Maxeon Solar Technologies, Ltd. (MAXN): Business Model Canvas [Jan-2025 Mise à jour]

Dans le monde dynamique des énergies renouvelables, Maxeon Solar Technologies (MAXN) apparaît comme une force pionnière, transformant la technologie solaire grâce à une conception innovante et à des partenariats stratégiques. En tirant parti des solutions photovoltaïques de pointe et un modèle commercial robuste, Maxeon ne vend pas seulement des panneaux solaires, mais en réinvente la façon dont l'énergie durable peut être produite, distribuée et intégrée efficace sur les marchés résidentiels, commerciaux et à l'échelle des services publics. Leur approche complète mélange l'excellence technologique avec le positionnement stratégique, ce qui en fait un acteur convaincant dans le paysage mondial de l'énergie solaire.

Maxeon Solar Technologies, Ltd. (MAXN) - Modèle d'entreprise: partenariats clés

Partenariat stratégique avec Sunpower Corporation

Maxeon Solar Technologies maintient un Technologie critique et partenariat de fabrication Avec Sunpower Corporation, établi par un accord dérivé en 2020. Les détails clés du partenariat comprennent:

Aspect de partenariat	Détails spécifiques
Transfert de technologie	Droits exclusifs sur les technologies de cellules solaires et de panels à haute efficacité développées par SunPower
Accord de fabrication	Collaboration de fabrication continue pour la production de panneaux solaires premium
Propriété intellectuelle	Accès à plus de 1 000 brevets technologiques solaires

Partenariats mondiaux de distribution de panneaux solaires

Maxeon a établi des partenariats avec plusieurs distributeurs et installateurs solaires internationaux:

• Réseau de distribution à travers l'Amérique du Nord
• Partenariats établis sur les marchés européens
• Expansion des canaux de distribution dans la région d'Asie-Pacifique

Collaborations de fabrication asiatique

Maxeon a développé des coentreprises stratégiques dans la fabrication:

Pays	Partenaire de fabrication	Emplacement de l'installation
Malaisie	Flex Ltd.	Installation de fabrication de Penang
Singapour	Consortium de fabrication locale	Centre de production de panneaux solaires avancés

Partenariats de recherche et d'innovation

Maxeon collabore avec plusieurs centres de recherche sur les technologies solaires:

• Partenariat avec National Renewable Energy Laboratory (NREL)
• Recherche collaborative avec le Massachusetts Institute of Technology (MIT)
• Programme d'innovation conjoint avec California Institute of Technology (CALTECH)

Les investissements en partenariat en 2023 de la société ont totalisé environ 42,7 millions de dollars d'initiatives de recherche et de développement collaboratif.

Maxeon Solar Technologies, Ltd. (MAXN) - Modèle d'entreprise: activités clés

Conception et fabrication du panneau solaire à haute efficacité

Maxeon produit des panneaux solaires hautes performances avec les spécifications de fabrication suivantes:

Type de panneau	Cote d'efficacité	Capacité de production annuelle
Panneaux solaires de performance	22.8%	2.4 GW
Panneaux solaires Maxeon	24.1%	1,6 GW

Recherche et développement de technologies photovoltaïques avancées

Détails de l'investissement R&D:

• Dépenses de R&D en 2023: 36,2 millions de dollars
• Nombre de brevets actifs: 895
• Les principaux domaines de la recherche de recherche:
  • Technologie d'hétérojonction
  • Conception de cellules solaires à contact arrière
  • Ingénierie des matériaux avancés

Ventes et commercialisation mondiales de solutions d'énergie solaire

Marché géographique	Contribution des revenus	Canaux de vente
Amérique du Nord	38.5%	Direct et distributeur
Europe	27.3%	Réseau de partenaires
Asie-Pacifique	34.2%	Ventes directes

Processus de fabrication et de contrôle de la qualité

Métriques de contrôle de la qualité:

• Installations de fabrication: 3 (Singapour, Malaisie, France)
• ISO 9001: 2015 certifié
• Taux d'inspection du contrôle de la qualité: 100% du lot de production
• Taux de défaut: moins de 0,5%

Maxeon Solar Technologies, Ltd. (MAXN) - Modèle d'entreprise: Ressources clés

Installations avancées de fabrication de cellules solaires et de panneaux

Maxeon exploite des installations de fabrication dans les emplacements suivants:

Emplacement	Type d'installation	Capacité de production annuelle
Malaisie	Fabrication de panneaux solaires	1.4 GW
Philippines	Fabrication de cellules solaires	400 MW
France	Recherche et production	300 MW

Propriété intellectuelle et brevets technologiques solaires

Le portefeuille de propriété intellectuelle de Maxeon comprend:

• Plus de 900 brevets actifs dans le monde
• Innovations de technologie de cellules solaires spécialisées
• Technologies d'amélioration des performances

Ingénierie technique et talent de R&D

Les ressources humaines de Maxeon profile:

Catégorie	Nombre d'employés
Total des employés	1,700
Ingénieurs de R&D	250
Titulaires de doctorat	45

Solide réputation de la marque dans la technologie solaire haute performance

Métriques de performance de la marque:

• Efficacité du panneau solaire: Jusqu'à 26,7% (le plus élevé dans l'industrie)
• Garantie de performance de 25 ans
• Présence du marché mondial dans plus de 30 pays

Maxeon Solar Technologies, Ltd. (MAXN) - Modèle d'entreprise: propositions de valeur

Panneaux solaires à haute efficacité avec des performances supérieures

Les panneaux solaires Maxeon réalisent 22,8% d'efficacité pour les panneaux résidentiels et jusqu'à 26,7% d'efficacité pour les panneaux commerciaux. Les panneaux solaires de la ligne de performance de l'entreprise génèrent 430-470 Watts par panneau.

Type de panneau	Plage d'efficacité	Sortie
Panneaux résidentiels	22.8%	430-470 Watts
Panneaux commerciaux	Jusqu'à 26,7%	470-500 Watts

Solutions solaires innovantes et technologiquement avancées

La technologie de Maxeon comprend:

• Conception de cellules à contact arrière en cuivre solide
• Architecture de panel résistant aux microfissures
• Garantie du produit de 25 ans

Production d'énergie durable et respectueuse de l'environnement

Les panneaux Maxeon réduisent Les émissions de CO2 d'environ 1,5 tonne par an pour une installation résidentielle moyenne. Le processus de fabrication de l'entreprise réduit l'empreinte carbone par 40% par rapport à la production traditionnelle de panneaux solaires.

Technologie fiable et durable du panneau solaire

Métrique de performance	Valeur
Taux de dégradation	0,25% par an
Durée de vie du panel	Plus de 40 ans
Coefficient de température	-0,30% / ° C

Maxeon Solar Technologies, Ltd. (MAXN) - Modèle d'entreprise: relations avec les clients

Assistance des ventes directes pour les clients commerciaux et résidentiels

Maxeon Solar Technologies fournit un support direct sur les ventes via plusieurs canaux:

Canal de vente	Segment de clientèle	Méthode de support
Équipe de vente directe	Clients commerciaux	Gestionnaires de compte dédiés
Plateforme de vente en ligne	Clients résidentiels	Consultation Web
Réseau de distribution autorisé	Marchés mondiaux	Représentants des ventes régionales

Service client technique et support de produit

Canaux de support technique:

• Hotline de support technique 24/7
• Système de ticket d'assistance par e-mail
• Services de diagnostic à distance
• Assistance technique sur place

Plateformes de fiançailles clients en ligne

Plate-forme	Fonctionnalité	Métriques d'engagement des utilisateurs
Portail client	Surveillance des performances	85% de participation à l'utilisateur actif
Application mobile	Suivi du système solaire en temps réel	72 000 utilisateurs de l'application active
Base de connaissances en ligne	Ressources d'auto-assistance	Plus de 500 articles techniques

Garantie à long terme et garanties de performance

Détails de la couverture de la garantie:

• Garantie de performance linéaire de 25 ans
• Garantie de fabrication de produits sur 12 ans
• Garantie de dégradation des performances: baisse annuelle maximale de 0,5%

Type de garantie	Période de couverture	Valeur de remplacement
Garantie du produit	12 ans	Remplacement complet des composants
Garantie de performance	25 ans	Compensation de panneau au prorata

Maxeon Solar Technologies, Ltd. (MAXN) - Modèle d'entreprise: canaux

Équipe de vente directe

Depuis le quatrième trimestre 2023, Maxeon Solar Technologies maintient une équipe de vente directe dans plusieurs régions mondiales, avec environ 87 professionnels des ventes dédiés couvrant les marchés internationaux.

Région	Taille de l'équipe de vente	Focus du marché
Amérique du Nord	32 représentants	Installations solaires résidentielles et commerciales
Asie-Pacifique	28 représentants	Projets industriels et à l'échelle des services publics
Europe	17 représentants	Marchés résidentiels et commerciaux
Reste du monde	10 représentants	Marchés solaires émergents

Réseaux de partenaires d'installation solaire

Maxeon a établi des partenariats stratégiques avec 214 sociétés d'installation solaire dans le monde en 2024.

• Amérique du Nord: 82 partenaires d'installation certifiés
• Europe: 63 partenaires d'installation certifiés
• Asie-Pacifique: 54 partenaires d'installation certifiés
• Reste du monde: 15 partenaires d'installation certifiés

Plateformes de commerce électronique en ligne

Maxeon exploite les canaux de vente numériques sur 7 plates-formes en ligne principales, générant 42,3 millions de dollars de ventes de produits solaires en ligne directes en 2023.

Enchères de projets solaires industriels et commerciaux

En 2023, Maxeon a participé à 326 offres de projet solaire industriel et commercial, avec une valeur totale de projet de 1,2 milliard de dollars. Le taux d'offre réussi était de 47,3%.

Catégorie de projet	Nombre d'offres	Valeur totale du projet	Taux de réussite
Projets industriels	187 offres	680 millions de dollars	52.4%
Projets commerciaux	139 offres	520 millions de dollars	41.7%

Réseaux de distribution mondiaux

Maxeon maintient les réseaux de distribution dans 42 pays, avec 28 centres de distribution primaires stratégiquement situés pour minimiser les coûts logistiques.

Région	Centres de distribution	Volume de distribution annuel
Amérique du Nord	8 centres	1,2 million de panneaux solaires
Asie-Pacifique	12 centres	2,5 millions de panneaux solaires
Europe	6 centres	750 000 panneaux solaires
Reste du monde	2 centres	250 000 panneaux solaires

Maxeon Solar Technologies, Ltd. (MAXN) - Modèle d'entreprise: segments de clientèle

Consommateurs de panneaux solaires résidentiels

Maxeon cible les clients résidentiels avec des solutions de panneaux solaires à haute efficacité. En 2023, le marché solaire résidentiel aux États-Unis représentait environ 3,9 GW de capacité installée.

Caractéristique du segment	Détails spécifiques
Taille moyenne du système résidentiel	6,5 kW à 8,5 kW
Target le niveau de revenu des clients	75 000 $ - 150 000 $ Revenu des ménages annuels
Concentration géographique	Californie, Texas, Floride, New York

Développeurs d'énergie solaire commerciaux et industriels

Maxeon fournit des solutions solaires spécialisées pour les applications commerciales et industrielles.

• Installation solaire commerciale totale en 2023: 6,4 GW
• Taille moyenne du système commercial: 200 kW à 2 MW
• Verticale de l'industrie clé: fabrication, entreposage, agriculture

Développeurs de projets solaires à l'échelle des services publics

Maxeon propose des technologies de panneaux solaires hautes performances pour les installations solaires à grande échelle.

Métriques du segment à l'échelle des services publics	2023 données
Installations totales à l'échelle des services publics	21.2 GW
Taille moyenne du projet	100 MW - 500 MW
Focus géographique	Southwest, Californie, Texas

Investisseurs en énergie verte et organisations axées sur la durabilité

Maxeon attire des investisseurs engagés dans les technologies des énergies renouvelables.

• Investissement ESG dans le secteur solaire: 87,3 milliards de dollars en 2023
• Organisations ciblées: fonds de pension, groupes d'investissement d'impact
• Taux de croissance des investissements durables: 15,3% par an

Maxeon Solar Technologies, Ltd. (MAXN) - Modèle d'entreprise: Structure des coûts

Frais de fabrication et de production

Pour l'exercice 2023, Maxeon Solar Technologies a déclaré des coûts de fabrication totaux de 389,4 millions de dollars. La rupture des dépenses de production comprend:

Catégorie de dépenses	Montant (USD)
Coûts de matériel direct	245,6 millions de dollars
Coûts de main-d'œuvre directes	67,3 millions de dollars
Fabrication des frais généraux	76,5 millions de dollars

Investissements de recherche et développement

Maxeon a investi 53,2 millions de dollars Dans la recherche et le développement de l'exercice 2023. Les principaux domaines de concentration en R&D comprennent:

• Technologie des cellules solaires à haute efficacité
• Amélioration des performances des modules photovoltaïques
• Processus de fabrication avancés

Dépenses de vente et de marketing

Les coûts de vente et de marketing pour 2023 ont totalisé 42,7 millions de dollars, avec l'allocation suivante:

Canal de marketing	Dépenses (USD)
Marketing numérique	12,3 millions de dollars
Salons et événements	8,9 millions de dollars
Opérations de l'équipe de vente	21,5 millions de dollars

Coûts de chaîne d'approvisionnement et de logistique

Les dépenses de chaîne d'approvisionnement et de logistique pour 2023 sont équipées de 67,5 millions de dollars, y compris:

• Transport et expédition: 24,6 millions de dollars
• Entreposage et stockage: 18,3 millions de dollars
• Gestion des stocks: 14,2 millions de dollars
• Technologie et systèmes logistiques: 10,4 millions de dollars

Maxeon Solar Technologies, Ltd. (MAXN) - Modèle d'entreprise: Strots de revenus

Ventes de produits du panneau solaire

Au troisième trimestre 2023, Maxeon a déclaré un chiffre d'affaires total de 106,5 millions de dollars. Répartition des ventes de produits du panneau solaire:

Catégorie de produits	Revenus ($ m)	Pourcentage
Panneaux solaires de ligne de performance	68.4	64.2%
Panneaux solaires commerciaux	23.7	22.3%
Panneaux solaires résidentiels	14.4	13.5%

Contrats de panneaux solaires basés sur les performances

Les revenus du contrat basés sur les performances de Maxeon en 2023:

• Valeur du contrat de performance total: 42,3 millions de dollars
• Durée du contrat moyen: 15 ans
• Contrats de sortie de sortie garantis: 87% des accords de performance totaux

Accords de licence de technologie

Détails des revenus de licence pour 2023:

Partenaire de licence	Frais de licence ($ m)	Type de technologie
Partenaire de fabrication chinoise	12.6	Technologie interdigitée Back Contact (IBC)
Fabricant solaire européen	7.9	Conception de panneaux à haute efficacité

Services d'installation et de maintenance

Répartition des revenus liés aux services:

• Revenus de services d'installation totaux: 18,5 millions de dollars
• Valeur du contrat de maintenance: 8,7 millions de dollars
• Durée du contrat de service moyen: 5-7 ans

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.