Sunrun is now the largest standalone solar company in the U.S. And as a public company, it faces increased scrutiny of its solar services model from investors who are skeptical about residential solar conditions.
After reporting solid quarterly numbers for the end of 2016, the company is now dealing with accusations that it hid customer cancelation rates. Executives aren't commenting on an SEC investigation into canceled contracts, but analysts believe it's a distraction from the real metrics used to value Sunrun. The company also says it is a distraction, and that the allegations are false.
On stage at the Solar Summit, we talked about some of the immediate challenges -- investor sentiment, customer acquisition costs, and streamlining installations -- that Sunrun is grappling with. (Squared subscribers can watch every single session.)
After that session, we whisked Jurich into a back room for a podcast interview about Sunrun's long-term outlook. We asked about the role of solar as a grid resource, the company's growing storage deployments, its new partnerships with utilities, and the evolution of customer choice. It offers a glimpse into her leadership style as the CEO of one of America's top solar companies.
"We often get stuck in the short term noise, we often miss this bigger, massive structural shift that's happening," she said.
Thanks to our launch sponsor, AES Energy Storage. Find out more about the company's storage solutions for utilities: http://aesenergystorage.com/interchange