SAN FRANCISCO, July 10, 2024 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN) today announced that it will issue its second quarter 2024 earnings report after the market closes on Tuesday, August 6, 2024. A conference call has been scheduled to discuss these earnings results at 1:30 p.m. Pacific Time. The conference call can be accessed live via the Sunrun Investor Relations website at https://investors.sunrun.com or over the phone by dialing (877) 407-5989 (toll-free) or (201) 689-8434 (toll). An audio replay will ...

Sunrun (RUN) ended the recent trading session at $12.64, demonstrating a -0.55% swing from the preceding day's closing price. The stock's change was less than the S&P 500's daily gain of 0.25%. At the same time, the Dow added 0.15%, and the tech-heavy Nasdaq gained 0.03%.Shares of the solar energy products distributor witnessed a gain of 11.3% over the previous month, beating the performance of the Oils-Energy sector with its loss of 5.99% and the S&P 500's gain of 3.34%.Investors will be eagerly watching f ...

SAN FRANCISCO, June 04, 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 securitization represents the largest in Sunrun's history and the largest residential solar securitization industry wide. "Sunrun continues to set industry benchmarks, with our robust performance and ability to attract competitively priced capital," said Danny Abajian, Sunrun' ...

SAN FRANCISCO, June 04, 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 securitization represents the largest in Sunrun’s history and the largest residential solar securitization industry wide. “Sunrun continues to set industry benchmarks, with our robust performance and ability to attract competitively priced capital,” said Danny Abajian, Sunrun ...

BRAZIL - 2023/07/02: In this photo illustration, the Sunrun logo is displayed on a smartphone ... [+] screen. (Photo Illustration by Rafael Henrique/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesThe stock price of Sunrun stock (NASDAQ NASDAQ : RUN), a home solar panel and battery storage company, has surged over 25% in a month. This can be attributed to a broader rise in solar stocks, especially the ones that may benefit from increased energy demand for AI data centers. Ho ...

SAN FRANCISCO, May 16, 2024 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), the nation's leading provider of clean energy as a subscription service, today released its 2023 Impact Report. The report details the company's progress toward its impact goals, social and environmental initiatives, as well as advancements in safety, employee experience, and governance. It also highlights Sunun's commitment to generating long-term, sustainable value for all of its stakeholders, including customers, employees, communities ...

SAN FRANCISCO, May 16, 2024 (GLOBE NEWSWIRE) -- Sunrun (NASDAQ:RUN), the nation's leading provider of clean energy as a subscription service, today released its 2023 Impact Report. The report details the company's progress toward its impact goals, social and environmental initiatives, as well as advancements in safety, employee experience, and governance. It also highlights Sunun's commitment to generating long-term, sustainable value for all of its stakeholders, including customers, employees, communities, ...

财务数据和关键指标变化 - 公司在第一季度超出了存储和太阳能安装量的高端指引,创下了新的存储附加率纪录,并交付了另一个季度的强劲净用户价值 [10][11] - 公司第一季度安装了207兆瓦时的存储容量,几乎是去年同期的三倍 [14][28] - 公司的网络存储容量已经超过1.5吉瓦时,拥有102,000个已安装的系统 [15] - 公司第一季度的太阳能装机容量约为177兆瓦,也超出了指引范围 [28] - 公司第一季度的客户增加约24,000个,其中包括约22,000个订阅用户 [28] - 公司第一季度的订阅占比达到93%,为多年来的最高水平 [28] - 公司第一季度末的年经常性收入超过14亿美元,同比增长30% [29] - 公司第一季度的净用户价值为11,891美元,创造的总价值为2.62亿美元 [30][31] 各条业务线数据和关键指标变化 - 公司在第一季度实现了50%的存储附加率,远高于去年同期的15% [14] - 公司在第一季度安装了207兆瓦时的存储容量,几乎是去年同期的三倍 [14][28] - 公司在第一季度的太阳能装机容量约为177兆瓦,也超出了指引范围 [28] 各个市场数据和关键指标变化 - 公司表示,加利福尼亚州和德克萨斯州是公司增长最快的两个市场 [73][74] - 公司在伊利诺斯州也有不错的表现 [111] 公司战略和发展方向及行业竞争 - 公司在2023年初将业务重点转向以存储为先的策略,这提高了客户价值主张,并为未来的电网服务价值创造奠定了基础 [10][14] - 公司表示,这一策略使公司能够比行业其他公司更好地利用监管变化 [14] - 公司正在利用人工智能来提高运营效率和客户体验 [22] - 公司表示,人工智能和数据中心对电网的巨大能源需求将推动对公司太阳能和电池系统的更大需求 [23] - 公司表示,面临一些不理性的竞争对手,但公司有能力应对这种情况 [96] 管理层对经营环境和未来前景的评论 - 公司表示,基本面驱动因素保持强劲,公用事业电价持续上涨,太阳能和存储设备成本下降,运营效率不断提高,客户对清洁、经济和可靠能源的需求依然强劲 [13] - 公司表示,2024年总价值将增长10%以上 [12] - 公司重申了第四季度经年化现金产生水平为2亿美元至5亿美元的指引 [13][67] - 公司表示,尽管第一季度销售活动略低于预期,但预计第二季度将出现大幅反弹,下半年安装量将大幅增长 [62] - 公司表示,存储容量安装量预计将在第二季度达到215-225兆瓦时,同比增长105%-115% [62] - 公司全年存储容量安装量指引维持在800兆瓦时至1吉瓦时之间,同比增长40%-75% [62] - 公司全年太阳能装机容量指引调整为下降15%至持平,此前为下降5%至增长5% [12][64] 问答环节重要的提问和回答 问题1 **Brian Lee 提问** 提问了关于公司减少太阳能装机量指引的原因,是否更多出于战略考虑还是市场因素 [72] **Paul Dickson 回答** 回答说,公司进行了最终的市场经济性评估,剔除了未达到目标收益率的部分,同时也看到了一些新进入者的竞争影响 [73][74] 问题2 **Moses Sutton 提问** 询问了公司181百万美元的税收抵免应收账款的情况,是否通过转让而不是传统的税权融资方式获得 [83] **Danny Abajian 回答** 解释说,这主要是由于从传统税权融资转向税收抵免转让,导致资金到位的时间有所延后,公司正在努力在本季度内解决这一问题 [84][85] 问题3 **Kashy Harrison 提问** 询问了关于国内含量抵免的具体情况,需要满足哪些条件才能获得 [91] **Danny Abajian 回答** 表示公司已经在电池方面满足了国内含量要求,但对于太阳能组件还需要等待进一步的指引,公司正在密切关注这一问题的进展 [92][93]

Sunrun (RUN) came out with a quarterly loss of $0.40 per share versus the Zacks Consensus Estimate of a loss of $0.58. This compares to loss of $1.12 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 31.03%. A quarter ago, it was expected that this solar energy products distributor would post a loss of $0.13 per share when it actually produced a loss of $1.33, delivering a surprise of -923.08%.Over the last four quarters, the co ...

1Q 2024 Financial Results May 8, 2024 1Q24 Earnings Presentation Safe harbor & forward looking statements This communication contains forward-looking statements related to Sunrun (the “Company”) within the meaning of Section 27A of the Securities Act of 1933, and Section 21E of the Securities Exchange Act of 1934 and the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include, but are not limited to, statements related to: the Company’s financial and operating guidance and ...