Sunrun (RUN) Q2 FY26 earnings call

Sunrun is strategically shifting towards its higher-margin direct business, which is showing renewed growth in sales activities after a period of transition. The company is rapidly expanding its significant installed storage capacity, positioning itself as a key player in meeting the nation's urgent demand for dispatchable power, particularly from data centers. While facing near-term headwinds from affiliate channel contraction and onboarding costs, Sunrun is focused on durable, profitable growth and monetizing its distributed energy assets.