This is your SolarWakeup for June 26th, 2015

With huge news out of solar yesterday, Sunrun announced it was going public with the release of the S-1 filing to the SEC. It had been filed privately as allowed by the JOBS Act, but now it is happening. The things you need to know: Sunrun is listing under the ticker “RUN” on the NASDAQ, which is the same as SolarCity. There are probably over 80,000 systems on the books and 430MW. Most interesting tidbit, currently being missed by all other reports. Sunrun has an impressive cash income stream from system sales, over $100mm in 2014. So while SolarCity does 137MW in Q4 of 2014, the annual revenue was $255million whereas Sunrun had $198million for the same time period. Let’s see if investors notice…

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Have a great day!

Yann