Robert Zilfer
Analyst, Raymond James
Replay available
Sunrun Inc. (NASDAQ: RUN) Q4 2025 earnings conference call, held 2026-02-26. Replay captured from the company's public earnings webcast.

Analyst, Raymond James
CFO
Analyst, RBC Capital Markets
CEO
Analyst, Oppenheimer
Analyst, Roth Capital Partners
Analyst, Menloy
Analyst, Goldman Sachs
President and Chief Revenue Officer
Analyst, BMO Capital Markets
Investor Relations
Analyst, Jefferies
Analyst, BNP Paribas
Greetings and welcome to the Sunrun fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Patrick Jobin, Investor Relations. Thank you, sir. You may begin. Thank you, Miriam. Before we begin, please note that certain remarks we will make on this call constitute forward-looking statements related to the expected future results of our company, including our 2026 financial outlook and other statements that are not historical in nature or predictive in nature or depend upon or refer to future events or conditions, such as our expectations, estimates, predictions, strategies, beliefs, rather statements that may be considered forward-looking. Although we believe these statements reflect our best judgment based on factors currently known to us, actual results may differ materially and adversely. Please refer to the company's filings with the SEC for more inclusive discussion of risks and other factors that may cause our actual results to differ from projections made in any forward-looking statements. Please also note these statements are being made as of today, and we disclaim any obligation to update or revise them. Please note, during this earnings call, we may refer to certain non-GAAP measures, including cash generation and aggregation costs, which are not measures prepared in accordance with U.S. GAAP. These non-GAAP measures are being presented because we believe they provide investors with means of evaluating and understanding how the co...