secwatch.observer — SEC 8-K summary
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Issuer:     Sunrun Inc. (RUN)
CIK:        0001469367
Form:       8-K
Filed at:   2025-08-06T23:59:59+00:00
Accession:  0001469367-25-000147
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Sunrun Q2 net income $279.8M ($1.22/sh) on revenue $569M (+9% YoY); raises contracted net value creation guidance
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- Net income $279.8M ($1.22 basic EPS) vs year-ago net loss; revenue $569M, up 9% YoY.
- Subscriber additions 28,823 (+15% YoY); storage attachment rate 70% (was 54%).
- Contracted Net Value Creation $376M (+316% YoY); full-year guidance raised to $1.0-1.3B (prior $650-850M).
- Cash Generation positive for 5th consecutive quarter at $27M; 2025 outlook reaffirmed $200-500M.
- Creation costs fell 4% YoY to $36,887; Net Subscriber Value up 182% to $17,004.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1469367/000146936725000147/0001469367-25-000147-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1469367/000146936725000147/run-20250806.htm
  HTML page:      https://secwatch.observer/filing/0001469367-25-000147

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