---
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"
generated_at: "2026-06-05T21:57:42.893057+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.78
calibrated_materiality_score: 0.78
confidence: "high"
source: SEC EDGAR
---

# Sunrun Q4 storage capacity installed 219.7 MWh (+154% YoY); Net Subscriber Value $13,445, up $2,414 QoQ

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.78
- calibrated_materiality_score: 0.78
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001469367-24-000022
- JSON: https://secwatch.observer/filing/0001469367-24-000022.json
- Plain text: https://secwatch.observer/filing/0001469367-24-000022.txt

## Key facts
- Earnings Releases
  Sunrun Inc. updated its the fourth quarter and full year ended December 31, 2023 guidance (reaffirmed).
  - Period: the fourth quarter and full year ended December 31, 2023
  - Guidance: reaffirmed
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1469367/000146936724000022/0001469367-24-000022-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.