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 Q1 2022

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Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

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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.

Array Technologies

Enphase Energy

First Solar

SolarEdge Technologies

The transition to clean energy, once seen as important solely for environmental purposes, has now become a key cornerstone of supply chain security efforts. As governments around the world become more aware of the risks of globalized supply chains in light of the Covid-19 pandemic and the Russia-Ukraine war, one way to decrease the potential drawbacks of future geopolitical developments is to build out renewable energy infrastructure.

Solar Stocks Were Supposed to Rebound; Insiders Aren't Convinced

The mean of analysts' price targets for Sunrun (RUN) points to a 49.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Does Sunrun (RUN) Have the Potential to Rally 49% as Wall Street Analysts Expect?

Deutsche Bank analyst Corinne Blanchard initiates coverage on shares of Enphase, Sunrun and First Solar with Buy ratings.

Sunrun and Other Solar Stocks With Strong U.S. Presence Are a Buy, Analyst Says

Brookfield Renewable Partners

Matthews International

Plug Power

The Inflation Reduction Act will give a huge boost to the renewable energy and zero-carbon technology industries through hundreds of billions of dollars in tax credits. Actually, these industries are already rapidly expanding in response to the spending bill.

Profit From The 'Inflation Reduction Act' With These 2 Dividend Stalwarts

SunPower

A combination of solid recent earnings results, a coming boost from the Inflation Reduction Act, and actual inflation reduction sent these solar stocks surging higher, at least for one day.

Why SolarEdge, SunPower, and SunRun Stocks Were Up 14% to 27% Today

The consensus price target hints at a 128.5% upside potential for Sunrun (RUN). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Wall Street Analysts Think Sunrun (RUN) Could Surge 128%: Read This Before Placing a Bet

Sunrun's fiscal 2022 third quarter earnings saw revenue grow by 44% year-over-year as customers reached a new record of 760,000. The company materially exceeded guidance on net subscriber value, which nearly doubled sequentially.

Sunrun: Growth Leaves Naysayers In The Dark

Why Sunrun Stock Soared Today

Sunrun (NASDAQ: RUN ) stock is catching the interest of traders on Thursday after releasing its earnings report for the third quarter of 2022. The big news that has investors in RUN stock talking today starts with its diluted earnings per share of 96 cents.

Why Is Sunrun (RUN) Stock Up 18% Today?

Sunrun, Inc. (NASDAQ:RUN ) Q3 2022 Earnings Conference Call November 2, 2022 4:30 PM ET Company Participants Patrick Jobin - SVP, Finance & IR Mary Powell - CEO & Director Danny Abajian - CFO Edward Fenster - Co-Founder & Executive Co-Chair, Board Conference Call Participants Brian Lee - Goldman Sachs Julien Dumoulin-Smith - Bank of America Merrill Lynch Andrew Percoco - Morgan Stanley Colin Rusch - Oppenheimer Sophie Karp - KeyBanc Capital Markets David Peters - Wolfe Research Maheep Mandloi - Crédit Suisse Philip Shen - ROTH Capital Partners Joseph Osha - Guggenheim Securities Kasope Harrison - Piper Sandler & Co. James West - Evercore ISI Mark Strouse - JPMorgan Chase & Co. Operator Greetings, and welcome to the Sunrun 3Q 2022 Earnings Conference Call. [Operator Instructions].

Sunrun, Inc. (RUN) Q3 2022 Earnings Call Transcript

Sunrun (RUN) delivered earnings and revenue surprises of 9,700% and 16.55%, respectively, for the quarter ended September 2022. Do the numbers hold clues to what lies ahead for the stock?

Sunrun (RUN) Surpasses Q3 Earnings and Revenue Estimates

Net Subscriber Value expands significantly to $13,259, exceeding guidance

Sunrun Reports Third Quarter 2022 Financial Results

As reliable power continues to be an issue for millions of Puerto Ricans, Sunrun's innovative solution will help harden the island's fragile grid and lower energy costs for all As reliable power continues to be an issue for millions of Puerto Ricans, Sunrun's innovative solution will help harden the island's fragile grid and lower energy costs for all

Sunrun to Build and Operate Puerto Rico's First Virtual Power Plant, A Customer-Driven Energy Solution

NEW YORK , Oct. 27, 2022 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Sunrun Inc. ("Sunrun" or the "Company") (NASDAQ: RUN). Such investors are advised to contact Robert S.

SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Sunrun Inc. - RUN

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.

Analysts Estimate Sunrun (RUN) to Report a Decline in Earnings: What to Look Out for

Sunrun has strong relevant partnerships, improving its product offerings which translates to a growing customer base. As a result, analysts' expectations for its top line and EBITDA margin both improved.

Sunrun: Mispriced In Light Of Expanding Customer Base

The shares of Sunrun Inc (NASDAQ:RUN) are down 3.4% to trade at $19.71 this morning, after Wolfe Research downgraded the solar company to "peer perform" from "outperform.

Analyst: Sunrun Stock's Valuation "Tough to Ignore"

Local leaders attend ribbon cutting to celebrate solar expansion in Illinois Local leaders attend ribbon cutting to celebrate solar expansion in Illinois

Sunrun Opens Peoria Branch, Brings Green Career Opportunities and Solar Energy to Central Illinois

Sunrun (RUN) announces a partnership with Enel X Way for smart Level 2 EV charging stations for its newly launched Level 2 EV charger.

Sunrun (RUN) Teams Up With Enel X Way for Level 2 EV Charger

The partnership supports growing demand for electric mobility and affordable home solar power SAN CARLOS, Calif. , Oct. 13, 2022 /PRNewswire/ -- Enel X Way , the Enel Group's global e-mobility business, today announced a partnership with Sunrun (Nasdaq: RUN), the nation's leading home solar, battery storage and clean energy service provider, to supply smart Level 2 electric vehicle (EV) charging stations for the company's recently launched EV charger offering.

Enel X Way and Sunrun Partner to Offer Smart Electric Vehicle Home Charging Stations

New York, New York--(Newsfile Corp. - October 8, 2022) - Pomerantz LLP is investigating claims on behalf of investors of Sunrun Inc. ("Sunrun" or the "Company") (NASDAQ: RUN). Such investors are advised to contact Robert S. Willoughby at newaction@pomlaw.com or 888-476-6529, ext. 7980.The investigation concerns whether Sunrun and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.

SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims on Behalf of Investors of Sunrun Inc. - RUN

Invesco Solar ETF

After years of robust growth, the solar industry is facing several headwinds today. The short-term outlook for the industry is not rosy.

Are Solar Stocks A Good Long-Term Investment? Yes, But Not For All

When the Inflation Reduction Act passed in August, it created new opportunities for consumers to save money by going solar. We break down Sunrun stock to see how the largest residential solar installer is performing financially.

Sunrun Stock: Is This Solar Stock A Winner Or Going Dark?

What a brutal day it is for solar stocks and especially Sunrun (NASDAQ: RUN ). RUN stock is down about 7% on Wednesday, following some disparaging comments from Muddy Waters Research.

News for Sunrun Stock (RUN)