Little of that is true and none of it has to do with the way investors view SunRun. They can tell you all they want that they are just ridding themselves of non-producing sales people. Any marketing organization run by competent management does that day in and day out. So, if you're saying that suddenly they are now paying attention to sales, that doesn't say much for management.
In truth what they are doing is tearing apart their lead generating staffs in order to cut costs and feed the beast. Instead they are relying on attracting sales people already in the business with other companies and hoping that they will bring in business generated at and by the other company. That might work, except for two things. It leaves them open to law suits and it smacks of desperation. How long they can rely on customers brought in by new sales people from other companies and leads that are "self-generated" is anybody's guess. But, there is no other solar company out there that has made it big relying on the sales people to generate their own leads. Typically, sale people are not good lead generators and even fewer are willing to do it.
BTW, Solar City is finally getting what is coming to them.IMO, they are sad, flaky and a quite dishonest company. Though, the Tesla name carries a lot of cache.
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