{"schema_version":"secwatch.filing_event.v1","accession":"0001469367-21-000236","form_type":"8-K","ticker":"RUN","cik":"0001469367","company_name":"Sunrun Inc.","filed_at":"2021-11-04T23:59:59+00:00","discovered_at":"2026-05-14T18:04:12.668021+00:00","generated_at":"2026-06-28T12:50:40.360120+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Sunrun Q3 revenue up 109% to $438.8M; Net Subscriber Value jumps to $7,605","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001469367-21-000236","json":"https://secwatch.observer/filing/0001469367-21-000236.json","markdown":"https://secwatch.observer/filing/0001469367-21-000236.md","text":"https://secwatch.observer/filing/0001469367-21-000236.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1469367/000146936721000236/0001469367-21-000236-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1469367/000146936721000236/run-20211104.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-28T12:50:40.360120+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}