Jan. 13 at 2:57 PM
$NXXT healthcare microgrids news breakdown
The release is saying one thing. The company is framing its healthcare microgrid platform as validated through executed agreements and scalable as a repeatable template, built around long term PPAs and standardized deployments
Hard facts behind the message, with numbers
Sunnyside, Torrance CA, 28 year PPA
Company modeled gross revenue over the contract life around 5.0M
System scope 409 kW rooftop solar, 300 kW battery energy storage, integrated with existing gas backup generation
Expected generation about 627,000 kWh in year one
Topanga Terrace, Canoga Park CA, 28 year PPA
Company modeled gross revenue over the contract life around 3.85M
Stated 2 percent annual rate escalator
System scope rooftop solar about 350 to 380 kW, battery about 250 kW and 1,000 kWh, integrated with an existing natural gas generator
Expected output roughly 470,000 to 480,000 kWh in early years
Also stated no upfront capex for the facility via third party financing, while the company keeps asset ownership and handles operate and maintain through the full PPA term
Combine just these two disclosed deals using the company models and you get about 8.85M gross over 28 years. That is contract based building blocks. The real lever from here is the pace of adding more executed PPAs using the same blueprint
Why healthcare is a strong fit for this model
The company cites more than 15,000 licensed nursing homes and about 32,000 assisted living facilities in the US, a large base of similar sites where a standardized build can scale
They also cite an addressable market for resilient energy systems in this vertical above 3.2B annually, growing to about 7 to 8B over the next decade
A key driver is compliance and uptime needs. The company references California style requirements around 96 hours of alternate power for certain skilled nursing facilities. When resilience is tied to standards and safety, adoption tends to be stickier and longer duration
What the platform is in plain terms
This is not just rooftop solar. The stack is on site generation plus storage plus intelligent control software, integrated with existing backup generation. That package is easier to replicate site to site because the problem is the same, reliability and predictable energy delivery
Bottom line
The bullish read is the repeatability signal. Two long duration healthcare PPAs with disclosed kW and kWh scope, modeled lifetime gross economics, a stated annual escalator, and an own operate maintain structure with no upfront capex for the customer. That combination supports the idea of a scalable healthcare microgrid playbook that can be replicated across a large pool of similar facilities