First Solar vs SAP for Utilities
Side-by-side comparison of AI visibility scores, market position, and capabilities
Tempe AZ US solar module leader (NASDAQ: FSLR) at $4.2B 2024 revenue (+27%) with 23.5 GW total capacity; $330M South Carolina factory adding 3.7 GW and EPEAT Climate+ certified competing with Qcells for IRA-compliant domestic utility solar.
About
First Solar, Inc. is a Tempe, Arizona-based solar module manufacturer — publicly traded on NASDAQ (NASDAQ: FSLR) as an S&P 500 component — operating as the largest US solar manufacturer and the only vertically integrated thin-film cadmium telluride (CdTe) solar module company at commercial scale, with 23.5 GW of total nameplate manufacturing capacity across facilities in the United States (Ohio, Alabama, Louisiana), India, Vietnam, and Malaysia as of 2025. In fiscal year 2024, First Solar reported $4.2 billion in net sales (a 27% increase from $3.3 billion in 2023) with a record 14.1 GW of modules sold. In 2025, First Solar committed $330 million to a new South Carolina factory in Gaffney (3.7 GW capacity, ~600 jobs, operations H2 2026) that would bring total US capacity to 17.7 GW. First Solar's CdTe modules have achieved commercial production efficiencies exceeding 20%, and the company holds first-mover status with the EPEAT Climate+ designation for ultra-low carbon solar technology. CEO Mark Widmar leads the company. Founded 1990 in Perrysburg, Ohio.
SAP (NYSE: SAP) utility industry software suite with meter-to-cash billing, asset management, and workforce management for electric/gas/water utilities; competing with Oracle Utilities for regulated utility operational systems.
About
SAP for Utilities is SAP SE's (NYSE: SAP) industry-specific software suite for electric, gas, and water utilities — providing customer information systems (CIS), meter-to-cash billing, asset management, workforce management, and operational analytics for the regulated utility industry globally. Part of SAP's $36 billion annual revenue portfolio, SAP for Utilities serves hundreds of major utilities including E.ON, Enel, National Grid, and Pacific Gas & Electric (PG&E) for the core operational systems that bill customers, manage distribution assets, and coordinate field workforce dispatching.
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