{"schema_version":"secwatch.filing_event.v1","accession":"0001469367-24-000091","form_type":"8-K","ticker":"RUN","cik":"0001469367","company_name":"Sunrun Inc.","filed_at":"2024-05-08T23:59:59+00:00","discovered_at":"2026-05-14T18:03:18.554343+00:00","generated_at":"2026-06-02T09:41:01.398133+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Sunrun Q1 net loss $87.8M; storage installations surge 192% YoY; solar guidance cut","bullets":["Net loss $87.8M ($0.40/share); revenue $458.2M, down 22% YoY as customer agreement revenue rose 31%.","Storage capacity installed 207.2 MWh (+192% YoY); storage attachment rate reached 50%.","Net subscriber value $11,891; creation cost $38,885; total value generated $262M.","Cash generation negative $311M in Q1, but adjusted positive $6M; reiterates $200M–$500M annualized run-rate by Q4 2024.","Full-year solar capacity guidance cut to -15% to flat (from -5% to +5%); storage guidance 800–1,000 MWh (+40–75% YoY)."],"urls":{"canonical":"https://secwatch.observer/filing/0001469367-24-000091","json":"https://secwatch.observer/filing/0001469367-24-000091.json","markdown":"https://secwatch.observer/filing/0001469367-24-000091.md","text":"https://secwatch.observer/filing/0001469367-24-000091.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1469367/000146936724000091/0001469367-24-000091-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1469367/000146936724000091/run-20240508.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-02T09:41:01.398133+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":"8c962d938b2b04b33cc5a5b38ad1e4f98a761866","claim":"Sunrun Inc. updated its the quarter ended March 31, 2024 guidance (reaffirmed).","evidence_excerpt":"Sunrun (Nasdaq: RUN), the nation’s leading provider of clean energy as a subscription service, today announced financial results for the quarter ended March 31, 2024.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1469367/000146936724000091/0001469367-24-000091-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended March 31, 2024"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"preliminary results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}