secwatch / observer

Bloom Energy Corp — fact timeline

Source-grounded facts extracted from Bloom Energy Corp's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

BE Bloom Energy Corp JSON
Governance Changes

Bloom Energy Corp: Stockholders approved charter amendments to provide for officer exculpation as permitted by Delaware law; remove outdated references to Class B common stock; and implement other clarifying language (effective 2026-05-26).

“At the Company's 2026 Annual Meeting of Stockholders (the “Annual Meeting”), on May 21, 2026, the stockholders of Bloom Energy Corporation (the “Company”) approved amendments (the “Charter Amendments”) to the Company’s Restated Certificate of Incorporation, as previously amended on May 31, 2022, and as described in the Company’s definitive proxy statement for the Annual Meeting filed on April 8, 2026 (the “Proxy Statement”) to (a) provide for exculpation of certain of our officers in certain circumstances as permitted by Delaware law and (b) eliminate certain inoperative provisions, including those related to the Class B common stock, and implement other clarifying and correcting language.”
Earnings Releases

Bloom Energy Corp updated its full year 2026 guidance (raised).

“Raised full year 2026 revenue growth guidance midpoint to ~80% year-over-year, up from prior guidance of ~60%”
Earnings Releases

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).

“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.”
Material Agreements

Bloom Energy Corp entered into Warrant with Oracle Corporation (effective 2026-04-09).

“Warrant As previously disclosed in Bloom Energy Corporation’s (the “Company”) Current Report on Form 8-K filed on October 30, 2025, in connection with the partnership between the Company and Oracle Corporation (“Oracle”) to provide on-site solid state power for AI data centers, subject to the negotiation of a warrant mutually acceptable to the Company and Oracle, the Company agreed to issue to Oracle a warrant (the “Warrant”) to purchase up to an aggregate of 3,531,073 shares (the “Warrant Shares”) of Class A Common Stock, par value $0.0001 per share (the “Class A Common Stock”), of the Company, with an exercise price of $113.28 per share, the closing price of the Class A Common Stock on the New York Stock Exchange on October 28, 2025.”
Debt Financings

Bloom Energy Corp incurred revolving credit of $600 million senior secured multicurrency revolving credit facility with Wells Fargo Bank, National Association, as administrative agent and collateral agent at Term SOFR plus an applicable margin ranging from 1.50% to 2.25% or an adjusted b maturing December 19, 2030.

“agent and collateral agent, the letter of credit issuer party thereto, and the financial institutions party thereto as lenders. Borrowings The Credit Agreement provides for a $600 million senior secured multicurrency revolving credit facility (the “revolving credit facility”). Borrowings under the revolving credit facility will be available in U.S. dollars,”
Debt Financings

Bloom Energy Corp incurred convertible notes of $2,500,000,000 aggregate principal amount with U.S. Bank Trust Company, National Association at 0% maturing November 15, 2030.

“On November 4, 2025, Bloom Energy Corporation (the “Company”) issued $2,500,000,000 aggregate principal amount of its 0% Convertible Senior Notes due 2030 (the “Notes”).”

Barbara Burger was appointed as Class II Director at Bloom Energy Corp.

“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 as Class I Director at Bloom Energy Corp.

“Gary S. Pinkus was appointed to serve as a Class I director of Bloom Energy effective June 15, 2024”
Shareholder Votes

Bloom Energy Corp shareholders rejected Approval of an amendment to our restated certificate of incorporation to add officer exculpation provisions and eliminate outdated references to Class B common stock at the 2024-05-07 meeting.

“Proposal 4 – Approval of an amendment to our restated certificate of incorporation to add officer exculpation provisions and eliminate outdated references to Class B common stock. Proposal 4 was to approve an amendment to the Company’s restated certificate of incorporation to add officer exculpation provisions and eliminate outdated references to our Class B common stock. This proposal was not approved because the proposal required the affirmative vote of at least two-thirds of the voting power of all of the outstanding shares of Class A common stock. For Against Abstentions Broker Non-Votes 133,369,579 8,128,544 304,817 36,617,644”
Shareholder Votes

Bloom Energy Corp shareholders approved Ratification of the Appointment of Deloitte & Touche LLP as the Company's Independent Registered Public Accounting Firm for the Fiscal Year Ending December 31, 2024 at the 2024-05-07 meeting.

“Proposal 3 - Ratification of the Appointment of Deloitte & Touche LLP as the Company’s Independent Registered Public Accounting Firm for the Fiscal Year Ending December 31, 2024 Proposal 3 was to ratify the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2024. This proposal was approved. For Against Abstentions Broker Non-Votes 177,933,415 323,321 163,848 —”
Shareholder Votes

Bloom Energy Corp shareholders approved Approval, on an Advisory Basis, of the Compensation of the Company's Named Executive Officers at the 2024-05-07 meeting.

“Proposal 2 - Approval, on an Advisory Basis, of the Compensation of the Company’s Named Executive Officers Proposal 2 was to approve, on an advisory basis, the compensation of the Company’s named executive officers for fiscal year 2023, as described in the Company’s 2024 Proxy Statement. This proposal was approved. For Against Abstentions Broker Non-Votes 130,129,069 11,396,781 277,090 36,617,644”
Shareholder Votes

Bloom Energy Corp shareholders approved Election of Three Class III Directors to the Company's Board of Directors at the 2024-05-07 meeting.

“Proposal 1 - Election of Three Class III Directors to the Company’s Board of Directors The three individuals listed below were elected at the Annual Meeting to serve on the Board of Directors (the “Board”) for three-year terms expiring at the 2027 Annual Meeting of Stockholders or until their respective successors have been duly elected and qualified. Name For Withheld Broker Non-Votes Michael Boskin 114,554,150 27,248,790 36,617,644 John Chambers 139,118,010 2,684,930 36,617,644 Cynthia (CJ) Warner 141,035,021 767,919 36,617,644”
Earnings Releases

Bloom Energy Corp reported first quarter ended March 31, 2024 results: revenue $235.3 million, net income $(57,524), EPS $(0.25). Guidance reaffirmed.

“JOSE, Calif., May 9, 2024 — Bloom Energy Corporation (NYSE: BE) reported today its financial results for the first quarter ended March 31, 2024. The company reported revenue of $235.3 million for the first quarter of 2024. First Quarter Highlights • Revenue of $235.3 million in the first quarter of 2024, a decrease of 14.5% compared to $275.2 million in the first”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.