Sunrun(RUN) - 2023 Q2 - Earnings Call Presentation

Significant Hardware Cost Reductions to be Realized in Coming Quarters ➔ Equipment & input cost trends are improving across all categories from modules, batteries, inverters and freight. Current procurement activities for modules and batteries are seeing a greater than 20% price reduction from recent highs. ➔ For a hypothetical 7.5 KW solar with a single backup battery system, we expect to realize a nearly 15% cost reduction for hardware over the next few quarters as we work through inventory and new pricin ...