{"schema_version":"secwatch.filing_event.v1","accession":"0001469367-23-000201","form_type":"8-K","ticker":"RUN","cik":"0001469367","company_name":"Sunrun Inc.","filed_at":"2023-11-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:29.160531+00:00","generated_at":"2026-06-09T02:23:23.762920+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Sunrun Q3 net loss $1.07B on $1.2B goodwill impairment; storage growth 131% YoY, solar guidance cut","bullets":["GAAP net loss $1,069.5M ($4.92/share) vs net loss $63.9M a year ago; non-GAAP net income $88.5M ($0.40 diluted excluding impairment).","Revenue $563.2M, down 11% YoY; customer agreements revenue up 17% to $316.5M, product sales down 32% to $246.7M.","Storage Capacity Installed 175.6 MWh (+131% YoY, +68% QoQ); storage attachment rate 33% in Q3, recent >40% nationally.","Lowers FY 2023 solar capacity growth guidance to 2-5% (from 10-15%); Q4 storage guidance 180-200 MWh.","Net Subscriber Value $11,030; pro-forma with full ITC adder and cost deflation $14,793 (6% discount)."],"urls":{"canonical":"https://secwatch.observer/filing/0001469367-23-000201","json":"https://secwatch.observer/filing/0001469367-23-000201.json","markdown":"https://secwatch.observer/filing/0001469367-23-000201.md","text":"https://secwatch.observer/filing/0001469367-23-000201.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1469367/000146936723000201/0001469367-23-000201-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1469367/000146936723000201/run-20231101.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T02:23:23.762920+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":"cd61bb7c2d4a2a4198c0cb6fb903e4d3c7ab5da0","claim":"Sunrun Inc. updated its the quarter ended September 30, 2023 guidance (lowered).","evidence_excerpt":"On November 1, 2023, Sunrun Inc. (the “Company”) issued a press release announcing its financial results for the quarter ended September 30, 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1469367/000146936723000201/0001469367-23-000201-index.htm","confidence":0.8,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended September 30, 2023"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}