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Networked Solar Capacity
Total installed solar capacity connected to Sunrun’s network (typically measured in kW or MW), showing operational scale and potential energy output. Growth in networked capacity signals greater serviceable footprint, revenue opportunity from energy generation and grid services, and leverage in operations.Networked Solar Capacity has roughly doubled since 2021 and continues steady sequential growth into 2026, reflecting not just more customers but larger systems and higher storage attachment. That mix is making Sunrun’s fleet materially more dispatchable and higher-value per subscriber—consistent with Q1’s 19k additions, 73% storage attach and rising contracted subscriber value—supporting future cash generation. Near-term headwinds (rising unit creation costs, transaction‑timing cash lumpiness and affiliate volume pullbacks) could compress near-term margins but don’t negate the structural capacity and monetization momentum.
Date | Networked Solar Capacity |
|---|---|
Jun 30, 2026 | 8.73K |
Mar 31, 2026 | 8.56K |
Dec 31, 2025 | 8.40K |
Sep 30, 2025 | 8.19K |
Jun 30, 2025 | 7.95K |
Mar 31, 2025 | 7.72K |
Dec 31, 2024 | 7.53K |
Sep 30, 2024 | 7.29K |
Jun 30, 2024 | 7.06K |
Mar 31, 2024 | 6.87K |