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Mar 31, 2020

Sunnova Q1 2020 Earnings Report

Sunnova's financial results for Q1 2020 were announced, showing increased revenue and a net loss, but the company reaffirmed its full-year 2020 guidance and solidified its capital position.

Key Takeaways

Sunnova reported a revenue increase to $29.8 million for Q1 2020, driven by an increase in customers. However, the company experienced a net loss of $77.0 million, influenced by increased operating expenses and net interest expense. Despite these challenges, Sunnova reaffirmed its full-year 2020 guidance.

Added approximately 6,800 customers in Q1 2020, reaching a total of 85,400 customers by March 31, 2020.

Increased storage attachment rate on origination to 30% in Q1 2020.

Closed a private placement of convertible debt for up to $190 million and an additional privately negotiated exchange of $55 million of existing convertible debt.

Reaffirmed full-year 2020 guidance despite public health and economic challenges.

Total Revenue
$29.8M
EPS
-$0.85
Number of Customers
85.4K
Cash and Equivalents
$73.4M
Total Assets
$2.68B

Sunnova

Sunnova

Sunnova Revenue by Geographic Location

Forward Guidance

Sunnova reaffirmed its full-year 2020 guidance, citing its business model, strong first quarter achievements, a large backlog of systems awaiting permission to operate, and proactive measures taken to respond to changing conditions.

Positive Outlook

  • Customer additions of 28,000 - 30,000
  • Adjusted EBITDA of $58 million - $62 million
  • Customer principal payments received from solar loans, net of amounts recorded in revenue of $32 million - $36 million
  • Customer interest payments received from solar loans of $17 million - $21 million
  • Adjusted Operating Cash Flow of $10 million - $20 million