Revenue segments as reported by the company.

Customer Agreements & Incentives

Solar Energy Systems & Product Sales

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Amortization of intangible assets

Goodwill impairment

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Sunrun

Sunrun, Inc. engages in the design, development, installation, sale, ownership and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward H. Fenster, Robert N. Kreamer and Lynn M. Jurich in January 2007 and is headquartered in San Francisco, CA.

Earnings data Q1 2021

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Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q4 2024

Sunrun reports record Q4 results, eyes growth through storage innovations

Sunrun's strong performance in Q4 and full-year 2022, with a focus on storage deployments and subscription model for growth, positions the company well for 2023. Despite challenges like interest rate pressures, Sunrun's operational improvements and strategic collaborations drive value. The company's disciplined approach to growth and focus on market share gains present significant opportunities for expansion.

Sunrun exceeds Q1 guidance, focuses on battery growth opportunities

Sunrun's Q1 performance showcased strong installation numbers, subscription growth, and high battery attach rates, positioning the company for continued success.
Despite challenges in G&A costs and cash decline, Sunrun's financial stability, strategic funding, and focus on profitability offer resilience and growth potential.
Opportunities lie in expanding solar energy capacity, exploring new market segments, and meeting strong battery demand to drive revenue and market reach.

Sunrun reports robust Q2 performance, eyes grid services expansion

Sunrun delivered a strong Q2 performance with notable growth in storage capacity and attachment rates. The company's focus on expanding grid services and generating recurring cash flow presents opportunities for future growth. Despite challenges such as equipment price decreases, Sunrun remains committed to capital efficiency and enhancing customer value.

Sunrun reports robust Q3 performance, focuses on storage expansion

Sunrun's Q3 performance showcased growth in storage capacity installations, improved customer relationships, and a strong cash position with no equity needs.
The company's strengths lie in its strategic shift towards storage offerings, margin-focused growth strategy, and proactive inventory management.
Challenges include adjusting to market conditions, transitioning to a storage-first approach, and addressing operational and reporting complexities.
Opportunities for Sunrun include further growth in storage installations, recurring cash flow generation, and market leadership in clean energy generation.

Sunrun surpasses Q4 guidance, eyes growth in storage installations

Sunrun's Q4 performance exceeded expectations, driving subscriber value.
Strengths include high storage attachment rate and successful customer renewals.
Challenges lie in cost reductions and balancing increased install activity.
Opportunities exist in strong growth expectations and customer engagement strategies.

Sunrun beats Q1 guidance, focuses on margins over volumes

Sunrun delivered strong Q1 results, focusing on profitable growth, efficiency gains, and increasing customer value. The company faces challenges in sales growth and potential market headwinds but sees opportunities in battery retrofit programs, state-specific growth, and managing competition effectively.

Sunrun excels in Q2 with strong storage growth and strategic focus

Sunrun's Q2 performance reflects strong growth in storage installations and cash generation, positioning the company well for the future.
The company's strategic focus on differentiation, new products, and margin leadership underscores its commitment to sustainable growth.
While facing challenges in a competitive market, Sunrun's opportunities lie in expanding partnerships, driving innovation, and capturing market demand.
Overall, Sunrun's confidence in its market position and cash generation outlook signals a positive trajectory for the company.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

CrowdStrike

Fiverr

Lockheed Martin

Northrop Grumman

Skyworks Solutions

Verizon

As investors try to digest the failure of two banks, related stocks are tumbling. The Nasdaq Bank Index is down more than 20% from its Feb. high due to its exposure to the now-delisted SIVB stock.

7 Surefire Stocks With the Most Gangbuster Potential

Sunrun Inc (NASDAQ:RUN) is up 2.2% at $21.19 at last glance, looking to recover some of Friday's 12.3% drop -- though the shares remain on the short sell restricted (SSR) list amid recent market volatility.

Put Traders Cheer Sunrun's Recent Drop

Sunnova Energy International Inc

SVB Financial Group

Residential solar companies Sunrun Inc and Sunnova Energy on Friday disclosed their exposure to SVB Financial Group , which has been closed down by California banking regulators.

Solar firms Sunnova and Sunrun shed light on exposure to Silicon Valley Bank

SVB Financial Group, which was shut down by regulators on Friday, was a lender to clean energy firms like Sunrun, which is the largest residential solar developer in the U.S.

Sunrun's Connection to SVB May Be Hurting Its Stock

Sunrun Inc. (NASDAQ:RUN ) Q4 2022 Earnings Conference Call February 22, 2023 4:30 PM ET Company Participants Patrick Jobin - Investor Relations Mary Powell - Chief Executive Officer Ed Fenster - Co-Founder and Co-Executive Chair Danny Abajian - Chief Financial Officer Conference Call Participants Julien Dumoulin-Smith - Bank of America James West - Evercore ISI Brian Lee - Goldman Sachs Phil Shen - ROTH Kashy Harrison - Piper Sandler Joseph Osha - Guggenheim Partners Maheep Mandloi - Credit Suite Biju Perincheril - Susquehanna Steve Fleishman - Wolfe Research Christine Cho - Barclays Corinne Blanchard - Deutsche Bank Abhi Sinha - Northland Financial Colin Rusch - Oppenheimer Patrick Jobin Before we begin, please note that certain remarks we will make on this conference call constitute forward-looking statements. Although we believe these statements reflect our best judgment based on factors currently known to us, actual results may differ materially and adversely.

Sunrun Inc. (RUN) Q4 2022 Earnings Call Transcript

Sunrun (RUN) delivered earnings and revenue surprises of 866.67% and 5.91%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

Sunrun (RUN) Beats Q4 Earnings and Revenue Estimates

Rising interest rates have made it more expensive to finance solar projects, and are likely to hurt the company.

Sunrun Beats Estimates but Higher Interest Rates Sting

Net Subscriber Value expands significantly to $16,569, reaching the highest level reported in Sunrun's history

Sunrun Reports Fourth Quarter and Full Year 2022 Financial Results

Sunrun (RUN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Sunrun (RUN) Q4 Earnings Expected to Decline

Array Technologies

Brookfield Renewable Partners

Orsted AS

Enphase Energy

NextEra Energy

The growth of renewable energy continues to create investment opportunities in renewable stocks. Environmental and economic factors drive the shift towards renewable energy sources as the cost of renewable energy technologies continues to fall.

7 Stocks to Buy for the Future of Renewable Energy

Earnings Release and Conference Call Scheduled for February 22, 2023 Earnings Release and Conference Call Scheduled for February 22, 2023

Sunrun Announces Date and Conference Call Details for Fourth Quarter and Full-Year 2022 Earnings Report

SunPower

Solar stocks are in the hot seat today, including Sunrun (NASDAQ: RUN ), SunPower (NASDAQ: SPWR ) and Enphase Energy (NASDAQ: ENPH ). Why? Analysts from Barclays and Piper Sandler expressed concerns about the solar energy market in 2023 and even 2024, downgrading some solar stocks as a result.

Why Are Solar Stocks RUN, SPWR, ENPH Down Today?

Barclays downgraded Sunrun Inc (NASDAQ:RUN) and SunPower Corporation (NASDAQ:SPWR) this morning, noting it expects growth for residential solar companies to slowdown in 2023 and 2024.

Analyst: 2 Solar Stocks Facing Headwinds

Sunrun Inc. ( RUN , Financial) was founded in 2007 and has grown to become the largest residential solar company in the U.S. with a market share of about 18%, making clean energy more accessible to those without the option of commercial clean energy.

A Deep Dive on Sunrun: Part 2

First Solar

SolarEdge Technologies

Some highfliers from 2022 are seeing sizable declines in the new year.

As Markets Fall, Solar Stocks Are Cooling Off

Sunrun is the leader in the residential solar market in the US and continues to show strong growth rates. The residential solar market is seeing great growth potential over the next decade as prices drop and adoption increases, driven by tax incentives.

Sunrun: Secular Tailwinds Will Drive Growth

Sunrun Inc. ( RUN , Financial) was founded in 2007 to bring solar energy directly to homes in the U.S., making clean energy more accessible to those without the option of commercial clean energy. The company makes solar available at little to no upfront cost, and as solar energy has gained widespread adoption, the technology has proven cheaper in the long run as well, helping to grow Sunrun's business.

A Deep Dive on Sunrun: Part 1

American Superconductor

EOG Resources

General Electric

NiSource

ONEOK

Pattern Energy Group

Many tell us the green transition is inevitable. It is a popular message among politicians and corporate CEOs.

2023's Untold Controversy: The Green Transition

Wells Fargo upgraded solar stocks Sunrun Inc (NASDAQ:RUN), Sunnova Energy International Inc (NYSE:NOVA), and First Solar Inc (NASDAQ:FSLR) to "overweight" today.

Wells Fargo Upgrades Several Solar Stocks

Wells Fargo analyst Michael Blum upgrades shares of Sunrun, Sunnova and First Solar to Overweight from Equal Weight.

Sunrun, Sunnova, and First Solar Are Now Buys. This Analyst Is Positive on Clean Energy.

Sunrun Inc (NASDAQ:RUN) is down 5% at $27.69 at last glance, eyeing its third-straight drop of over 4%.

Solar Stock Drawing Attention in the Options Pits

Goldman Sachs

Canadian Solar

JinkoSolar Holding

Maxeon Solar Technologies

Stem, Inc

Goldman Sachs cited improving margins and execution for First Solar and SolarEdge stocks, as well as the Inflation Reduction Act. The post Solar Edge, First Solar Among 4 Top Solar Stocks For 2023: Goldman Sachs appeared first on Investor's Business Daily.

Solar Edge, First Solar Among 4 Top Solar Stocks For 2023: Goldman Sachs

U.S. solar industry players are set to gain from increasing residential installations and the Inflation Reduction Act amid supply-related headwinds. One may keep a tab on ENPH, FSLR and RUN.

3 Solar Stocks to Watch Amid Supply-Chain Challenges

SPI Energy

As the noon hour began Friday, real estate sector stocks were taking a beating, down 3.6% for the first half of the day's trading session.

Solar Stocks Clobber Tech Sector in Friday Trading

Bernadette Del Chiaro, executive director of the California Solar & Storage Association, says the plan is a 'step backwards when we really need to be moving forward with solar and battery storage.'

News for Sunrun Stock (RUN)