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Will NRG Smart Home (Vivint) maintain customer retention rate above 90% in FY2026?

Resolves February 28, 2027(325d)
IG: 0.24

Current Prediction

75%
Likely Yes
Model Agreement97%
Predictions9 runs
Last UpdatedApril 8, 2026

Prediction Distribution

0%25%50%75%100%
opus
sonnet
haiku
Range: 72%78%Aggregate: 75%
Individual Predictions(9 runs)
opusRun 1
78%

Vivint retention strong since acquisition. 9% customer growth vs 5-6% target validates integration. Subscription model has stickiness.

Vivint retention strong since acquisition. 9% customer growth vs 5-6% target val
opusRun 2
75%

Smart home market competitive but installed base has switching costs. NRG cross-selling adds retention lever.

Smart home market competitive but installed base has switching costs. NRG cross-
opusRun 3
77%

90% retention historically achievable for Vivint. NRG integration has added value to customer proposition.

90% retention historically achievable for Vivint. NRG integration has added valu
sonnetRun 1
73%

Vivint retention strong since acquisition. 9% customer growth vs 5-6% target validates integration. Subscription model has stickiness.

Vivint retention strong since acquisition. 9% customer growth vs 5-6% target val
sonnetRun 2
75%

Smart home market competitive but installed base has switching costs. NRG cross-selling adds retention lever.

Smart home market competitive but installed base has switching costs. NRG cross-
sonnetRun 3
72%

90% retention historically achievable for Vivint. NRG integration has added value to customer proposition.

90% retention historically achievable for Vivint. NRG integration has added valu
haikuRun 1
75%

Vivint retention strong since acquisition. 9% customer growth vs 5-6% target validates integration. Subscription model has stickiness.

Vivint retention strong since acquisition. 9% customer growth vs 5-6% target val
haikuRun 2
73%

Smart home market competitive but installed base has switching costs. NRG cross-selling adds retention lever.

Smart home market competitive but installed base has switching costs. NRG cross-
haikuRun 3
77%

90% retention historically achievable for Vivint. NRG integration has added value to customer proposition.

90% retention historically achievable for Vivint. NRG integration has added valu

Resolution Criteria

Resolves YES if NRG reports Smart Home customer retention rate above 90% for FY2026. Resolves NO if 90% or below, or if the metric is not disclosed.

Resolution Source

NRG FY2026 earnings release or annual report

Source Trigger

Smart Home retention and growth -- The most durable revenue stream; deterioration here would be a material negative signal.

gravy-gaugeREVENUE_DURABILITYMEDIUM
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