Financial research concept

Residential Solar Networked Solar Capacity

measures cumulative deployed solar generation capacity recognized across an issuer's residential energy-system network.

By Lee BaileyPublished Sep 26, 2026

Research context

See what supports this page, how current it is, and where comparable or historical context is available.

Research date: Sep 26, 2026Use the dated article and cited sources for the definition, examples, and stated limitations.
Operating-model context: 17 connected conceptsPart of the reviewed Residential Solar & Storage Subscription Economics; issuer definitions remain distinct where disclosed.
Company examples: 1 reviewed companyRelationships reflect supported examples, not a normalized cross-company KPI ranking.

2025 installations were about 10.4% of ending network capacity
Cumulative capacity includes subscription and purchase systems
Keep annual flow separate from installed stock
Part of the Residential Solar & Storage Subscription Economics
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Residential solar networked solar capacity measures cumulative deployed solar generation capacity across Sunrun's recognized customer network.

Sunrun reported 8,404 megawatts of Networked Solar Capacity at December 31, 2025.

2025 installations were about 10.4% of ending network capacity

Sunrun installed 873 megawatts of solar capacity during 2025.

Dividing 873 by the 8,404 megawatt ending network gives roughly 10.4%. This is a flow-to-ending-stock comparison, not an exact network growth rate.

Cumulative capacity includes subscription and purchase systems

Sunrun includes deployed systems whether sold directly or subject to Customer Agreements.

Networked capacity therefore describes physical scale, not just the recurring-revenue subscriber base.

Keep annual flow separate from installed stock

Residential Solar Capacity Installed is a period-flow metric.

Networked Solar Capacity is the cumulative stock and should not be confused with electricity generation, revenue, or storage capacity.

Primary sources: Sunrun 2025 Form 10-K, Sunrun 2026 Proxy Statement, and Sunrun first-quarter 2026 results filing.

Part of the Residential Solar & Storage Subscription Economics

Connects residential solar and storage deployment growth with subscription mix, per-subscriber creation economics, network capacity, and the discounted value of contracted and modeled subscriber cash flows.

Browse the full operating model in Company Analysis →

Where this concept fits

Storage adoption and cumulative network scaleCurrent relationship
Storage Attachment Rate describes the mix of new customers taking batteries, while Networked Solar Capacity captures cumulative deployed solar scale across the installed network.
Networked Solar CapacityCurrent conceptStorage Attachment Rate
Customer growth, subscription mix, and deployment volume
Customer Additions split between subscription customers and system purchasers, while Subscriber Additions feed the long-term Customer Agreement base. Solar and storage capacity measure the physical deployment produced by that customer growth.
Customer Additions Customer Count Solar Capacity Installed Storage Capacity Installed Subscriber Additions Subscription Mix
Subscriber unit economics and earning-asset value
Contracted Subscriber Value and Creation Cost determine near-deployment economics, while Subscriber Value adds modeled upside and Gross Earning Assets extend discounted cash-flow assumptions across the existing subscriber base.
Contracted Gross Earning Assets Contracted Subscriber Value Creation Cost per Subscriber Addition Gross Earning Assets Net Earning Assets Subscriber Value Upfront Net Subscriber Value Upfront Net Subscriber Value Margin Upside Gross Earning Assets

See It in Company Research

These companies are examples of how the concept is reported or discussed in public filings. Definitions can differ by issuer; these links open company research rather than a normalized metric comparison.

RUNOpen operating-model research →17 of 17 reviewed concepts in Residential Solar & Storage Subscription EconomicsStorage adoption and cumulative network scale2 of 2 bridge concepts supportedContinue through this bridge:Storage Attachment Rate

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Compare public companies

Compare cumulative network capacity with annual installed MW without treating a flow-to-stock ratio as exact growth.

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