Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
First Solar, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Semiconductors & Related Devices
No intraday reading yet this session.
First Solar, Inc. has 2 disclosed suppliers and 7 disclosed customers. Each one is named in an SEC filing, either First Solar, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of FSLR revenue | Skew |
|---|---|---|---|
| NEENextEra Energy | 1.90% | 10.00% | 5.3× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“During 2025, Silicon Ranch Corporation and NextEra Energy each accounted for 10% or more of our net sales, and the majority of our solar modules were sold to developers and operators of systems in the United States.”
$522M relationship5.3× more of FSLR’s book than NEE’s
basisFSLR fy2025 · closed 2025-12 $5.2BNEE fy2025 · closed 2025-12 $27.4B
FILING10-K0001274494-26-000021cik 0001274494
“During 2025, Silicon Ranch Corporation and NextEra Energy each accounted for 10% or more of our net sales, and the majority of our solar modules were sold to developers and operators of systems in the United States.”
$522M relationship
basisFSLR fy2025 · closed 2025-12 $5.2B
FILING10-K0001274494-26-000021
“In December 2023, we entered into two agreements with Fiserv for the sale of $687.2 million of Section 45X tax credits we generated during 2023, for aggregate cash proceeds of $659.7 million.”
FILING10-K0001274494-25-000010cik 0001274494
“In December 2024, we entered into two agreements with Visa Inc. ("Visa") for the sale of $857.2 million of Section 45X tax credits we generated during 2024 for aggregate cash proceeds of $818.6 million and received initial cash proceeds of $616.0 million.”
FILING10-K0001274494-25-000010cik 0001274494
“We regularly produce research cells in our laboratories, some of which are tested for performance and certified by independent labs, such as the National Renewable Energy Laboratory.”
FILING10-K0001274494-25-000010cik 0001274494
“During 2022, we completed the sales of our Japan project development business and our Japan O&M operations to PAG Real Assets ("PAG") and the sales of certain other international O&M operations to a subsidiary of Clairvest Group, Inc. ("Clairvest").”
FILING10-K0001274494-25-000010cik 0001274494
“During 2025, we terminated various master supply agreements with BP Solar Holding LLC and its affiliate Lightsource Renewable Energy Trading, LLC due to the customers' failure to cure several breaches of their contractual obligations.”
FILING10-K0001274494-26-000021cik 0001274494
“During 2025, we terminated various master supply agreements with BP Solar Holding LLC and its affiliate Lightsource Renewable Energy Trading, LLC due to the customers' failure to cure several breaches of their contractual obligations.”
FILING10-K0001274494-26-000021cik 0001274494
“In his role as Vice President of Research, he led the thin film technology transfer from General Electric to First Solar following the intellectual property acquisition in 2013.”
FILING10-K0001274494-25-000010cik 0001274494
Watchlist prices, news filtered to it, and its next report on your desk.
FSLR (First Solar, Inc.) has 2 disclosed suppliers and 7 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: GE −3.18%, in industrials & materials.