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Customers
The number of active contract customers receiving Sunrun’s products or services, reflecting market reach and the recurring revenue base. Trends in customer count show adoption, retention strength, and the scale needed to spread fixed costs and improve margins.Sunrun’s customer base has sustained multi‑year, compounding growth and is scaling into higher‑value customers as storage attach and average system sizes rise, which lifts contracted and upfront subscriber economics. That quality shift improves lifetime value and monetization flexibility (securitizations, non‑retained structures) but temporarily increases unit creation costs and quarter‑to‑quarter cash lumpiness. Management is betting the tradeoff is transitory—direct‑sales expansion and stronger capital markets execution should convert this higher‑value mix into durable cash generation and lower parent leverage over time.
Date | Customers |
|---|---|
Jun 30, 2026 | 1.21M |
Mar 31, 2026 | 1.18M |
Dec 31, 2025 | 1.17M |
Sep 30, 2025 | 1.14M |
Jun 30, 2025 | 1.11M |
Mar 31, 2025 | 1.07M |
Dec 31, 2024 | 1.05M |
Sep 30, 2024 | 1.02M |
Jun 30, 2024 | 984.00K |
Mar 31, 2024 | 957.31K |