{"schema_version":"secwatch.filing_event.v1","accession":"0001469367-24-000022","form_type":"8-K","ticker":"RUN","cik":"0001469367","company_name":"Sunrun Inc.","filed_at":"2024-02-21T23:59:59+00:00","discovered_at":"2026-05-14T18:03:24.261663+00:00","generated_at":"2026-06-05T21:57:42.893057+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.78,"calibrated_materiality_score":0.78,"confidence":"high","headline":"Sunrun Q4 storage capacity installed 219.7 MWh (+154% YoY); Net Subscriber Value $13,445, up $2,414 QoQ","bullets":["Q4 revenue $516.6M (-15% YoY); net loss $350.1M ($1.60/share) including $58.7M non-cash charge.","Cash generation positive at $10.9M in Q4; reaffirms 2024 cumulative positive cash outlook.","Full-year 2023 net loss $1,604.5M ($7.41/share) includes $1.2B goodwill impairment.","Storage attachment rate on installations reached 45% in Q4; new sales attachment ~48% nationally.","Guidance: FY 2024 storage capacity 800-1,000 MWh (+40-75%); Net Subscriber Value expected to exceed Q4 2023 levels."],"urls":{"canonical":"https://secwatch.observer/filing/0001469367-24-000022","json":"https://secwatch.observer/filing/0001469367-24-000022.json","markdown":"https://secwatch.observer/filing/0001469367-24-000022.md","text":"https://secwatch.observer/filing/0001469367-24-000022.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1469367/000146936724000022/0001469367-24-000022-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1469367/000146936724000022/run-20240221.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-05T21:57:42.893057+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":"3bc4ddc41b4944811dbd5f8038c4d9d48f2aa158","claim":"Sunrun Inc. updated its the fourth quarter and full year ended December 31, 2023 guidance (reaffirmed).","evidence_excerpt":"On February 21, 2024, Sunrun Inc. (the “Company”) issued a press release announcing its financial results for the quarter and full year ended December 31, 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1469367/000146936724000022/0001469367-24-000022-index.htm","confidence":0.85,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter and full year ended December 31, 2023"},{"label":"Guidance","value":"reaffirmed"},{"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"}