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Sunrun solar-plus-storage capacity additions up in Q2, trims forecasts

Published

10 August 2026

Topic

opportunities

Sectors

Climate Tech

Geography

United States

Source

Read at pv-tech.org

Verified

Fusion42 · 25 August 2026 · Fusion42 review

Sunrun reversed a two-quarter decline with increased residential solar-plus-storage capacity in Q2 2026, raising storage attachment rates to 74%, while trimming full-year forecasts due to lower affiliate channel volumes and higher costs. The company expanded distributed energy assets and formed partnerships to serve AI power demand, with Q2 revenue up 53% and net losses reduced year-on-year.

This Wire brief sits within Fusion42's coverage of Climate Tech.

◆ The Wire takeaway

Sunrun's gains in solar-plus-storage capacity and AI-focused energy deals redefine residential solar as a key energy supplier. You in climate tech need to explore partnerships with AI data centres or virtual power plants to capture high-margin revenue in flexible energy.

Coverage

1 source · 10 Aug 2026

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Topics

Climate Techsolar-pvenergy-storageresidential-solarvirtual-power-plantai-energy-demand