Welcome to our dedicated page for Sunrun news (Ticker: RUN), a resource for investors and traders seeking the latest updates and insights on Sunrun stock.
Sunrun Inc. (Nasdaq: RUN) is active in residential solar, home battery storage, and home-to-grid power plants, and its news flow reflects this focus on distributed clean energy. Company announcements frequently highlight developments in its subscription-based home energy model, large-scale battery deployments, and participation in grid-support programs across multiple states and territories.
Investors and observers following RUN news will see regular earnings releases and financial updates, often accompanied by conference calls where management discusses metrics such as Subscriber Additions, storage and solar capacity installed, Subscriber Value, Contracted Net Value Creation, and Cash Generation. These updates are typically paired with Form 8-K filings that reference the associated press releases.
Sunrun’s news also covers capital markets and financing activities, including securitizations of leases and power purchase agreements and other non-recourse debt financings backed by residential solar and storage portfolios. The company reports on pricing, structure, and investor participation in these transactions, which are central to funding its asset base and growth strategy.
Another major theme in RUN news is grid services and distributed power plant operations. Sunrun regularly reports on dispatch events where its fleet of home batteries provides hundreds of megawatts of peak power to support grid reliability, as well as on analyses that quantify its contribution to statewide distributed power plant tests. News items describe how these resources help avoid or reduce blackouts and manage peak demand.
Readers will also find coverage of strategic partnerships and pilot programs, such as collaborations with utilities, energy retailers, and automakers on home energy plans, vehicle-to-grid pilots, and virtual power plant initiatives. Governance updates, including board appointments, appear in both press releases and related SEC filings. This news page is a central place to review Sunrun’s latest disclosures on operations, financing, partnerships, and its evolving role in the residential solar and storage market.
Sunrun (Nasdaq: RUN) reported third quarter 2025 results showing continued growth and improving cash metrics. Q3 revenue was $724.6M (+35% YoY) and net income was $16.6M (basic EPS $0.07). Aggregate Subscriber Value reached $1.6B (+10% YoY) and Contracted Net Value Creation was $279M (+35% YoY). Cash Generation was $108M, the sixth consecutive quarter of positive Cash Generation; 2025 Cash Generation midpoint reiterated at $350M. Key operating metrics: 971,805 subscribers, storage attachment 70%, storage capacity installed 412 MWh (Q3).
Capital markets activity included ~$1.4B of securitizations in Q3 and ~$2.8B of non-recourse debt YTD.
Sunrun (Nasdaq: RUN) released a national survey (1,000 U.S. homeowners; Sept 12–25, 2025) showing widespread anxiety about electricity reliability and affordability amid rising demand from AI and data centers. Key findings: 80% fear data centers will raise utility prices, 81% experienced an outage in the past year, and 62% have considered home battery storage. The release emphasizes homeowner interest in distributed solar+storage—91% say it strengthens the grid and Sunrun reports delivering hundreds of megawatts of dispatchable power via networked home systems.
The survey underpins Sunrun's positioning that residential storage and solar increase resilience, reduce outage impacts, and offer potential grid benefits.
Sunrun (Nasdaq: RUN) will release its third quarter 2025 earnings after market close on Thursday, November 6, 2025. A conference call to discuss the results is set for 1:30 p.m. Pacific Time that day.
Investors can join the call live via the Sunrun Investor Relations website at https://investors.sunrun.com or by phone at (877) 407-5989 (toll-free) or (201) 689-8434 (toll). An audio replay will be available on the investor site for about one month, and a call transcript will be posted the following day.
Sunrun (Nasdaq: RUN) has achieved a significant milestone by activating America's first residential vehicle-to-grid distributed power plant in partnership with Baltimore Gas and Electric Company (BGE) and Ford. The groundbreaking program allows Ford F-150 Lightning truck owners to dispatch energy from their vehicles' batteries to the power grid during peak demand periods.
The program, which began with vehicle-to-home capability last summer, now enables participating customers to earn up to $1,000 per season by sharing energy with the grid between 5 p.m. and 9 p.m. on weekdays. This initiative demonstrates how electric vehicles can contribute to grid stability, provide backup power to homes, and create additional income opportunities for customers while helping utilities meet peak electricity demand.
Sunrun (Nasdaq: RUN), America's leading residential battery storage and solar provider, has successfully priced a $510 million securitization of leases and power purchase agreements. This marks the company's fifteenth securitization since 2015 and fifth issuance in 2025.
The securitization includes two A-rated tranches: $260 million Class A-1 Notes marketed publicly and $250 million Class A-2 Notes placed privately, both with a 6.15% coupon rate. The notes are backed by 29,929 systems across 19 states, with customers having an average FICO score of 743.
Combined with an August private securitization, Sunrun will have raised over $1.5 billion in non-recourse debt financing during Q3 2025, demonstrating strong capital markets access and diverse financing channels.
Sunrun (NASDAQ:RUN), the leading residential solar and energy services provider, has successfully completed a major digital transformation by migrating from Oracle E-Business Suite to Oracle Warehouse Management Cloud (WMS) across 38 locations. The migration was led by Intellinum, utilizing their FlexiPro™ mobile platform.
The implementation addresses several key challenges including outdated EBS customizations, security vulnerabilities, and operational inefficiencies. The new cloud-based solution features enhanced mobility, improved inventory management, and support for project-based transactions. Notable improvements include facility-level serial management, integrated shipping instructions, and a new "mega-branch" model for streamlined deliveries.
Sunrun (NASDAQ:RUN), America's largest residential battery storage and solar provider, reported strong Q2 2025 financial results. The company achieved $1.6 billion in Aggregate Subscriber Value, up 40% year-over-year, and $376 million in Contracted Net Value Creation, a 316% increase. Key highlights include a record 70% storage attachment rate and the fifth consecutive quarter of positive Cash Generation at $27 million.
Financial performance showed total revenue of $569.3 million, up 9% year-over-year, with net income of $279.8 million ($1.22 per basic share). The company added 28,823 new subscribers, a 15% increase, reaching a total of 941,701 subscribers. Sunrun maintains its 2025 Cash Generation guidance of $200-500 million and increased its Contracted Net Value Creation guidance to $1.0-1.3 billion.
Sunrun (NASDAQ:RUN), California's largest distributed power plant operator, achieved a record-breaking energy dispatch of 360 megawatts to the state's grid during a scheduled test event. The analysis by The Brattle Group confirmed that Sunrun's fleet of home batteries contributed over two-thirds of the total 535 megawatts delivered during the July 29 event between 7-9 PM.
This marks Sunrun's second significant grid contribution this summer, following a 325-megawatt dispatch on June 24. The company's network of over 100,000 residential batteries demonstrated consistent performance, effectively reducing peak demand. Participating customers can earn up to $150 per battery per dispatching season, while Sunrun receives compensation for managing the dispatches.
Sunrun (Nasdaq: RUN) has partnered with Tesla Electric (Nasdaq: TSLA) to launch an innovative home energy plan for Texas homeowners. The partnership combines Sunrun Flex™ solar + storage systems with Tesla's retail electric plan to provide a comprehensive energy solution.
The plan features Tesla Powerwall batteries for backup power, low fixed electricity rates, competitive sellback rates for excess solar energy, and participation in Tesla's Virtual Power Plant program. Key benefits include cost predictability, managed settings, seamless customer service, rollover credits, and performance guarantees.
This collaboration aims to simplify the complex Texas electricity market while providing customers with enhanced energy independence and protection against grid outages.
Sunrun (Nasdaq: RUN), the leading clean energy subscription service provider, has activated over 37,000 home batteries to supply emergency power to Puerto Rico's grid amid summer energy shortages. The company's dispatched power capacity has grown tenfold since last summer, helping prevent rotating blackouts during LUMA's expected 75+ energy shortfall events from July through October.
The distributed power plant successfully addressed a generation shortfall of nearly 50 MW, with participating customers earning a minimum of $200 per battery. Sunrun's fleet serves as an alternative to traditional natural gas peaker plants, providing on-demand power during critical grid needs while generating revenue for both customers and the company.