Sunrun just put out their Q4 2025 numbers. They posted net income of $103.6 million, which is a big flip from the loss they took last year. Cash generation looked solid at $377 million for the full year, and they're guiding for another $250 million to $450 million in 2026. The storage side is growing, with a record 71% attachment rate. They also paid down $81 million in debt this quarter and pushed maturities out to 2028. On the downside, volume is lower. Subscriber additions dropped 17% compared to Q4 last year, and total solar capacity installed was down 11%. Seems like they are focusing more on margins and cash than raw growth right now.