Company's Customers Expenditure Growth Rates

(Quarterly in %)

COMPANY NAME		TICKER	REV. Y/Y	REV. SEQ.	INC. Y/Y	INC. SEQ.
Sunrun Inc	4 Q	RUN	0.37 %	-3.48 %	-	-
CUSTOMER NAME		TICKER	COST OF REV.	COST OF REV.	SG&A	SG&A
			Y/Y	SEQ.	Y/Y	SEQ.
Axt Inc	4 Q	AXTI	30.98 %	15.22 %	19.99 %	13.98 %
Emeren Group Ltd	4 Q	SOL	-54.12 %	-	-83.67 %	-
APROX. MARKET		SUBTOTAL	-40.18 %	221.15 %	12.84 %	15.13 %

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