UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37511 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 26-2841711 (State or other jurisdiction of (I.R.S. Employer incorporation or or ...

Exhibit 99.1 Sunrun Reports First Quarter 2024 Financial Results 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 guidanc ...

SAN FRANCISCO, May 08, 2024 (GLOBE NEWSWIRE) -- Sunrun (NASDAQ:RUN), the nation's leading provider of clean energy as a subscription service, has networked more than 16,200 customers' solar-plus-storage systems to support California's electrical grid during the hot summer months. Sunrun's CalReady power plant will reduce strain on the grid by supplying critical energy to communities that need it throughout California in order to reduce costs and help prevent power emergencies. For the second year in a row, ...

Sunrun Inc. (RUN) is scheduled to release its first-quarter 2024 results on May 8 after market close. The company incurred a loss of $1.33, which came in wider than the Zacks Consensus Estimate of a loss of 13 cents in the last reported quarter.Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.Factors at PlayAlthough solar demand has been on the rise in the United States, the first quarter of a year is typically characterized by a seasonal slowdown after a rush to i ...

The market expects Sunrun (RUN) to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended March 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 8, 2024, might help the stock move higher if these key numbers are better than ...

Sunrun Inc (NASDAQ:RUN) 期权交易 - Sunrun Inc (NASDAQ:RUN) 吸引了近期最高的期权交易量[1] - RUN股价下跌，但期权多头交易活跃[2] - RUN的空头利息占股票流通量的21.9%，需要超过三天才能平仓[3]

股价表现 - Sunrun (RUN) 最新收盘价为 $10.25，较上一交易日上涨了 +1.38%[1] - Sunrun 过去一个月股价下跌了 14.03%，落后于石油能源行业的上涨和标普500指数的下跌[2] 财务预测 - Sunrun 预计将于 2024 年 5 月 8 日发布财报，预计每股收益为 -$0.49，同比增长 56.25%[3] - Zacks Consensus Estimates 预测 Sunrun 全年每股收益为 -$1.74，营收为 $2.27 亿美元，较去年有所增长[4]

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's industry-leading performance as an originator and servicer of resident ...

SAN FRANCISCO and DEARBORN, Mich., March 19, 2024 (GLOBE NEWSWIRE) -- Sunrun (NASDAQ:RUN), the nation's leading provider of clean energy as a subscription service, and Carhartt, America's premium workwear brand, announced today a partnership to make Carhartt the official apparel supplier for Sunrun and its thousands of installers, technicians and service team members. Sunrun, which revolutionized the home solar industry by removing financial barriers and democratizing access to self-generated, renewable ene ...

财务数据和关键指标变化 - 第四季度安装的储能容量达220兆瓦时,同比增长154%,环比增长25% [46][47] - 第四季度安装的太阳能容量约227兆瓦,在公司指引范围内 [49] - 公司2023年底拥有约933,000名客户和781,000名订阅用户,网络太阳能装机容量达6.7吉瓦,同比增长18% [50] - 第四季度订阅用户价值约50,300美元,创建成本约36,900美元,净订阅用户价值13,445美元 [52] - 第四季度创造的总价值为3.63亿美元 [52] 各条业务线数据和关键指标变化 - 公司储能装机占比从第三季度的33%上升至第四季度的45%,并且持续上升 [22] - 公司正在推出电池升级服务,客户需求强烈 [33] 各个市场数据和关键指标变化 - 加利福尼亚州销量环比增长超过40%,领跑全国 [19] - 公司决定退出亚利桑那州市场 [90] 公司战略和发展方向及行业竞争 - 公司专注于"储能优先"和利润导向的策略,成功实现了过渡 [12][13] - 公司正在与家得宝零售合作伙伴关系,并于2月16日在Lowe's开始销售 [26][27] - 公司正在推出提前续约试点项目,以及为现有客户提供电池升级服务 [28][33] - 公司在分销渠道保持谨慎,不会追求短期销量而牺牲可持续性 [23][24][25] 管理层对经营环境和未来前景的评论 - 公司认为行业基本面驱动因素依然强劲,包括电价上涨、设备成本下降、资本成本稳定等 [15][16][17] - 公司预计2024年订阅用户价值将增长超过10%,总创造价值将增长超过15% [93] - 公司重申2024年第四季度实现2亿美元至5亿美元经常性现金流的强劲展望 [95] 问答环节重要的提问和回答 问题1 **Andrew Percoco 提问** 询问公司2024年太阳能装机量指引中加州和非加州市场的增长情况 [103] **Mary Powell 回答** 公司在加州和其他地区都看到强劲的销售增长,预计这将在未来几个季度转化为安装量增长 [104][105] 问题2 **Julien Dumoulin-Smith 提问** 询问公司未来外部融资需求情况 [113] **Danny Abajian 回答** 公司正在管理好母公司层面的负债期限和杠杆,同时在资产层面最大化非追索性融资,以支持公司的现金流增长 [114][115] 问题3 **Kashy Harrison 提问** 询问公司发行可转债的原因,而不是直接偿还现金 [126] **Danny Abajian 回答** 公司正在进行整体的负债管理,包括延长期限、降低成本等,发行可转债是其中的一部分 [127][128][129]