UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________________________________________________ FORM 10-Q _______________________________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ...

Financial Data and Key Metrics Changes - The company reported strong first quarter results, exceeding the expected 12% of full-year 2022 Adjusted EBITDA, with actual results ahead of that goal [8] - Total liquidity as of March 31, 2022, was $703 million, down from $831 million as of December 31, 2021, but up from $276 million as of March 31, 2021 [23] - The weighted average contract life remaining on customer contracts was 22.3 years, with expected cash inflows over the next twelve months increasing to $403 million [16] Business Line Data and Key Metrics Changes - The company added approximately 15,300 customers in Q1 2022, a 74% increase compared to the same period last year, and expects to meet full-year guidance of 85,000 to 89,000 customer additions [9] - Battery penetration rate reached 12.5% as of March 31, 2022, with a battery attachment rate on origination of 19% [14] - The Net Contracted Customer Value (NCCV) per customer was nearly $10,800 as of March 31, 2022, with a target of $18,000 to $20,000 by the end of 2025 [10] Market Data and Key Metrics Changes - The company is experiencing increased demand for energy services beyond solar, including batteries, electric vehicle charging, and generators [10] - The company has secured over $1.1 billion in firm contracts for equipment, which will not show up on the balance sheet [48][95] Company Strategy and Development Direction - The company aims to provide affordable, reliable, and sustainable energy, focusing on a combination of service, software, and aggregation to distinguish itself from competitors [37] - The Sunnova Adaptive Home concept integrates various energy services, positioning the company for future growth [41] - The company is committed to enhancing its ESG strategy and reporting, with a goal to offset 52 million metric tons of CO2 by year-end 2023 [19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in securing equipment and maintaining a strong position despite macroeconomic challenges [48] - The company anticipates continued improvement in returns and pricing strategies in response to rising utility rates and costs of capital [56][62] - Management emphasized the importance of cash flow per share and the ability to balance growth with shareholder returns [100] Other Important Information - The company has implemented new software to analyze customer data, resulting in a reduction of fewer than 3,000 customers from previous counts, ensuring a more accurate customer definition [11] - The company is focused on increasing cash flow per share by driving up value on a per-customer basis and growing its overall customer base [13] Q&A Session Summary Question: Impact of anti-circumvention case on business - Management indicated that they have stockpiled equipment and feel comfortable moving into 2023 regarding equipment availability [48][49] Question: Pricing strategy and increases - Management confirmed that they are constantly reviewing pricing and have already implemented price increases across the board, with room for further increases [66][70] Question: Financing and securitization strategy - Management stated that the ABS market remains attractive, and they are exploring various financing options while locking in favorable terms [81][82] Question: Balancing price increases against equipment costs - Management expects to see continued improvement in returns and has ample room to increase prices in response to rising utility rates [89][90]

First Quarter 2022 Earnings April 27, 2022 Legal Disclaimer 2 This presentation and the accompanying oral presentations contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements generally relate to future events or Sunnova's future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as " ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________________________________________________ FORM 10-Q _______________________________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fro ...

Sunnova Energy International, Inc. (NYSE:NOVA) Q4 2021 Earnings Conference Call February 24, 2022 8:30 AM ET Company Participants Rodney McMahan - VP, IR William Berger - Chairman, President & CEO Robert Lane - EVP & CFO Conference Call Participants Maheep Mandloi - Cr??dit Suisse Sophie Karp - KeyBanc Capital Markets Philip Shen - ROTH Capital Partners Joseph Osha - Guggenheim Securities Pavel Molchanov - Raymond James & Associates Sean Morgan - Evercore ISI Ameet Thakkar - BMO Capital Markets Julien Dumou ...

Fourth Quarter and Full-Year February 23, 2022 2021 Earnings Legal Disclaimer 2 This presentation and the accompanying oral presentations contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements generally relate to future events or Sunnova's future financial or operating performance. In some cases, you can identify forward-looking statements because they conta ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________________________________________________ FORM 10-K _______________________________________________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___ ...

Third Quarter 2021 Earnings October 27, 2021 • This presentation and the accompanying oral presentations contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements generally relate to future events or Sunnova's future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as "may," "will," " ...

Sunnova Energy International Inc. (NYSE:NOVA) Q3 2021 Earnings Conference Call October 28, 2021 8:30 AM ET Company Participants Rodney McMahan ??? Vice President-Investor Relations John Berger ??? Chairman and Chief Executive Officer Robert Lane ??? Executive Vice President and Chief Financial Officer Conference Call Participants Philip Shen ??? Roth Capital Partners Ben Kallo ??? Baird Brian Lee ??? Goldman Sachs Julien Dumoulin-Smith ??? Bank of America Merrill Lynch Maheep Mandloi ??? Credit Suisse Mark ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________________________________________________ FORM 10-Q _______________________________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period ...