1.4M; cash + marketable securities $931.8M; shipped ~1.42M microinverters (655.2 MW DC) + 129.9 MWh batteries; US sell-through +5% Q/Q but -35% Y/Y; Q4 revenue guide SLASHED to $225-$255M (-15-23% Q/Q) incl. $51.2M safe harbor; no buybacks in 9M26 vs 30M in 9M25; overnight ~-15.2% on Blue Ocean ATS to ~$25.23" /> 1.4M; cash + marketable securities $931.8M; shipped ~1.42M microinverters (655.2 MW DC) + 129.9 MWh batteries; US sell-through +5% Q/Q but -35% Y/Y; Q4 revenue guide SLASHED to $225-$255M (-15-23% Q/Q) incl. $51.2M safe harbor; no buybacks in 9M26 vs 30M in 9M25; overnight ~-15.2% on Blue Ocean ATS to ~$25.23" />