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Jun 30, 2022

Sunnova Q2 2022 Earnings Report

Announced financial results for the second quarter ended June 30, 2022.

Key Takeaways

Sunnova reported a revenue increase to $147.0 million for the second quarter of 2022, driven by an increased number of solar energy systems in service and increased inventory sales. The company added 17,300 customers, bringing the total customer count to 225,000. They incurred a net loss of $9.7 million, which is lower compared to the previous year, and Adjusted EBITDA was $39.7 million.

Added 17,300 customers in the second quarter of 2022, bringing total customer count to 225,000 as of June 30, 2022.

Reaffirmed full-year 2022 guidance and our major metric growth plan, the Triple-Double Triple Plan.

Customer payment performance remains strong.

Cost per customer is declining faster than expected despite high growth.

Total Revenue
$147M
Previous year: $66.6M
+120.9%
EPS
-$0.32
Previous year: -$0.57
-43.9%
Number of Customers
225K
Previous year: 162.6K
+38.4%
Gross Profit
$64.9M
Previous year: $43M
+50.9%
Cash and Equivalents
$208M
Previous year: $369M
-43.5%
Free Cash Flow
-$312M
Previous year: -$180M
+73.9%
Total Assets
$6.69B
Previous year: $4.57B
+46.5%

Sunnova

Sunnova

Forward Guidance

Sunnova management reaffirms its 2022 guidance of: •Customer additions of between 85,000 and 89,000; •Adjusted EBITDA of between $117 million and $137 million; •Customer interest payments received from solar loans of between $45 million and $55 million; and •Customer principal payments received from solar loans, net of amounts recorded in revenue, of between $134 million and $154 million.

Positive Outlook

  • Customer additions of between 85,000 and 89,000
  • Adjusted EBITDA of between $117 million and $137 million
  • Customer interest payments received from solar loans of between $45 million and $55 million
  • Customer principal payments received from solar loans, net of amounts recorded in revenue, of between $134 million and $154 million