{"schema_version":"secwatch.filing_event.v1","accession":"0001469367-23-000027","form_type":"8-K","ticker":"RUN","cik":"0001469367","company_name":"Sunrun Inc.","filed_at":"2023-02-22T23:59:59+00:00","discovered_at":"2026-05-14T18:03:45.129373+00:00","generated_at":"2026-06-19T04:40:50.010993+00:00","sec_items":["2.02","5.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Sunrun Q4 net income $63M, revenue up 40% YoY; Fenster transitions to part-time","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001469367-23-000027","json":"https://secwatch.observer/filing/0001469367-23-000027.json","markdown":"https://secwatch.observer/filing/0001469367-23-000027.md","text":"https://secwatch.observer/filing/0001469367-23-000027.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1469367/000146936723000027/0001469367-23-000027-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1469367/000146936723000027/run-20230222.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-19T04:40:50.010993+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":[{"claim_id":"65f5b1e7190001d73d555f7a3b8320759f1bf7fd","claim":"Sunrun Inc. reported financial results for the quarter and full year ended December 31, 2022.","evidence_excerpt":"On February 22, 2023, Sunrun Inc. (the “Company”) issued a press release announcing its financial results for the quarter and full year ended December 31, 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1469367/000146936723000027/0001469367-23-000027-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter and full year ended December 31, 2022"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"68bc33ff4f","claim":"Edward Fenster changed role as Co-Executive Chair at Sunrun Inc..","evidence_excerpt":"Co-Executive Chair Edward Fenster will transition from his position as a full-time employee of the Company to part-time employment status with continued involvement in the operations and strategy of the Company, but will cease to be an “executive officer”","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1469367/000146936723000027/0001469367-23-000027-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"transitioned to part-time employment status"},{"label":"Role","value":"Co-Executive Chair"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}