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Jun 30, 2020

Sunnova Q2 2020 Earnings Report

Reported strong results and reaffirmed 2020 guidance.

Key Takeaways

Sunnova reported a revenue increase to $42.8 million and a net loss of $28.7 million for the quarter ended June 30, 2020. The company increased its total customer count to 91,600 and saw a storage attachment rate of 34% in the second quarter. Sunnova also reaffirmed its full-year 2020 guidance.

Increased total customer count to 91,600 as of June 30, 2020.

Increased storage attachment rate on origination to 34% in the second quarter of 2020.

Closed a $158.5 million securitization of residential solar loan agreements.

Reaffirmed full-year 2020 guidance.

Total Revenue
$42.8M
Previous year: $34.6M
+23.6%
EPS
-$0.3
Previous year: -$6.06
-95.0%
Number of Customers
91.6K
Gross Profit
$25.9M
Cash and Equivalents
$102M
Free Cash Flow
-$158M
Total Assets
$2.87B

Sunnova

Sunnova

Sunnova Revenue by Geographic Location

Forward Guidance

Management reaffirms existing full-year 2020 guidance and introduces guidance for full-year 2020 Recurring Operating Cash Flow.

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

Challenges Ahead

  • Recurring Operating Cash Flow of $(20) million - $(5) million