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Dec 31, 2024

Sunnova Q4 2024 Earnings Report

Sunnova's Q4 2024 revenue increased, but losses remained high due to rising costs.

Key Takeaways

Sunnova reported Q4 2024 revenue of $224.13 million, but net losses persisted due to high costs and interest expenses. Cash balances grew, but unrestricted cash was lower than expected due to ITC sales delays and fewer installed systems.

Q4 2024 revenue was $224,130,000, calculated by deducting 9M results from the 12M report.

Net loss for Q4 2024 resulted in an EPS of $(1.14).

Total cash grew 11% to $548,111,000, but unrestricted cash remained below expectations.

Interest expense for the quarter was $102,530,000, impacting profitability.

Total Revenue
$224M
Previous year: $194M
+15.4%
EPS
-$1.14
Previous year: -$1.42
-19.7%
Number of Customers
441.2K
Previous year: 419.2K
+5.2%
Cash and Equivalents
$211M
Previous year: $213M
-0.8%
Total Assets
$13.4B
Previous year: $11.3B
+17.7%

Sunnova

Sunnova

Sunnova Revenue by Geographic Location

Forward Guidance

Sunnova aims to improve cash flow and cut costs in 2025, but financial challenges remain due to debt and funding constraints.

Positive Outlook

  • Pricing increases to boost margins.
  • Higher ITC benefits through domestic content mandates.
  • Operational cost optimizations targeting $70M in savings.
  • New $185M loan facility secured for working capital.
  • Positive cash flow expected in 2025.

Challenges Ahead

  • Unrestricted cash below expectations.
  • Going concern risks due to funding constraints.
  • High interest expenses affecting profitability.
  • ITC sales delays impacting tax equity contributions.
  • Net loss expected to remain high in the near term.