Sunrun(RUN) - 2024 Q1 - Earnings Call Presentation

$ 11,953 90% $ 13,543 $ 17,366 4% 5% 6% 7% 8% $ 7,013 $ 3,752 Net Earning Assets Discount rate → Net Eaming Assets excludes other assels, such as Inventory ($412m as of 1024) and a portion of systems currently under construction but not yet recognized as deployed and reflected in Gross Earning Assets. → Existing assets are financed with fixed-rate debt or floating-rate debt where the vast majority of the base rate exposure is hadged with interest rate swaps. As such, adju applied to the entire fleet of exis ...