The Ledger
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Dell: Sunrun and Tesla struggle with volatile demand due to $20,000 systems
“I think the horror stories you hear about the solar coaster and, you know, the Sunrun and the Tesla stuff, and I've talked to all kinds of people who have worked there previously and now and whatever, like, they faced these kind of supply-demand challenges bec…”
Powell: Sunrun aims to become one of the largest US energy providers
“The goal is really to be really one of the largest energy providers in the United States, right? So that we're providing energy, we're providing the acceleration around whole home electrification, electrification of transportation, and we're aggregating all of…”
Powell: Home battery adoption is driven by emotional security, not economic payback
“I don't think storage, you know, in my experience, is something that, again, it is about, oh, what's my payback? Yes, I mean, do customers always love that if you get a payback on top of it? Like, yay, wahoo, but it's, it is, you know, something at its core th…”
Powell: Scaling virtual power plants is a cultural, not technical, challenge
“Well, I mean, I say often culture eats strategy, and I actually think what we have, we Is way more a cultural challenge than a technical challenge. So again, in my experience, there's no end, there's no, like, bottom to the rabbit hole you go down when what yo…”
Kann: Third-party financing triggered the late-2000s residential solar market inflection
“What caused the Inflection for residential solar in the late 2000, which is really when the market started to take off was financing. It was when solar city and sun run and sungevity and all these companies introduced the like PPA and lease model.”
Powell: Over one-third of new Sunrun solar customers want battery storage
“I would say well over a third of those customers are interested in storage as well when they're going solar.”
Powell: Consumers will increasingly adopt whole-home electrification in one step
“It's not necessarily a one stop. I'm going to do everything in my home, although I think we're going to increasingly see customers do that.”
Powell: Rooftop solar is the gateway to heat pump and EV adoption
“Solar so much is the gateway to so much more electrification. So what we find is customers that go solar, they do tend to be the first adopters of heat pumps. They then do tend to be the first adopters of electric vehicles, and so they really, so one of the re…”
Powell: Sunrun has 630,000 customers with about 28,000 battery installs
“We now have, you know, 630,000 customers, and about 28,000 of those have batteries, but it's important to remember a lot of those were in place before really storage became a mainstream product that was being offered in the market.”
Powell: Sunrun is deploying Ford F-150 Lightning bidirectional charging across 50 states
“I think we are solidly in an amazing partnership with Ford on their F-一-fifty Lightning and bringing it to, again, you know, 50 states with this really amazing bi-directional charger that we worked with them on that will allow customers, again, back to, You kn…”
Kann: Sunrun is up year-to-date after taking a beating in 2024
“Sunrun, for example, the market leader, is actually up year-to-date in the public markets after taking more of a beating in twenty-twenty-four.”
Powell: Widespread SolarAPP adoption could significantly unlock solar cost reductions
“So the solar app was one You know, initiative and innovation that, again, now we have to get more and more parties to adopt it, more and more jurisdictions to use it, but it could be a really significant unlock in the context of cost and streamlining of the pr…”
Powell: US residential solar penetration is at 3% of 77M homes
“Like we are at three percent of seventy seven million addressable homes.”
Powell: Sunrun operates 12 virtual power plant projects
“Sunrun does have 12 virtual power plant projects in place.”
Kann: Sunrun became the leading US residential solar company by acquiring Vivint
“Sunrun is far and away the leading residential solar company in the country these days, having surpassed the empty shell formerly known as SolarCity a few years ago, and having acquired its next biggest competitor, Vivint Solar, more recently.”