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Storage AUM
Measures the total assets under management in the storage sector, indicating the scale and growth potential of this business area.Storage AUM plunged from its 2024 peak into early‑2025 and has since stabilized at a much lower base, signaling lost or deconsolidated storage contracts (and the supplier‑related renewal issues management mentioned). That contraction caps near‑term battery hardware resales and managed‑services revenue — the primary driver of the Q1 revenue shortfall — even as management leans into higher‑margin software and expects resales to ramp in H2; AUM recovery is therefore a key upside trigger and lingering downside risk to meeting full‑year targets.
Date | Storage AUM |
|---|---|
Jun 30, 2026 | 1.80 |
Mar 31, 2026 | 1.70 |
Dec 31, 2025 | 1.70 |
Sep 30, 2025 | 1.80 |
Jun 30, 2025 | 1.70 |
Mar 31, 2025 | 1.60 |
Dec 31, 2024 | 5.60 |
Sep 30, 2024 | 6.00 |
Jun 30, 2024 | 5.80 |
Mar 31, 2024 | 5.80 |