earnings
confidence high
sentiment positive
materiality 0.75
Bloom Energy Q2 revenue $401M, +19.5% YoY; non-GAAP EPS $0.10; reaffirms guidance
Bloom Energy Corp
2025-Q2 EPS reported
-$0.29
revenue$727,263,000
- Revenue $401.2M, up 19.5% YoY; product & service revenue $351.1M, up 25.9%.
- GAAP gross margin 26.7% (+6.3 ppt); non-GAAP gross margin 28.2% (+6.5 ppt).
- Non-GAAP operating income $28.6M vs. loss $3.2M YoY; non-GAAP EPS $0.10 vs. -$0.06.
- Announced Oracle collaboration for AI data center power; reiterates FY2025 guidance.
- Plans to double factory capacity from 1 GW to 2 GW by end of 2026.
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