Sunrun Inc. released an investor presentation outlining key operating and financial metrics and its position in the U.S. residential solar and storage market. The company reported 1,165,686+ customers, 8.4 gigawatts of networked solar energy capacity, 4.0 gigawatt-hours of networked storage capacity, and $2.0 billion in annual recurring revenue, with solar installed in 22 states, Washington, D.C., and Puerto Rico. Sunrun cited approximately 20 percent share of residential solar installation volumes and 37 percent share of subscription volumes, while estimating it remains under 1 percent of total U.S. residential electricity sales. The presentation also highlighted 2025 metrics including $5.6 billion in Aggregate Subscriber Value, $1.0 billion in Contracted Net Value Creation, $377 million in Cash Generation, and $3.6 billion in Contracted Net Earning Assets as of Dec. 31, 2025. You can access the full presentation through the link below.

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