secwatch.observer — SEC 8-K summary
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Issuer:     Sunrun Inc. (RUN)
CIK:        0001469367
Form:       8-K
Filed at:   2023-02-22T23:59:59+00:00
Accession:  0001469367-23-000027
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 5.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Sunrun Q4 net income $63M, revenue up 40% YoY; Fenster transitions to part-time
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1469367/000146936723000027/0001469367-23-000027-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1469367/000146936723000027/run-20230222.htm
  HTML page:      https://secwatch.observer/filing/0001469367-23-000027

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