BE · Bloom Energy Corp · Investor Relations

New fuel cell microgrid will power MiTAC’s AI server manufacturing campus in Fremont, increasing Bloom’s total contracted capacity across two California sites Expansion adds to Bloom’s growing AI infrastructure segment, now spanning nearly two dozen customers with approximately 250 MW Reinforces Bloom’s role as the standard for both data center onsite power and AI infrastructure onsite power Bloom Energy (NYSE: BE), a global leader in power solutions, and MiTAC Computing Technology Corp., a global leader in high-performance, energy-efficient server solutions and a subsidiary of MiTAC Holdings Corporation (TWSE:3706), today announced an expanded partnership, underscoring the growing role of onsite power in enabling the builders of AI infrastructure. As part of the expanded relationship, Bloom will deploy fuel cell systems for an islanded microgrid at MiTAC's AI server manufacturing campus in Fremont, California. The project builds on an existing installation at MiTAC's San Jose

Achieved record quarterly revenue of $1.065 billion, surpassing $1 billion for the first time Delivered 166% year-over-year revenue growth, driven by 215% product revenue growth Raises full year 2026 revenue guidance to $3.9 billion – 4.2 billion, representing 100% year-over-year growth at the midpoint Bloom Energy Corporation (NYSE: BE) (“Bloom,” “Bloom Energy,” “We,” or the “Company”) today reported its financial results for the second quarter ended June 30, 2026. Second Quarter 2026 Highlights All comparisons are to the second quarter of 2025. Revenue of $1,065.4 million increased 165.5% compared to $401.2 million. Product revenue of $935.4 million increased 215.4% compared to $296.6 million. Gross margin of 33.4% increased 668 basis points compared to 26.7%. Non-GAAP gross margin of 34.3% increased 604 basis points compared to 28.2%. Operating income of $182.2 million increased $185.7 million compared to $3.5 million operating loss. Non-GAAP operating income of $239.6 million