What is Sunrun's change in deferred revenue?

Sunrun (RUN) reported change in deferred revenue of $17.24M in Q1 2026.

How has Sunrun's change in deferred revenue changed year-over-year?

Sunrun's change in deferred revenue decreased by 50.4% year-over-year, from $34.74M to $17.24M.

What is the long-term trend for Sunrun's change in deferred revenue?

Over 4 years (2021 to 2025), Sunrun's change in deferred revenue has grown at a 24.6% compound annual growth rate (CAGR), from $78.2M to $188.19M.

What does change in deferred revenue mean?

Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.

Sunrun RUN Change in Deferred Revenue

Change in Deferred Revenue at other companies

Tesla, Inc.TSLA

$263M-14.9%

Enphase EnergyENPH

-$45.08M+45.3%

SolarEdge TechnologiesSEDG

-$11.17M+78.5%

Shoals Technologies Group, Inc.SHLS

-$6.69M-88.8%

Solaris Energy InfrastructureSEI

$64.87M+21,310%

First SolarFSLR

-$38.13M+58.2%

Other financials

Income statement

See full

Revenue$722.2M+43.2%

Operating income-$43.5M+62.1%

Net income$167.6M+235%

EPS (diluted)$0.62+210%

Balance sheet

See full

Cash & equivalents$679.6M+12.3%

Total debt$78.9M-29.5%

Total equity$3.3B+27.7%

Total assets$22.8B+11.7%

Cash flow

See full

Operating cash flow$10.6M+110%

CapEx$409.0K+86.8%

Free cash flow$10.2M+110%

Valuation

See full

Market cap$3.06B+140%

Profitability

See full

Gross margin55.4%—

Operating margin-150.2%-204pp

Net margin17.9%+9.5pp

FCF margin-33.7%+3.3pp

Returns & leverage

See full

Return on equity19.1%+10.7pp

Debt / equity0×0.0×

Current ratio1.4×+0.1×

Where this comes from

Reported directly by Sunrun in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: Sunrun’s 10-Q, filed May 6, 2026, on SEC EDGAR. View the filing →

Ask your AI about Sunrun's change in deferred revenue.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI

Claude

Questions, answered.

What is Sunrun's change in deferred revenue?: Sunrun (RUN) reported change in deferred revenue of $17.24M in Q1 2026.
How has Sunrun's change in deferred revenue changed year-over-year?: Sunrun's change in deferred revenue decreased by 50.4% year-over-year, from $34.74M to $17.24M.
What is the long-term trend for Sunrun's change in deferred revenue?: Over 4 years (2021 to 2025), Sunrun's change in deferred revenue has grown at a 24.6% compound annual growth rate (CAGR), from $78.2M to $188.19M.
What does change in deferred revenue mean?: Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.