{"filings":[{"id":758759,"accession_number":"0001628280-26-039250","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2026-05-29T22:01:11+00:00","items":["5.07","9.01"],"status":"ready","headline":"Sunrun annual meeting elects nine directors, approves say-on-pay, ratifies auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All nine director nominees elected: Jurich, Ferber, Trinta, Dach, Fenster, Powell, August de-Wilde, Lontoh, Cornelius.","Advisory say-on-pay approved with 145,049,083 for, 17,391,682 against, 5,438,860 abstentions.","Ratification of Ernst & Young as independent auditor for FY 2026 passed with 180,637,024 for, 3,273,733 against.","Broker non-votes of 16,204,255 on director election and say-on-pay; none on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93019,"accession_number":"0001628280-26-031259","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sunrun Q1 net income $0.71/sh, revenue +43%; 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guides 2026 cash generation $250M-$450M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1,158.8M (+124% YoY); net income $103.6M ($0.45 basic EPS).","Subscriber additions 25,475 (-17% YoY); storage attachment rate record 71% in Q4.","Cash generation $187M in Q4, $377M in FY 2025; repaid $81M recourse debt in Q4, $148M in year.","FY 2026 cash generation guidance $250M-$450M; Q1 2026 ASV $850M-$950M.","Contracted Net Value Creation $176M in Q4 ($0.76/share); down 44% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":1.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":2956997000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104297,"accession_number":"0001193125-26-003449","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2026-01-06T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Sunrun amends credit facility: extends maturity to 2028, cuts commitments to $321M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Maturity extended from March 2027 to March 1, 2028 via Amendment No. 4 dated Dec 31, 2025.","Commitments reduced to approximately $321.4M, equal to amount utilized before amendment.","L/C sublimit increased from $100M to $150M; liquidity requirement rises to 20% of total utilized by Q4 2026.","Maximum modified leverage ratio tightened from 5.50x to 5.00x; company was compliant as of Sep 30, 2025.","Further commitment reductions not below $150M tied to principal prepayments from generated cash."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120591,"accession_number":"0001628280-25-050170","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Sunrun Q3 revenue $724.6M (+35%); Subscriber Value $1.6B (+10%); cash generation $108M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $724.6M (+35% YoY); net income $16.6M ($0.07 basic EPS).","Aggregate Subscriber Value $1.6B (+10% YoY); Contracted Net Value Creation $279M (+35%).","Cash Generation $108M in Q3, sixth consecutive positive quarter; 2025 guidance narrowed to $250-450M, midpoint $350M unchanged.","Storage Attachment Rate 70% (up from 60% YoY); Customer Additions with storage grew 20% YoY.","Craig Cornelius appointed to Board effective Nov 6, 2025; Board expands to nine."],"consensus_eps_estimate":null,"consensus_eps_actual":1.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":1798164000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137192,"accession_number":"0001469367-25-000147","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sunrun Q2 net income $279.8M ($1.22/sh) on revenue $569M (+9% YoY); raises contracted net value creation guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $279.8M ($1.22 basic EPS) vs year-ago net loss; revenue $569M, up 9% YoY.","Subscriber additions 28,823 (+15% YoY); storage attachment rate 70% (was 54%).","Contracted Net Value Creation $376M (+316% YoY); full-year guidance raised to $1.0-1.3B (prior $650-850M).","Cash Generation positive for 5th consecutive quarter at $27M; 2025 outlook reaffirmed $200-500M.","Creation costs fell 4% YoY to $36,887; Net Subscriber Value up 182% to $17,004."],"consensus_eps_estimate":null,"consensus_eps_actual":1.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":1073607000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154479,"accession_number":"0001469367-25-000129","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2025-06-13T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Sunrun shareholders elect directors, approve executive pay and equity plan at 2025 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Class I directors Lynn Jurich, Alan Ferber, John Trinta each elected with >130 million votes for.","Advisory say-on-pay approved (97.6M for, 46.7M against); annual frequency adopted.","Ernst & Young ratified as auditor for FY2025 with 172 million votes for.","Amended 2015 Equity Incentive Plan approved, increasing share reserve to 38.2 million shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.15,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154478,"accession_number":"0001469367-25-000103","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sunrun Q1 revenue $504M (+10% YoY); net income $50M; cash generation $56M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $50M ($0.22 basic EPS); revenue $504.3M, up 10% YoY.","Subscriber additions 23,692 (+7% YoY); storage attachment rate 69% (vs 50% prior year).","Contracted Net Value Creation $164M ($0.72/share), up 104% YoY.","Cash Generation $56M (4th consecutive positive quarter); reiterates FY25 guidance of $200M-$500M.","Paid down $27M of recourse debt in Q1; total deleveraging $214M over past four quarters."],"consensus_eps_estimate":null,"consensus_eps_actual":0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":504271000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154477,"accession_number":"0001469367-25-000065","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2025-04-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Sunrun board member Manjula Talreja resigns; board size reduced to 8","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Manjula Talreja resigned from the Board and its Audit and NGS Committees, effective April 4, 2025.","Resignation not due to any disagreement with the Company, Board, or management.","Board reduced from nine to eight directors following the resignation.","Talreja served on the Board since January 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":173037,"accession_number":"0001469367-25-000037","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sunrun posts Q4 net loss of $2.8B on $3.1B goodwill impairment; Cash Generation positive $34M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net loss $2,813.7M ($12.51/sh) includes non-cash $3.1B goodwill impairment; non-GAAP net income $360.9M ($1.41/sh).","Cash Generation of $34M in Q4, third consecutive positive quarter; FY2025 guidance $200-500M.","Paid down $132M recourse debt in Q4; total debt reduction $186M since March 2024.","Storage capacity installed 392 MWh (+78% YoY); attachment rate 62%; Q1 2025 guidance 265-275 MWh.","Net earning assets $6.8B; Net subscriber value $19,177 (record)."],"consensus_eps_estimate":null,"consensus_eps_actual":-12.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":2037719000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":173036,"accession_number":"0001469367-25-000026","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2025-02-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Sunrun appoints Maria Barak as Chief Accounting Officer effective February 6, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Maria Barak appointed Chief Accounting Officer and Principal Accounting Officer, effective Feb 6, 2025.","Danny Abajian ceases as Principal Accounting Officer but continues as Principal Financial Officer.","Barak previously served as VP, Corporate Controller since March 2023; joined Sunrun in 2017.","Barak is a CPA with an MBA from UC Berkeley Haas; began career at Deloitte & Touche.","No family relationships or material interests disclosed; standard indemnification and severance plan apply."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190062,"accession_number":"0001469367-24-000215","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2024-12-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Sunrun director Gerald Risk resigns; John Trinta named Audit Committee Chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Gerald Risk resigned from the Board and as Audit Committee Chair, effective January 1, 2025.","Board size reduced from 10 to 9 directors effective the same date.","John Trinta appointed Audit Committee Chair effective January 1, 2025.","Resignation not due to any disagreement with the Company, Board, or management."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190061,"accession_number":"0001469367-24-000198","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sunrun Q3 net loss $0.37/sh; storage installations 336 MWh (+92% YoY), cash gen positive","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $83.8M ($0.37/sh) on revenue $537.2M, down 5% YoY; customer agreement revenue up 28%.","Storage capacity installed 336 MWh (+92% YoY), above guidance high-end; attachment rate 60%.","Cash generation $2.5M positive for second consecutive quarter; reiterated 2025 guidance $350-$600M.","Total customers surpassed 1 million (1,015,910), up 12% YoY; Net Subscriber Value $14,632.","Extended working capital facility maturity to March 2027; repurchased $317M of 2026 convertible notes."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":1519227000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190060,"accession_number":"0001469367-24-000187","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2024-10-29T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Sunrun appoints John Trinta (former Deloitte CEO) to board, Audit Committee","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 9 to 10 directors; John Trinta appointed as Class I director effective Oct 28, 2024.","Trinta is former CEO of Deloitte Financial Advisory Services with nearly 40 years of tax/accounting expertise.","He will serve on the Audit Committee of the Board.","No family relationships or transactions requiring Item 404(a) disclosure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":206558,"accession_number":"0001469367-24-000144","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","1.01","9.01"],"status":"ready","headline":"Sunrun Q2 cash generation $217M, storage capacity up 152% YoY; introduces 2025 cash guidance ($350-600M)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Cash Generation of $217M in Q2; reiterates Q4 2024 guidance of $50-125M; introduces 2025 target of $350-600M.","Storage Capacity Installed 264.5 MWh (152% YoY growth), beat high end of guidance; 2024 storage guidance raised to 1,030-1,100 MWh.","Solar Energy Capacity Installed 192.3 MW (within guidance); full-year 2024 expected to decline ~15% (in-line with low end).","Net subscriber value $12,394; subscriber additions 24,984; total customers 984,000 (+13% YoY).","Sunrun exercised accordion under credit facility, increasing commitments to $2.63B (announced July 31)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":982054000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223733,"accession_number":"0001469367-24-000125","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2024-06-21T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Sunrun shareholders reject say-on-pay at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Advisory vote on named executive officer compensation failed: 61M for, 76M against, 4.4M abstain.","Class III directors Katherine August-deWilde, Sonita Lontoh, Gerald Risk elected with 125.9M+ votes for each.","Ratification of Ernst & Young as auditor for FY2024 approved: 160.3M for, 1.3M against, 0.3M abstain.","Broker non-votes of 20.3M shares on all director and advisory proposals due to discretionary voting rules.","Meeting held virtually on June 18, 2024; proposals detailed in proxy statement filed April 29, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.15,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223732,"accession_number":"0001469367-24-000091","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sunrun Q1 net loss $87.8M; storage installations surge 192% YoY; solar guidance cut","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $87.8M ($0.40/share); revenue $458.2M, down 22% YoY as customer agreement revenue rose 31%.","Storage capacity installed 207.2 MWh (+192% YoY); storage attachment rate reached 50%.","Net subscriber value $11,891; creation cost $38,885; total value generated $262M.","Cash generation negative $311M in Q1, but adjusted positive $6M; reiterates $200M–$500M annualized run-rate by Q4 2024.","Full-year solar capacity guidance cut to -15% to flat (from -5% to +5%); storage guidance 800–1,000 MWh (+40–75% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":458188000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223731,"accession_number":"0001193125-24-096410","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2024-04-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Sunrun appoints Paul Dickson as President, adds role to current Chief Revenue Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Paul Dickson appointed President effective April 12, 2024, retaining Chief Revenue Officer title.","Annual base salary of $600,000 with target bonus at 100% of salary.","Dickson joined Sunrun in 2020 via Vivint Solar acquisition, serving as CRO since Jan 2022.","No family relationships or arrangements with other parties in connection with appointment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":243142,"accession_number":"0001193125-24-047912","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2024-02-27T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Sunrun issues $475M 4% convertible notes due 2030; repurchases $97.5M of 2026 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $475M aggregate principal of 4.00% convertible senior notes due 2030; net proceeds ~$462.8M.","Initial conversion price ~$16.29 per share, a 27.5% premium over the $12.78 Feb 22 closing price.","Used $83.3M to repurchase $97.5M of its 0% 2026 notes at 85.5% of par in concurrent transactions.","Paid $37.7M for capped calls (cap price $22.365) covering ~29.2M shares to limit dilution.","Remaining proceeds for debt repayment, working capital, capex, and potential acquisitions; no specific deals identified."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":243141,"accession_number":"0001469367-24-000022","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2024-02-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sunrun Q4 storage capacity installed 219.7 MWh (+154% YoY); Net Subscriber Value $13,445, up $2,414 QoQ","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $516.6M (-15% YoY); net loss $350.1M ($1.60/share) including $58.7M non-cash charge.","Cash generation positive at $10.9M in Q4; reaffirms 2024 cumulative positive cash outlook.","Full-year 2023 net loss $1,604.5M ($7.41/share) includes $1.2B goodwill impairment.","Storage attachment rate on installations reached 45% in Q4; new sales attachment ~48% nationally.","Guidance: FY 2024 storage capacity 800-1,000 MWh (+40-75%); Net Subscriber Value expected to exceed Q4 2023 levels."],"consensus_eps_estimate":null,"consensus_eps_actual":-7.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":2259813000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":260532,"accession_number":"0001469367-23-000201","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2023-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sunrun Q3 net loss $1.07B on $1.2B goodwill impairment; storage growth 131% YoY, solar guidance cut","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $1,069.5M ($4.92/share) vs net loss $63.9M a year ago; non-GAAP net income $88.5M ($0.40 diluted excluding impairment).","Revenue $563.2M, down 11% YoY; customer agreements revenue up 17% to $316.5M, product sales down 32% to $246.7M.","Storage Capacity Installed 175.6 MWh (+131% YoY, +68% QoQ); storage attachment rate 33% in Q3, recent >40% nationally.","Lowers FY 2023 solar capacity growth guidance to 2-5% (from 10-15%); Q4 storage guidance 180-200 MWh.","Net Subscriber Value $11,030; pro-forma with full ITC adder and cost deflation $14,793 (6% discount)."],"consensus_eps_estimate":null,"consensus_eps_actual":-5.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":1743223000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277833,"accession_number":"0001193125-23-224479","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2023-08-30T23:59:59+00:00","items":["5.02","8.01"],"status":"ready","headline":"Sunrun grants aggressive performance-based PSUs to NEOs with $45-$100 stock price and $2-$6.50 cash generation targets","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["One-time PSUs granted to CEO Mary Powell (472,508 target), two other NEOs (214,776 each), and CLO Jeanna Steele (128,865).","Vesting requires both Cash Generation per Diluted Share (threshold $2.00, target $3.50, max $6.50) and Stock Price Attainment (threshold $45, target $60, max $100) over 2024-2026.","Payout capped at 300% of target; time-based vesting extends to 2027/2028.","Award follows 68.2% Say-on-Pay support; for 2024, annual equity grants will be ~55% performance-based.","Stock price targets represent 222%-616% increase from grant date price (~$14)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277832,"accession_number":"0001469367-23-000170","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2023-08-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Sunrun PAO Michelle Philpot resigns Aug 7; CFO Abajian appointed as successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michelle Philpot notified resignation effective August 7, 2023 to pursue another employment opportunity.","Departure is not due to any disagreement with Sunrun regarding operations, policies, or practices.","Board appointed CFO Danny Abajian as Principal Accounting Officer effective August 7, 2023.","Abajian already serves as CFO and Principal Financial Officer; no new arrangements or family relationships."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277831,"accession_number":"0001469367-23-000165","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2023-08-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sunrun Q2: Storage Capacity Installed +35% YoY, Net Subscriber Value $12,321, EPS $0.25","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Solar Energy Capacity Installed 296.6 MW, exceeding high-end of guidance; Q3 guidance 255-275 MW.","Storage capacity installed 102.6 MWh (+35% YoY); storage attachment rates surge to 18% of new installations, over 30% for backup storage nationally.","Net income $55.5M ($0.25 diluted EPS); revenue $590.2M (+1% YoY). Net Subscriber Value $12,321, up from Q1.","Sales outside California grew 25% YoY; CA sales soft due to net billing tariff transition.","Net Earning Assets $4.4B, up $409M; total cash $921M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":1180042000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295828,"accession_number":"0001469367-23-000130","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2023-06-07T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Sunrun shareholders approve board declassification and removal of supermajority voting requirements","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Shareholders approved declassification of Board over three years and elimination of 66 2/3% supermajority vote requirements.","Certificates of Amendment filed June 1, 2023; Restated Certificate filed June 2, 2023.","Board adopted Amended and Restated Bylaws effective June 2, 2023, removing classified board and supermajority provisions.","Election of Class II directors Leslie Dach, Edward Fenster, Mary Powell with broker non-votes of 18.5M.","Ratification of Ernst & Young as auditor approved with 174.9M votes for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295827,"accession_number":"0001469367-23-000117","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2023-05-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sunrun Q1 2023: Revenue $589.8M (+19% YoY), Net loss $240.4M; Subscriber Value $12,000 beats guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Solar capacity installed 240 MW, exceeding high-end of guidance; Q2 guidance 270-290 MW.","Net Subscriber Value $12,000 beats guidance; Subscriber Value $44,055, Creation Cost $32,055.","Customer additions 32,413 (25,154 subscribers); total customers 829,709, up 20% YoY.","Annual Recurring Revenue $1.1B with 17.6 years average contract life; Networked capacity 5.9 GW.","Sales activities grew over 30% YoY, with over 80% growth in California; launched Sunrun Shift in CA."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":589849000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":316366,"accession_number":"0001469367-23-000027","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2023-02-22T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Sunrun Q4 net income $63M, revenue up 40% YoY; Fenster transitions to part-time","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2022 net income $63.0M ($0.29 diluted EPS); full-year net income $173.4M ($0.80 diluted).","Q4 revenue $609.2M (+40% YoY); Customer agreements revenue $242.3M (+21% YoY).","Net Subscriber Value record $16,569, up from $13,259 in Q3; Subscriber Value $46,326, Creation Cost $29,757.","Co-founder Edward Fenster transitions to part-time employee effective March 1, 2023, remains Co-Executive Chair.","FY 2023 guidance: Solar Energy Capacity Installed growth 10-15%; Q1 capacity expected 215-225 MW."],"consensus_eps_estimate":null,"consensus_eps_actual":0.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":2321422000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":334643,"accession_number":"0001469367-22-000158","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2022-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sunrun Q3 net income $210.6M; Net Subscriber Value rises to $13,259, surpassing guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to common stockholders $210.6M ($0.96 diluted EPS) on revenue $631.9M (+44% YoY).","Net Subscriber Value of $13,259, up from $7,910 in Q2 2022 and above guidance.","Customer additions 35,760; total customers 759,937 (+21% YoY); Solar Capacity Installed 255.8 MW (+17% YoY).","Net Earning Assets $5.1B, including $956M cash; expects 25% Solar Capacity Installed growth for FY2022.","Q4 Net Subscriber Value expected to increase sequentially; Total Value Generated >$1B for FY2022."],"consensus_eps_estimate":null,"consensus_eps_actual":0.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":1712270000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":352070,"accession_number":"0001469367-22-000117","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2022-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sunrun Q2 revenue $584.6M (+46% YoY); net loss $0.06/share; capacity +33%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $584.6M, up 46% YoY; net loss $12.4M ($0.06 per share).","Solar Energy Capacity Installed 246.5 MW, up 33% YoY; Customer Additions 34,403.","Net Subscriber Value rose to $7,910 from $7,141 in Q1; Total Value Generated $200M.","Full-year 2022 capacity growth guided at ≥25%; Q3 capacity expected 250-260 MW.","Networked solar capacity exceeds 5 GW; Annual Recurring Revenue $917M at quarter end."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":1080364000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":369555,"accession_number":"0001469367-22-000085","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2022-06-07T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Sunrun stockholders elect directors, ratify auditor, approve say-on-pay and concealment clause proposal","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected Lynn Jurich, Alan Ferber, and Manjula Talreja as Class I directors with strong majority votes.","Ratified Ernst & Young as independent auditor for FY2022 (168.5M for, 2.5M against).","Advisory say-on-pay approved (120.5M for, 31.3M against).","Stockholder proposal on concealment clauses in harassment/discrimination context was approved (148.5M for, 2.8M against).","All four proposals passed; no material changes to corporate governance or strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":369554,"accession_number":"0001469367-22-000077","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2022-05-04T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Sunrun Q1 rev +48% to $496M, guides FY22 growth >25%; CFO vonReichbauer resigns","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $495.8M, up 48% YoY; net loss $87.8M ($0.42/sh).","Solar Energy Capacity Installed 213 MW, +27% YoY; 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receives $220k severance, $324k bonus, equity acceleration","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["COO Christopher Dawson stepped down Dec 31, 2021; will serve as non-employee advisor through Apr 30, 2022.","Receives $220,000 cash severance + $324,605 prorated bonus; 50% acceleration of unvested time-based equity awards.","Separation is not due to any disagreement with Sunrun's operations, policies, or practices.","Company will extend exercise period of equity awards to June 30, 2023, subject to board approval."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":388698,"accession_number":"0001469367-22-000002","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2022-01-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Sunrun appoints Manjula Talreja to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Manjula Talreja, Chief Customer Officer of PagerDuty, joins Sunrun board effective Jan 1, 2022.","Talreja brings over 25 years of experience in customer experience from Salesforce, Cisco, and PagerDuty.","She will serve as a Class I director and stand for election at Sunrun's 2022 annual meeting.","Named one of 2020 Top 50 Women in Technology by National Diversity Council."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":406649,"accession_number":"0001193125-21-347931","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2021-12-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Sunrun COO Christopher Dawson to step down effective December 31, 2021","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Christopher Dawson notified Sunrun on December 2, 2021 of his intention to step down as Chief Operating Officer.","Dawson's departure and separation from Sunrun and its subsidiaries will be effective December 31, 2021.","Dawson served as COO and his role is not being immediately replaced as per the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":406648,"accession_number":"0001469367-21-000236","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2021-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sunrun Q3 revenue up 109% to $438.8M; Net Subscriber Value jumps to $7,605","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Customer additions of 30,698; total customers 630,441, up 20% YoY pro-forma for Vivint Solar.","Net Subscriber Value $7,605 per customer, up $2,031 from Q2; Subscriber Value $35,734, Creation Cost $28,129.","Revenue $438.8M (+109% YoY); net income $24.1M ($0.11 diluted EPS).","Full-year 2021 outlook: Solar Energy Capacity growth 30%, Total Value Generated ~$700M.","Battery installations expected >100% growth in 2021; supply constraints lower near-term volumes."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":1174725000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":406647,"accession_number":"0001469367-21-000221","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2021-10-12T23:59:59+00:00","items":["1.01","2.03"],"status":"ready","headline":"Sunrun expands credit facility by $1B to $1.8B, reduces interest rate margins","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Wholly owned subsidiary amended syndicated senior secured credit facility on Oct 8, 2021.","Total commitments increased by $1,000,000,000 to $1,800,000,000.","Interest rate reduced from LIBOR/SOFR+250bps to +200bps until Apr 20, 2024.","After Apr 20, 2024, rate reduced from +350bps to +300bps.","Credit facility matures April 20, 2025 and is non-recourse to Sunrun."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":425639,"accession_number":"0001469367-21-000186","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2021-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sunrun CEO transition: Jurich to Exec Chair, Mary Powell CEO; 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