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Dec 31, 2021

Sunnova Q4 2021 Earnings Report

Sunnova's financial performance saw significant improvement despite economic challenges.

Key Takeaways

Sunnova Energy International Inc. reported increased revenue and a reduced net loss for Q4 2021. The company added 87,900 customers in 2021, and total liquidity was $831 million as of December 31, 2021.

Added 87,900 customers in 2021, bringing total customer count to 195,400 as of December 31, 2021.

Exceeded full-year 2021 guidance range for Adjusted EBITDA despite public health and supply-chain challenges.

Reduced adjusted operating expense per customer by 15% in 2021.

Total liquidity of $831 million as of December 31, 2021.

Total Revenue
$65M
Previous year: $38M
+71.0%
EPS
-$0.13
Previous year: -$0.96
-86.5%
Number of Customers
195.4K
Previous year: 107.5K
+81.8%
Gross Profit
$35.9M
Previous year: -$18M
-299.7%
Cash and Equivalents
$243M
Previous year: $210M
+15.8%
Free Cash Flow
-$273M
Previous year: -$168M
+62.3%
Total Assets
$5.5B
Previous year: $3.59B
+53.4%

Sunnova

Sunnova

Forward Guidance

Sunnova management is increasing its 2022 customer additions guidance by 2,000 customers and reaffirming its 2022 financial guidance.

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