Highest-materiality recent filing
Four Class II directors elected: Barbara Burger, Jeffrey Immelt, Jim Snabe, Eddy Zervigon; all received large majority.
Bloom Energy Q1 revenue $751M (+130% YoY); raises FY26 revenue growth guidance to ~80%
Product revenue $653.3M (+208.4% YoY); total revenue $751.1M vs $326.0M in Q1'25.
Bloom Energy files prospectus supplement for shelf offering; no terms disclosed
Filed a prospectus supplement to automatic shelf registration statement (Form S-3) on April 27, 2026.
Bloom Energy issues Oracle warrant for 3.53M shares at $113.28, fully vested
Warrant to purchase up to 3,531,073 shares of Class A common stock at $113.28 per share.
Bloom Energy appoints Simon Edwards as CFO effective April 13, 2026
Simon Edwards appointed CFO effective April 13, 2026; Maciej Kurzymski continues as Principal Accounting Officer.
Bloom Energy reports record FY2025 revenue $2.02B (+37% YoY); Q4 GAAP EPS $0.00 vs $0.38
Full year revenue $2.02B, +37.3% YoY; product/service revenue $1.76B, +35.5%.
Bloom Energy enters $600M revolving credit facility, maturing December 2030
Facility secured by substantially all tangible/intangible personal property except IP; includes pledge of subsidiary equity.
Notes priced at 0% coupon, due Nov 15, 2030; initial conversion price ~$194.97 (52.5% premium over Oct 30 close of $127.85).
Bloom Energy negotiating up to $600M senior secured revolving credit facility
Negotiating up to $600M in revolving commitments under senior secured credit facility.
Warrant to purchase 3,531,073 shares of Class A Common Stock at $113.28/share (Oct 28 closing price).
Bloom Energy Reports Q3 2025 Revenue of $519M, Up 57.1% YoY, and Record Operating Profit
Revenue $519.0M in Q3 2025, up 57.1% from $330.4M in Q3 2024.
Bloom Energy appoints Jim Snabe (Siemens Chairman) to Board of Directors
Jim Snabe appointed Class II director effective Aug 6, 2025; board expanded from 9 to 10.
Bloom Energy Q2 revenue $401M, +19.5% YoY; non-GAAP EPS $0.10; reaffirms guidance
Revenue $401.2M, up 19.5% YoY; product & service revenue $351.1M, up 25.9%.
Directors Bush, Pinkus, and Sridhar elected with 122.6M, 152.9M, and 122.9M votes respectively.
Bloom Energy exchanges $112.8M of 2.50% 2025 notes for $115.7M of 3.00% 2029 notes
Exchanged $112.8M of existing 2.50% 2025 convertibles for $115.7M of new 3.00% 2029 convertibles.
Bloom Energy Q1 revenue $326M (+38.6% YoY); CFO Berenbaum departs May 1
Revenue $326M, up 38.6% YoY; product & service rev $265.4M (+26.5%).
Bloom Energy reports record FY 2024 revenue $1.47B, Q4 revenue +60% YoY, guides 19% growth in 2025
Q4 revenue $572.4M (+60.4% YoY); product & service revenue $525.5M (+67.2% YoY).
Bloom Energy cancels 1,150,000 CEO PSUs, grants new 2,600,000 equity awards
Board cancelled 1,150,000 PSUs granted to CEO Dr. Sridhar on May 12, 2021, including 1,000,000 stock price hurdle and 150,000 revenue/gross margin PSUs.
Bloom Energy Q3 revenue down 17.5% to $330.4M, loss narrows; announces 80 MW fuel cell project
Revenue $330.4M, down 17.5% YoY; GAAP gross margin 23.8% vs -1.3% last year.
Bloom Energy grants performance stock options to CCO Aman Joshi: 180k target, up to 270k shares
Target of 180,000 shares in PSOs; maximum 270,000 shares (150% of target) based on performance.
Bloom Energy Q2 rev $335.8M (+11.5% YoY); operating loss narrows to $23.1M
Revenue of $335.8M, up 11.5% YoY; gross margin 20.4% (non-GAAP 21.8%), up 1.7 ppts.
Bloom Energy appoints former Chevron VP Barbara Burger to board
Board expanded from 8 to 9 directors; Burger named Class II director effective Aug 1, 2024.
Bloom Energy appoints McKinsey's Gary Pinkus to Board of Directors
Gary S. Pinkus, Chairman of McKinsey & Company North America, appointed to Bloom Energy Board effective June 15, 2024.
Bloom Energy closes $402.5M 3% green convertible notes due 2029; refinances $115M of 2025 notes
Issued $402.5M aggregate principal amount of 3.00% Green Convertible Senior Notes due 2029, including full exercise of $52.5M option.
Bloom Energy announces proposed $250M green convertible notes offering due 2029
Offers $250M aggregate principal amount of green convertible senior notes due 2029; initial purchasers may buy additional $37.5M.
Bloom Energy shareholders elect directors, approve say-on-pay and auditor, reject charter amendment
Michael Boskin, John Chambers, Cynthia Warner elected as Class III directors through 2027.
Bloom Energy Q1 revenue $235.3M, down 14.5% YoY; operating loss narrows to $49M
Revenue $235.3M, down 14.5% from $275.2M in Q1 2023; product and service revenue down 10.5%.
Dr. Barbara Burger was appointed to serve as a Class II director of Bloom Energy effective August 1, 2024 to hold office until the 2026 annual meeting of stockholders and until her successor shall have been duly elected and qualified.
Gary S. Pinkus was appointed to serve as a Class I director of Bloom Energy effective June 15, 2024
Max materiality 0.90 · Median 0.65 · Most common event earnings