Skip to main content
Sunrun10-K: Supplier concentration

Proprietary BrightPath software depends on third-party licenses for aerial imagery.

What happened

The functionality of Sunrun's core design and proposal software, BrightPath, is dependent on licensing agreements for aerial images. Losing access to this data or facing unfavorable commercial terms would require costly internal development and could impair their ability to attract energy system partners.

Source

SEC EDGARFeb 26, 2026

Annual report (Form 10-K)

Sunrun 10-K for FY2025

Filing excerpt

Our future growth depends on our ability to continue to develop and maintain our proprietary technology that supports our energy systems service offerings, including our design and proposal software, BrightPath.

sec.gov/Archives/edgar/data/1469367/000162828026012289/run-20251231.htmRead the full source

Other signals in this filing (9)

Extracted by Autobound

From the Signal API record
Signal
10-K: Supplier concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 26, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1469367
Accession number
0001628280-26-012289
Filing year
2026
Why it matters
Risk management needed
Signal category
Market

Extraction

Confidence
High
Relevance
70%
Sentiment
Negative
Detected
Mar 3, 2026
signal_type
sec-10k
signal_subtype
supplierConcentration

Use this data

Get every 10-K signal for Sunrun and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at Sunrun this week?”

  2. Send it to your own tools

    The Signal API returns 10-K signals for any list of companies as JSON, for your CRM, warehouse or app.

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/a6ae102d-9dde-4414-a4a5-00ab81525c57 returns this record as JSON. POST /v1/companies/enrich returns every signal for sunrun.com.

{
  "signal_id": "a6ae102d-9dde-4414-a4a5-00ab81525c57",
  "signal_type": "sec-10k",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-03-03T06:23:13.989+00:00",
  "company": {
    "name": "Sunrun",
    "domain": "sunrun.com"
  },
  "data": {
    "detail": "The functionality of Sunrun's core design and proposal software, BrightPath, is dependent on licensing agreements for aerial images. Losing access to this data or facing unfavorable commercial terms would require costly internal development and could impair their ability to attract energy system partners.",
    "summary": "Proprietary BrightPath software depends on third-party licenses for aerial imagery.",
    "excerpts": "Our future growth depends on our ability to continue to develop and maintain our proprietary technology that supports our energy systems service offerings, including our design and proposal software, BrightPath.",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1469367/000162828026012289/run-20251231.htm",
    "filing_date": "2026-02-26",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Risk management needed",
    "signal_category": "market"
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.