SunPower (SPWR -3.17%), Trina Solar (NYSE: TSL), and JinkoSolar (JKS 1.21%) started off earnings season by reporting a vast improvement in earnings during the second quarter. But that improvement hasn't translated to companies like Yingli Green Energy (NYSE: YGE), LDK Solar, and JA Solar (NASDAQ: JASO), who are reporting losses and even a decline in revenue for JA Solar. Solar analyst Travis Hoium gives his take on what we learned this earnings season in the video below.