BRIGHT OPS UPDATES

• Everbright - Effective February 20th

  • Everbright will go live in CA and IL

    • CA goes live again with much higher values than Sunrun and Enfin for the same offerings to customers.

    • East Coast - EPC value will increase around $.30/w on all projects.

      • As a quick reminder, projects in California require 12 months of interval data. If this is unavailable, a reason why must be selected. Green Button Data can be obtained in the customer's utility portal.

        • Here is a guide on how to retrieve the Green Button Data if needed.

• Sunrun - We will continue to offer Sunrun until March 11th but encourage you to start transitioning sooner, as it is possible we will need to have all projects to Sunrun Approval by then. We also recommend transitioning all new deals to other funding options by March 1st. This allows time for clean up and to get any lingering deals approved by March 11th. Sunrun will continue to work with us to get all projects funded and to completion.

  • ReCheck - Everyone using Sunrun tools needs to sign up. There’s a banner at the top of the page when you login to Sunrun to complete this.

  • Video verification call is now required  and went live 2/1.

• Battery Adder Update - Tesla Adder Change

  • Effective February 15th, our Tesla adder will be increasing.

    • $11,500 for the first battery

    • $9,500 each additional battery

      • *With Everbright, Tesla is available but will be done with the SolarEdge Inverter and optimizers'

  • SolarEdge batteries will remain the same

    • $9,500 for the first battery

    • $7,000 for each additional and SHIFT

• Modules to Purpose

  • Everbright - REC 450s

  • All Other Funding sources - Q Cells 410s

A message from our CEO:

BrightOps Sales Partners,

I want to speak to you directly and clearly.

Sunrun has decided to terminate our long-standing partner agreement effective March 11, 2026. After 10 years of working together, this chapter is closing — but make no mistake, this is not a setback for BrightOps. This is a strategic shift that we were already preparing for.

We’re proud of what we built with Sunrun. But as their leadership evolved and their focus moved toward their direct sales model, the partner channel naturally became less aligned. Over time, that strain led us here.

Here’s what matters:

Nothing changes immediately.

For the next month or so, we will continue selling and operating with Sunrun as we are today. Projects in the pipeline will be honored. Customers will be taken care of. We will finish strong and protect our reputation — just like we always do.

Regarding funding — January’s process changes created temporary slowdowns in substantial/install funding. That disruption affected timing, not viability. We are confident funding cadence will normalize as their new system stabilizes, and we expect projects to continue funding at a regular pace.

Now zoom out.

• Our market position is strong.

• Our demand is strong.

• Our install capacity is strong.

• Our sales partners are strong.

Short-term cash timing impacts do not change the fundamentals of this business.

In fact, we are in a better long-term position because we’ve already diversified. Everbright, Enfin, GoodLeap, and other capital partners are focused on funding — not competing with us. That alignment matters. It gives us stability. It gives us leverage. And it gives us control.

This transition simply accelerates what we were already building: a more diversified, more resilient, more independent BrightOps.

Here’s the play:

• Stay focused.

• Keep selling.

• Take care of customers.

• Control what we can control.

• Block out noise.

Transitions create opportunity. When others hesitate, strong teams gain ground. We are not retreating — we are repositioning.

I am more confident than ever in where we stand and where we’re going. We will move through this quickly, cleanly, and come out stronger on the other side.

Let’s stay aggressive. Let’s stay aligned. Let’s go win.

-Mikey