{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-027913","form_type":"8-K","ticker":"BE","cik":"0001664703","company_name":"Bloom Energy Corp","filed_at":"2026-04-28T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.694726+00:00","generated_at":"2026-05-15T02:52:48.620521+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Bloom Energy Q1 revenue $751M (+130% YoY); raises FY26 revenue growth guidance to ~80%","bullets":["Product revenue $653.3M (+208.4% YoY); total revenue $751.1M vs $326.0M in Q1'25.","GAAP operating income $72.2M (vs loss of $19.1M YoY); non-GAAP operating income $129.7M.","GAAP diluted EPS $0.23; non-GAAP diluted EPS $0.44; cash from operations $73.6M.","Raised FY26 revenue growth guidance midpoint to ~80% YoY from prior ~60%.","Service gross margin improved to 13.3% (GAAP) and 18.0% (non-GAAP), up ~12 and 13 ppt YoY."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-027913","json":"https://secwatch.observer/filing/0001628280-26-027913.json","markdown":"https://secwatch.observer/filing/0001628280-26-027913.md","text":"https://secwatch.observer/filing/0001628280-26-027913.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1664703/000162828026027913/0001628280-26-027913-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1664703/000162828026027913/be-20260428.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T02:52:48.620521+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"509c105da39965bfeb0d0d7e108e15b039f03510","claim":"Bloom Energy Corp reported first quarter ended March 31, 2026 results: revenue $751.1 million, net income $70,653 thousand, EPS $0.23 (GAAP diluted EPS).","evidence_excerpt":"Revenue of $751.1 million in the first quarter of 2026, an increase of 130.4% compared to $326.0 million in the first quarter of 2025.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1664703/000162828026027913/0001628280-26-027913-index.htm","confidence":0.99,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"$751.1 million"},{"label":"Net income","value":"$70,653 thousand"},{"label":"EPS","value":"$0.23 (GAAP diluted EPS)"},{"label":"Result","value":"reported results"}]},{"claim_id":"d1a586f707c1227a27464fda2f42020c6315677b","claim":"Bloom Energy Corp updated its full year 2026 guidance (raised).","evidence_excerpt":"Raised full year 2026 revenue growth guidance midpoint to ~80% year-over-year, up from prior guidance of ~60%","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1664703/000162828026027913/0001628280-26-027913-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year 2026"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}