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 Q1 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.

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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.

Sunrun creates the country's largest virtual power plant to participate in statewide program designed to strengthen California's stressed electrical grid and reduce blackouts by providing load generation during extreme events Sunrun creates the country's largest virtual power plant to participate in statewide program designed to strengthen California's stressed electrical grid and reduce blackouts by providing load generation during extreme events

Sunrun's ‘CalReady' Power Plant Supports California's Grid with 16,200 Home Solar-Plus-Storage Systems

Exceeded high-end of Q1 guidance range for both Storage and Solar installations Storage Capacity Installed of 207 Megawatt hours in Q1, representing 192% year-over-year growth, as storage attachment rates reach 50% Solar Energy Capacity Installed of 177 Megawatts in Q1, reaching 6.9 Gigawatts of Networked Solar Energy Capacity Net Earning Assets increases to $5.2 billion, including $783 million in Total Cash Reiterating Cash Generation guidance of reaching an annualized level of $200 million to $500 million in Q4 SAN FRANCISCO, May 08, 2024 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), the nation's leading provider of clean energy as a subscription service, today announced financial results for the quarter ended March 31, 2024. “We are starting the year with solid momentum in the business as our storage-first, margin-focused strategy is delivering strong results.

Sunrun Reports First Quarter 2024 Financial Results

JinkoSolar Holding

Plug Power

The past two years have been marked by staggering volatility in the price of fossil fuels such as crude oil, natural gas and coal. This has led to a bullish narrative being developed around the renewable energy sector as a whole.

3 Renewable Energy Stocks to Sell in May Before They Crash & Burn

Sunrun's (RUN) Q1 results are likely to reflect the benefits of customer growth amid the impacts of interest expenses and lower solar installations.

Sunrun (RUN) to Report Q1 Earnings: What's in the Offing?

Array Technologies

First Solar

2023 was not a good year for solar stocks. As the S&P 500 gained over 25%, solar ETFs like the Invesco Solar ETF are down nearly 40%.

Stock Market Crash Alert: 3 Must-Buy Solar Stocks When Prices Plunge

Orsted AS

The Biden administration began with a great deal of enthusiasm around renewable energy stocks. Shares of firms in wind, solar, hydrogen and electric vehicles (EVs), among other green sectors, soared on hopes on significant government stimulus.

Stock Market Crash Warning: Don't Get Caught Holding These 3 Renewable Energy Stocks

This Earth Day, it looks like a good time to highlight solar stock Sunrun Inc (NASDAQ:RUN), which has attracted plenty of attention from traders lately.

Options Bulls Target Falling Solar Stock

Sunrun (RUN) closed at $10.25 in the latest trading session, marking a +1.38% move from the prior day.

Sunrun (RUN) Ascends While Market Falls: Some Facts to Note

SAN FRANCISCO, April 10, 2024 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), the nation's leading provider of clean energy as a subscription service, today announced it has priced a securitization of leases and power purchase agreements. The securitized leases and power purchase agreements have been in service for an average of 6.75 years, and thus the vast majority of the portfolio is after the ‘flip point' in tax equity structures.

Sunrun Prices $230 million Senior Securitization of Residential Solar & Battery Systems

Sunnova Energy International Inc

Solar stocks are gaining ground again in 2024 after hawkish federal and domestic supply chain issues led to a decline in share prices. This is thanks to policy issues focusing on this market segment regardless of Republican and Democratic platforms.

Wall Street Favorites: 3 Solar Stocks With Strong Buy Ratings for April 2024

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns a preliminary rating to one class of notes issued by Sunrun Neptune Issuer 2024-1, LLC. The transaction is collateralized by a diversified pool of 27,094 leases and Power Purchase Agreements (PPAs) associated with residential solar photovoltaic installations (PV Systems), and the associated SRECs, if applicable. The total aggregate discounted solar asset balance (ADSAB) based on a discount rate of 7.5% (PV7.5 ADSAB), consisting of the discounted payments.

KBRA Assigns Preliminary Ratings to Sunrun Neptune Issuer 2024-1, LLC

Cameco

First Trust NASDAQ Clean Edge Green Energy Index Fund

With the world fighting to go green, you may want to load up on clean energy stocks. For one, according to the U.S. Department of the Interior, “The demand for renewable energy has never been greater.

Spring into Green Profits: 3 Clean Energy Stocks for a Sustainable Portfolio

Bloom Energy

The Fed seems comfortable with inflation and rate cuts may finally be on the horizon. The dumping of Chinese products is also in focus, which could be good for renewable energy companies, depending on your perspective.

Why Renewable Energy Stocks Soared This Week

SolarEdge Technologies

SunPower

A top Biden administration official said she'll go to bat for U.S. green energy companies. This includes solar, which has struggled with profitability.

Why Solar Stocks Were Big Winners on Wednesday

Enphase Energy

Solar stocks are racking up a strong day in trading, including SunRun and SolarEdge.

Solar Stocks Rally, Led By Sunrun, SolarEdge, Enphase

Analysts upgraded Sunnova's stock in a sign the industry's financing woes may be fading. Falling interest rates could be a boon for solar companies.

Why Solar Energy Stocks Finally Had a Good Week

Interest rates were up modestly this week, in contrast to the decrease investors were expecting. The viability of some of these solar companies is coming into question.

Why Solar Energy Stocks Cratered Again This Week

Sunrun (NASDAQ: RUN) stock price continued its downward trend this week as concerns about the solar energy industry remained. It has collapsed to a low of $10.6, its lowest level since November 14th.

Sunrun stock price forecast: technicals point to more downside

Global X Solar ETF

It was all doom and gloom for solar stocks in 2023.  Rising interest rates had the biggest, most negative impact on the industry.

Shine Bright Like a Diamond: 3 Solar Stocks Poised for 10x Gains by 2025

Losses at solar installers Sunrun and Sunnova were much bigger than expected, and investors are fearing the worst. The industry is expected to recover later in 2024, but there's a lot of uncertainty in that projection.

Why Solar Energy Stocks Plunged This Week

SAN FRANCISCO, Feb. 23, 2024 (GLOBE NEWSWIRE) -- Sunrun Inc. (Nasdaq: RUN) (“Sunrun”) today announced the pricing of $475 million aggregate principal amount of 4.00% convertible senior notes due 2030 (the “notes”) in a private placement to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). Sunrun also granted the initial purchasers of the notes the option to purchase up to an additional $75 million aggregate principal amount of the notes within a 13-day period beginning on, and including, the date on which the notes are first issued. The notes will be issued at an offering price of 99.75%. The sale of the notes is expected to close on February 27, 2024, subject to customary closing conditions.

Sunrun Inc. Announces Pricing of Offering of $475 Million of Convertible Senior Notes

Sunnova also posted a disappointing quarterly report after the close Wednesday.

Sunrun Stock Tanks After Earnings. How the Fed Can Brighten the Solar Sector.

Sunrun, Inc. (RUN) Q4 2023 Earnings Call Transcript

While the top- and bottom-line numbers for Sunrun (RUN) give a sense of how the business performed in the quarter ended December 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Sunrun (RUN) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Sunrun (RUN) came out with a quarterly loss of $1.33 per share versus the Zacks Consensus Estimate of a loss of $0.13. This compares to earnings of $0.29 per share a year ago.

News for Sunrun Stock (RUN)