---
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"
generated_at: "2026-06-28T12:50:40.360120+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Sunrun Q3 revenue up 109% to $438.8M; Net Subscriber Value jumps to $7,605

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001469367-21-000236
- JSON: https://secwatch.observer/filing/0001469367-21-000236.json
- Plain text: https://secwatch.observer/filing/0001469367-21-000236.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.