Wire · opportunities
Sunrun solar-plus-storage capacity additions up in Q2, trims forecasts
◆ Sectors
◆ Geography
◆ Source
◆ 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
◆ Related on Wire
◆ Topics