Proactive - Interviews for investors

Ideal Power CEO discusses B-TRAN market opportunity following strong end to 2025

Episode Summary

Ideal Power Inc (NASDAQ:IPWR, FRA:5ILA) CEO David Somo talked with Proactive's Stephen Gunnion about the company’s strategy to accelerate the commercialization of its B-TRAN technology and the key opportunities emerging across multiple high-growth markets. Somo explained that one of the first priorities since stepping into the CEO role has been strengthening the company’s commercial infrastructure. Ideal Power is expanding its global sales capability, including the addition of a sales leader in Asia and plans to add another applications manager in the region. The company is also recruiting a European sales leader to support multinational customers and those with development operations based in Europe. Alongside internal expansion, Ideal Power is leveraging global distribution partners to broaden customer engagement and technical support for B-TRAN integration. According to Somo, this approach allows the company to effectively multiply its reach with potential customers. As he noted, “we're working closely with our global distribution partners to be able to effectively multiply our ability to engage with customers.” The discussion also highlighted a strategic partnership with Lazzen focused on solid-state circuit breakers targeting AI data centers. Somo described the addressable market as substantial, saying early applications alone could represent “several hundred million dollars, growing to north of $1 billion over the next 3 to 4 years.” Somo also provided an update on Ideal Power’s development work with Stellantis involving custom-packaged B-TRAN devices designed for electric vehicle contactor applications. Looking ahead, investors should watch for growing qualified opportunities in the company’s sales pipeline and customer products moving through qualification toward potential commercialization later in 2026. For more insights and interviews like this, visit Proactive's YouTube channel, give this video a like, subscribe to the channel and enable notifications so you never miss future updates. #IdealPower #BTRAN #PowerSemiconductors #AIDataCenters #EnergyTechnology #SemiconductorInnovation #EVTechnology #BatteryEnergyStorage #RenewableEnergy #PowerElectronics