Edison International (EIX): Business Model Canvas

In der dynamischen Landschaft der Energiewende erweist sich Edison International (EIX) als zentraler Akteur, der sich strategisch durch das komplexe Terrain der Versorgungsdienstleistungen und Innovationen im Bereich erneuerbare Energien bewegt. Durch die sorgfältige Ausarbeitung eines Geschäftsmodells, das die traditionelle Stromverteilung mit hochmodernen Nachhaltigkeitsinitiativen in Einklang bringt, zeigt EIX ein außergewöhnliches Engagement für die Neugestaltung der Zukunft der Stromerzeugung. Ihr umfassender Ansatz verbindet technologische Leistungsfähigkeit, Umweltverantwortung und kundenorientierte Lösungen und positioniert das Unternehmen an der Spitze eines sich schnell entwickelnden Energieökosystems, das Zuverlässigkeit, Effizienz und fortschrittlichen Umweltschutz verspricht.

Edison International (EIX) – Geschäftsmodell: Wichtige Partnerschaften

Southern California Edison (Hauptversorger-Tochtergesellschaft)

Southern California Edison fungiert als wichtigste Tochtergesellschaft des Versorgungsunternehmens mit den folgenden Partnerschaftsdetails:

Partnerschaftsmetrik	Daten für 2024
Abdeckung des Servicegebiets	15 Landkreise in Südkalifornien
Kundenstamm	14 Millionen Kunden
Jährliche Energieverteilung	80.000 Gigawattstunden

Hersteller von Geräten für erneuerbare Energien

Edison International arbeitet mit mehreren Herstellern von Geräten für erneuerbare Energien zusammen:

• First Solar – Liefervertrag für 500-MW-Solarmodule
• Vestas Wind Systems – 200-MW-Windturbinenpartnerschaft
• SunPower Corporation – Vertrag über 250-MW-Solarausrüstung

Entwickler von Solar- und Windprojekten

Zu den aktuellen Projektentwicklungspartnerschaften gehören:

Entwickler	Projektkapazität	Investition
NextEra-Energie	300-MW-Solarprojekt	425 Millionen Dollar
Wiederkehrende Energie	250-MW-Windprojekt	375 Millionen Dollar

Anbieter von Netzinfrastrukturtechnologie

Wichtige Technologie-Infrastrukturpartnerschaften:

• Siemens – Integration der Smart-Grid-Technologie
• ABB Group – Lösungen zur Netzmodernisierung
• Schneider Electric – Partnerschaften zur digitalen Transformation

Partner für Energiespeicherlösungen

Kennzahlen zur Zusammenarbeit bei der Energiespeicherung:

Partner	Speicherkapazität	Investition
Tesla	100 MW Batteriespeicher	180 Millionen Dollar
LG Energielösung	75-MW-Batteriesystem	135 Millionen Dollar

Edison International (EIX) – Geschäftsmodell: Hauptaktivitäten

Stromerzeugung und -verteilung

Southern California Edison (SCE) erzeugt und verteilt Strom in 15 Landkreisen in Südkalifornien und versorgt 15 Millionen Menschen. Gesamte Stromerzeugungskapazität: 17.894 MW (Stand 2023).

Generationsquelle	Kapazität (MW)	Prozentsatz
Erdgas	7,456	41.7%
Nuklear	2,254	12.6%
Erneuerbare Energie	6,184	34.6%
Wasserkraft	1,230	6.9%

Projektentwicklung für erneuerbare Energien

Investitionen in Projekte für erneuerbare Energien: 3,4 Milliarden US-Dollar im Jahr 2023. Geplante Kapazitätserweiterung für erneuerbare Energien: 5.000 MW bis 2030.

• Investitionen in Solarprojekte: 1,2 Milliarden US-Dollar
• Entwicklung der Windenergie: 890 Millionen US-Dollar
• Batteriespeicherprojekte: 670 Millionen US-Dollar

Netzmodernisierung und Infrastruktur-Upgrades

Gesamtinvestitionen in die Infrastruktur: 2,8 Milliarden US-Dollar im Jahr 2023. Die Implementierung der Smart-Grid-Technologie deckt 85 % des Servicegebiets ab.

Infrastrukturkomponente	Investition (Mio. USD)
Upgrades von Übertragungsleitungen	1,100
Modernisierung von Umspannwerken	650
Smart-Meter-Installation	450
Verbesserungen der Cybersicherheit	300

Management von Energieeffizienzprogrammen

Jährliches Budget für das Energieeffizienzprogramm: 420 Millionen US-Dollar. Energieeinsparungen für Kunden: 1,2 Millionen MWh im Jahr 2023.

• Rabatte für die Energieeffizienz von Wohngebäuden: 180 Millionen US-Dollar
• Programme für den kommerziellen Sektor: 160 Millionen US-Dollar
• Initiativen zur industriellen Effizienz: 80 Millionen US-Dollar

Initiativen zur Einhaltung gesetzlicher Vorschriften und zur ökologischen Nachhaltigkeit

Ausgaben für die Einhaltung von Umweltvorschriften: 520 Millionen US-Dollar im Jahr 2023. CO2-Reduktionsziele: Reduzierung um 80 % bis 2030.

Nachhaltigkeitsinitiative	Investition (Mio. USD)
Reduzierung von Treibhausgasen	250
Zertifizierung für erneuerbare Energien	120
Umweltüberwachung	90
Einhaltung gesetzlicher Vorschriften	60

Edison International (EIX) – Geschäftsmodell: Schlüsselressourcen

Umfangreiche elektrische Übertragungsinfrastruktur

Southern California Edison (SCE), eine Tochtergesellschaft von Edison International, betreibt rund 15.000 Stromkreismeilen an Übertragungsleitungen und 114.000 Stromkreismeilen an Verteilungsleitungen in 15 Landkreisen in Kalifornien.

Infrastrukturanlage	Menge
Übertragungsleitungen	15.000 Rundstreckenmeilen
Verteilungslinien	114.000 Rundstreckenmeilen
Einzugsgebietsbezirke	15 Landkreise

Qualifizierte Ingenieure und technische Arbeitskräfte

Edison International beschäftigt im Jahr 2023 etwa 13.300 Mitarbeiter, wobei ein erheblicher Teil auf Ingenieurs- und Technikfunktionen entfällt.

• Gesamtzahl der Mitarbeiter: 13.300
• Anteil der Ingenieure: Ungefähr 40 %
• Durchschnittliche Betriebszugehörigkeit: 12,5 Jahre

Fortschrittliche Energiemanagementtechnologien

Investitionen in Technologieplattformen und digitale Infrastruktur zur Netzmodernisierung.

Kategorie „Technologieinvestitionen“.	Jährliche Investition (2023)
Netzmodernisierung	1,7 Milliarden US-Dollar
Integration erneuerbarer Energien	650 Millionen Dollar

Erhebliche Kapitalinvestitionsmöglichkeiten

Edison International weist solide finanzielle Ressourcen für Infrastruktur- und Technologieinvestitionen auf.

Finanzkennzahl	Wert 2023
Gesamtvermögen	71,4 Milliarden US-Dollar
Jährliche Kapitalausgaben	5,2 Milliarden US-Dollar
Eigenkapital	17,6 Milliarden US-Dollar

Vielfältiges Portfolio zur Stromerzeugung

Edison International unterhält einen umfassenden Energieerzeugungsmix über mehrere Technologien hinweg.

Generationsquelle	Prozentsatz der Gesamterzeugung
Erdgas	45%
Solar	22%
Wind	15%
Wasserkraft	8%
Nuklear	6%
Andere erneuerbare Energien	4%

Edison International (EIX) – Geschäftsmodell: Wertversprechen

Zuverlässige Stromversorgung

Southern California Edison (SCE), eine Tochtergesellschaft von Edison International, versorgt rund 15 Millionen Menschen in 15 Landkreisen. Der Energieversorger liefert jährlich 80 Millionen Megawattstunden Strom mit einer Servicezuverlässigkeit von 99,97 %.

Servicemetrik	Leistungsdaten
Gesamtzahl der Kunden	5,2 Millionen Stromanschlüsse
Servicegebiet	50.000 Quadratmeilen
Netzinfrastruktur	Insgesamt 33,1 Milliarden US-Dollar an Infrastrukturinvestitionen

Engagement für den Übergang zu sauberer Energie

Edison International hat sich dazu verpflichtet, dies zu erreichen CO2-freie Emissionen bis 2050.

• Portfolio erneuerbarer Energien: 33 % der Gesamterzeugung
• Wind- und Solarinvestitionen: 2,7 Milliarden US-Dollar im Jahr 2023
• Batteriespeicherkapazität: 770 MW bis 2025

Nachhaltige und umweltfreundliche Energielösungen

Das Unternehmen hat im Jahr 2023 1,5 Milliarden US-Dollar in die Modernisierung des Netzes und die Infrastruktur für saubere Energie investiert.

Nachhaltigkeitsmetrik	Aktueller Status
CO2-Reduktionsziel	Reduzierung um 80 % bis 2030
Ladestationen für Elektrofahrzeuge	1.200 installierte Stationen

Erweiterte Netzzuverlässigkeit und -belastbarkeit

Edison International ist im Einsatz Smart-Grid-Technologien in seinem gesamten Servicegebiet.

• Smart-Meter-Installationen: 5,3 Millionen Einheiten
• Automatisierte Netzmanagementsysteme
• Reaktionszeit bei Ausfall: Durchschnittlich 60 Minuten

Umfassende Energiedienstleistungen für Privat- und Gewerbekunden

Zu den Serviceangeboten gehören Energieeffizienzprogramme, Demand Response und Lösungen für erneuerbare Energien.

Kundendienstprogramm	Jährliche Investition
Energieeffizienzprogramme	450 Millionen Dollar
Solaranreize für Privathaushalte	120 Millionen Dollar
Kommerzielles Energiemanagement	280 Millionen Dollar

Edison International (EIX) – Geschäftsmodell: Kundenbeziehungen

Langfristige Versorgungsverträge

Edison International versorgt über seine Tochtergesellschaft Southern California Edison (SCE) rund 15 Millionen Menschen in Südkalifornien. Das Unternehmen unterhält über 5 Millionen Kundenkonten in einem Servicegebiet von 50.000 Quadratmeilen.

Vertragstyp	Dauer	Kundenabdeckung
Wohndienstvereinbarungen	Laufend/Perpetuell	4,9 Millionen Privatkunden
Kommerzielle Dienstleistungsverträge	1-5 Jahre	180.000 kommerzielle Konten
Industrielle Serviceverträge	3-10 Jahre	25.000 Industriekunden

Digitale Kundenbindungsplattformen

SCE investierte im Jahr 2023 42,3 Millionen US-Dollar in digitale Kundenbindungstechnologien.

• Mobile App mit 1,2 Millionen aktiven monatlichen Nutzern
• Online-Kontoverwaltungsplattform mit einer Kundenakzeptanzrate von 85 %
• Echtzeit-Tracking-System für den Energieverbrauch

Personalisierte Energieeffizienzberatungen

Edison International stellte im Jahr 2023 18,7 Millionen US-Dollar für Beratungsprogramme zur Energieeffizienz bereit.

Beratungstyp	Jährliche Teilnehmer	Durchschnittliche Kosten pro Beratung
Energieaudit für Wohngebäude	76,500	$225
Kommerzielle Energiebewertung	12,300	$1,450

Community Outreach- und Bildungsprogramme

SCE stellte im Jahr 2023 7,2 Millionen US-Dollar für Initiativen zum Engagement in der Gemeinschaft bereit.

• 37 Workshops zur Gemeinschaftsbildung
• 82 Energiebewusstseinsprogramme für Schulen
• Bildungsreichweite für erneuerbare Energien: 145.000 Studenten

Reaktionsfähige Kundensupportsysteme

Investitionen in die Kundensupport-Infrastruktur: 22,5 Millionen US-Dollar im Jahr 2023.

Support-Kanal	Jährliches Kontaktvolumen	Durchschnittliche Reaktionszeit
Telefonsupport	2,3 Millionen Anrufe	7,2 Minuten
Online-Chat	890.000 Interaktionen	3,5 Minuten
E-Mail-Support	420.000 E-Mails	24 Stunden

Edison International (EIX) – Geschäftsmodell: Kanäle

Online-Kundendienstportal

Edison International betreibt ein umfassendes Online-Kundenserviceportal mit den folgenden Schlüsselkennzahlen:

Portalmetrik	Aktuelle Daten
Jährliche Website-Besucher	3,2 Millionen
Online-Zahlungstransaktionen für Rechnungen	1,8 Millionen pro Jahr
Abschlussrate von Kundendienstanfragen	92%

Mobile Anwendung

Die mobile Anwendung von Edison International bietet mehrere Kundendienste:

• Verfolgung des Energieverbrauchs in Echtzeit
• Rechnungszahlungsfunktion
• Ausfallmeldesystem

Mobile-App-Statistik	Aktuelle Daten
Gesamtzahl der App-Downloads	687,000
Monatlich aktive Benutzer	412,000
App Store-Bewertung	4.3/5

Physische Kundendienstzentren

Edison International unterhält physische Servicestandorte in ganz Südkalifornien:

Service-Center-Metrik	Aktuelle Daten
Gesamtzahl der physischen Standorte	23
Jährliche Kundeninteraktionen	456,000
Durchschnittliche Wartezeit	17 Minuten

Direktabrechnungskommunikation

Zu den Abrechnungskommunikationskanälen von Edison International gehören:

• Monatliche Abrechnungen in Papierform
• E-Mail-Rechnungsbenachrichtigungen
• Elektronische Abrechnungen

Abrechnungskommunikationsmetrik	Aktuelle Daten
Insgesamt gesendete monatliche Rechnungen	5,4 Millionen
Akzeptanzrate der elektronischen Rechnungsstellung	68%
Prozentsatz der Papierrechnung	32%

Community-Engagement-Events

Edison International führt verschiedene Community-Outreach-Programme durch:

Community-Engagement-Metrik	Aktuelle Daten
Jährliche Community-Events	87
Gesamtzahl der Community-Teilnehmer	42,000
Community-Bildungsprogramme	24

Edison International (EIX) – Geschäftsmodell: Kundensegmente

Stromverbraucher für Privathaushalte

Southern California Edison (SCE) versorgt etwa 15 Millionen Menschen in 15 Landkreisen Kaliforniens auf einer Fläche von 50.000 Quadratmeilen.

Kundenkategorie	Anzahl der Kunden	Jährlicher Stromverbrauch
Privatkunden	5,1 Millionen	86,4 Milliarden kWh

Handels- und Industrieunternehmen

Edison International versorgt verschiedene Gewerbe- und Industriesektoren mit Strom.

Geschäftssegment	Kundenanzahl	Stromverbrauch
Kommerzielle Unternehmen	250,000	45,2 Milliarden kWh
Industriekunden	35,000	22,7 Milliarden kWh

Kommunale und staatliche Stellen

• Betreuen Sie 191 Städte und Gemeinden
• Versorgen Sie 15 Einrichtungen der Bezirksregierung mit Strom
• Unterstützen Sie über 500 Regierungsgebäude

Agrarkunden

Agrarsektor	Kundenanzahl	Jährlicher Stromverbrauch
Agrarkunden	12,500	8,3 Milliarden kWh

Projektentwickler für erneuerbare Energien

Edison International unterstützt die Entwicklung erneuerbarer Energien durch mehrere Programme.

Unterstützung für erneuerbare Energien	Anzahl der Projekte	Erneuerbare Kapazität
Verbindungen zu Solarprojekten	35,000	4,2 GW
Windenergie-Partnerschaften	85	1,6 GW

Edison International (EIX) – Geschäftsmodell: Kostenstruktur

Kosten für die Instandhaltung der Infrastruktur

Für das Geschäftsjahr 2023 meldete Edison International Ausgaben für die Instandhaltung der Infrastruktur in Höhe von 2,1 Milliarden US-Dollar. Die Aufschlüsselung der Infrastrukturkosten umfasst:

Infrastrukturkomponente	Jährliche Kosten
Netzwartung	789 Millionen US-Dollar
Wartung der Übertragungsleitung	456 Millionen US-Dollar
Wartung von Umspannwerken	345 Millionen Dollar
Reparaturen von Vertriebsnetzen	510 Millionen Dollar

Stromerzeugungs- und Übertragungskosten

Die Kosten für Stromerzeugung und -übertragung beliefen sich im Jahr 2023 auf insgesamt 3,4 Milliarden US-Dollar, mit folgender Kostenverteilung:

• Erzeugung fossiler Brennstoffe: 1,2 Milliarden US-Dollar
• Erzeugung erneuerbarer Energien: 890 Millionen US-Dollar
• Übertragungsinfrastruktur: 1,31 Milliarden US-Dollar

Investitionen in die Einhaltung gesetzlicher Vorschriften

Die Kosten für die Einhaltung gesetzlicher Vorschriften beliefen sich für Edison International im Jahr 2023 auf 475 Millionen US-Dollar, darunter:

Compliance-Bereich	Investitionsbetrag
Umweltvorschriften	210 Millionen Dollar
Sicherheitskonformität	145 Millionen Dollar
Berichterstattung und Prüfung	120 Millionen Dollar

Forschungs- und Entwicklungsausgaben

Die F&E-Ausgaben für Edison International beliefen sich im Jahr 2023 auf 312 Millionen US-Dollar und konzentrierten sich auf:

• Saubere Energietechnologien: 145 Millionen US-Dollar
• Netzmodernisierung: 98 Millionen US-Dollar
• Energiespeicherlösungen: 69 Millionen US-Dollar

Vergütung und Schulung der Mitarbeiter

Die gesamten mitarbeiterbezogenen Ausgaben für 2023 erreichten 1,8 Milliarden US-Dollar:

Vergütungskategorie	Kosten
Grundgehälter	1,2 Milliarden US-Dollar
Vorteile	380 Millionen Dollar
Schulung und Entwicklung	220 Millionen Dollar

Edison International (EIX) – Geschäftsmodell: Einnahmequellen

Stromverkauf an Privatkunden

Southern California Edison (SCE) belieferte im Jahr 2023 15 Millionen Kunden. Die Stromeinnahmen für Privathaushalte beliefen sich im Jahr 2022 auf 11,2 Milliarden US-Dollar.

Kundensegment	Jahresumsatz	Durchschnittspreis
Privatkunden	11,2 Milliarden US-Dollar	0,22 $ pro kWh

Kommerzielle und industrielle Energieverträge

Der kommerzielle und industrielle Stromverkauf generierte im Jahr 2022 einen Umsatz von 7,5 Milliarden US-Dollar.

• Große Handelsverträge: 4,3 Milliarden US-Dollar
• Industriestromverträge: 3,2 Milliarden US-Dollar

Investitionen in Projekte für erneuerbare Energien

Edison International investierte im Jahr 2022 1,2 Milliarden US-Dollar in Projekte für erneuerbare Energien.

Art der erneuerbaren Energie	Investition	Prognostizierter Jahresumsatz
Solarprojekte	650 Millionen Dollar	180 Millionen Dollar
Windenergie	350 Millionen Dollar	95 Millionen Dollar
Batteriespeicher	200 Millionen Dollar	45 Millionen Dollar

Netzdienstleistungen und Infrastrukturgebühren

Netzinfrastruktur und Übertragungsdienste erwirtschafteten im Jahr 2022 2,3 Milliarden US-Dollar.

• Gebühren für Übertragungsleitungen: 1,4 Milliarden US-Dollar
• Netzwartungsdienste: 900 Millionen US-Dollar

Einnahmen aus dem Energieeffizienzprogramm

Energieeffizienz- und Demand-Response-Programme generierten im Jahr 2022 350 Millionen US-Dollar.

Programmtyp	Einnahmen
Energieeffizienz von Wohngebäuden	180 Millionen Dollar
Kommerzielle Nachfragereaktion	170 Millionen Dollar

Edison International (EIX) - Canvas Business Model: Value Propositions

You're looking at the core promises Edison International makes to its customers and the market as of late 2025. These are the tangible benefits driving their regulated utility and non-regulated advisory businesses.

Reliable and resilient electric power delivery to Southern California is foundational. Southern California Edison (SCE), a subsidiary, has a capital plan focused on system reliability and wildfire mitigation. The company plans to invest about $28 billion to $29 billion in electric infrastructure from 2025 through 2028 to support load growth and ensure a resilient system.

Affordability remains a key proposition for SCE customers. As of October 1, 2025, the system average rate for SCE is 29.3 cents/kWh, which positions it as the lowest among California Investor-Owned Utilities (IOUs).

Edison International is actively pioneering a clean energy future. The company has a public commitment to deliver 100% carbon-free energy to SCE customers by the year 2045. This commitment covers the power SCE delivers to customers and Edison International's enterprise-wide operations, including the supply chain.

Public safety is directly addressed through significant investment in grid hardening and wildfire risk reduction. Specific mitigation efforts include deploying over 700+ miles of covered conductor and targeted undergrounding. Furthermore, SCE is recovering approximately $536 million through rates for costs incurred between 2022 and 2023 specifically associated with reducing catastrophic wildfire risk.

For large commercial customers, Edison International offers specialized support through its subsidiary, Trio. Trio provides energy and decarbonization advisory services, helping large organizations navigate the clean energy transition.

Here's a quick look at the scale of Trio's advisory work:

• Trio serves clients spanning the manufacturing, automotive, pharmaceutical, technology, logistics, and real estate sectors.
• Trio has advised on over 12-plus gigawatts of renewable energy procurement deals.
• Trio now serves clients in more than 30 countries.

The value propositions related to infrastructure investment and rate structure can be summarized as follows:

Value Proposition Component	Metric/Data Point	Period/Date	Source Context
Lowest System Average Rate (SCE)	29.3 cents/kWh	Effective October 1, 2025	System Average Rate (includes California Climate Credit)
Clean Energy Target	100% carbon-free energy	By 2045	For SCE customers (retail sales basis)
Infrastructure Investment (Wildfire/Reliability)	$28 billion to $29 billion	2025 to 2028 (Four-year plan)	Electric infrastructure spending focus
Wildfire Risk Reduction Cost Recovery	$536 million	Costs incurred between 2022 and 2023	Amount being recovered through rates
Trio Advisory Scale (Renewables)	12-plus gigawatts	Cumulative advised deals	Renewable energy procurement

The company's commitment to decarbonization is also supported by its enterprise-wide goal to achieve net-zero GHG emissions across Scopes 1, 2, and 3 by 2045.

Edison International (EIX) - Canvas Business Model: Customer Relationships

Edison International (EIX) maintains customer relationships under a highly regulated structure, where service standards are dictated by the California Public Utilities Commission (CPUC). The relationship is directly impacted by regulatory outcomes, such as the CPUC's Proposed Decision on Southern California Edison's (SCE) 2025 General Rate Case (GRC) issued on July 28, 2025. This decision approved total revenues of $41.78 billion for the 2025 through 2028 period, which was $4.39 billion lower than the $46.17 billion SCE had requested for that timeframe.

The mandated service relationship is quantified by the authorized revenue requirement, which directly influences customer rates. The adopted 2025 revenue requirement was set at $9.756 billion. This figure represents an increase of $1.174 billion, or 13.68%, over the 2024 authorized revenue requirement of $8.582 billion. For a typical residential customer using 500 kWh/month, this translated to an estimated bill increase of 9.1 percent in 2025.

Metric	SCE Request (2025-2028 Total)	CPUC Approved (2025-2028 Total)	2025 Revenue Requirement
Total Authorized Revenue ($ in billions)	$46.17	$41.78	N/A
2025 Revenue Requirement ($ in billions)	$10.483	$9.756	$9.756
Increase over 2024 Authorized Revenue Requirement	N/A	N/A	$1.174 billion (or 13.68%)

Edison International (EIX) engages proactively with communities following major events, exemplified by the launch of the Wildfire Recovery Compensation Program for the Eaton Fire, which began on January 7, 2025. This program is designed to operate through 2026. The company mobilized approximately 3,500 personnel by January 10, 2025, to support rebuild efforts after the January 2025 wildfires. Compensation terms include specific financial incentives for claimants:

• $200,000 Direct Claim Premium for resident homeowners who lost their homes.
• 10% added to the net damages portion of an offer to help address legal costs if the claimant is represented by counsel at the time of submission.
• Fast Pay option aims for a settlement offer within 90 days of a substantially complete submission.

Digital self-service platforms and customer service centers are points of direct interaction, though specific 2025 digital usage statistics aren't immediately available. However, innovation in grid management is directly tied to customer benefits. SCE's Advanced Waveform Anomaly Recognition (AWARE) system won the 2025 Edison Award for using AI to proactively identify electric system issues, which helps reduce the number and length of outages, leading to more affordable, available, and reliable electricity for customers. To be fair, SCE had already shown service improvements in the prior year, reducing call wait times and delayed bills in 2024, exceeding corporate customer satisfaction targets across all segments.

Direct regulatory advocacy is crucial for managing customer rate affordability, as seen in the GRC process. Edison International (EIX) and its subsidiary Southern California Edison (SCE) actively advocate for funding that balances safety investments with ratepayer impact. For instance, in the 2025 GRC, SCE advocated for $46.17 billion in revenue, but the CPUC approved $41.78 billion, reflecting a prioritization of affordability over the full requested capital investment. Furthermore, the company noted encouragement from continuing discussions with legislative leaders to enhance California's industry-leading AB 1054 regulatory framework, which is key to cost recovery certainty.

• Edison International reaffirmed its 2025 Core EPS guidance range of $5.94-$6.34.
• The company expressed continued confidence in delivering 5-7% Core EPS growth from 2025 to 2028, projecting a range of $6.74-$7.14 for the later years.

Edison International (EIX) - Canvas Business Model: Channels

You're looking at how Edison International (EIX) physically connects with and communicates to its massive customer base. For a regulated utility like Edison International, the channels are less about flashy marketing and more about iron, wires, and regulatory compliance. It's a physical delivery system first and foremost.

The backbone of the channel strategy is the physical transmission and distribution network across 50,000 square miles. This is the literal conduit for delivering electricity to its customers. As of late 2025, the primary subsidiary, Southern California Edison, is serving approximately 15 million people across Southern, Central, and Coastal California. This physical reach dictates nearly every other channel interaction.

To manage this vast infrastructure and customer base, Edison International relies heavily on digital touchpoints. The customer digital portals for billing and energy management are critical for self-service, reducing call center load, and providing transparency. While specific portal adoption rates aren't public, the company is clearly invested in digital access, as evidenced by ongoing IT system security focus. Furthermore, the utility is actively managing customer load composition; SCE anticipates Direct Access and Community Choice Aggregation (CCA) load will account for approximately 16% and 21% of its total service load by the end of 2025, respectively, which impacts how they manage and communicate grid capacity.

When things go wrong, the direct field service crews for maintenance and emergency response become the most visible channel. Following the January 2025 wildfires, for example, SCE mobilized approximately 3,500 personnel, including mutual aid crews, to support rebuild efforts. This rapid deployment channel is supported by tangible asset replacement metrics; by February 21, 2025, crews had replaced or installed more than 1,875 poles, 700 transformers, and 160 miles of distribution circuits in affected areas. For proactive risk mitigation, SCE is undergrounding infrastructure in high fire risk areas, with approximately 130 circuit miles already initiated in burn scar areas.

The regulatory filings and public hearings are arguably the most critical channel for Edison International's financial health, even if it's not customer-facing in the traditional sense. This channel dictates revenue, capital expenditure recovery, and wildfire liability management. The CPUC's decision on SCE's 2025 General Rate Case (GRC) approved 91% of SCE's proposed capital investments. This regulatory success directly impacts the financial results reported, such as the Q3 2025 core earnings of $2.34 per share on operating revenues of $5.75 billion. The company is constantly communicating its financial position through these channels, with a long-term debt level reported at $34.48 billion as of September 30, 2025. You need to watch these filings closely.

Here's a quick look at some of the key operational and financial metrics that flow through these channels:

Metric Category	Data Point	Value/Amount
Physical Network Scope	Square Miles Served (As per outline)	50,000 square miles
Customer Base	People Served (via SCE)	15 million people
Financial Performance (Q3 2025)	Operating Revenue	$5.75 billion
Financial Performance (Q3 2025)	Core Earnings Per Share (EPS)	$2.34
Financial Health (Sept 30, 2025)	Long-Term Debt	$34.48 billion
Financial Health (9M 2025)	Net Cash Flow from Operating Activities	$4.23 billion
Capital Deployment (Sept 30, 2025)	Total Capital Expenditures	$4.62 billion
Shareholder Return	Annualized Dividend	$3.31
Emergency Response Scale (Jan 2025)	Personnel Mobilized	Approximately 3,500

The flow of information and service delivery is highly structured. You can see the direct link between regulatory outcomes and the financial results that are then communicated via investor relations channels.

• Customer digital portals facilitate access to usage data for partners via methods like online authorizations or paper CISR-DRP forms.
• The company posts all CPUC and FERC filings immediately after filing to its website for SEC Regulation FD compliance.
• Edison International maintains comprehensive statistical data on the electric power industry, accessible through resources like the EEI Financial Review.
• The CEO and CFO post prepared remarks, presentations, and Form 10-Q documents to the investor relations website, www.edisoninvestor.com.

Finance: draft 13-week cash view by Friday.

Edison International (EIX) - Canvas Business Model: Customer Segments

You're looking at the core of Edison International (EIX) business, which is fundamentally split between regulated utility service and non-regulated energy advisory. The primary customer base is served by Southern California Edison (SCE), which is one of the nation's largest electric utilities.

The residential customer base is massive, reaching approximately 15 million people across Southern, Central and Coastal California. This segment is the bedrock of the regulated business, driving the bulk of the utility's revenue requirement approved by the California Public Utilities Commission (CPUC). For context, SCE's capital investment plan for the safe, reliable clean energy grid in 2024 was around $6 billion.

The utility also serves a diverse set of non-residential customers within its regulated territory. You can see the breakdown of customer accounts based on the latest available figures from the end of 2024, which gives you a solid baseline for late 2025 expectations:

Customer Segment (SCE Regulated)	Customer Accounts (in thousands, as of Dec 31, 2024)	Service Area Reach
Residential	4,618	Serving approximately 15 million people
Commercial	611	Southern, Central and Coastal California
Industrial	5	Southern, Central and Coastal California
Public authorities	69	Includes Public Street & Highway Lighting
Total Customer Accounts	5,321	Total for SCE service area

The non-regulated side of Edison International (NYSE: EIX) is served by Trio, which focuses on a very different, high-value customer group. Trio is a global energy advisory firm, not the regulated utility, so it doesn't deal with the same customer counts as SCE.

Trio's customer segments are defined by their scale and complexity, focusing on strategic energy needs rather than just electricity delivery. These clients are typically looking for deep integration of sustainability goals with their operations.

• Large commercial organizations in North America and Europe.
• Industrial organizations requiring integrated sustainability and energy solutions.
• Institutional organizations navigating the clean energy transition.

While a precise 2025 client count isn't public, Trio's impact is measurable in the projects they advise on; for instance, in 2023, they advised on over 1,300+ MW of renewable energy power purchase agreements. This shows the caliber of the organizations they work with, which are large energy consumers looking for strategic shifts.

The overall financial performance reflects the dual nature of these segments. For the nine months ending September 30, 2025, Edison International recorded cash flow from operating activities of $4.23 billion. The utility segment's performance is tied to regulatory outcomes; for example, the 2025 General Rate Case (GRC) final decision positively impacted SCE's third-quarter 2025 core earnings per share. The company narrowed its full-year 2025 core EPS guidance to a range of $5.95 to $6.20 per share.

Edison International (EIX) - Canvas Business Model: Cost Structure

You're looking at the core expenses that drive Edison International's operations, which are heavily weighted toward infrastructure and managing significant external risks. Honestly, for a utility this size, the capital intensity is always front and center.

High Capital Expenditures for Grid Modernization and Safety

Edison International's commitment to hardening the grid and meeting safety mandates requires massive, ongoing investment. As of September 30, 2025, total capital expenditures reached \$4.62 billion year-to-date. This figure is up from $\text{4.21 billion}$ in the same period last year. Southern California Edison, the main operating subsidiary, has a four-year capital plan running through 2028 that is budgeted between $\text{28 billion}$ and $\text{29 billion}$.

The cost structure is dominated by these long-term asset investments, which include:

• Grid upgrades to maintain system integrity and reliability.
• Investments to meet electrification needs, like supporting electric vehicle adoption.
• Wildfire mitigation efforts, such as installing covered conductor.

Operations and Maintenance (O&M) Expenses

Operations and Maintenance (O&M) expenses cover the day-to-day running and upkeep of the vast system, including critical vegetation management programs designed to reduce wildfire risk. For the nine months ended September 30, 2025, O&M expenses totaled \$3,738 million. This was a decrease from the $\text{3,995 million}$ recorded for the first nine months of 2024. In the third quarter alone, O&M costs decreased by 15.6% year-over-year.

Interest Expense on Long-Term Debt

Carrying the necessary infrastructure requires substantial borrowing. As of September 30, 2025, Edison International's long-term debt stood at \$34.48 billion, up from the $\text{33.53 billion}$ level at the end of 2024. This debt load translates directly into significant interest costs. For the first nine months of 2025, the reported interest expense was \$1,293 million.

Here's a quick look at how some of the major operating costs stacked up for the first nine months of 2025 versus 2024:

Cost Category (in millions)	Nine Months Ended Sept 30, 2025	Nine Months Ended Sept 30, 2024
Purchased Power and Fuel	\$3,905	\$4,140
Operation and Maintenance (O&M)	\$3,738	\$3,995
Interest Expense	(\$1,293)	(\$1,401)

Purchased Power and Fuel Costs

These costs are variable, tied to natural gas prices and the need to purchase power on the wholesale market to meet customer demand. For the nine months ending September 30, 2025, these costs were \$3,905 million. This represented a decrease of 10.4% compared to the $\text{4,140 million}$ spent in the same period of 2024, driven by conditions in the third quarter.

Wildfire-Related Liability and Insurance Costs

This is a major, non-routine cost component that heavily influences near-term financial stability. For the first nine months of 2025, Edison International recorded net charges related to wildfire claims (net of recoveries) of (\$1,010 million), meaning they had a net recovery/benefit compared to the $\text{616 million}$ in net charges for the same period in 2024. Separately, the Wildfire Insurance Fund expense remained relatively stable at \$108 million for the nine months ended September 30, 2025. You should note that Q1 2025 alone included \$908 million in non-core wildfire-related costs. The company relies on self-insurance up to $\text{1 billion}$ and access to California's $\text{21 billion}$ Wildfire Fund (AB 1054).

Finance: draft 13-week cash view by Friday.

Edison International (EIX) - Canvas Business Model: Revenue Streams

Edison International's revenue streams are predominantly anchored in the regulated operations of Southern California Edison (SCE), supplemented by non-regulated competitive businesses.

The regulated revenue base is established through the General Rate Case (GRC) process with the California Public Utilities Commission (CPUC). As of late 2025, the proposed decision for the 2025 GRC approved a 2025 base revenue requirement of $9.756 billion for Southern California Edison, representing a 14% increase over the prior level. This mechanism allows Edison International to earn a return on its assets, rather than relying solely on volumetric electricity sales, which is supported by Revenue Decoupling.

The recovery of capital investments is directly tied to this rate base growth. The CPUC's decision on the 2025 GRC approved 91% of SCE's proposed capital investments. The long-term outlook for the rate base supports continued investment, with a projected 6-8% 2023-2028 rate base CAGR. Further authorized revenue increases from the proposed GRC decision include $453 million, or 4.6% in 2026; $411 million, or 4% in 2027; and $374 million, or 3.5% in 2028.

Shareholder returns are primarily driven by core earnings per share (EPS). As of the third quarter of 2025, Edison International narrowed its full-year 2025 core EPS guidance to $5.95-$6.20 per share. This is supported by management's continued confidence in delivering 5-7% core EPS growth from 2025 to 2028.

You should note the structure of the regulated revenue stream, which is designed for stability:

• Revenue Decoupling breaks the link between retail electricity sales volume and revenue recovery.
• Balancing Accounts allow for the collection and refund of differences related to sales volume variances, such as weather.
• Forecast Ratemaking reduces regulatory lag through a four-year GRC cycle with forward-looking test years.

The non-regulated portion of Edison International's revenue comes from its portfolio of competitive businesses, specifically Trio (formerly Edison Energy). Trio generates revenue by providing integrated sustainability and energy advisory services to large commercial, industrial, and institutional organizations across North America and Europe.

Here's a quick look at the key financial metrics guiding the regulated revenue framework:

Metric	Value/Range	Source/Context
2025 Authorized Base Revenue Requirement (Proposed)	$9.756 billion	CPUC 2025 GRC Proposed Decision
2025 Core EPS Guidance (Narrowed)	$5.95 to $6.20 per share	As of October 28, 2025
Authorized Return on Equity (ROE) (2025)	10.33%	Authorized ROE
Rate Base CAGR Projection (2023-2028)	6-8%	Investment in electric-led clean energy future
Capital Investment Approval (2025 GRC)	91% of proposed capital investments	CPUC Decision on 2025 GRC

The ability of SCE to recover costs, including wildfire-related expenses, through regulated rates remains a critical factor influencing revenue realization.

Finance: draft 13-week cash view by Friday.