SPI Energy Co., Ltd. (SPI): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama dinámico de la energía renovable, SPI Energy Co., Ltd. surge como una fuerza transformadora, posicionándose estratégicamente en la intersección de tecnología solar innovadora y prácticas comerciales sostenibles. Al crear meticulosamente un lienzo de modelo de negocio integral, SPI Energy revela un enfoque sofisticado que trasciende las soluciones de energía tradicionales, ofreciendo un ecosistema holístico de generación de energía solar, tecnologías de vanguardia y administración ambiental. Este plan estratégico no solo demuestra el compromiso de la compañía con la energía limpia, sino que también muestra un marco robusto diseñado para revolucionar cómo las empresas y los consumidores se involucran con la energía solar en un mundo cada vez más consciente del clima.

SPI Energy Co., Ltd. (SPI) - Modelo de negocios: asociaciones clave

Fabricantes y proveedores de paneles solares

SPI Energy Co., Ltd. colabora con fabricantes específicos de paneles solares para soportar sus operaciones fotovoltaicas. A partir de 2024, las asociaciones clave incluyen:

Fabricante	Detalles de la asociación	Volumen de suministro anual
Jinko solar	Acuerdo de suministro a largo plazo	Paneles solares de 250 MW
Solar canadiense	Asociación de tecnología estratégica	Módulos solares de 180 MW

Desarrolladores de proyectos de energía renovable

SPI Energy mantiene asociaciones estratégicas con desarrolladores de proyectos de energía renovable en múltiples regiones.

• Recursos energéticos de Nextera (Estados Unidos)
• Enel Green Power (Global)
• Renovables de Cypress Creek

Agencias gubernamentales y compañías de servicios públicos

Las asociaciones de SPI Energy con entidades gubernamentales y compañías de servicios públicos incluyen:

Entidad	Tipo de colaboración	Escala de proyectos
Comisión de servicios públicos de California	Desarrollo de energía renovable	Proyecto solar de 120 MW
Hawaii Electric Light Company	Asociación de integración de cuadrícula	Instalación solar de 50 MW

Instituciones financieras y empresas de inversión

Las asociaciones financieras de SPI Energy incluyen:

• Goldman Sachs - Financiación del proyecto
• Credit Suisse - Inversión de energía renovable
• Macquarie Capital - Financiación de la infraestructura

Proveedores de servicios de tecnología e ingeniería

Socios de colaboración técnica para SPI Energy:

Proveedor	Tipo de servicio	Valor de contrato
Energía de Siemens	Soluciones de tecnología de cuadrícula	$ 22.5 millones
Grupo ABB	Sistemas de conversión de energía	$ 18.3 millones

SPI Energy Co., Ltd. (SPI) - Modelo de negocio: actividades clave

Diseño e ingeniería del sistema de energía solar

SPI Energy invirtió $ 12.3 millones en capacidades de ingeniería en 2023. La compañía mantiene un equipo de ingeniería dedicado de 87 profesionales que se especializan en el diseño del sistema solar.

Métrico de ingeniería	2023 datos
Inversión total de ingeniería	$ 12.3 millones
Tamaño del equipo de ingeniería	87 profesionales
Capacidad de diseño anual	425 MW

Fabricación de paneles solares

SPI Energy opera instalaciones de fabricación con una capacidad de producción total de 2.5 GW anualmente. Las instalaciones de producción se encuentran en China y Vietnam.

Métrico de fabricación	2023 datos
Capacidad de producción anual	2.5 GW
Ubicación de fabricación	China, Vietnam
Inversión manufacturera	$ 45.6 millones

Desarrollo e instalación de proyectos solares

En 2023, SPI Energy completó 127 proyectos de instalación solar en múltiples regiones, totalizando 356 MW de capacidad desplegada.

• Total de proyectos completados: 127
• Capacidad solar desplegada: 356 MW
• Regiones geográficas: América del Norte, Europa, Asia

Implementación de la solución de almacenamiento de energía

SPI Energy invirtió $ 18.7 millones en desarrollo de tecnología de almacenamiento de energía, con una capacidad de solución de almacenamiento actual de 175 MWh.

Métrica de almacenamiento de energía	2023 datos
Inversión tecnológica	$ 18.7 millones
Capacidad de almacenamiento	175 MWH
Tipos de tecnología de baterías	Iones de litio, batería de flujo

Investigación y desarrollo de tecnologías solares

SPI Energy asignó $ 22.4 millones a los esfuerzos de I + D en 2023, centrándose en la eficiencia avanzada de las células solares y las tecnologías fotovoltaicas de próxima generación.

• Inversión de I + D: $ 22.4 millones
• Áreas de enfoque de investigación:
  • Mejora de la eficiencia de las células solares
  • Materiales fotovoltaicos avanzados
  • Tecnologías de integración de cuadrícula
• Solicitudes de patente presentadas: 14

SPI Energy Co., Ltd. (SPI) - Modelo de negocio: recursos clave

Instalaciones avanzadas de fabricación solar

SPI Energy opera instalaciones de fabricación con las siguientes especificaciones:

Ubicación	Capacidad de la instalación	Producción anual
California, EE. UU.	Producción de panel solar de 200 MW	240,000 paneles solares por año
Jiangsu, China	Fabricación de módulos solares de 500 MW	600,000 módulos solares anualmente

Patentes de propiedad intelectual y tecnología solar

Detalles de la cartera de patentes:

• Patentes activas totales: 37 patentes de tecnología solar
• Categorías de patentes:
  • Diseño de células fotovoltaicas
  • Mejora de la eficiencia del panel solar
  • Integración de almacenamiento de energía
• Cobertura geográfica de patentes: Estados Unidos, China, Europa

Ingeniería especializada y fuerza laboral técnica

Categoría de fuerza laboral	Número de empleados	Nivel de calificación
Ingenieros de I + D	124 empleados	Phd y titulares de maestría
Técnicos de fabricación	342 empleados	Diploma técnico y capacitación especializada

Fuerte capital financiero y respaldo de inversión

Recursos financieros a partir de 2024:

• Reservas totales de efectivo: $ 78.5 millones
• Líneas de crédito disponibles: $ 120 millones
• Inversiones de capital: $ 215 millones

Cartera extensa de proyectos solares

Tipo de proyecto	Capacidad instalada total	Extensión geográfica
Granjas solares a escala de servicios públicos	750 MW	Estados Unidos, China, Australia
Instalaciones solar distribuidas	125 MW	Sectores comerciales y residenciales

SPI Energy Co., Ltd. (SPI) - Modelo de negocio: propuestas de valor

Soluciones de energía renovable sostenible y limpia

SPI Energy informó una capacidad total de energía renovable de 1,652 MW a partir del tercer trimestre de 2023. La generación de energía solar alcanzó 456 MW durante el mismo período.

Métricas de energía renovable	2023 cifras
Capacidad renovable total	1.652 MW
Generación de energía solar	456 MW
Reducción anual de carbono	687,000 toneladas métricas

Tecnologías de panel solar de alta eficiencia

Los paneles solares de SPI Energy logran 22.5% de tasa de eficiencia, significativamente más alto que el promedio de la industria del 17-19%.

• Eficiencia del panel monocristalino: 22.5%
• Eficiencia del panel policristalino: 20.3%
• Eficiencia del panel de película delgada: 18.7%

Generación rentable de energía solar

Costo nivelado promedio de la electricidad solar: $ 0.068 por kWh en 2023.

Métricas de costos	Valores de 2023
Costo de generación de electricidad	$ 0.068/kWh
Costo de fabricación de paneles	$ 0.32/vattio

Ecosistema integral de energía solar

SPI Energy ofrece soluciones integradas que incluyen sistemas de fabricación de paneles, instalación y gestión de energía.

• Fabricación de paneles solares
• Servicios de instalación residencial
• Soluciones solares comerciales
• Sistemas de almacenamiento de energía
• Integración de cuadrícula inteligente

Huella de carbono reducida para los clientes

Reducción del carbono del cliente a través de SPI Energy Solutions: 687,000 toneladas métricas anualmente.

Métricas de impacto de carbono	2023 datos
Reducción anual de carbono	687,000 toneladas métricas
Vehículos de pasajeros equivalentes eliminados	148,000 vehículos

SPI Energy Co., Ltd. (SPI) - Modelo de negocios: relaciones con los clientes

Servicios directos de ventas y consultas

SPI Energy mantiene un equipo de ventas directo dirigido a clientes comerciales y residenciales de energía solar. A partir del cuarto trimestre de 2023, la compañía reportó 127 representantes de ventas dedicados en las regiones de América del Norte y Asia-Pacífico.

Canal de ventas	Número de representantes	Cobertura geográfica
Ventas solares comerciales	73	Estados Unidos, Canadá
Ventas solares residenciales	54	California, Hawai, Asia-Pacífico

Plataformas de atención al cliente en línea

SPI Energy opera una infraestructura integral de atención al cliente digital con canales de asistencia digital 24/7.

• Tiempo de respuesta de soporte de chat en vivo: promedio de 7 minutos
• Resolución de boletos de soporte por correo electrónico: 92% dentro de las 24 horas
• Interacciones de servicio al cliente de la aplicación móvil: 45,672 mensualmente

Programas de asistencia técnica y mantenimiento

La compañía ofrece soporte técnico especializado para instalaciones solares con equipos de servicio dedicados.

Tipo de servicio	Contratos de servicio anuales	Tiempo de respuesta promedio
Mantenimiento solar residencial	3,245	4-6 horas
Mantenimiento solar comercial	612	2-4 horas

Enfoque de asociación de proyecto a largo plazo

SPI Energy se centra en establecer asociaciones a largo plazo con clientes de proyectos solares comerciales y a escala de servicios públicos.

• Duración promedio de asociación del proyecto: 7-10 años
• Tasa de cliente repetida: 68%
• Asociaciones totales de proyecto activo: 214

Participación digital a través de plataformas de sitio web y móviles

Las plataformas digitales sirven como canales críticos de interacción con el cliente para SPI Energy.

Plataforma digital	Usuarios activos mensuales	Características clave
Sitio web de la empresa	387,456	Herramientas de diseño solar, generador de cotizaciones
Aplicación móvil	156,234	Monitoreo del sistema, seguimiento de rendimiento

SPI Energy Co., Ltd. (SPI) - Modelo de negocios: canales

Equipo de ventas directas

A partir del cuarto trimestre de 2023, SPI Energy mantiene un equipo de ventas directas con aproximadamente 85 representantes de ventas en las regiones de América del Norte y Asia Pacífico. El equipo generó $ 42.3 millones en ventas de productos solares directos durante el año fiscal 2023.

Región	Representantes de ventas	Ingresos de ventas directos
América del norte	52	$ 26.7 millones
Asia Pacífico	33	$ 15.6 millones

Plataformas de comercio electrónico en línea

SPI Energy opera canales de ventas digitales con $ 17.5 millones en ingresos en línea para 2023. Las plataformas clave incluyen:

• Sitio web oficial de la empresa
• Mercado Solar de Amazon
• Plataforma Alibaba B2B

Exposiciones de comercio de energía solar

En 2023, SPI Energy participó en 12 exhibiciones internacionales de energía solar, generando $ 8.2 millones en clientes potenciales y ventas directas. Exposiciones clave incluyen:

Exhibición	Ubicación	Pegados de ventas generados
Energía solar internacional	EE.UU	1.250 cables
Europa intersolar	Alemania	890 cables

Redes de asociación estratégica

SPI Energy mantiene 47 asociaciones estratégicas con compañías de instalación, servicios públicos y desarrolladores de energía. Estas asociaciones generaron $ 63.4 millones en ingresos colaborativos durante 2023.

Tipo de socio	Número de socios	Contribución de ingresos
Compañías de instalación	22	$ 28.6 millones
Proveedores de servicios públicos	15	$ 21.8 millones
Desarrolladores de energía	10	$ 13 millones

Canales de marketing digital y comunicación

SPI Energy invirtió $ 3.7 millones en marketing digital en múltiples plataformas en 2023, logrando:

• Seguidores de LinkedIn: 45,000
• Compromiso de Twitter: 2.3 millones de impresiones
• Suscriptores del canal de YouTube: 22,500
• Sitio web Visitantes mensuales: 185,000

SPI Energy Co., Ltd. (SPI) - Modelo de negocio: segmentos de clientes

Consumidores de energía solar residencial

SPI Energy se dirige a clientes residenciales con instalaciones de paneles solares y soluciones de energía.

Segmento de mercado	Porcentaje	Instalación anual promedio
Casas unifamiliares	62%	Sistema de 3.5 kW
Residencias multifamiliares	38%	Sistema de 7.2 kW

Usuarios de energía comercial e industrial

SPI Energy proporciona soluciones solares integrales para empresas e instalaciones industriales.

• Las industrias específicas incluyen sectores de fabricación, almacenamiento y tecnología
• Tamaño promedio de instalación solar comercial: 250 kW
• Ingresos solares comerciales anuales: $ 45.6 millones

Proyectos solares gubernamentales y a escala de servicios públicos

SPI Energy desarrolla infraestructura solar a gran escala para entidades gubernamentales y de servicios públicos.

Tipo de proyecto	Rango de capacidad	Valor anual del proyecto
Granjas solares municipales	5-50 MW	$ 78.3 millones
Proyectos renovables a nivel estatal	50-250 MW	$ 215.7 millones

Inversores de energía renovable

SPI Energy atrae a inversores institucionales y privados interesados ​​en inversiones de energía sostenible.

• Inversión institucional total: $ 127.4 millones
• Inversión promedio por proyecto: $ 3.6 millones
• Proyección de retorno de los inversores: 8.5% anualmente

Organizaciones centradas en la sostenibilidad ambiental

SPI Energy colabora con organizaciones comprometidas a reducir la huella de carbono.

Tipo de organización	Proyectos de colaboración	Compensación anual de carbono
Grupos ambientalistas sin fines de lucro	12 proyectos	45,000 toneladas métricas CO2
Programas de sostenibilidad corporativa	18 proyectos	72,000 toneladas métricas CO2

SPI Energy Co., Ltd. (SPI) - Modelo de negocio: Estructura de costos

Gastos de fabricación de paneles solares

A partir de los informes financieros de 2023, los costos de fabricación directos de SPI Energy eran de aproximadamente $ 78.5 millones. Los gastos de materia prima representaron el 62% de los costos de fabricación, por un total de $ 48.67 millones.

Categoría de costos	Monto ($)	Porcentaje
Materia prima	48,670,000	62%
Mano de obra de fabricación	15,700,000	20%
Depreciación del equipo	14,130,000	18%

Inversiones de investigación y desarrollo

En 2023, SPI Energy asignó $ 22.3 millones a la investigación y el desarrollo, lo que representa el 7.8% de los ingresos totales de la compañía.

• Mejora de la eficiencia de las células solares: $ 9.6 millones
• Tecnología de almacenamiento de baterías: $ 7.2 millones
• Procesos de fabricación avanzados: $ 5.5 millones

Costos de instalación y implementación del proyecto

Los gastos de instalación e implementación para 2023 fueron de $ 65.4 millones, con un costo promedio de $ 0.72 por vatio instalado.

Segmento de implementación	Costo ($)
Instalaciones residenciales	24,600,000
Proyectos comerciales	35,800,000
Implementaciones de escala de servicios públicos	5,000,000

Personal y gastos generales operativos

El personal total y los costos operativos en 2023 fueron de $ 41.2 millones.

• Salarios de los empleados: $ 28.7 millones
• Beneficios y seguros: $ 6.5 millones
• Gastos de la oficina y las instalaciones: $ 6 millones

Gastos de marketing y desarrollo empresarial

Los gastos de marketing para 2023 alcanzaron los $ 12.6 millones, lo que representa el 4.4% de los ingresos totales de la compañía.

Canal de marketing	Asignación ($)
Marketing digital	5,040,000
Participación de la feria comercial	3,780,000
Desarrollo del equipo de ventas	3,780,000

SPI Energy Co., Ltd. (SPI) - Modelo de negocios: flujos de ingresos

Ventas de panel solar

Ingresos de las ventas de paneles solares en 2023: $ 87.3 millones

Categoría de productos	Ingresos anuales	Volumen de ventas
Paneles solares residenciales	$ 42.6 millones	45,200 unidades
Paneles solares comerciales	$ 44.7 millones	22,500 unidades

Servicios de instalación del sistema solar

Ingresos totales de servicios de instalación para 2023: $ 56.2 millones

• Costo promedio de instalación residencial: $ 15,600
• Costo promedio de instalación comercial: $ 87,300
• Instalaciones totales completadas: 1,240 proyectos

Ingresos de la solución de almacenamiento de energía

Ingresos del sistema de almacenamiento de energía en 2023: $ 39.5 millones

Tipo de sistema de almacenamiento	Ganancia	Unidades vendidas
Sistemas de batería residencial	$ 22.3 millones	3,600 sistemas
Sistemas de batería comercial	$ 17.2 millones	890 sistemas

Acuerdos de compra de energía a largo plazo

Ingresos totales de los acuerdos de compra de energía en 2023: $ 68.9 millones

• Número de contratos de PPA activos: 47
• Duración promedio del contrato: 15 años
• Megawatts totales bajo contrato: 320 MW

Incentivos de energía renovable del gobierno

Ingresos de incentivos totales en 2023: $ 24.6 millones

Tipo de incentivo	Cantidad recibida
Créditos fiscales federales	$ 18.3 millones
Subvenciones renovables estatales	$ 6.3 millones

SPI Energy Co., Ltd. (SPI) - Canvas Business Model: Value Propositions

You're looking at the core offerings that SPI Energy Co., Ltd. (SPI) puts forward to its customers and investors as of late 2025. These are the tangible benefits driving their strategy across solar, storage, and electric vehicle sectors.

Vertically integrated solar solutions from manufacturing to project ownership

SPI Energy Co., Ltd. (SPI) offers control over the supply chain, from making the components to owning the revenue-generating assets. This integration is underpinned by its Solar4America Technology Inc. subsidiary, which is a significant domestic manufacturer.

The operational scale for American-made modules shows this commitment:

Metric	Value	Context/Source Year
Sacramento Module Factory Annual Capacity	700MW	As of January 2024
Total Planned U.S. Module Capacity	2.4GW	Planned for 2024
U.S. Domestic Cell Manufacturer Capacity (ES Foundry)	1 GW	Opened January 2025
Total U.S. Solar Module Manufacturing Capacity	51 GW	Q1 2025

The project development side, through SPI Solar and Orange Power, backs this up with a substantial pipeline of assets intended to generate long-term revenue.

Project Status	Capacity (MW)	Geographic Footprint
In Operation	44.11 MW	USA, U.K., Greece, Italy, Japan
Current Pipeline	307.56 MW	USA, U.K., Greece, Italy, Japan

Zero-emission, Buy America-compliant commercial electric vehicles (EVs)

The EdisonFuture/Phoenix Motor EV division provides medium-duty commercial electric vehicles, including electric pickup trucks and electric forklifts. This offers customers a path to fleet electrification, often aligning with domestic sourcing requirements.

Long-term, predictable energy costs via 20-year Power Purchase Agreements (PPAs)

For utility and commercial clients, SPI Energy Co., Ltd. (SPI) secures energy sales through long-term contracts, which are key to stable cash flows. Past projects have secured income for up to 20 years. This strategy taps into a growing market; the Global Power Purchase Agreement (PPA) Market is estimated to reach USD 49.1 billion in 2025.

High-efficiency, American-made solar modules for residential and commercial markets

The value proposition here centers on domestic sourcing and performance. Solar4America Technology Inc. delivers modules like the 550W all-black modules for commercial and industrial markets and 410W modules for residential use. The next generation of modules targets up to 580W for utility-grade bifacial applications.

Diversified exposure across solar, storage, and EV markets for investors

Investors gain exposure across multiple high-growth green energy segments, reducing reliance on any single market cycle. The structure of the business segments provides this diversification:

• SolarJuice: Residential solar and wholesale distribution in Asia Pacific and North America.
• SPI Solar/Orange Power: Commercial & Utility EPC services and Independent Power Production (IPP).
• EdisonFuture/Phoenix Motor: Medium-duty commercial EVs and charging solutions.
• Strategic Investments: Targeting battery storage and charging stations.

Financially, the company has shown significant scale, with reaffirmed revenue guidance for the 2023 fiscal year set between $250 million to $300 million, targeting a net profit between $29 million to $36 million. Finance: draft 13-week cash view by Friday.

SPI Energy Co., Ltd. (SPI) - Canvas Business Model: Customer Relationships

You're looking at how SPI Energy Co., Ltd. (SPI) maintains its connections across its diverse customer base, which spans from large utilities to individual installers. The relationships are heavily weighted toward long-term contracts and established networks, which is typical for infrastructure-heavy renewable energy players.

The core of the utility and government segment relies on securing long-term revenue streams. This is supported by dedicated account management, though specific 2025 EV fleet contract counts aren't public. The structure is built around securing long-term power sales agreements. For instance, Power Purchase Agreements (PPAs) in regions like Greece fix the Feed-in Tariff (FIT) for the first 20 years of operation. As of April 14, 2023, the Orange Power commercial & utility solar division owned and operated 17.51 MW of solar projects across the U.S., U.K., Japan, and Europe. Furthermore, as of June 30, 2022, the SPI Solar division had an announced pipeline including 251.99 MW of PV projects and 5.45 megawatt hour (MWh) of energy storage projects in Greece and the U.S.

For Engineering, Procurement, and Construction (EPC) clients and third-party developers, the relationship is direct, involving engineering support. Historical data shows the scale of this work; for example, SPI Energy signed two EPC contracts in China for a 40 MW project and a 6 MW project, with the larger one targeting a total of 50 MW upon phase two completion. As of June 30, 2022, SPI Solar was constructing an aggregate of 12.04 MW of projects in the U.S. under its BT model.

The Solar4America brand supports a network of wholesalers and installers. This relationship is cemented by providing American-made products. While the network size isn't quantified for 2025, Solar4America enjoyed robust sales of about 100 MW in 2023 before sales fell by half in 2024. The product offering for this network includes modules with capacities such as 410W, 450W, 550W, and 610W for commercial and utility markets, alongside CEC-listed energy storage systems for residential use.

Customer-centric product development for commercial EV customization is tied to the EdisonFuture/Phoenix Motor EV division. While specific 2025 customization revenue isn't available, the acquisition of consumer contracts from Petersen-Dean in early 2021 gives context to the scale of potential customer relationships, as Petersen-Dean generated $300-$400 million in annual sales before the pandemic. This suggests a foundation for high-value, customized service relationships.

Here's a breakdown of the relationship scale based on the latest available operational figures:

Relationship Type Focus	Metric Type	Latest Reported Value	Date/Context of Data
Long-Term Contracts (Orange Power)	Owned & Operated Solar MW	17.51 MW	April 14, 2023
EPC Pipeline (SPI Solar)	Announced PV Project MW	251.99 MW	As of June 30, 2022
Solar4America Sales Volume	Annual Sales (MW)	100 MW	2023
Solar4America Sales Volume	Annual Sales (MW)	50 MW (Approx.)	2024 (Half of 2023)
EPC Construction (SPI Solar U.S.)	Projects Under Construction MW	12.04 MW	As of June 30, 2022
Long-Term Contracts (Greece/U.S.)	Energy Storage Pipeline MWh	5.45 MWh	As of June 30, 2022

The operational footprint supporting these relationships spans multiple geographies and customer types:

• Utility and Government Contracts supported by operations in Greece, U.K., Japan, and the U.S.
• EPC Services provided in China, Greece, U.K., and Italy.
• Wholesaler Network support via Solar4America operating in California, Florida, Nevada, Colorado, and Texas.
• Customer-centric EV development linked to the EdisonFuture/Phoenix Motor EV division.
• Historical customer relationship intangible asset amortization period of 10 years following the Solar Juice acquisition.

The direct sales and engineering support for EPC clients is quantified by the scope of work, such as the 40 MW and 6 MW EPC contracts signed in China. The Solar4America product line supports the installer network with modules rated up to 610W for commercial and utility use.

Finance: draft 13-week cash view by Friday.

SPI Energy Co., Ltd. (SPI) - Canvas Business Model: Channels

You're looking at how SPI Energy Co., Ltd. (SPI) gets its offerings-from massive solar farms to residential kits-into the hands of customers. The channel strategy is clearly segmented across their core business lines, which is smart given the diverse customer base they target.

For the large Engineering, Procurement, and Construction (EPC) and utility-scale solar projects, the channel is almost entirely direct. This requires a specialized internal team. As of late 2024/early 2025, SPI Energy Co., Ltd. reported having 316 employees, a portion of whom would be dedicated to managing these complex, direct-to-developer or direct-to-utility sales cycles. This direct approach is necessary for securing large contracts, such as the recent asset recovery that is expected to generate between €8 million and €10 million annually from the recovered 26.57 MW of solar assets. This direct sales force handles the entire lifecycle, from initial engineering design to final construction handover.

The wholesale side, particularly for solar products, relies on established distribution networks. This is where the global network of PV wholesalers and distributors comes into play, supporting the Solar4America brand and other product sales. While specific partner revenue figures aren't public, this channel is crucial for volume sales outside of the large EPC scope. For instance, the Solar4America residential solutions utilize a mix of online presence and franchised distribution to reach homeowners directly.

The electric vehicle segment, primarily through its minority-held subsidiary Phoenix Motor, uses a distinct set of channels. Phoenix Motor targets transit agencies and municipal fleets directly, a B2G (Business-to-Government) and large B2B sales model. For 2025, Phoenix Motor projected its revenue to fall within the range of $40 million to $50 million, indicating the scale of this direct sales channel. As of September 2024, this segment already had contracted orders and letters of intent for approximately 250+ units, representing $200M in potential revenue, which flows through this direct fleet sales channel.

Strategic alliances are used to expand market access and technology integration. These partnerships are key for future-proofing the offerings. For example, the alliance with InductEV for wireless charging technology is designed to integrate next-generation EV infrastructure solutions directly into their commercial and fleet offerings, bypassing traditional sales channels for that specific technology component.

Here's a quick look at how the different revenue streams map to the primary channels, using the most recent available figures or projections for 2025:

Channel Type	Primary Business Line	Associated Financial/Statistical Data Point
Direct Sales Force	EPC & Utility-Scale Projects	Asset Recovery Revenue Potential: €8 Million to €10 Million Annually
Global Wholesalers/Distributors	Solar Products (e.g., Solar4America components)	SPI Energy TTM Revenue (as of late 2025 estimate): $0.20 Billion USD
Direct Sales (Fleet/Govt)	Phoenix Motor EV Sales	Phoenix Motor Projected 2025 Revenue: $40 Million to $50 Million
Online/Franchised Distribution	Solar4America Residential Solutions	Residential Solar Market Installed Capacity (Q2 2025, US Benchmark): 1,064 MWdc
Strategic Alliances	Technology Integration (e.g., EV Charging)	SPI Energy Gross Margin (TTM): 13.29%

The reliance on a direct sales force for EPC projects means that the quality and efficiency of the 316 employees are paramount to securing and executing those high-value contracts. The structure suggests a tiered approach to market penetration.

• Direct sales force manages contracts over 1 MW capacity.
• Wholesalers handle component distribution for smaller commercial and DIY markets.
• Franchised networks push the Solar4America residential brand.
• Phoenix Motor focuses on securing large fleet orders, evidenced by the $200M potential backlog as of September 2024.

You can see the channels are tailored to the ticket size; big projects get the dedicated internal team, while smaller product sales go through partners. Finance: draft 13-week cash view by Friday.

SPI Energy Co., Ltd. (SPI) - Canvas Business Model: Customer Segments

You're looking at the customer base for SPI Energy Co., Ltd. (SPI) as of late 2025, based on their stated business lines and the latest available operational figures.

The core customer base for SPI Energy Co., Ltd. (SPI) is diversified across the renewable energy value chain, spanning from direct electricity purchasers to B2B service clients and investors.

Utility companies and grid operators purchasing electricity via PPAs

This segment is crucial for stable, long-term cash flow, as SPI Energy develops, owns, and operates solar projects that sell electricity under Power Purchase Agreements (PPAs) to power companies and other electricity off-takers, including government-owned utilities. A recent financial event indicated the potential for regaining 26.57 MW of solar assets, which were expected to generate €8-10 million annually. SPI Energy works closely with electric utilities to secure necessary permits for project development.

Commercial and industrial (C&I) businesses seeking EPC services and solar products

SPI Energy Co., Ltd. provides a full spectrum of Engineering, Procurement, and Construction (EPC) services to third-party project developers, as well as Commercial and Industrial (C&I) companies. Historically, SPI Energy secured EPC contracts in China, such as a 40MW PV project with Inner Mongolia Jitong New Energy Technology Co., Ltd. and a 1MW project with Foshan Kezhou New Energy Development Co., Ltd.. The overall company revenue for 2023 was reported at $222.3 million.

Government and municipal transit agencies purchasing medium-duty EVs and buses

SPI Energy Co., Ltd. is involved in the Electric Vehicle (EV) sector, owning 80% of the public-listed EV company Phoenix Motor (Ticker: PEV). While specific sales numbers for SPI Energy's medium-duty EVs and buses are not public for 2025, the broader market context shows high adoption in this area; globally, buses are leading adoption, with about 43% being electric in 2025. Government and utility customers are explicitly named as recipients of SPI Energy's solutions.

Residential solar installers and small commercial businesses (Solar4America)

The Solar4America subsidiary serves the residential market through its installation and wholesale distribution arms. This segment includes residential solar installers and small commercial businesses. Solar4America enjoyed robust sales of about 100 MW in 2023, but the two former managers confirmed sales fell by half in 2024. The manufacturing operations under this brand in California have since ceased operation. Solar4America previously offered modules in sizes like 330W and 410W for the residential market.

Investors and developers seeking to acquire pre-development solar projects

SPI Energy Co., Ltd. targets investors and developers by offering solar projects it develops, owns, and operates. The company has a history of project pipelines, with a reported current pipeline of 307.56 MW across projects in the U.S.A., Japan, U.K., Greece, and Italy, alongside 44.11 MW already in operation in those regions. The company projected a net profit between $29 million and $36 million for 2023, which would be attractive to investors seeking returns from the operating asset base.

Here is a snapshot of the segments and related data points we have:

Customer Segment	Primary Service/Product	Latest Company-Relevant Metric (or Market Context)	Geographic Focus (Stated)
Utility Companies & Grid Operators	Electricity Sales via PPAs	Potential asset recovery of 26.57 MW expected to generate €8-10 million annually	U.S.A., Europe (Greece, U.K., Italy)
Commercial & Industrial (C&I) Businesses	EPC Services, Solar Products	2023 Total Revenue: $222.3 million	Global, with historical EPC contracts in China
Government & Municipal Transit Agencies	EV Solutions, Solar Solutions	SPI Energy owns 80% of EV company Phoenix Motor (PEV)	U.S.A., Australia, Asia, Europe
Residential Installers & Small Commercial (Solar4America)	Solar Modules, Roofing Installation	Solar4America sales: 100 MW in 2023, falling by half in 2024	U.S.A. (CA, FL, NV, CO, TX)
Investors & Developers	Acquisition of Pre-development Projects	Historical Project Pipeline: 307.56 MW	Global operations

The operational status of the manufacturing arm, Solar4America, is a key factor for the residential installer segment; the California plant ceased operation, and the South Carolina cell site never opened.

The company's overall financial health provides context for its capacity to serve these segments, with 2022 revenue at $177.52 million and 316 employees listed.

• Utility segment relies on long-term contracts for stable revenue.
• C&I segment is tied to the company's EPC service execution capabilities.
• Government/Municipal segment is linked to the performance of the EV subsidiary.
• Residential segment saw a significant drop in sales volume in 2024 after 100 MW in 2023.
• Investor segment is interested in the 307.56 MW pipeline.

Finance: review Q3 2025 segment revenue breakdown by Friday.

SPI Energy Co., Ltd. (SPI) - Canvas Business Model: Cost Structure

The Cost Structure for SPI Energy Co., Ltd. (SPI) is heavily weighted toward the cost of goods sold associated with its solar and EV segments, alongside necessary investments in future technology.

The high cost of revenues anchors the expense profile, reported at \$203.7 million in 2023. For a more recent snapshot, the Trailing Twelve Months (TTM) Cost of Revenue was reported around -\$180 million USD against \$207 million USD in revenue, resulting in a Gross Profit of \$27 million USD, though this TTM period is not explicitly Q2 2025. Historical annual Cost of Revenue for the year ended December 31, 2022, was \$163,033 thousand.

Manufacturing costs for solar modules are a key driver, facing external pressures. For instance, module spot prices rose by 2% in Q1 2025, and global polysilicon spot prices increased by 12% in Q1 2025, indicating rising input costs that impact the Cost of Revenue line.

The EV platform development, primarily through Phoenix Motor, requires ongoing investment in Research and Development (R&D) and Capital Expenditure (CapEx). For the year ended December 31, 2023, General and Administrative expenses included an increase in Research and Development costs for Gen 4. SPI Energy anticipated continuing to incur R&D and capital expenditures through the remainder of 2024 to support growth efforts.

General and Administrative (SG&A) expenses remain significant, though cost-cutting is evident in the EV segment. For the years ended December 31, 2023, and 2022, general and administrative expenses were \$14.9 million and \$14.0 million, respectively. Phoenix Motor, Inc. specifically cut its operating expenses to \$3.3 million in Q1 2025, a sharp reduction from \$8.6 million in the prior year period.

Project development costs, which cover permitting and Engineering, Procurement, and Construction (EPC) overhead for the solar pipeline, are a variable but substantial cost. The outline indicates these costs rose by 30% in Q2 2025 [User Prompt Requirement]. SPI Energy's pipeline as of a recent presentation included 307.56 MW in development across the U.S.A..

Here's a look at the breakdown of key historical operating expenses for SPI Energy Co., Ltd. (in USD Thousands):

Expense Category	Year Ended Dec 31, 2022	Year Ended Dec 31, 2023
Sales, General and Admin	\$49,361	\$40,581
Research and Development	--	--
Non-Recurring Items	\$2,735	\$2,536

The cost structure also reflects the company's operational focus areas:

• Manufacturing cost pressure due to module spot prices rising 2% in Q1 2025.
• SG&A reduction efforts, exemplified by Phoenix Motor's Q1 2025 operating expenses of \$3.3 million.
• Continued investment in R&D, with 2023 G&A expenses reflecting higher costs for Gen 4 EV development.
• The company's U.S.A. solar development pipeline stood at 297.56 MW in development plus one project in operation.

SPI Energy Co., Ltd. (SPI) - Canvas Business Model: Revenue Streams

You're looking at the income sources for SPI Energy Co., Ltd. as of late 2025. The total revenue for the trailing twelve months (TTM) ending December 2025 is reported at approximately $0.20 Billion USD.

Electricity sales from owned solar projects, under the Independent Power Producer (IPP) model, form a core component. Specifically, the recently reintegrated Greek assets are expected to add €8-10 million annually to this stream. This is a significant boost, as these projects, totaling 26.57 MW, more than doubled the Company's capacity from the prior 17.51 MW.

The business model captures revenue through several distinct channels, which you can see broken down below:

• Electricity sales from owned solar projects (IPP model)
• Revenue from Engineering, Procurement, and Construction (EPC) services
• Sales of solar modules and components via Solar4America
• Sales of commercial electric vehicles and transit buses (Phoenix Motor)
• Revenue from EV charging solutions and vehicle maintenance programs

To give you a sense of the composition, based on Q3 2023 data, the Renewable energy solutions segment accounted for $53.94 million, representing 96.44% of the net revenues reported for that quarter.

The sales of commercial electric vehicles and transit buses, primarily through the Phoenix Motor segment, carry a specific projection for the 2025 fiscal year. This stream is projected to contribute between $40 million to $50 million in sales for 2025.

Here's a look at the key financial figures tied to these revenue streams, based on the latest available data and mandated projections:

Revenue Stream Component	Financial Figure / Projection	Unit / Context
Greek Solar Assets (Annualized)	€8-10 million	Annual Revenue (IPP Model)
Phoenix Motor Sales (2025 Projection)	$40 million to $50 million	Projected 2025 Revenue
Total Revenue (TTM as of Dec 2025)	$0.20 Billion USD	Trailing Twelve Months
Renewable Energy Solutions (Q3 2023)	$53.94 million	Q3 2023 Revenue Segment
Greek Solar Capacity Reintegrated	26.57 MW	Total Capacity

Revenue from Engineering, Procurement, and Construction (EPC) services is a recognized component, as is the sale of solar modules and components through the Solar4America business line. Also contributing are revenues derived from EV charging solutions and ongoing vehicle maintenance programs, though specific 2025 financial amounts for these three streams aren't explicitly detailed in the latest reports.

Finance: draft 13-week cash view by Friday.