash burn rate against the current liquidity position by Monday.

Maxeon Solar Technologies, Ltd. (MAXN) - Canvas Business Model: Customer Segments

Maxeon Solar Technologies, Ltd. has strategically concentrated its entire operational focus on the U.S. solar market following a portfolio restructuring concluded in April 2025.

The Company's customer base is now explicitly defined by these three primary U.S. market verticals:

• U.S. Residential Homeowners: Targeting premium, high-efficiency solar solutions.
• U.S. Commercial Businesses: Serving large-scale rooftop and ground-mount projects.
• U.S. Utility-Scale Developers: Supplying Independent Power Producers (IPPs) with high-volume panels, supported by development of the Albuquerque manufacturing facility.

The financial reality for Maxeon Solar Technologies, Ltd. as of the first half of 2025 reflects the impact of this strategic pivot and associated import challenges. Revenue for the six months ended June 30, 2025, was approximately $39,041 thousand.

Shipments for the same period were 153.2 MW.

The revenue for the last twelve months ending June 30, 2025, stood at $176.41M.

The restructuring supporting this U.S. focus included the sale of certain non-U.S. assets, which generated proceeds to the balance sheet of approximately $94 million dollars.

For context on the scale of the business prior to the full impact of import restrictions, the annual revenue for the fiscal year 2024 was $509 million, with shipments at 1,424 MW.

The current customer segment focus is supported by the planned onshore manufacturing in Albuquerque, New Mexico.

Here's a look at the latest reported financial metrics reflecting the current business scale:

Metric	Period Ending June 30, 2025	Period Ending June 30, 2024
Revenue (in thousands)	$39,041	$371,675
Shipments (MW)	153.2	1,014
Net Loss Attributable to Stockholders (in thousands)	$(65,458)	$(68,484)

Maxeon Solar Technologies, Ltd. (MAXN) - Canvas Business Model: Cost Structure

You're looking at the cost side of Maxeon Solar Technologies, Ltd. (MAXN) as they navigate a major pivot toward U.S. manufacturing and deal with significant regulatory headwinds. The cost structure is heavily influenced by these strategic shifts and the ongoing legal battle with U.S. Customs & Border Protection (CBP).

The primary driver of costs remains the fundamental business of making and selling solar technology, but the current period shows significant one-time and strategic spending layered on top of that base. Honestly, the biggest variable right now is how quickly they can transition their supply chain while managing the costs associated with the import exclusion.

Here's a breakdown of the key cost components based on the latest available figures, focusing on the Trailing Twelve Months (TTM) ending June 30, 2025, where specified, and supplementing with more granular data from the first half of 2025 (H1 2025).

Cost Component	Period/Basis	Amount (USD)
Cost of Revenue	TTM ending June 30, 2025	$419.02 million
Total Operating Expenses	TTM ending June 30, 2025	$150.36 million
Research & Development (R&D)	Six Months Ended June 30, 2025	$14.618 million
Sales, General & Administrative (SG&A)	Six Months Ended June 30, 2025	$34.192 million
Restructuring Charges (GAAP)	Six Months Ended June 30, 2025	$5.194 million

The TTM Operating Expenses of $150.36 million reflect the combined weight of running the business and the costs associated with the strategic pivot. To be fair, the H1 2025 figures show a significant reduction in core operating spend compared to the prior year, which is a direct result of the restructuring efforts.

You can see the immediate impact of the pivot in the following areas:

• Restructuring Charges: Significant costs are embedded here related to the strategic pivot and divestments of non-U.S. assets. Maxeon Solar Technologies realized proceeds of approximately $94 million from the sale of certain non-U.S. assets to its parent company, TZE, as part of this restructuring.
• Operating Expense Reduction: Total operating expenses halved in H1 2025 to $54.004 million, down from $110.3 million in H1 2024, showing management's focus on fiscal discipline amid revenue collapse.

The commitment to U.S. market focus introduces a new set of capital costs tied to future revenue generation.

U.S. Manufacturing Development:

Maxeon Solar Technologies is prioritizing the development of its Albuquerque, New Mexico, manufacturing facility. This involves both capital expenditure (CapEx) and lease commitments for the site, which is intended to anchor the company's U.S. supply chain.

• The initial plan for the New Mexico facility was an investment estimated at more than $1 billion.
• CapEx for the six months ending June 30, 2025, was only $1.3 million, a stark drop from $36.9 million in the same period last year, reflecting a temporary pause or shift in spending focus following the CBP import issues.
• The company executed an Amendment to its New Mexico lease on March 28, 2025, setting revised timelines for owner-completed construction activities.

Legal and Compliance Costs:

The ongoing dispute with U.S. Customs & Border Protection (CBP) over the import exclusion decision, which started in July 2024, necessitates substantial legal spending. Maxeon Solar Technologies filed a complaint with the U.S. Court of International Trade (CIT) on July 15, 2025, to contest the CBP's action. While the search results confirm the legal action and the denial of protests in April 2025, a specific dollar amount for the total Legal and Compliance Costs for the TTM ending June 30, 2025, is not explicitly stated in the provided data. The company is definitely incurring expenses to fight the exclusion and establish alternative, compliant supply chains.

Finance: draft 13-week cash view by Friday.

Maxeon Solar Technologies, Ltd. (MAXN) - Canvas Business Model: Revenue Streams

You're looking at the revenue picture for Maxeon Solar Technologies, Ltd. (MAXN) as of late 2025, and honestly, it's dominated by the severe impact of import restrictions. The primary engine, solar panel sales, has been heavily constrained, forcing a pivot in focus.

The core revenue stream remains the sale of Maxeon and Performance Line solar panels. However, the ability to realize this revenue, particularly in the U.S. market, has been the central issue. The company is actively contesting U.S. Customs & Border Protection (CBP) decisions regarding imports, which severely impacted sales volume throughout 2025.

Here is a snapshot of the top-line performance leading up to the second half of 2025:

Metric	Amount	Period/Date
Trailing Twelve Months (TTM) Revenue	$176.41 million	Ending June 30, 2025
First Half (H1) 2025 Revenue	$39 million	Six Months Ended June 30, 2025
H1 2025 Revenue (Reported Detail)	$39.04 million	Six Months Ended June 30, 2025
H1 2024 Revenue (Comparison)	$371.68 million	Six Months Ended June 30, 2024
H1 Revenue Decline (YoY)	~89%	H1 2025 vs H1 2024

The First Half 2025 Revenue of $39 million clearly reflects those severe import headwinds you mentioned, representing a massive drop from the prior year's comparable period. Shipments fell by approximately 85% year-on-year in H1 2025, moving from 1,014 MW down to just 153 MW. That's a tough environment to navigate, so you see the company focusing on fiscal discipline.

Beyond direct product sales, Maxeon Solar Technologies has other potential or realized revenue components:

• Technology Licensing: This remains a potential future stream, tied to intellectual property agreements, such as those with partners like TCL.
• Asset Monetization/Divestment Proceeds: As part of restructuring, Maxeon Solar Technologies realized approximately $94 million in proceeds from the divestment of certain non-U.S. assets earlier in 2025.
• Service and Warranty Revenue: This is a minor stream, generated from long-term service contracts associated with installed solar solutions.

The company is actively exploring monetization opportunities for other non-U.S. assets and discussing liability reduction with its controlling shareholder, TZE, which suggests a strategic shift away from non-core or geographically constrained revenue sources to bolster liquidity. The focus is definitely shifting to adapting the business model around the U.S. market challenges.