---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-25-036998"
form_type: "8-K"
ticker: "BE"
cik: "0001664703"
company_name: "Bloom Energy Corp"
filed_at: "2025-07-31T23:59:59+00:00"
generated_at: "2026-05-17T22:21:06.696888+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Bloom Energy Q2 revenue $401M, +19.5% YoY; non-GAAP EPS $0.10; reaffirms guidance

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-25-036998
- form_type: 8-K
- ticker: BE
- cik: 0001664703
- company_name: Bloom Energy Corp
- filed_at: 2025-07-31T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1664703/000162828025036998/0001628280-25-036998-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1664703/000162828025036998/be-20250731.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-25-036998
- JSON: https://secwatch.observer/filing/0001628280-25-036998.json
- Plain text: https://secwatch.observer/filing/0001628280-25-036998.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.