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Contracted Subscriber Value
The expected revenue value tied to an individual subscriber’s contract (often expressed as lifetime or present value per customer). Reveals how much revenue each customer contributes, impacts payback periods and financing needs, and helps compare profitability across customer types.Contracted subscriber value trended up through 2025, dipped modestly late that year, then jumped sharply in Q1 2026—consistent with a mix shift to larger, storage‑attached systems and better pricing. Management’s call confirms higher average system size, a rising storage attach rate and outsized direct‑sales momentum, which lift per‑subscriber economics and support cash‑generation goals. Caveat: elevated creation costs and near‑term tax‑equity/affiliate volatility could compress realized margins, so watch unit profitability and financing spreads as volumes scale.
Date | Contracted Subscriber Value |
|---|---|
Jun 30, 2026 | $55.03K |
Mar 31, 2026 | $55.46K |
Dec 31, 2025 | $47.99K |
Sep 30, 2025 | $48.51K |
Jun 30, 2025 | $49.92K |
Mar 31, 2025 | $48.73K |
Dec 31, 2024 | $48.27K |
Sep 30, 2024 | $44.55K |
Jun 30, 2024 | $41.87K |
Mar 31, 2024 | $42.87K |