This is your SolarWakeup for May 14th, 2015

Here is how you can tell that solar is not quite mainstream yet. When Vivint Solar’s stock goes down 13% and the reaction is due to larger losses than expected. At the same time, installations and bookings grew. It is clear to me that the solar IPP model has not been understood quite yet. As SolarCity’s CFO used to say, we don’t view losses as a bad thing, we see them as the investment in assets we need to make. Meanwhile, SolarCity may be on plan to install 1GW of solar in 2015, just in time for the Buffalo manufacturing plant.

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Have a great day!

Yann