Sunrun Inc., a leading provider in the residential solar industry, has released an investor presentation outlining its current market position and business strategy. The company reports having over 1.1 million customers and a networked solar energy capacity of 8.2 gigawatts, along with 3.7 gigawatt hours of networked storage capacity. Sunrun holds approximately 20% share of residential solar installation volumes and 36% of subscription volumes in the United States, while accounting for less than 1% of the total U.S. residential electricity market. The presentation highlights Sunrun's integration of solar, battery storage, electric vehicle chargers, and smart circuits into its service offerings, with a focus on full home electrification and recurring revenue through long-term subscription agreements. According to the company, it has delivered more than $1.3 billion in customer savings since 2007 and reports $1.9 billion in annual recurring revenue. You can access the full presentation through the link below.