secwatch.observer — SEC 8-K summary ====================================== Issuer: Sunrun Inc. (RUN) CIK: 0001469367 Form: 8-K Filed at: 2025-11-06T23:59:59+00:00 Accession: 0001628280-25-050170 Event type: earnings Sentiment: positive Materiality: 0.70 Item codes: 2.02, 5.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Sunrun Q3 revenue $724.6M (+35%); Subscriber Value $1.6B (+10%); cash generation $108M -------------------------------------------------------------------------------- - Revenue $724.6M (+35% YoY); net income $16.6M ($0.07 basic EPS). - Aggregate Subscriber Value $1.6B (+10% YoY); Contracted Net Value Creation $279M (+35%). - Cash Generation $108M in Q3, sixth consecutive positive quarter; 2025 guidance narrowed to $250-450M, midpoint $350M unchanged. - Storage Attachment Rate 70% (up from 60% YoY); Customer Additions with storage grew 20% YoY. - Craig Cornelius appointed to Board effective Nov 6, 2025; Board expands to nine. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1469367/000162828025050170/0001628280-25-050170-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1469367/000162828025050170/run-20251106.htm HTML page: https://secwatch.observer/filing/0001628280-25-050170 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer