Utility Dive•5 months ago
Sunrun installation volumes fall in Q4 2025 as VPP capacity grows
- •Sunrun, a leading residential solar and battery provider, experienced a decline in installation volumes in Q4 2025.
- •The downturn was attributed to 'regulatory uncertainty' and a 'business model shift,' impacting their 2026 outlook.
- •Despite falling installation volumes, the company reported growth in its Virtual Power Plant (VPP) capacity, signaling a strategic pivot.
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