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Summary of Significant Accounting Policies (Tables)
 12 Months Ended
Dec. 31, 2025
Accounting Policies [Abstract]  
Schedule of Revenue from External Customers
Revenue from external customers (including, but not limited to homeowners) for each group of similar products and services is as follows (in thousands): 
Year Ended December 31,
202520242023
Customer agreements$1,708,483 $1,388,412 $1,077,099 
Incentives110,524 116,815 109,607 
Customer agreements and incentives1,819,007 1,505,227 1,186,706 
Energy systems878,341 204,776 656,408 
Products259,649 327,716 416,699 
Energy systems and product sales1,137,990 532,492 1,073,107 
Total revenue$2,956,997 $2,037,719 $2,259,813 
Schedule of Cash and Restricted Cash
The following table provides a reconciliation of cash and restricted cash reported within the consolidated balance sheets that sum to the total of the same such amounts shown in the consolidated statements of cash flows. Cash and restricted cash consists of the following (in thousands):
December 31,
202520242023
Cash$823,380 $574,956 $678,821 
Restricted cash, current and long-term413,608 372,460 309,017 
Total$1,236,988 $947,416 $987,838 
Schedule of Cash and Restricted Cash
The following table provides a reconciliation of cash and restricted cash reported within the consolidated balance sheets that sum to the total of the same such amounts shown in the consolidated statements of cash flows. Cash and restricted cash consists of the following (in thousands):
December 31,
202520242023
Cash$823,380 $574,956 $678,821 
Restricted cash, current and long-term413,608 372,460 309,017 
Total$1,236,988 $947,416 $987,838 
Schedule of Accounts Receivable, Net
Accounts receivable, net consists of the following (in thousands):
December 31,
20252024
Customer receivables$191,559 $179,152 
Third party system sales receivables44,419 — 
Grid services receivables29,800 3,474 
Other receivables17,541 3,500 
Allowance for credit losses(20,692)(15,420)
Total$262,627 $170,706 
Schedule of Property and Equipment Depreciated on a Straight-Line Basis
Property and equipment is depreciated on a straight-line basis over the following periods:
Leasehold improvements
Lesser of 6 years or lease term
Furniture5 years
Computer hardware and software3 years
Machinery and equipment
5 years or lease term
AutomobilesLease term
Energy systems, net consists of the following (in thousands):
December 31,
20252024
Energy system equipment costs$16,090,654 $14,258,772 
Inverters and batteries3,343,643 2,554,739 
Total energy systems19,434,297 16,813,511 
Less: accumulated depreciation and amortization(3,384,021)(2,732,888)
Add: construction-in-progress767,587 951,492 
Total energy systems, net$16,817,863 $15,032,115 
Property and equipment, net consists of the following (in thousands):
December 31,
20252024
Machinery and equipment
$15,726 $17,375 
Leasehold improvements, furniture, and computer hardware
29,009 43,835 
Vehicles
137,910 159,736 
Computer software57,048 56,742 
Total property and equipment
239,693 277,688 
Less: Accumulated depreciation and amortization
(164,001)(156,449)
Total property and equipment, net$75,692 $121,239 
Schedule of Rollforward of Obligations Under Supplier Finance Agreements
The following is a rollforward of the obligations under these supplier finance agreements (in thousands):
Supplier finance obligations outstanding at December 31, 2023$— 
Proceeds from trade receivable financing124,261 
Repayment of trade receivable financing— 
Accrued interest on trade receivable financing5,977 
Supplier finance obligations outstanding at December 31, 2024130,238 
Proceeds from trade receivable financing167,081 
Repayment of trade receivable financing(291,342)
Repayment of accrued interest on trade receivable financing(5,977)
Supplier finance obligations outstanding at December 31, 2025$— 
Schedule of Deferred Revenue Deferred revenue consists of the following (in thousands):
December 31,
20252024
Under Customer Agreements:
Payments received, net$1,047,929 $950,225 
Financing component balance87,294 79,731 
1,135,223 1,029,956 
Under SREC contracts:
Payments received, net356,263 291,972 
Financing component balance21,847 16,419 
378,110 308,391 
Total$1,513,333 $1,338,347