The earnings call highlighted significant achievements in revenue growth, strategic partnerships, and operational improvements, outweighing the potential timing challenges in revenue recognition and ITC policy clarifications.

Company Guidance -

Q3 2025

During Bloom Energy's Second Quarter 2025 Financial Results Call, the company provided comprehensive guidance, emphasizing strong performance metrics and future expectations. Bloom Energy reported record revenue of $401 million for the quarter, representing a 19.5% year-over-year increase. The gross margin improved significantly to 28.2%, up 650 basis points from 21.8% in Q2 2024. Operating income reached $28.6 million, compared to a $3.2 million loss in the previous year, while adjusted EBITDA rose to $41.2 million from $10.2 million. The company also posted a positive EPS of $0.10, a notable improvement from a loss of $0.06 the prior year. For the full year 2025, Bloom Energy reiterated its guidance, projecting revenue between $1.65 billion and $1.85 billion, a non-GAAP gross margin of approximately 29%, and non-GAAP operating income ranging from $135 million to $165 million. The company expects to maintain positive cash flow from operations, comparable to fiscal 2024 levels, with capital expenditures also remaining consistent. Additionally, Bloom Energy highlighted a strategic focus on cost reduction and commercial execution, setting the stage for continued growth and profitability.

Record-Breaking Revenue and Growth

Bloom Energy reported the highest revenue and most profitable second quarter in its 24-year history, with revenue for the quarter reaching $401 million, up 19.5% year-over-year. Gross margin increased to 28.2% from 21.8% in Q2 2024.

Strategic Partnerships with Major Companies

Bloom Energy announced strategic partnerships with Oracle to power their AI data centers, and with American Electric Power (AEP) to deploy systems in Ohio for Amazon Web Services and Coralogix.

Expansion Plans

Bloom Energy plans to double its factory capacity from 1 gigawatt to 2 gigawatts by the end of next year, fueled by strong demand and confidence in the market.

Profitability and Operational Improvements

The company reported its third consecutive quarter of record profits and operating margin, with a sixth consecutive quarter of profitability for its service business. Adjusted EBITDA was $41.2 million, compared to $10.2 million in Q2 2024.

Refinancing for Future Growth

Bloom Energy refinanced $113 million of its convertible notes due in August 2025 into existing 2029 convertible notes, providing more flexibility to fund future growth.

Bloom Energy (BE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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BE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.10 / -	-0.01	―	―	―
Jul 31, 2025	2025 (Q2)	0.01 / 0.10	-0.06	266.67% (+0.16)
Apr 30, 2025	2025 (Q1)	-0.07 / 0.03	-0.17	117.65% (+0.20)
Feb 27, 2025	2024 (Q4)	0.30 / 0.43	0.07	514.29% (+0.36)
Nov 07, 2024	2024 (Q3)	0.08 / -0.01	0.15	-106.67% (-0.16)
Aug 08, 2024	2024 (Q2)	-0.05 / -0.06	-0.17	64.71% (+0.11)
May 09, 2024	2024 (Q1)	-0.11 / -0.17	-0.22	22.73% (+0.05)
Feb 15, 2024	2023 (Q4)	0.09 / 0.07	0.27	-74.07% (-0.20)
Nov 08, 2023	2023 (Q3)	-0.03 / 0.15	-0.2	175.00% (+0.35)
Aug 03, 2023	2023 (Q2)	-0.15 / -0.17	-0.2	15.00% (+0.03)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$37.39	$36.72	-1.79%
Apr 30, 2025	$18.32	$16.81	-8.24%
Feb 27, 2025	$23.04	$24.02	+4.25%
Nov 07, 2024	$10.67	$13.17	+23.43%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.