This afternoon, we reported our third quarter 2026 financial results.
As families across the country face rising energy costs and an increasingly strained grid, Sunrun delivered what matters most: reliable, affordable home energy and backup power at record scale.
As families rising energy costs and an increasingly strained grid, Sunrun is delivering what matters most: affordable, reliable energy and backup power while building one of the nation's largest networks of dispatchable home energy.
In the third quarter:
— Our battery storage attachment rate reached a record 75% of new customers
— Our battery fleet grew 37% year-over-year to more than 5.0 GWh
— Our battery fleet dispatched more than 1,000 MW of power over the past 12 months
— Direct installation volumes increased 17% from last quarter and 9% year-over-year
We're putting our growing network of home energy systems to work for customers, communities, and the grid.
Read our full Q3 report here: bit.ly/4znJvSN
As families across the country face rising energy costs and an increasingly strained grid, Sunrun delivered what matters most: reliable, affordable home energy and backup power at record scale.
As families rising energy costs and an increasingly strained grid, Sunrun is delivering what matters most: affordable, reliable energy and backup power while building one of the nation's largest networks of dispatchable home energy.
In the third quarter:
— Our battery storage attachment rate reached a record 75% of new customers
— Our battery fleet grew 37% year-over-year to more than 5.0 GWh
— Our battery fleet dispatched more than 1,000 MW of power over the past 12 months
— Direct installation volumes increased 17% from last quarter and 9% year-over-year
We're putting our growing network of home energy systems to work for customers, communities, and the grid.
Read our full Q3 report here: bit.ly/4znJvSN
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When energy generation falls short, tens of thousands of home batteries can be the difference between rolling blackouts and keeping the lights on in neighborhoods.
Today, we announced that participation in Sunrun's Puerto Rico distributed power plant has doubled to more than arly 70,000 home batteries — a 1,400% increase since 2024. Together, these homes provide 45 MW of flexible, dispatchable power for up to four hours at a time to help Puerto Rico’s grid operator maintain reliability when the island needs it most.
In October, Sunrun’s distributed power plant delivered power to the grid for 18 consecutive days, helping overcome severe energy shortfalls and prevent rolling blackouts.
Read the full announcement: bit.ly/4BMxHLG
Today, we announced that participation in Sunrun's Puerto Rico distributed power plant has doubled to more than arly 70,000 home batteries — a 1,400% increase since 2024. Together, these homes provide 45 MW of flexible, dispatchable power for up to four hours at a time to help Puerto Rico’s grid operator maintain reliability when the island needs it most.
In October, Sunrun’s distributed power plant delivered power to the grid for 18 consecutive days, helping overcome severe energy shortfalls and prevent rolling blackouts.
Read the full announcement: bit.ly/4BMxHLG
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We’re excited to share that Sunrun CEO @MaryGPowell will be joining @FortuneMagazine's Fortune 500 Innovation Forum in Detroit next month to discuss what the next century of American ingenuity will take and why energy is at the heart of that conversation.
America is at an oint. AI, electrification, and manufacturing are reshaping America’s energy needs and accelerating the speed at which we need to bring more power online. We’re looking forward to hearing Mary share how Sunrun is putting the power of homes to work to help deliver the reliable, affordable energy our country needs to keep leading the world in innovation.
More details here: bit.ly/4aQlVUH
#AmericanEnergy #HomeEnergy #GridSupport #DistributedEnergy #EnergyIndependence
America is at an oint. AI, electrification, and manufacturing are reshaping America’s energy needs and accelerating the speed at which we need to bring more power online. We’re looking forward to hearing Mary share how Sunrun is putting the power of homes to work to help deliver the reliable, affordable energy our country needs to keep leading the world in innovation.
More details here: bit.ly/4aQlVUH
#AmericanEnergy #HomeEnergy #GridSupport #DistributedEnergy #EnergyIndependence
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Home energy security for when the unexpected happens.
A local Sunrun employee was impacted by the Norte fire in San Clemente this past weekend. Thanks to his home solar and storage system, his family had over 13 hours of backup power, bringing peace of mind in the middle of the family and neighbors are safe, and grateful to the first responders who worked to protect the community.
#EnergySecurity #EnergyIndependence #BackupPower #ReliablePower #HomeBatteries
A local Sunrun employee was impacted by the Norte fire in San Clemente this past weekend. Thanks to his home solar and storage system, his family had over 13 hours of backup power, bringing peace of mind in the middle of the family and neighbors are safe, and grateful to the first responders who worked to protect the community.
#EnergySecurity #EnergyIndependence #BackupPower #ReliablePower #HomeBatteries
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During California's intense heat wave earlier this month, home batteries delivered 745 MW of average power to the state’s grid for several hours, setting a new record for the largest residential distributed power plant dispatch in U.S. history.
On back-to-back nights, Sunrun and from the CA Energy Commission to support the grid and put downward pressure on energy prices. In addition to strengthening grid reliability, Sunrun also puts money back in the pockets of households that share their energy with the grid.
Sunrun CEO Mary Powell said, "These record-setting events prove that the energy infrastructure already installed in people’s homes can deliver power at a scale that makes a real difference for the grid.”
Read more: bit.ly/4yJeLve
On back-to-back nights, Sunrun and from the CA Energy Commission to support the grid and put downward pressure on energy prices. In addition to strengthening grid reliability, Sunrun also puts money back in the pockets of households that share their energy with the grid.
Sunrun CEO Mary Powell said, "These record-setting events prove that the energy infrastructure already installed in people’s homes can deliver power at a scale that makes a real difference for the grid.”
Read more: bit.ly/4yJeLve
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With affordability and speed to power at the center of today’s energy conversation, Virginia is recognizing a critical piece of the equation: the fastest, lowest-cost path to more power starts with getting more value out of the infrastructure we already have.
Governor Abigail nnounced Virginia Energy Plan calls for the "deployment of 10 GW of aggregated DER participation by 2045 as a key strategy to most effectively meet demand growth while reducing overall system costs."
Sunrun is helping make that future possible. Through our partnership with Everyday Electric (formerly Renew Home) and Tesla, we are making 16.8 gigawatts of flexible capacity available to support the grid nationwide today. In Virginia, 300 megawatts are available for immediate deployment, with capacity expected to grow to at least 500 megawatts by 2030.
By installing new distributed energy resources in homes and coordinating them with millions of existing devices, we can bring flexible capacity online quickly, reduce peak demand, strengthen grid resilience, and help lower energy costs for American households.
Read the entire plan at bit.ly/47gGojh
Governor Abigail nnounced Virginia Energy Plan calls for the "deployment of 10 GW of aggregated DER participation by 2045 as a key strategy to most effectively meet demand growth while reducing overall system costs."
Sunrun is helping make that future possible. Through our partnership with Everyday Electric (formerly Renew Home) and Tesla, we are making 16.8 gigawatts of flexible capacity available to support the grid nationwide today. In Virginia, 300 megawatts are available for immediate deployment, with capacity expected to grow to at least 500 megawatts by 2030.
By installing new distributed energy resources in homes and coordinating them with millions of existing devices, we can bring flexible capacity online quickly, reduce peak demand, strengthen grid resilience, and help lower energy costs for American households.
Read the entire plan at bit.ly/47gGojh
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NEW: Sunrun and @span_io expand partnership to close the speed-to-power gap while making sure American homeowners benefit from AI’s growth.
Today we announced a complete, distributed AI compute solution at gigawatt scale that can be deployed faster than traditional data centers. ly benefit in multiple ways from their participation in this powerful distributed AI solution.
By pairing Sunrun’s home battery storage and solar energy systems with SPAN's XFRA compute nodes in new home communities, the partnership solves one of the main bottlenecks for distributed AI compute: power generation and transmission constraints. By optimizing existing energy infrastructure, Sunrun and SPAN are improving grid efficiency and helping power the rising demands of AI.
More compute. Faster power. More value for homeowners.
Read more in our announcement: bit.ly/4h8guE6
#AmericanEnergy #EnergyIndependence #DistributedEnergy #GridResilience
Today we announced a complete, distributed AI compute solution at gigawatt scale that can be deployed faster than traditional data centers. ly benefit in multiple ways from their participation in this powerful distributed AI solution.
By pairing Sunrun’s home battery storage and solar energy systems with SPAN's XFRA compute nodes in new home communities, the partnership solves one of the main bottlenecks for distributed AI compute: power generation and transmission constraints. By optimizing existing energy infrastructure, Sunrun and SPAN are improving grid efficiency and helping power the rising demands of AI.
More compute. Faster power. More value for homeowners.
Read more in our announcement: bit.ly/4h8guE6
#AmericanEnergy #EnergyIndependence #DistributedEnergy #GridResilience
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A historic moment for American energy: 140,000+ home batteries | 580 megawatts
As California baked under extreme heat and energy demand surged on September 9, Sunrun and @teslaenergy dispatched more than 140,000 home batteries, delivering 580 MW of peak power to the state's grid ial distributed power plant event ever recorded in the United States.
The dispatch event provided enough capacity to power every household in Sacramento County during peak hours. The extra power helped increase the grid's operating margin and put downward pressure on real-time energy prices for everyone in the state.
Through grid service programs like DSGS and ELRP, home storage and solar are doing more than providing backup power and energy security to families. They’re helping make the grid more affordable and reliable while reducing the need for costly new poles, wires, and peaker plants.
Everyday homeowners are keeping California's grid stable and making history in the process, all while being compensated for it. That’s the energy future we’re building in America.
#AmericanEnergy #EnergyIndependence #BatteryStorage #HomeBatteries #OutageProtection #Distributed #Energy
As California baked under extreme heat and energy demand surged on September 9, Sunrun and @teslaenergy dispatched more than 140,000 home batteries, delivering 580 MW of peak power to the state's grid ial distributed power plant event ever recorded in the United States.
The dispatch event provided enough capacity to power every household in Sacramento County during peak hours. The extra power helped increase the grid's operating margin and put downward pressure on real-time energy prices for everyone in the state.
Through grid service programs like DSGS and ELRP, home storage and solar are doing more than providing backup power and energy security to families. They’re helping make the grid more affordable and reliable while reducing the need for costly new poles, wires, and peaker plants.
Everyday homeowners are keeping California's grid stable and making history in the process, all while being compensated for it. That’s the energy future we’re building in America.
#AmericanEnergy #EnergyIndependence #BatteryStorage #HomeBatteries #OutageProtection #Distributed #Energy
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Next week, Sunrun CEO Mary Powell joins Diane Brady, Editorial Director at Fortune, to discuss why the future of AI infrastructure may be less about building more and more about unlocking the capacity right in front of us.
The AI revolution is creating an unprecedented demand uch of the conversation focusing on new power plants. However, we believe the biggest opportunity may already exist in neighborhoods across America.
Register for the event and happy hour here: antennagroup.com/antenna-house.
The AI revolution is creating an unprecedented demand uch of the conversation focusing on new power plants. However, we believe the biggest opportunity may already exist in neighborhoods across America.
Register for the event and happy hour here: antennagroup.com/antenna-house.
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California’s heat is pushing electricity demand and energy prices higher. Tonight, home batteries are stepping up. More than 90,000 Sunrun batteries will be dispatching flexible capacity across the state to support grid reliability, reduce the risk of rotating power outages, and n energy costs for everyone.
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We’re excited to join @PGE4Me and @Google on a new distributed power plant program in the San Jose area that brings our speed-to-power vision with Renew Home and @teslaenergy to life.
Working together, Sunrun, Renew Home, and Tesla will enroll nearly 21,000 existing home energy m, immediately unlocking 12 MW of local energy capacity through demand response and battery dispatch. The new capacity is expected to begin supporting the grid as early as fall 2026.
The program plans to test how energy already stored and managed in homes through batteries, home solar, and smart thermostats can help relieve local grid constraints and make better use of existing infrastructure while helping put downward pressure on rates for everyone in the region.
Most importantly, the program provides benefits to customers for their participation. Sunrun customers can receive up to $200 per battery enrolled in the program.
“Home energy devices hold enormous, untapped capacity that can meaningfully improve affordability and reliability for all Californians,” said Mary Powell, CEO of Sunrun. “This initiative unlocks that potential while giving customers an opportunity to share in the economic benefits of helping improve their local grid."
“We’re excited to support this initiative to unlock the potential of local distributed energy resources to support grid capacity and resiliency while delivering meaningful benefits for local communities,” said Amanda Peterson Corio, Global Head of Energy & Power at Google.
“SHARE shows how investing in customers can unlock grid capacity, support growth, and bring real benefits back to communities,”said Chelle Izzi, Chief Commercial Officer, PG&E.
Read the full announcement here: pge.com/en/newsroom/pr…
#DistributedEnergy #GridResilience #BatteryStorage #DistributedPowerPlant
Working together, Sunrun, Renew Home, and Tesla will enroll nearly 21,000 existing home energy m, immediately unlocking 12 MW of local energy capacity through demand response and battery dispatch. The new capacity is expected to begin supporting the grid as early as fall 2026.
The program plans to test how energy already stored and managed in homes through batteries, home solar, and smart thermostats can help relieve local grid constraints and make better use of existing infrastructure while helping put downward pressure on rates for everyone in the region.
Most importantly, the program provides benefits to customers for their participation. Sunrun customers can receive up to $200 per battery enrolled in the program.
“Home energy devices hold enormous, untapped capacity that can meaningfully improve affordability and reliability for all Californians,” said Mary Powell, CEO of Sunrun. “This initiative unlocks that potential while giving customers an opportunity to share in the economic benefits of helping improve their local grid."
“We’re excited to support this initiative to unlock the potential of local distributed energy resources to support grid capacity and resiliency while delivering meaningful benefits for local communities,” said Amanda Peterson Corio, Global Head of Energy & Power at Google.
“SHARE shows how investing in customers can unlock grid capacity, support growth, and bring real benefits back to communities,”said Chelle Izzi, Chief Commercial Officer, PG&E.
Read the full announcement here: pge.com/en/newsroom/pr…
#DistributedEnergy #GridResilience #BatteryStorage #DistributedPowerPlant
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Over the past two days, nearly 49,000 Sunrun customers helped reduce California’s peak energy demand through the Demand Side Grid Support (DSGS) program. On back-to-back evenings, these customers dispatched an average of roughly 250 MW of peak capacity from their home batteries
Take a look at these energy demand charts showing what’s possible when we put distributed energy to work.
As former Energy Secretary Jennifer Granholm wrote in the Los Angeles Times this week, the future funding of DSGS is at risk, even though extending the program could save California ratepayers more than $200 million by 2028.
One more battery discharge test event is scheduled for tonight. You can follow along live on CAISO's website and see the impact of this program in real time.
caiso.com/todays-outlook…
#California #EnergyResilience #BatteryStorage #DistributedEnergy
Take a look at these energy demand charts showing what’s possible when we put distributed energy to work.
As former Energy Secretary Jennifer Granholm wrote in the Los Angeles Times this week, the future funding of DSGS is at risk, even though extending the program could save California ratepayers more than $200 million by 2028.
One more battery discharge test event is scheduled for tonight. You can follow along live on CAISO's website and see the impact of this program in real time.
caiso.com/todays-outlook…
#California #EnergyResilience #BatteryStorage #DistributedEnergy
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NEW: Sunrun is introducing the first-ever behind-the-meter residential wholesale capacity resource for AI hyperscalers.
Under a multi-year agreement with Voltus, the companies will turn thousands of Sunrun’s residential storage-plus-solar systems across both PJM and MISO grid tributed power plant capable of immediately delivering megawatts of reliable, flexible capacity when the grid and hyperscalers need it most.
- Customers get compensated for participating
- Communities benefit from new energy investment
- Hyperscalers get faster access to critical energy capacity
- The grid gets more reliability and flexibility without waiting for new infrastructure
“Meeting growing energy demand requires us to maximize every single electron available across the country,” says Sunrun CEO Mary Powell. “This is just the beginning of what distributed energy assets can achieve.”
Read our announcement here: bit.ly/4xBONc0
#DistributedEnergy #GridResilience #ScalableEnergy #BatteryStorage
Under a multi-year agreement with Voltus, the companies will turn thousands of Sunrun’s residential storage-plus-solar systems across both PJM and MISO grid tributed power plant capable of immediately delivering megawatts of reliable, flexible capacity when the grid and hyperscalers need it most.
- Customers get compensated for participating
- Communities benefit from new energy investment
- Hyperscalers get faster access to critical energy capacity
- The grid gets more reliability and flexibility without waiting for new infrastructure
“Meeting growing energy demand requires us to maximize every single electron available across the country,” says Sunrun CEO Mary Powell. “This is just the beginning of what distributed energy assets can achieve.”
Read our announcement here: bit.ly/4xBONc0
#DistributedEnergy #GridResilience #ScalableEnergy #BatteryStorage
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July was the hottest month ever recorded in the U.S. Energy demand surged. Electricity bills hit an all-time high. And nearly 80% of Americans say extreme heat has impacted what they pay for power.
While the grid strained under unprecedented heat, residential solar and battery July alone, Sunrun's 18 distributed power plants...
⚡ Dispatched 200+ times when the grid needed emergency power
⚡ Delivered 3,693 MWh of critical energy back to the grid
More than 121,000 Sunrun customers provided 700+ MW of fast, flexible capacity over the last year to help strengthen local grids, reduce the risk of blackouts, and lower energy costs for everyone.
Distributed power plants are delivering real reliability TODAY!
#BatteryStorage #DistributedPowerPlants #GridReliability #DistributedEnergy
While the grid strained under unprecedented heat, residential solar and battery July alone, Sunrun's 18 distributed power plants...
⚡ Dispatched 200+ times when the grid needed emergency power
⚡ Delivered 3,693 MWh of critical energy back to the grid
More than 121,000 Sunrun customers provided 700+ MW of fast, flexible capacity over the last year to help strengthen local grids, reduce the risk of blackouts, and lower energy costs for everyone.
Distributed power plants are delivering real reliability TODAY!
#BatteryStorage #DistributedPowerPlants #GridReliability #DistributedEnergy
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You shouldn't have to feel guilty for wanting to be comfortable in your own home.
Take control of your power with a home battery.
Shop now: sunrun.com/shop/solar
Take control of your power with a home battery.
Shop now: sunrun.com/shop/solar
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This afternoon, we reported our second quarter 2026 financial results.
As extreme weather and power outages impacted tens of millions across the country, Sunrun continued delivering what customers increasingly need: affordable, reliable energy and backup power when it matters uarter:
– Our battery attachment rate reached a record 74% of new customers
– Our dispatchable storage fleet grew more than 40% year over year to 4.6 GWh.
– We now operate over 4.6 gigawatt hours of home battery capacity
– We dispatched more than 700 MW of power over the past 12 months
We're building one of the nation's largest networks of flexible energy resources to deliver value for homeowners while strengthening the grid.
Read the full report here: bit.ly/4hcCGxi
As extreme weather and power outages impacted tens of millions across the country, Sunrun continued delivering what customers increasingly need: affordable, reliable energy and backup power when it matters uarter:
– Our battery attachment rate reached a record 74% of new customers
– Our dispatchable storage fleet grew more than 40% year over year to 4.6 GWh.
– We now operate over 4.6 gigawatt hours of home battery capacity
– We dispatched more than 700 MW of power over the past 12 months
We're building one of the nation's largest networks of flexible energy resources to deliver value for homeowners while strengthening the grid.
Read the full report here: bit.ly/4hcCGxi
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For the second year in a row, Sunrun earned Best Company's Preferred Partner Award for exceptional customer service, product innovation, stability, and industry leadership.
Sunrun is the only home energy company to have earned the Preferred Partner Award, and this year also tive Platinum Solar Award.
“Over the past twelve months, Sunrun has grown into something more than a solar company,” Best Company said. “It has become the country's leader in home energy independence, pairing battery storage with solar and connecting hundreds of thousands of homes to the grid in ways that were still emerging a year ago.”
These recognitions reflect our ongoing commitment to delivering an exceptional customer experience while helping more families achieve energy independence and resilience.
Read more: bit.ly/3TokPcK
Sunrun is the only home energy company to have earned the Preferred Partner Award, and this year also tive Platinum Solar Award.
“Over the past twelve months, Sunrun has grown into something more than a solar company,” Best Company said. “It has become the country's leader in home energy independence, pairing battery storage with solar and connecting hundreds of thousands of homes to the grid in ways that were still emerging a year ago.”
These recognitions reflect our ongoing commitment to delivering an exceptional customer experience while helping more families achieve energy independence and resilience.
Read more: bit.ly/3TokPcK
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A major heat wave is set to push temperatures into the triple digits across much of California this week, increasing strain on the state's electrical grid.
Sunrun's distributed power plant is ready to help.
This summer, more than 80,000 Sunrun customers representing over are participating in California's largest distributed power plant, providing up to 425 megawatts of flexible capacity to support the state's grid when demand is highest.
Read the full announcement: bit.ly/4wJJneJ
Sunrun's distributed power plant is ready to help.
This summer, more than 80,000 Sunrun customers representing over are participating in California's largest distributed power plant, providing up to 425 megawatts of flexible capacity to support the state's grid when demand is highest.
Read the full announcement: bit.ly/4wJJneJ
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