Sunrun RUN Customer agreements — Costs to obtain contracts- customer agreements

Other product segments

Similar metrics at other companies

GSATSubscriber equipment sales — Costs to obtain and fulfill a contract (Note 1)

$1M+11.1%

HOODOther contract costs

$207M+83.2%

ABGVehicle repair and maintenance services — Costs incurred to obtain a contract with a customer

$0—

DDOGOther contract costs

$81.69M+38.8%

ABGDeferred Sales Commissions — Costs incurred to obtain a contract with a customer

$13.1M+19.1%

TDWDeferred contract costs

$147.87M-12.7%

Questions, answered.

What is Sunrun's customer agreements — costs to obtain contracts- customer agreements?

Sunrun (RUN) reported customer agreements — costs to obtain contracts- customer agreements of $2.55B in Q1 2026.

How has Sunrun's customer agreements — costs to obtain contracts- customer agreements changed year-over-year?

Sunrun's customer agreements — costs to obtain contracts- customer agreements increased by 16.3% year-over-year, from $2.2B to $2.55B.

What is the long-term trend for Sunrun's customer agreements — costs to obtain contracts- customer agreements?

Over 4 years (2021 to 2025), Sunrun's customer agreements — costs to obtain contracts- customer agreements has grown at a 41.9% compound annual growth rate (CAGR), from $2.33B to $9.44B.

What does customer agreements — costs to obtain contracts- customer agreements mean?

This metric captures the incremental costs incurred to secure long-term residential solar energy contracts, such as sales commissions and direct customer acquisition expenses. Monitoring these costs is essential for evaluating the efficiency of the company's sales and marketing strategy relative to the lifetime value of the acquired customer contracts. It serves as a critical measure of customer acquisition efficiency and capital allocation effectiveness.