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VIE Arrangements - Schedule of Carrying Amounts and Classification of the VIEs' Assets and Liabilities Included in the Consolidated Balance Sheets (Details) - USD ($)
$ in Thousands
Mar. 31, 2025
Dec. 31, 2024
Mar. 31, 2024
Dec. 31, 2023
Current assets:        
Cash $ 604,874 $ 574,956 $ 487,280 $ 678,821
Restricted cash 373,881 372,312    
Accounts receivable, net 172,121 170,706    
Inventories 414,401 402,083    
Prepaid expenses and other current assets 101,936 202,579    
Total current assets 1,667,213 1,722,636    
Solar energy systems, net 15,497,538 15,032,115    
Other assets 3,103,824 3,021,746    
Total assets [1] 20,377,855 19,897,884    
Current liabilities:        
Accounts payable 268,908 354,214    
Distributions payable to noncontrolling interests and redeemable noncontrolling interests 37,816 41,464    
Accrued expenses and other liabilities 537,042 543,752    
Deferred revenue, current portion 133,878 129,442    
Non-recourse debt, current portion 250,422 231,665    
Total current liabilities 1,261,981 1,334,482    
Deferred revenue, net of current portion 1,238,468 1,208,905    
Non-recourse debt, net of current portion 12,479,475 11,806,181    
Other liabilities 120,973 119,846    
Total liabilities [1] 16,280,334 15,733,674    
Variable Interest Entities        
Current assets:        
Cash 297,876 420,756    
Restricted cash 55,122 57,892    
Accounts receivable, net 99,407 92,259    
Inventories 74,392 62,581    
Prepaid expenses and other current assets 7,910 7,616    
Total current assets 534,707 641,104    
Solar energy systems, net 12,616,917 12,062,819    
Other assets 643,675 586,293    
Total assets 13,795,299 13,290,216    
Current liabilities:        
Accounts payable 5,635 5,400    
Distributions payable to noncontrolling interests and redeemable noncontrolling interests 37,817 41,465    
Accrued expenses and other liabilities 42,689 42,997    
Deferred revenue, current portion 65,524 62,278    
Non-recourse debt, current portion 55,849 60,292    
Total current liabilities 207,514 212,432    
Deferred revenue, net of current portion 798,638 764,576    
Non-recourse debt, net of current portion 1,322,256 1,347,492    
Other liabilities 18,831 18,540    
Total liabilities $ 2,347,239 $ 2,343,040    
[1] The Company’s consolidated assets as of March 31, 2025 and December 31, 2024 include $13,795,299 and $13,290,216, respectively, in assets of variable interest entities (“VIEs”) that can only be used to settle obligations of the VIEs. These assets include solar energy systems, net as of March 31, 2025 and December 31, 2024 of $12,616,917 and $12,062,819, respectively; cash as of March 31, 2025 and December 31, 2024 of $297,876 and $420,756, respectively; restricted cash as of March 31, 2025 and December 31, 2024 of $55,122 and $57,892, respectively; accounts receivable, net as of March 31, 2025 and December 31, 2024 of $99,407 and $92,259, respectively; inventories as of March 31, 2025 and December 31, 2024 of $74,392 and $62,581, respectively; prepaid expenses and other current assets as of March 31, 2025 and December 31, 2024 of $7,910 and $7,616, respectively; and other assets as of March 31, 2025 and December 31, 2024 of $643,675 and $586,293, respectively. The Company’s consolidated liabilities as of March 31, 2025 and December 31, 2024 include $2,347,239 and $2,343,040, respectively, in liabilities of VIEs whose creditors have no recourse to the Company. These liabilities include accounts payable as of March 31, 2025 and December 31, 2024 of $5,635 and $5,400, respectively; distributions payable to noncontrolling interests and redeemable noncontrolling interests as of March 31, 2025 and December 31, 2024 of $37,817 and $41,465, respectively; accrued expenses and other current liabilities as of March 31, 2025 and December 31, 2024 of $42,689 and $42,997, respectively; deferred revenue as of March 31, 2025 and December 31, 2024 of $864,162 and $826,854, respectively; non-recourse debt as of March 31, 2025 and December 31, 2024 of $1,378,105 and $1,407,784, respectively; and other liabilities as of March 31, 2025 and December 31, 2024 of $18,831 and $18,540, respectively.