We are just two days away from the start of an exciting earnings season for solar, and I can barely contain my excitement. So, what should we be keeping our Foolish eyes on?
Kickoff in the U.S.
Moving to China
Chinese manufacturers have to continue lowering cost per watt to keep up with First Solar. Crystalline silicon manufacturers have relied on falling silicon prices to become more competitive, but silicon doesn't have much further to fall, putting the onus on non-Si costs this quarter.
Today, JA Solar
And back home again
At both Sunpower
Check back in on Friday for my take on how First Solar kicked off earnings season.
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Fool contributor Travis Hoium is long shares of First Solar and Sunpower. You can follow Travis on Twitter at @FlushDrawFool, check out his personal stock holdings or follow his CAPS picks at TMFFlushDraw.
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