The interview was from January of this year, but was interesting to read, some of the thoughts here:

Freedom Forever is the largest residential solar installation company in the US. The company provides engineering, procurement, and construction (EPC) to its dealer partners. Freedom Forever was founded in 2011 and is based in Temecula, California.

Brett has a more optimistic view for 2024 US resi solar growth and believes the industry could see positive growth vs. our view of down 15%

Freedom Forever had an 80/20 SEDG/ENPH mix in 2023 and expects a similar mix in 2024

Freedom Forever is module agnostic and believes the “brains of the system” is the inverter

Freedom had a 7% battery attach rate in 2023, currently has a 22% attach rate, and could see an attach rate as high as 30% by YE’24

Brett believes that Freedom could reach the domestic content threshold without a domestic content module.


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