- Sunrun Inc. trimmed its 2026 guidance by lowering projected cash generation and aggregate subscriber value due to weaker affiliate volumes and higher capital costs.
- The company priced a $267M securitization involving 37,595 residential solar and storage systems, scheduled to close at the end of August.
- Sunrun outlined future revenue paths including grid services, utility partnerships, the Renew Home–Tesla tie-up, and AI edge-computing pilots.