Sunrun Inc. (RUN) Q4 2024 Earnings Call

Concluded Feb 27, 2025

Feb 27, 2025 0 turns

Period: FY2024 Q4
Runtime: —
Sources: 3 artifacts

Slides 14 8-K 10-K

Executive readout · one minute

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Cash generation and safe harbor 27 Customer credit and defaults 9 Industry leadership and market share 8 Storage-first strategy 8 Demand drivers and macro 6 Capital-light recurring cash flows 5

Management tone

Confident

Net tone +55 · low hedging

Grounding quotes

“the momentum we built is holding and accelerating”
“we are not seeing similar impacts from changes to the 25D tax credit”
“Our full year 2026 guidance remains intact, and we are excited about our long-term growth trajectory”
“We chose to shift certain project finance transaction activity from Q1 into Q2, negatively impacting our cash generation for Q1”

Research coverage

3 live sources

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Revenue · derived Q4 $518.49M +0.4% YoY

Net income · derived Q4 -$2.81B

Research materials

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Presentation 14 pages 8-K earnings release Filed Feb 27, 2025 10-K report Filed Feb 27, 2025 Company webcastOpen the original investor-relations page

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