营收情况 - Sunrun (RUN)在2023年第四季度报告的营收为5.1659亿美元，同比下降15.2%[1] - 公司报告的营收超出了Zacks Consensus Estimate的3.37%[1] 太阳能能力 - 太阳能能力安装量为208.2兆瓦，低于分析师平均预期的228.15兆瓦[4] - 网络太阳能能力为6,689兆瓦，低于三位分析师的平均预期[5] 销售情况 - 太阳能系统和产品销售的营收为1.9504亿美元，低于五位分析师的平均预期[6] - 客户协议和激励的营收为3.2156亿美元，高于五位分析师的平均预期[7] 毛利情况 - 太阳能系统和产品的毛利为0.23百万美元，低于四位分析师的平均预期[8] - 客户协议和激励的毛利为3.378百万美元，高于四位分析师的平均预期[9]

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. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -923.08%. A quarter ago, it was expected that this solar energy products distributor would post a loss of $0.05 per share when it actually produced earnings of $0.40, delivering a surprise of 900%.Over the last four quarters, th ...

财务表现 - SunRun Inc.第四季度净亏损达到5.354亿美元，远超FactSet预期的21美分每股[2] - 收入下降至5.166亿美元，低于FactSet预期的5.327亿美元[3] 公司策略 - 公司首席执行官表示公司将专注于销售高利润的储能选项，并对未来表现持乐观态度[4]

公司业务和运营情况 - 公司自2007年成立以来，业务和运营经历了实质性增长，截至2023年12月31日，公司拥有美国最大规模的住宅太阳能系统车队[29] - 公司截至2023年12月31日的网络太阳能容量为6,689兆瓦，总资产约为142亿美元[29] 太阳能服务渠道 - 公司通过直接面向消费者、太阳能合作伙伴和战略合作伙伴三个渠道提供太阳能服务[30] - 公司通过与太阳能整合商、销售伙伴和安装伙伴合作，扩大品牌影响力，快速进入新市场，实现资本高效增长[33] 客户协议形式 - 公司提供的客户协议包括租赁和购买两种形式，客户可根据实际情况选择预付款或按月付款，协议通常为20或25年[38] 公用事业公司竞争 - 公司与传统公用事业公司竞争，主要基于价格、未来价格可预测性、备用电源能力和客户切换便捷性[43] 知识产权和研发创新 - 公司拥有54项已授权专利和16项已申请专利，致力于通过研发创新提供太阳能解决方案[45] 法律法规和政府激励措施 - 公司在美国境内遵守严格的联邦、州和地方法律，包括职业健康安全和工资法规[47] - 美国联邦、州和地方政府提供激励措施，包括折扣、税收抵免和投资税收抵免，以促进太阳能能源[49] - 2022年通胀减少法案签署成为法律，为2022年至2025年之间投入使用的太阳能设施提供30%的商业投资税收抵免[49] - 多个州设立财产税激励措施，包括免税、减免和抵免，以支持可再生能源系统[50] 公司文化和员工管理 - Sunrun公司强调人力资本管理，致力于建立包容、联系和创新的团队文化[52] - Sunrun公司拥有约10,833名全职员工，80%为销售和安装团队[53] - Sunrun公司重视安全，实施多项安全措施以确保团队成员的安全和健康[53] 市场风险 - Sunrun公司面临市场风险，主要包括利率变动风险，可能导致利息支出增加[240]

Exhibit 99.1 Sunrun Reports Fourth Quarter and Full Year 2023 Financial Results Storage Capacity Installed of 219.7 Megawatt hours in Q4, exceeding guidance range and representing 154% year-over- year growth Nationally, storage attachment rates hit 45% of installations in Q4; recent storage attachment rates have reached ~48% on new sales Solar Energy Capacity Installed of 227.1 Megawatts in Q4, reaching 6.7 Gigawatts of Networked Solar Energy Capacity Net Subscriber Value of $13,445 in Q4, an increase of $2 ...

The most recent trading session ended with Sunrun (RUN) standing at $17, reflecting a +1.01% shift from the previouse trading day's closing. This move outpaced the S&P 500's daily gain of 0.58%. Elsewhere, the Dow gained 0.91%, while the tech-heavy Nasdaq added 0.3%.Coming into today, shares of the solar energy products distributor had gained 23.57% in the past month. In that same time, the Oils-Energy sector lost 0.35%, while the S&P 500 gained 4.61%.Investors will be eagerly watching for the performance o ...

Sunrun (RUN) closed at $15.44 in the latest trading session, marking a +0.85% move from the prior day. The stock exceeded the S&P 500, which registered a gain of 0.06% for the day. At the same time, the Dow added 0.13%, and the tech-heavy Nasdaq gained 0.24%.Prior to today's trading, shares of the solar energy products distributor had lost 6.13% over the past month. This has lagged the Oils-Energy sector's loss of 1.2% and the S&P 500's gain of 6.45% in that time.Investors will be eagerly watching for the p ...

The global shift towards sustainability and the burgeoning green energy revolution is undeniably reshaping the world’s energy landscape. With governments worldwide rallying to slash global greenhouse gas emissions and pivot towards renewable energy sources, the future seems bright for green energy investments. Amid this transformative era, identifying green energy stocks to sell becomes a pivotal strategy for investors navigating this burgeoning sector. While the promise of green energy stocks is undeniable ...

Sunrun (NASDAQ: RUN) and SunPower (SPWR) stock prices have been in a strong downtrend as concerns about the solar industry continues. The two have crashed by over 40% in the past 12 months and there are concerns that the situation will get worse as interest rates remain higher for longer.Sunrun vs SunPower stock chart Is the clean energy bubble bursting?Copy link to sectionSunPower and SunRun are some of the biggest players in the solar energy industry in the United States. These companies, together with th ...

公司背景 - Sunrun是美国领先的家庭太阳能、储能和能源服务公司，成立于2007年，致力于使当地清洁能源更易于获得，提供创新的家庭储能解决方案[3] 财报发布 - Sunrun将于2024年2月21日发布第四季度和全年2023年财报，并将于当天下午1:30举行电话会议[2] 客户沟通 - Sunrun在2023年向客户发送了一份关于庆祝成就和环境影响的沟通，其中包括2023年度的太阳能家庭和太阳能+电池存储家庭的增加数量[2]