Maxeon Solar Technologies, Ltd. (Maxn): Modelo de negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico da energia renovável, a Maxeon Solar Technologies (MAXN) surge como uma força pioneira, transformando a tecnologia solar por meio de design inovador e parcerias estratégicas. Ao alavancar soluções fotovoltaicas de ponta e um modelo de negócios robusto, a Maxeon não está apenas vendendo painéis solares, mas reimaginando como a energia sustentável pode ser produzida com eficiência, distribuída e integrada nos mercados residenciais, comerciais e em escala de utilidade. Sua abordagem abrangente combina a excelência tecnológica com o posicionamento estratégico, tornando -os um participante atraente no cenário global de energia solar.

Maxeon Solar Technologies, Ltd. (Maxn) - Modelo de negócios: Parcerias -chave

Parceria estratégica com a Sunpower Corporation

Maxeon Solar Technologies mantém um Parceria crítica de tecnologia e fabricação com a Sunpower Corporation, estabelecida por meio de um contrato de spin-off em 2020. Os detalhes da parceria-chave incluem:

Aspecto da parceria	Detalhes específicos
Transferência de tecnologia	Direitos exclusivos de tecnologias de células e painéis solares de alta eficiência desenvolvidas pela SunPower
Contrato de fabricação	Colaboração contínua de fabricação para produção de painel solar premium
Propriedade intelectual	Acesso a mais de 1.000 patentes de tecnologia solar

Parcerias globais de distribuição de painéis solares

Maxeon estabeleceu parcerias com vários distribuidores e instaladores solares internacionais:

• Rede de distribuição em toda a América do Norte
• Parcerias estabelecidas nos mercados europeus
• Expandindo canais de distribuição na região da Ásia-Pacífico

Colaborações de fabricação asiáticas

Maxeon desenvolveu joint ventures estratégicos na fabricação:

País	Parceiro de fabricação	Localização da instalação
Malásia	Flex Ltd.	Penang Manufacturing Facility
Cingapura	Consórcio de Manufatura Local	Centro de produção avançado de painel solar

Parcerias de pesquisa e inovação

Maxeon colabora com vários centros de pesquisa em tecnologia solar:

• Parceria com o National Renowable Energy Laboratory (NREL)
• Pesquisa colaborativa com o Instituto de Tecnologia de Massachusetts (MIT)
• Programa de Inovação Conjunta com o Instituto de Tecnologia da Califórnia (Caltech)

Os investimentos em parceria de 2023 da Companhia totalizaram aproximadamente US $ 42,7 milhões em iniciativas de pesquisa e desenvolvimento colaborativo.

Maxeon Solar Technologies, Ltd. (MAXN) - Modelo de negócios: Atividades -chave

Design e fabricação do painel solar de alta eficiência

Maxeon produz painéis solares de alto desempenho com as seguintes especificações de fabricação:

Tipo de painel	Classificação de eficiência	Capacidade de produção anual
Painéis solares de desempenho	22.8%	2.4 GW
Paneéis solares Maxeon	24.1%	1.6 GW

Pesquisa e desenvolvimento de tecnologias fotovoltaicas avançadas

Detalhes do investimento em P&D:

• Despesas de P&D em 2023: US $ 36,2 milhões
• Número de patentes ativas: 895
• Principais áreas de foco de pesquisa:
  • Tecnologia de heterojunção
  • Design de células solares de contato traseiro
  • Engenharia de Materiais Avançados

Vendas globais e marketing de soluções de energia solar

Mercado geográfico	Contribuição da receita	Canais de vendas
América do Norte	38.5%	Direto e distribuidor
Europa	27.3%	Rede de parceiros
Ásia-Pacífico	34.2%	Vendas diretas

Processos de controle de fabricação e qualidade

Métricas de controle de qualidade:

• Instalações de fabricação: 3 (Cingapura, Malásia, França)
• Certificado ISO 9001: 2015
• Taxa de inspeção de controle de qualidade: 100% do lote de produção
• Taxa de defeito: menor que 0,5%

Maxeon Solar Technologies, Ltd. (MAXN) - Modelo de negócios: Recursos -chave

Instalações avançadas de fabricação de células solares e painéis

Maxeon opera instalações de fabricação nos seguintes locais:

Localização	Tipo de instalação	Capacidade de produção anual
Malásia	Fabricação de painel solar	1.4 GW
Filipinas	Fabricação de células solares	400 MW
França	Pesquisa e produção	300 MW

Propriedade intelectual e patentes de tecnologia solar

O portfólio de propriedade intelectual de Maxeon inclui:

• Mais de 900 patentes ativas em todo o mundo
• Inovações de tecnologia solar especializadas
• Tecnologias de aprimoramento de desempenho

Engenharia Técnica e talento de P&D

Recursos humanos de Maxeon profile:

Categoria	Número de funcionários
Total de funcionários	1,700
Engenheiros de P&D	250
Titulares de doutorado	45

Forte reputação da marca em tecnologia solar de alto desempenho

Métricas de desempenho da marca:

• Eficiência do painel solar: Até 26,7% (mais alto da indústria)
• Garantia de desempenho de 25 anos
• Presença no mercado global em mais de 30 países

Maxeon Solar Technologies, Ltd. (Maxn) - Modelo de negócios: proposições de valor

Painéis solares de alta eficiência com desempenho superior

Maxeon Solar Painéis alcançam 22,8% de eficiência para painéis residenciais e até 26,7% de eficiência Para painéis comerciais. Os painéis solares da linha de desempenho da empresa geram 430-470 watts por painel.

Tipo de painel	Faixa de eficiência	Saída de energia
Painéis residenciais	22.8%	430-470 watts
Painéis comerciais	Até 26,7%	470-500 watts

Soluções solares inovadoras e tecnologicamente avançadas

A tecnologia de Maxeon inclui:

• Design de célula de contato de volta de cobre sólido
• Arquitetura de painel resistente a micro-trações
• Garantia de produto de 25 anos

Geração de energia sustentável e ambientalmente amigável

Os painéis Maxeon reduzem Emissões de CO2 em aproximadamente 1,5 toneladas por ano Para uma instalação residencial média. O processo de fabricação da empresa reduz a pegada de carbono por 40% em comparação com a produção tradicional de painéis solares.

Tecnologia de painel solar confiável e durável

Métrica de desempenho	Valor
Taxa de degradação	0,25% ao ano
Painel LifeSpan	Mais de 40 anos
Coeficiente de temperatura	-0,30%/° C.

Maxeon Solar Technologies, Ltd. (MAXN) - Modelo de negócios: Relacionamentos ao cliente

Suporte de vendas diretas para clientes comerciais e residenciais

A Maxeon Solar Technologies fornece suporte direto de vendas por meio de vários canais:

Canal de vendas	Segmento de clientes	Método de suporte
Equipe de vendas diretas	Clientes comerciais	Gerentes de conta dedicados
Plataforma de vendas on -line	Clientes residenciais	Consulta baseada na Web
Rede de distribuidores autorizados	Mercados globais	Representantes de vendas regionais

Atendimento ao cliente técnico e suporte ao produto

Canais de suporte técnico:

• 24/7 de suporte técnico Linha direta
• Sistema de ticket de suporte por e -mail
• Serviços de diagnóstico remoto
• Assistência técnica no local

Plataformas de engajamento de clientes online

Plataforma	Funcionalidade	Métricas de engajamento do usuário
Portal do cliente	Monitoramento de desempenho	85% de participação ativa do usuário
Aplicativo móvel	Rastreamento do sistema solar em tempo real	72.000 usuários de aplicativos ativos
Base de conhecimento online	Recursos de auto-ajuda	500+ artigos técnicos

Garantia de longo prazo e garantias de desempenho

Detalhes da cobertura da garantia:

• Garantia de desempenho linear de 25 anos
• Garantia de trabalho de produtos de 12 anos
• Garantia de degradação de desempenho: declínio anual máximo de 0,5%

Tipo de garantia	Período de cobertura	Valor de reposição
Garantia do produto	12 anos	Substituição completa de componentes
Garantia de desempenho	25 anos	Compensação do painel proporcional

Maxeon Solar Technologies, Ltd. (Maxn) - Modelo de negócios: canais

Equipe de vendas diretas

No quarto trimestre 2023, a Maxeon Solar Technologies mantém uma equipe de vendas direta em várias regiões globais, com aproximadamente 87 profissionais de vendas dedicados cobrindo mercados internacionais.

Região	Tamanho da equipe de vendas	Foco no mercado
América do Norte	32 representantes	Instalações solares residenciais e comerciais
Ásia-Pacífico	28 representantes	Projetos industriais e em escala de utilidade
Europa	17 representantes	Mercados residenciais e comerciais
Resto do mundo	10 representantes	Mercados solares emergentes

Redes de parceiros de instalação solar

A Maxeon estabeleceu parcerias estratégicas com 214 empresas de instalação solar globalmente a partir de 2024.

• América do Norte: 82 parceiros de instalação certificados
• Europa: 63 parceiros de instalação certificados
• Ásia-Pacífico: 54 Parceiros de Instalação Certificados
• Resto do mundo: 15 parceiros de instalação certificados

Plataformas online de comércio eletrônico

A Maxeon opera canais de vendas digitais em 7 plataformas on -line primárias, gerando US $ 42,3 milhões em vendas diretas de produtos solares on -line em 2023.

Licitação do projeto solar industrial e comercial

Em 2023, Maxeon participou de 326 ofertas de projetos solares industriais e comerciais, com um valor total do projeto de US $ 1,2 bilhão. A taxa de oferta bem -sucedida foi de 47,3%.

Categoria de projeto	Número de lances	Valor total do projeto	Taxa de sucesso
Projetos industriais	187 lances	US $ 680 milhões	52.4%
Projetos comerciais	139 lances	US $ 520 milhões	41.7%

Redes de distribuição global

Maxeon mantém redes de distribuição em 42 países, com 28 centros de distribuição primários estrategicamente localizados para minimizar os custos logísticos.

Região	Centros de distribuição	Volume anual de distribuição
América do Norte	8 centros	1,2 milhão de painéis solares
Ásia-Pacífico	12 centros	2,5 milhões de painéis solares
Europa	6 centros	750.000 painéis solares
Resto do mundo	2 centros	250.000 painéis solares

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

Consumidores de painel solar residencial

A Maxeon tem como alvo clientes residenciais com soluções de painel solar de alta eficiência. Em 2023, o mercado solar residencial nos Estados Unidos representou aproximadamente 3,9 GW de capacidade instalada.

Característica do segmento	Detalhes específicos
Tamanho médio do sistema residencial	6,5 kW a 8,5 kW
T -alvo Nível de renda do cliente	US $ 75.000 - US $ 150.000 renda familiar anual
Concentração geográfica	Califórnia, Texas, Flórida, Nova York

Desenvolvedores de energia solar comercial e industrial

A Maxeon fornece soluções solares especializadas para aplicações comerciais e industriais.

• Instalação solar comercial total em 2023: 6,4 GW
• Tamanho médio do sistema comercial: 200 kW a 2 MW
• Principais verticais da indústria: fabricação, armazenamento, agricultura

Desenvolvedores de projetos solares em escala de utilidade

A Maxeon oferece tecnologias de painel solar de alto desempenho para instalações solares em larga escala.

Métricas de segmento em escala de utilidade	2023 dados
Instalações totais em escala de utilidade	21.2 GW
Tamanho médio do projeto	100 MW - 500 MW
Foco geográfico	Southwest, Califórnia, Texas

Investidores de energia verde e organizações focadas na sustentabilidade

Maxeon atrai investidores comprometidos com tecnologias de energia renovável.

• Investimento ESG no setor solar: US $ 87,3 bilhões em 2023
• Organizações direcionadas: fundos de pensão, grupos de investimento de impacto
• Taxa de crescimento de investimento sustentável: 15,3% anualmente

Maxeon Solar Technologies, Ltd. (MAXN) - Modelo de negócios: estrutura de custos

Despesas de fabricação e produção

Para o ano fiscal de 2023, a Maxeon Solar Technologies relatou custos totais de fabricação de US $ 389,4 milhões. A quebra das despesas de produção inclui:

Categoria de despesa	Quantidade (USD)
Custos de material direto	US $ 245,6 milhões
Custos diretos de mão -de -obra	US $ 67,3 milhões
Manufatura de sobrecarga	US $ 76,5 milhões

Investimentos de pesquisa e desenvolvimento

Maxeon investiu US $ 53,2 milhões em pesquisa e desenvolvimento para o ano fiscal de 2023. As principais áreas de foco em P&D incluem:

• Tecnologia de células solares de alta eficiência
• Melhoria de desempenho de módulos fotovoltaicos
• Processos avançados de fabricação

Despesas de vendas e marketing

Os custos de vendas e marketing para 2023 totalizaram US $ 42,7 milhões, com a seguinte alocação:

Canal de marketing	Despesas (USD)
Marketing digital	US $ 12,3 milhões
Feiras e eventos	US $ 8,9 milhões
Operações da equipe de vendas	US $ 21,5 milhões

Custos de cadeia de suprimentos e logística

A cadeia de suprimentos e as despesas de logística para 2023 totalizaram US $ 67,5 milhões, incluindo:

• Transporte e remessa: US $ 24,6 milhões
• Armazenamento e armazenamento: US $ 18,3 milhões
• Gerenciamento de inventário: US $ 14,2 milhões
• Tecnologia e sistemas de logística: US $ 10,4 milhões

Maxeon Solar Technologies, Ltd. (Maxn) - Modelo de negócios: fluxos de receita

Vendas de produtos do painel solar

No terceiro trimestre de 2023, Maxeon registrou receita total de US $ 106,5 milhões. Breakdown de vendas de produtos do painel solar:

Categoria de produto	Receita ($ m)	Percentagem
Painéis solares de linha de desempenho	68.4	64.2%
Painéis solares comerciais	23.7	22.3%
Painéis solares residenciais	14.4	13.5%

Contratos de painel solar baseados em desempenho

Receita de contrato baseada em desempenho de Maxeon em 2023:

• Valor total do contrato de desempenho: US $ 42,3 milhões
• Duração média do contrato: 15 anos
• Contratos de produção de energia garantida: 87% do total de contratos de desempenho

Acordos de licenciamento de tecnologia

Detalhes da receita de licenciamento para 2023:

Parceiro de licenciamento	Taxa de licenciamento ($ m)	Tipo de tecnologia
Parceiro de fabricação chinesa	12.6	Tecnologia interdigitada de Back Contact (IBC)
Fabricante solar europeu	7.9	Design do painel de alta eficiência

Serviços de instalação e manutenção

Redução de receita relacionada ao serviço:

• Receita dos Serviços de Instalação Total: US $ 18,5 milhões
• Valor do contrato de manutenção: US $ 8,7 milhões
• Duração média do contrato de serviço: 5-7 anos

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.