BE · Bloom Energy Corp
$229.94
-6.28 (-2.66%)
At close · Aug 14
Market Cap
$65.41B
Shares
284.44M
Bloom Energy Corp Earnings Call Transcripts
Every quarterly earnings call for Bloom Energy Corp (BE) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲41%
$292.27M
−$57.08M
'22 Q3
22-11-03
▲35.1%
$462.58M
−$47.47M
'22 Q4
23-02-09
▲36.9%
$275.19M
−$74.92M
'23 Q1
23-05-09
▲23.8%
$301.10M
−$69.06M
'23 Q2
23-08-03
▲36.9%
$400.27M
−$168.08M
'23 Q3
23-11-08
▼22.8%
$356.92M
$9.94M
'23 Q4
24-02-15
▼14.5%
$235.30M
−$56.54M
'24 Q1
24-05-09
▲11.5%
$335.77M
−$61.19M
'24 Q2
24-08-08
▼17.5%
$330.40M
−$14.63M
'24 Q3
24-11-07
▲60.4%
$572.39M
$105.16M
'24 Q4
25-02-27
▲38.6%
$326.02M
−$23.41M
'25 Q1
25-04-30
▲19.5%
$401.24M
−$42.19M
'25 Q2
25-07-31
▲57.1%
$519.05M
−$22.96M
'25 Q3
25-10-28
▲35.9%
$777.68M
$1.43M
'25 Q4
26-02-05
LATEST
▲130.4%
$751.05M
$73.69M
'26 Q1
26-04-28
Earnings call
FY26 · Q2
2026-07-28
Bloom Energy Q2 2026 Earnings Conference Call
Confident tone
Capacity expansion and supply chain
AI / data center demand and hyperscaler adoption
Competitive positioning vs. other fuel cell technologies
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-28
Bloom Energy Corp Q1 FY2026 Earnings Call
Confident tone
Capacity expansion and operational execution
Oracle Project Jupiter / AI data center win
AI power demand and backlog
Revenue
$751.05M
▲ 130.4% YoY Diluted EPS
$0.23
Gross margin
30.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-05
Bloom Energy Corp Q4 FY2025 Earnings Call
Confident tone
Data center / AI demand
Commercial and industrial expansion
Cost and margin discipline / tariffs
Revenue
$777.68M*
▲ 35.9% YoY Gross margin
30.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-28
Bloom Energy Corp Q3 FY2025 Earnings Call
Confident tone
AI Ecosystem Channels and Lighthouse Customers
Brookfield Partnership and Financing
Product Innovation and Cost Reduction
Revenue
$519.05M
▲ 57.1% YoY Diluted EPS
$-100.00
Gross margin
29.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-31
Bloom Energy Corp Q2 FY2025 Earnings Call
Confident tone
AI data center demand and partnerships
Financial performance and profitability
Digital twin and data-driven improvement
Revenue
$401.24M
▲ 19.5% YoY Diluted EPS
$-0.18
Gross margin
26.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-30
Bloom Energy Corp Q1 FY2025 Earnings Call
Confident tone
Tariffs and supply chain resilience
Q1 financial performance and profitability
CFO transition / leadership
Revenue
$326.02M
▲ 38.6% YoY Diluted EPS
$-0.10
Gross margin
27.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-27
Bloom Energy Corp Q4 FY2024 Earnings Call
Confident tone
Investment Tax Credit / Safe Harbor
AI / data center demand
Geographic expansion
Revenue
$572.39M*
▲ 60.4% YoY Gross margin
38.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Bloom Energy Corp Q3 FY2024 Earnings Call
Confident tone
AI and Data Centers
Tariffs and Manufacturing Strategy
Cost Reduction
Revenue
$330.40M
▼ 17.5% YoY Diluted EPS
$-60.00
Gross margin
23.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-08
Bloom Energy Corp Q2 FY2024 Earnings Call
Confident tone
Data Center and AI Demand
Grid Constraints and Time-to-Power
Front-of-the-Meter and Utility Partnerships
Revenue
$335.77M
▲ 11.5% YoY Diluted EPS
$-0.27
Gross margin
20.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-09
Bloom Energy Corp Q1 FY2024 Earnings Call
Confident tone
Major Customer Wins
2024 Guidance and Second-Half Ramp
Grid Reliability and Time-to-Power
Revenue
$235.30M
▼ 14.5% YoY Diluted EPS
$-0.25
Gross margin
16.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-15
Bloom Energy Corp Q4 FY2023 Earnings Call
Confident tone
2023 profitability milestone
AI data center demand and pipeline
Korea market and partnership with SK
Revenue
$356.92M*
▼ 22.8% YoY Gross margin
25.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-08
Bloom Energy Corp Q3 FY2023 Earnings Call
Revenue
$400.27M
▲ 36.9% YoY Diluted EPS
$-0.80
Gross margin
-1.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-03
Bloom Energy Corp Q2 FY2023 Earnings Call
Revenue
$301.10M
▲ 23.8% YoY Diluted EPS
$-0.32
Gross margin
18.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-09
Bloom Energy Corp Q1 FY2023 Earnings Call
Revenue
$275.19M
▲ 36.9% YoY Diluted EPS
$-0.35
Gross margin
19.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-09
Bloom Energy Corp Q4 FY2022 Earnings Call
Revenue
$462.58M*
▲ 35.1% YoY Gross margin
15.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-03
Bloom Energy Corp Q3 FY2022 Earnings Call
Revenue
$292.27M
▲ 41% YoY Diluted EPS
$-0.31
Gross margin
17.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-09
Bloom Energy Corp Q2 FY2022 Earnings Call
Revenue
$243.24M
▲ 6.5% YoY Diluted EPS
$-0.67
Gross margin
-0.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
Bloom Energy Corp Q1 FY2022 Earnings Call
Revenue
$201.04M
▲ 3.6% YoY Diluted EPS
$-0.44
Gross margin
13.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-10
Bloom Energy Corp Q4 FY2021 Earnings Call
Revenue
$342.47M*
▲ 37.3% YoY Gross margin
20.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Bloom Energy Corp Q3 FY2021 Earnings Call
Revenue
$207.23M
▲ 3.5% YoY Diluted EPS
$-0.30
Gross margin
17.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-04
Bloom Energy Corp Q2 FY2021 Earnings Call
Revenue
$228.47M
▲ 21.6% YoY Diluted EPS
$-0.31
Gross margin
16.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-05
Bloom Energy Corp Q1 FY2021 Earnings Call
Revenue
$194.01M
▲ 23.8% YoY Diluted EPS
$-0.15
Gross margin
28.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-10
Bloom Energy Corp Q4 FY2020 Earnings Call
Revenue
$249.39M*
▲ 16.8% YoY Gross margin
25.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-29
Bloom Energy Corp Q3 FY2020 Earnings Call
Revenue
$200.31M
▼ 10.7% YoY Diluted EPS
$-0.09
Gross margin
28.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-28
Bloom Energy Corp Q2 FY2020 Earnings Call
Revenue
$187.86M
▼ 6.2% YoY Diluted EPS
$-0.34
Gross margin
14.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-05-11
Bloom Energy Corp Q4 FY2019 Earnings Call
Revenue
$213.54M
▲ 35.9% YoY Gross margin
11.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q1
2020-05-11
Bloom Energy Corp Q1 FY2020 Earnings Call
Revenue
$156.70M
▲ 6.6% YoY Gross margin
12.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–27 of 27 earnings calls
Key facts
CIK
1664703
CUSIP
093712107
13F (30d)
1143 filings
1128 filers
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