Exhibit 99.1 Sunrun Reports First Quarter 2025 Financial Results Aggregate Subscriber Value of $1.2 billion in Q1, 23% growth year-over-year Contracted Net Value Creation of $164 million, or $0.72 per share, 104% growth year-over-year Cash Generation of $56 million in Q1, the fourth consecutive quarter of positive Cash Generation Paid down $27 million of recourse debt in Q1 with excess cash Reiterating Cash Generation guidance of $200 million to $500 million in 2025 Customer Additions with Storage grew 46% ...

Core Insights - Sunrun reported a strong first quarter in 2025, achieving an aggregate subscriber value of $1.2 billion, reflecting a 23% year-over-year growth [1] - The company generated a contracted net value creation of $164 million, or $0.72 per share, marking a 104% increase year-over-year [1][8] - Cash generation reached $56 million, representing the fourth consecutive quarter of positive cash generation [1][10] Financial Performance - Total revenue for Q1 2025 was $504.3 million, a 10% increase from Q1 2024 [14] - Customer agreements and incentives revenue increased by 25% to $402.9 million, while solar energy systems and product sales revenue decreased by 25% to $101.4 million [14] - The total cost of revenue decreased by 5% year-over-year to $405.4 million, and total operating expenses decreased by 3% to $619.2 million [15] Subscriber Metrics - Subscriber additions totaled 23,692, a 7% increase compared to Q1 2024, bringing the total number of subscribers to 912,878, which is a 14% increase year-over-year [5] - The storage attachment rate reached a record 69%, up from 50% in the prior year, with customer additions with storage growing by 46% [3][6] - Subscriber value increased by 15% to $52,206, while contracted subscriber value rose by 14% to $48,727 [6] Debt Management - The company paid down $27 million of recourse debt in Q1 2025, contributing to a total reduction of $214 million over the last four quarters [9] - Sunrun has no near-term corporate debt maturities and expects to pay down an additional $100 million or more in recourse debt in 2025 [9] Market Position and Strategy - Sunrun's CEO highlighted the company's focus on delivering high-quality products, optimizing market routes, and leveraging AI for operational efficiencies [2] - The introduction of Sunrun Flex, a new solar-plus-storage subscription, aims to adapt to changing household energy needs, marking a significant innovation in the solar industry [9] - The CalReady distributed power plant has expanded significantly, providing critical energy to California's grid during peak demand periods [9] Outlook - For Q2 2025, aggregate subscriber value is expected to range from $1.3 billion to $1.375 billion, representing a 21% growth compared to Q2 2024 [11] - Contracted net value creation is projected to be between $125 million and $200 million for Q2 2025, indicating an 80% growth compared to the same period last year [11] - Full-year 2025 cash generation is expected to remain between $200 million and $500 million, consistent with previous guidance [13]

Core Viewpoint - Sunrun has introduced Sunrun Flex™, a solar and battery storage solution that adapts to customers' changing energy needs, marking a significant innovation in the solar industry since 2007 [1][4]. Product Features - Sunrun Flex is designed to accommodate increased energy consumption due to life events, such as family growth or electric vehicle purchases, offering a predictable monthly payment structure [2][5]. - Customers benefit from battery backup during outages and can earn Sunrun Rollover Credits, a unique feature in the solar industry [3][5]. - The system is sized above a customer's pre-solar usage to meet future energy needs, allowing customers to pay a minimum monthly bill and purchase additional electricity at a locked-in Flex Rate if they exceed their baseline [5][6]. Customer Benefits - Sunrun Flex provides cost predictability with affordable monthly payments and the ability to adjust energy usage as life changes, ensuring clarity on cost per kilowatt hour [7]. - Customers can earn Rollover Credits for using less energy than their baseline, which can be applied in future months when energy consumption exceeds the baseline [7]. - The offering includes premium battery storage for backup during outages and helps customers avoid peak utility rates by utilizing stored solar power [7]. Company Background - Sunrun Inc. revolutionized the solar industry in 2007 by removing financial barriers and democratizing access to renewable energy, positioning itself as the leading provider of clean energy as a subscription service [9].

Core Insights - Sunrun's CalReady power plant has significantly expanded, now providing critical energy support to California's grid during peak demand periods [1][3] - The company emphasizes its role in transforming the energy grid towards a more reliable and independent energy source for consumers [2][4] Group 1: Expansion and Capacity - CalReady has more than quadrupled its power output, expected to deliver an average of 250 megawatts per two-hour event, with a peak capacity of 375 megawatts, sufficient to power approximately 280,000 homes [3][4] - In 2024, CalReady enrolled over 16,000 households, delivering an average of 48 megawatts during summer heat waves [3] Group 2: Customer Benefits and Compensation - Sunrun customers participating in CalReady can earn up to $150 per battery for sharing stored solar energy, with total expected compensation nearing $10 million this year [4][5] - The program has delivered over $1.5 million in value to customers last year, contributing to lower costs and grid stability [4] Group 3: Strategic Importance and Market Position - CalReady is recognized as the largest home storage aggregation in California's Demand Side Grid Support program, showcasing Sunrun's leadership in the virtual power plant space [2][4] - The storage-first strategy has led to over 60% of new customers opting for battery storage, with nearly 90% in California [6] Group 4: Operational Efficiency - Sunrun actively manages and dispatches the participating batteries, ensuring a seamless experience for customers while maintaining a backup reserve for outages [7]

Company Performance - Sunrun's stock closed at $7.50, reflecting a gain of 1.49% from the previous trading session, outperforming the S&P 500's daily gain of 0.06% [1] - Over the past month, Sunrun's shares have appreciated by 24.41%, contrasting with the Oils-Energy sector's loss of 10.24% and the S&P 500's loss of 4.29% [1] Upcoming Earnings - Sunrun is set to release its earnings report on May 7, 2025, with an expected EPS of -$0.22, indicating a 45% growth compared to the same quarter last year [2] - The consensus estimate for revenue is $493.97 million, representing a 7.81% increase from the same quarter last year [2] Full Year Estimates - For the full year, analysts expect earnings of -$0.47 per share and revenue of $2.22 billion, reflecting changes of -135.34% and +9.15% respectively from the previous year [3] Analyst Estimates - Recent changes to analyst estimates for Sunrun indicate short-term business trends, with positive revisions suggesting optimism about the company's outlook [4] - The Zacks Rank system, which assesses estimate changes, indicates that these revisions can correlate with stock price performance [5] Zacks Rank - Sunrun currently holds a Zacks Rank of 2 (Buy), with a consensus EPS projection that has increased by 24.46% in the past 30 days [6] - The Zacks Rank system has a strong track record, with 1 stocks averaging an annual return of +25% since 1988 [6] Industry Context - The solar industry, part of the Oils-Energy sector, has a Zacks Industry Rank of 171, placing it in the bottom 32% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - Sunrun has launched three new solar installations in affordable housing communities in Orange County, California, aimed at providing significant utility bill savings to low-income residents, thereby addressing rising living costs and promoting clean energy [6][8][11]. Group 1: Project Details - The solar installation at Arroyo Vista features a 368-kilowatt system that will offset approximately 80% of the community's energy usage, resulting in about $60 in monthly savings for each apartment [2][10]. - Collectively, the new solar projects will provide 748 kilowatts of electricity, benefiting around 800 low-income residents across three apartment complexes: Arroyo Vista, Villa Plumosa, and Yorba Linda Palms [8][11]. - Over the next 20 years, the solar installation at Arroyo Vista is projected to save low-income renters over $3.5 million on their electric bills [11]. Group 2: Economic and Community Impact - The projects are expected to create local jobs and stimulate economic activity in the community, while also providing financial relief to families struggling with energy costs [5][17]. - The solar installations are part of California's Solar On Multifamily Affordable Housing (SOMAH) program, which allows residents to benefit from solar energy at no cost, funded by polluters under the state's cap-and-trade program [16][17]. - Sunrun currently serves over 21,000 households in low-income multifamily properties, contributing to community stability and opportunity through reduced energy costs [17]. Group 3: Company Overview - Sunrun is the leading provider of clean energy as a subscription service in the U.S., having revolutionized the solar industry by removing financial barriers and democratizing access to renewable energy [18]. - The company offers residential solar and storage solutions with no upfront costs, enhancing customer value while managing energy services that benefit communities and the electric grid [18].

Group 1 - Sunrun (RUN) closed at $6.88, with a 4.9% gain over the past four weeks, and a mean price target of $14.18 indicating a 106.1% upside potential [1] - The mean estimate consists of 24 short-term price targets with a standard deviation of $7.24, where the lowest estimate is $6 (12.8% decline) and the highest is $38 (452.3% increase) [2] - Analysts show strong agreement in revising earnings estimates higher, which correlates with potential stock price increases [11][12] Group 2 - RUN has a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] - The Zacks Consensus Estimate for the current year has increased by 3.8% due to two upward revisions and one downward revision in estimates [12] - While the consensus price target may not be reliable for predicting the exact gain, it provides a directional guide for potential price movement [13]

In the latest market close, Sunrun (RUN) reached $6.71, with a -1.61% movement compared to the previous day. This change lagged the S&P 500's daily loss of 0.17%. At the same time, the Dow lost 0.39%, and the tech-heavy Nasdaq lost 0.05%.The solar energy products distributor's shares have seen a decrease of 2.15% over the last month, surpassing the Oils-Energy sector's loss of 10.33% and the S&P 500's loss of 3.94%.Investors will be eagerly watching for the performance of Sunrun in its upcoming earnings dis ...

SAN FRANCISCO, April 15, 2025 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN) today announced that it will issue its first quarter 2025 earnings report after the market closes on Wednesday, May 7, 2025. A conference call has been scheduled to discuss these earnings results at 1:30 p.m. Pacific Time. The conference call can be accessed live via the Sunrun Investor Relations website at https://investors.sunrun.com or over the phone by dialing (877) 407-5989 (toll-free) or (201) 689-8434 (toll). An audio replay will ...

Core Insights - Sunrun has partnered with Pacific Gas and Electric Company (PG&E) to create a program that utilizes home battery power to enhance local grid reliability, aiming to reduce costs for ratepayers by avoiding or deferring distribution investments [1][3][6] Group 1: Program Details - The program will operate for up to 100 hours from June through October, involving approximately 600 Sunrun customers in areas with distribution circuit constraints [2] - Customers participating in the Local PeakShift Power program will receive a one-time payment of $150 per battery for sharing their stored solar energy, while Sunrun will be compensated for managing battery dispatches [7] Group 2: Technological Integration - The program will leverage Sunrun's partnerships with Tesla and Lunar Energy, utilizing Tesla's grid services platform to optimize Powerwall batteries and Lunar Energy's AI-enabled forecasting for dispatching various battery types [5] - Sunrun's grid services platform allows for flexibility in enrolling customers in different programs, enhancing value for the company, its customers, and the grid [8] Group 3: Strategic Importance - This initiative is part of PG&E's 2025 Seasonal Aggregation of Versatile Energy (SAVE) virtual power plant, supporting California's energy goals and enhancing local reliability [3][4] - The collaboration marks the second partnership between Sunrun and PG&E to create a virtual power plant, showcasing Sunrun's capability to rapidly deploy solutions tailored to grid operators' needs [6]