Comment on First Solar and SunPower Make a Strategic Shift at Just the Right Time

First Solar and SunPower Make a Strategic Shift at Just the Right Time

One of the biggest strategic changes both First Solar (NASDAQ: FSLR) and SunPower (NASDAQ: SPWR) made in 2016 was to move away from the project development business and into providing component solutions to customers. The development business had been highly lucrative from 2010 to 2015, but in recent years, as utilities moved into the market and the yieldco market declined, margins shrank.

 

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