Sunrun is the Number One Provider of Energy Independence for Americans, Expanding the Nation's Largest Residential Distributed Power Plant

Core Insights - Sunrun is the largest provider of home battery storage and solar systems in the U.S., having installed nearly half of all residential battery storage capacity in 2025, with an estimated 1.5 gigawatt-hours installed, representing approximately 48% of the sector's total [1][2] Company Performance - Sunrun has installed over 237,000 storage and solar systems, equating to approximately 4.0 gigawatt-hours of Networked Storage Capacity, which is 44% of the total 9 gigawatt-hours of residential energy storage installed in the U.S. since the industry's inception [2] - The company's storage attachment rate reached a record high of 71% in Q4 2025, with expectations to have over 10 gigawatt-hours of dispatchable capacity by the end of 2028 [4] Energy Contribution - In 2025, Sunrun's battery network dispatched nearly 18 gigawatt-hours of energy to support grids, enough to power 15 million homes for one hour, with a peak output of 425 megawatts [3] - Sunrun's storage systems provided 3.8 million hours of backup power during over 650,000 unique outage events in 2025, demonstrating their reliability during grid outages [6] Market Position and Growth - Sunrun experienced over 50% year-over-year growth in storage and solar system installations in Texas in 2025, indicating a strong market presence and potential for further expansion [5] - The company is deepening its presence in Texas through partnerships with NRG, Tesla, and Vistra, enhancing its offerings with optimized rate plans and distributed power plant programs [5][6] Strategic Vision - Sunrun's CEO emphasized the company's commitment to providing energy independence to Americans, positioning its battery fleet as a critical component of the power grid and a means to lower energy costs [3]