Sunrun Inc. (NASDAQ:RUN) Q4 2022 Earnings Conference Call February 22, 2023 4:30 PM ET Company Participants Patrick Jobin - Investor Relations Mary Powell - Chief Executive Officer Ed Fenster - Co-Founder and Co-Executive Chair Danny Abajian - Chief Financial Officer Conference Call Participants Julien Dumoulin-Smith - Bank of America James West - Evercore ISI Brian Lee - Goldman Sachs Phil Shen - ROTH Kashy Harrison - Piper Sandler Joseph Osha - Guggenheim Partners Maheep Mandloi - Credit Suite Biju Perinc ...

sunrun Q4 2022 Financial Results February 22, 2023 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 expectations; ...

公司业务和运营情况 - 公司自2007年成立以来业务和运营实现了显著增长[29] - 公司截至2022年12月31日拥有约124亿美元的总资产[29] - 公司拥有5667兆瓦的网络太阳能容量[29] 销售渠道和合作伙伴 - 公司通过直销、太阳能合作伙伴和战略合作伙伴等多渠道销售太阳能服务[30][31][32] - 公司与太阳能整合商、销售伙伴和安装伙伴合作，以扩大品牌影响力和市场份额[33][34][35] - 公司通过开放平台连接销售和安装公司，实现垂直整合的好处[36] - 公司通过战略合作伙伴关系拓展新市场，降低客户获取成本[37] - 公司提供多种客户协议，包括租赁和购买，为居民提供低于公用事业费率的太阳能服务[38] - 公司通过销售组织和合作伙伴网络销售太阳能产品，侧重于客户定制化销售过程[40] 政府激励措施 - 美国联邦、州和地方政府提供激励措施，包括折扣、税收抵免、可再生能源信用支付和免除太阳能系统的财产税评估[49] - 2022年通胀减少法案签署成为法律，其中包括太阳能设施在2022年至2025年1月1日之间投入使用可获得30%的投资税收抵免[49] - 多个州和地方政府设立财产税激励措施，包括免税、豁免、减免和抵免，以及采购要求和可再生能源标准[50] 人力资本管理 - 公司强调人力资本管理，致力于建立包容、联系和创新团队文化，推动高绩效、以客户为中心的文化[52]

| --- | --- | --- | |------------------------|-------|-------| | | | | | | | | | | | | | Investor Presentation | | | | September 2022 | | | 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, ...

| --- | --- | --- | |------------------------|-------|-------| | | | | | | | | | | | | | Investor Presentation | | | | August 2022 | | | 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, st ...

sunrun Q2 2022 Financial Results August 3, 2022 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 expectations; the ...

| --- | --- | --- | --- | |------------------------|-------|-------|-------| | | | | | | | | | | | | | | | | Investor Presentation | | | | | May 2022 | | | | 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 a ...

sunrun Q1 2022 Financial Results May 4, 2022 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 leadership team and talent development; the Company's fin ...

| --- | --- | --- | --- | |------------------------|-------|-------|-------| | | | | | | | | | | | | | | | | Investor Presentation | | | | | March 2022 | | | | 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 ...

| --- | --- | --- | |------------------------|-------|-------| | | | | | | | | | | | | | Investor Presentation | | | | February 2022 | | | 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, ...