Fall earnings season brought a barrage of new data on the performance of rooftop solar installers, since all the large national players are publicly traded.
For one thing, the national residential solar company is very much alive, contrary to fears of years past that these companies couldn’t survive and arguments that solar is an inherently local business. Sunrun is looking at double-digit percentage growth in deployments compared to last year. Vivint is cranking along. Tesla met the lower bar of proving it can grow deployments quarter-over-quarter instead of declining. And Sunnova, which finances and partners with a network of local installers, launched an initial public offering.
