secwatch.observer — SEC 8-K summary
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Issuer:     Sunrun Inc. (RUN)
CIK:        0001469367
Form:       8-K
Filed at:   2021-11-04T23:59:59+00:00
Accession:  0001469367-21-000236
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1469367/000146936721000236/0001469367-21-000236-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1469367/000146936721000236/run-20211104.htm
  HTML page:      https://secwatch.observer/filing/0001469367-21-000236

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer