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Bloom Energy
Bloom Energy (BE) investor relations material
Bloom Energy Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary5 Feb, 2026
Executive summary
Achieved record full-year revenue of $2.024 billion in 2025, up 37.3% year-over-year, driven by strong AI data center and C&I demand.
Generated positive cash flow from operations for the second consecutive year, with $114 million in 2025.
Product backlog grew 2.5x year-over-year to ~$6 billion; service backlog reached ~$14 billion.
Announced major collaborations, including with Oracle for AI data centers and a $5 billion strategic partnership with Brookfield Asset Management.
All product shipments now 800 V dc ready, supporting next-gen digital infrastructure.
Financial highlights
Q4 2025 revenue was $777.7 million, up 35.9% year-over-year; full-year revenue reached $2.024 billion.
Q4 non-GAAP gross margin was 31.9%, down from 39.3% in Q4 2024; full-year non-GAAP gross margin was 30.3%, up 1.6 pts YoY.
Q4 non-GAAP operating income was $133 million; full-year non-GAAP operating income was $221 million, more than double 2024.
Full-year adjusted EBITDA was $271.6 million, up from $160.6 million in 2024.
Ended 2025 with $2.45 billion in cash and $643 million in inventory.
Outlook and guidance
2026 revenue guidance: $3.1–$3.3 billion, representing over 50% year-over-year growth.
2026 non-GAAP gross margin expected at ~32%.
2026 non-GAAP operating income projected at $425–$475 million.
2026 non-GAAP EPS guidance: $1.33–$1.48, nearly doubling 2025.
Capital spending for 2026 expected at $150–$200 million; operating cash flow near $200 million.
What caused the Q4 product gross margin drop?
How will AI demand impact product mix?
Purpose of the large debt issuance
How 800V DC readiness impacts sales pipeline?
Is geographic backlog shift sustainable long-term?
What drives future service profitability growth?
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Next Bloom Energy earnings date
Q1 202629 Apr, 2026
Bloom Energy
Next Bloom Energy earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
Bloom Energy Corporation designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally. Its solid-oxide fuel cell system operates on renewable natural gas, biogas, and landfill gas; provides scalability; converts fuel to electricity through an electrochemical process rather than combustion; provides a lower carbon output; and generates power at or below the grid cost. Bloom Energy Corporation was founded in 2001 and is headquartered in San Jose, California.
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