We are matching direct sales momentum with ramping our direct installation capacity enabling us to approach year-over-year growth in overall installations later this year.

May 14, 2026 / receipt

Creation Costs were impacted by lower fixed cost leverage and higher installation costs (larger system sizes and higher storage attachment rates, along with associated labor).

ir_statement / Sep 16, 2026 / receipt

Subscriber Additions were 17,665 in 1Q26, a decrease of 25% year-over-year, in-line with our volume & margin optimization strategy, and reflective of the decreased lead generation activities in mid-202

ir_statement / Sep 16, 2026 / receipt

Creation Costs increased 18%

ir_statement / Sep 16, 2026 / receipt

Customer Additions declined 25% year-over-year in line with our volume and optimization strategy.

ir_statement / Sep 16, 2026 / receipt

strong cost control and efficiency

ir_statement / Sep 16, 2026 / receipt

We expect to invest $50 - $100 million in 2026 for safe harbor activities to maximize ITC in 2028, 2029 and 2030

ir_statement / Sep 16, 2026 / receipt

We expect to repay >$100 million of parent recourse debt in 2026, exiting year at <2x recourse debt to LTM Cash Generation

ir_statement / Sep 16, 2026 / receipt

We plan to maintain this spend to continue to unlock additional cost efficiencies and improve customer experience through investments in technology and AI-enabled capabilities

ir_statement / Sep 16, 2026 / receipt

Salesforce has grown 20% YTD across our direct-to-home and retail channels

ir_statement / Sep 16, 2026 / receipt

Sunrun expects to grow our direct business high-single to low-double digits in 2026

ir_statement / Sep 16, 2026 / receipt

Creation Costs were impacted by lower fixed cost leverage and higher installation costs (larger system sizes and higher storage attachment rates, along with associated labor).

ir_statement / Sep 16, 2026 / receipt

Subscriber Additions were 17,665 in 1Q26, a decrease of 25% year-over-year, in-line with our volume & margin optimization strategy, and reflective of the decreased lead generation activities in mid-202

ir_statement / Sep 16, 2026 / receipt