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Sunrun (RUN) investor relations material
Sunrun Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Presentation summary13 Nov, 2025
Market opportunity and industry trends
Residential solar market remains underpenetrated, with only ~6% of 90 million U.S. single-family homes having solar, and projected to reach just 19% by 2034 even with 15% annual growth rates.
Utility electricity prices have risen ~19% nationwide over the past three years, with even higher increases in key markets, while grid reliability declines and infrastructure ages.
Solar and battery costs have declined by 92% and 89% respectively over the past decade, with further reductions forecasted.
Electric vehicle adoption is accelerating, increasing home energy needs and driving demand for solar and storage solutions.
Distributed home-to-grid power plants are gaining traction, with over 106,000 customers enrolled in grid service programs and 3.7 GWh of networked storage capacity.
Business model, strategy, and competitive position
Operates a subscription-based model with 20- or 25-year agreements, generating recurring revenue and high customer retention.
Holds a leading 20% share of residential solar installations and 36% of subscription volumes, with a strong focus on storage-first offerings.
Expanding customer value through home electrification, grid services, and cross-selling of batteries and EV charging infrastructure.
Maintains a vertically integrated approach, leveraging direct sales, strategic partners, and advanced technology platforms.
Recognized for workplace excellence, sustainability leadership, and positive environmental impact, with 21.6 million metric tons of CO2e emissions avoided since inception.
Financial performance and key metrics
Ended Q3 2025 with 1,137,913 customers, 8.2 GW of networked solar capacity, and $1.9 billion in annual recurring revenue.
Aggregate Subscriber Value reached $1.6 billion in Q3 2025, up 10% year-over-year; Contracted Net Value Creation was $279 million, up 35% year-over-year.
Net Subscriber Value per addition increased to $13,205, driven by a 70% storage attachment rate and higher ITC levels.
Upfront Net Subscriber Value margin expanded to 7%, reflecting cost control and growth in higher-value offerings.
Cash Generation was $108 million in Q3 2025, marking the sixth consecutive quarter of positive cash generation.
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Frequently asked questions
Sunrun Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the United States. It also sells solar energy systems and products to its customers through referrals generated from its marketing efforts; and online channels, including owned Websites, search engine marketing campaigns, referral programs and network partnerships, as well as online marketplaces.
The company leases and sells solar energy systems that generate electricity over contract periods ranging from 20 to 25 years. It has approximately 301,000 customers in 21 states, Puerto Rico and the District of Columbia. Sunrun Inc. was founded in 2007 and is headquartered in San Francisco, California.
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