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Slide ‹#› SolarCity CONFIDENTIAL From Technology to Product Small Solar Growing Big
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From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Sep 17, 2018

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Page 1: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Slide ‹#›

SolarCity CONFIDENTIAL

From Technology to ProductSmall Solar Growing Big

Page 2: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

History

Slide 2

Page 3: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Conservation

Slide 3

Page 4: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Sustainability

Slide 4

Page 5: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Cleantech

Slide 5

“Abundance by Design” -RMI

Page 6: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Context

Slide 6

Page 7: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

The Energy Imperative

10000

100000

GDP Per Capita

United States

Slide 7

Sources: World Resources Institute; International Monetary Fund

100

1000

100 1000 10000 100000 1000000

Energy Use Per Capita

GDP Per Capita

Ethiopia

Page 8: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Increasing Energy Demand

400

500

600

700

800

Quadrillion Btu Renewables

Nuclear

Coal

Natural Gas

Slide 8

0

100

200

300

198019

8419

8819

9219

9620

0020

0420

0820

12E

2016

E20

20E

2024

E20

28E

Quadrillion Btu

Natural Gas

Liquids

Source: EIA

Page 9: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

A Changing Climate

Slide 9

Source: UNEP

Page 10: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Rising Electricity Costs

Average CA Electricity Prices

12

14

16

18

Slide 10

Source: CEC

0

2

4

6

8

10

1960 1970 1980 1990 2000 2010

Residential

Commercial

Page 11: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

The Solar Opportunity

Slide 11

Page 12: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Energy Reserves: Solar is Abundant

Slide 12

Source: Schuco

Page 13: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Solar is Abundant

Slide 13

Source: SEIA

Page 14: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

High Value Energy

Slide 14

Page 15: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Investment in Solar

$5.0

$6.0

$7.0

$8.0

$9.0

Billions ($)

Solar

Slide 15

Source: cleanedge.com$-

$1.0

$2.0

$3.0

$4.0

$5.0

2004 2005 2006 2007 2008

Billions ($)

Solar

Cleantech

Page 16: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Solar Technology Improvement

Slide 16

Source: NREL

Page 17: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Market Expansion

US Grid Connected Installations

250

300

350

MEGAWATTS INSTALLED

Global Solar PV Market

5000

6000

7000

MEGAWATTS PRODUCED

• Solar adoption accelerating

• More states becoming solar friendly

Slide 17

0

50

100

150

200

1997

1998

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

E

2009

E

YEAR

MEGAWATTS INSTALLED

0

1000

2000

3000

400019

97

1998

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

E20

09E

YEAR

MEGAWATTS PRODUCED

Sources: Prometheus Institute, DOE, SolarBuzz, Michael Rogol, Navigant Consulting

Page 18: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Headroom

Slide 18

Source: EIA

Page 19: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Small Solar Going Big

Slide 19

Page 20: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

SolarCity At-A-Glance

Quick FactsQuick FactsQuick FactsQuick Facts

• Founded July 4, 2006Founded July 4, 2006Founded July 4, 2006Founded July 4, 2006

• 100’s of employees100’s of employees100’s of employees100’s of employees

• 3 States3 States3 States3 States————CA, AZ, ORCA, AZ, ORCA, AZ, ORCA, AZ, OR

InnovationsInnovationsInnovationsInnovations

• Community ProgramsCommunity ProgramsCommunity ProgramsCommunity Programs

• SolarLeaseSolarLeaseSolarLeaseSolarLease

• SolarBidSolarBidSolarBidSolarBid

Slide 20

• 1000’s of customers1000’s of customers1000’s of customers1000’s of customers • SolarGuardSolarGuardSolarGuardSolarGuard

• SolarWorksSolarWorksSolarWorksSolarWorks

• Canopy Mounting SystemCanopy Mounting SystemCanopy Mounting SystemCanopy Mounting System

SolarCity provides solar power system design, financing,

installation and monitoring services

Page 21: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Product Innovations

Slide 21

Page 22: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Soleo Platform

Slide 22

Page 23: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

SolarWorks (Tracks every job from design to installation)

• Tracks status of every job in progress

SolarWorks (Tracks every job from design to installation)

• Tracks status of every job in progress

SolarBid (Provides accurate, traceable customer bids)

• Models energy production (shade, orientation, efficiency)

• Calculates detailed financial return (utility bills & ROI)

• Presents concise graphical summary to customer

SolarBid (Provides accurate, traceable customer bids)

• Models energy production (shade, orientation, efficiency)

• Calculates detailed financial return (utility bills & ROI)

• Presents concise graphical summary to customer

Soleo Platform—Energy Service Management

Slide 23

• Tracks status of every job in progress

• Scheduling of resources and inventory

• Detailed reporting on metrics

• Tracks status of every job in progress

• Scheduling of resources and inventory

• Detailed reporting on metrics

SolarGuard (Monitors every system installed)

• Wireless platform enables ease of installation

• Backend system management and customer portal

• Expanded to mobile platforms and demand monitoring

SolarGuard (Monitors every system installed)

• Wireless platform enables ease of installation

• Backend system management and customer portal

• Expanded to mobile platforms and demand monitoring

Page 24: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

SolarLease Calculator

Slide 24

Page 25: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Monitoring Enabled Performance Guarantee

Transparency Key to Solar as a Service

• Installation Status

• Savings Generated

Transparency Key to Solar as a Service

• Installation Status

• Savings Generated

Slide 25

• Savings Generated

• Electricity Output

• Environmental Impact

• Mobile Access

• Sharing Functionality

• Savings Generated

• Electricity Output

• Environmental Impact

• Mobile Access

• Sharing Functionality

Page 26: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Mounting Systems

Slide 26

Page 27: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

• Significant cost reduction

• Improved aesthetics

• Improved performance

Canopy Mounting System

Slide 27

MOUNTING HARDWARE SPEEDS INSTALLATIONMOUNTING HARDWARE SPEEDS INSTALLATION

CLEAN, AESTHETICALLY PLEASING LOOKCLEAN, AESTHETICALLY PLEASING LOOK

Page 28: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

SolarLease Financing

Slide 28

Page 29: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Turn Sunshine into Savings

Provide clean power to homeowners at a cost less than the utility

$200

$150

• Reduces upfront cost

• Savings from day one

Slide 29

$100

$50

$0

OLD UTILITY

BILL

SOLARLEASE

PAYMENT

NEW UTILITY

BILL

• Hedge against rising electricity

costs

• SolarCity takes care of

everything for the customer for

the life of the system

Page 30: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Principles of Design

Slide 30

Page 31: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Customer Voice

• Field time and direct observation

Customer Voice

• Field time and direct observation

Product Design Methodology

Culture

• Empowerment. Inverted hierarchy.

• Continuous improvement

• Action orientation

Culture

• Empowerment. Inverted hierarchy.

• Continuous improvement

• Action orientation

Slide 31

• Field time and direct observation

• Customer feedback

• Sales input

• Field time and direct observation

• Customer feedback

• Sales input

Prototyping

• Field trials. Employee discount.

• Fail fast. Iterate. Succeed sooner

• Focus

Prototyping

• Field trials. Employee discount.

• Fail fast. Iterate. Succeed sooner

• Focus

Page 32: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Slide 32

Page 33: From Technology to Product - svpma.org · • 1000’s of customers • SolarGuard ... $50 $0 OLD UTILITY BILL SOLARLEASE PAYMENT NEW UTILITY BILL

Ben Tarbell

Director of Products

[email protected]

Slide 33

8 8 8 . S O L . C I T Y I 888.765.2489 IIII SOLARCITY.COMSOLARCITY.COMSOLARCITY.COMSOLARCITY.COM