secwatch.observer — SEC 8-K summary
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Issuer:     Bloom Energy Corp (BE)
CIK:        0001664703
Form:       8-K
Filed at:   2026-04-28T23:59:59+00:00
Accession:  0001628280-26-027913
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Bloom Energy Q1 revenue $751M (+130% YoY); raises FY26 revenue growth guidance to ~80%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1664703/000162828026027913/0001628280-26-027913-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1664703/000162828026027913/be-20260428.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-027913

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer