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Mar 31, 2021

Sunnova Q1 2021 Earnings Report

Sunnova's Q1 2021 financial results were reported, highlighting customer growth and strategic acquisitions.

Key Takeaways

Sunnova reported a revenue increase to $41.3 million and a net loss of $24.1 million for Q1 2021. The company added approximately 8,900 customers, bringing the total to 116,400. They reaffirmed full-year 2021 guidance and completed the acquisition of SunStreet.

Added approximately 8,900 customers in Q1, reaching a total of 116,400 customers by March 31, 2021.

Reaffirmed full-year 2021 guidance.

Completed the acquisition of Lennar's residential solar platform, SunStreet.

Published Inaugural Environmental, Social, and Governance (ESG) Report.

Total Revenue
$41.3M
Previous year: $29.8M
+38.4%
EPS
-$0.31
Previous year: -$0.85
-63.5%
Number of Customers
116.4K
Previous year: 85.4K
+36.3%
Gross Profit
-$23.3M
Cash and Equivalents
$151M
Previous year: $73.4M
+105.5%
Free Cash Flow
-$167M
Total Assets
$3.76B
Previous year: $2.68B
+40.1%

Sunnova

Sunnova

Sunnova Revenue by Geographic Location

Forward Guidance

Management reaffirms existing full-year 2021 guidance.

Positive Outlook

  • Customer additions of 55,000 - 58,000
  • Adjusted EBITDA of $80 million - $85 million
  • Customer principal payments received from solar loans, net of amounts recorded in revenue of $57 million - $63 million
  • Customer interest payments received from solar loans of $28 million - $34 million
  • Adjusted Operating Cash Flow of $20 million - $30 million

Challenges Ahead

  • Recurring Operating Cash Flow of $(5) million - $5 million