October 28, 2025
Residential Solar at the Crossroads: Why Partnerships Will Define the Next Era
Residential solar is shifting from cost-cutting to collaboration.
The U.S. residential solar industry is entering a new phase. Installations are down, major players have exited, and soft costs, like customer acquisition, permitting, and labor, now account for more than 65% of total system costs. Hardware is no longer the barrier. The challenge is structural.
A&M’s latest insights explore why the next wave of growth will be driven by strategic partnerships, not just consolidation or technology. Adjacent industries already hold the keys to scale, efficiency, and policy influence.
Key themes include:
- Why soft costs are now the biggest threat to profitability
- How sectors like homebuilding, telecom, and HVAC can unlock shared value
- What defines a successful partnership beyond co-marketing
The future of residential solar depends on deeper collaboration. Discover how the right partnerships can reshape the economics of energy and position firms for long-term success.