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Bloom Energy (BE) investor relations material
Bloom Energy Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary28 Oct, 2025
Executive summary
Achieved fourth consecutive quarter of record revenue, reaching $519.0 million in Q3 2025, up 57.1% year-over-year, driven by AI demand, product innovation, and major Brookfield JV projects.
Announced a $5 billion strategic AI infrastructure partnership with Brookfield Asset Management, supporting global onsite power leadership.
Benefited from favorable government policy, rapid product innovation, and expanded market reach beyond high-cost regions to major U.S. and international markets.
Established as the standard for onsite power in telecom and semiconductor manufacturing, now targeting the AI ecosystem and securing lighthouse customers across seven AI channels.
Delivered AI factory project for Oracle ahead of schedule and signed gigawatt agreement with AEP to power AWS.
Financial highlights
Q3 2025 revenue was $519.0 million, a 57.1% increase from $330.4 million in Q3 2024; product revenue grew 64.4% to $384.3 million, and installation revenue more than doubled to $65.8 million.
Gross margin improved to 30.4% (non-GAAP) and 29% (GAAP), up from 25.2% and 24% in Q3 2024, respectively.
Operating income was $46.2 million (non-GAAP) versus $8.1 million in Q3 2024; GAAP operating income was $7.8 million, up from a $9.7 million loss.
Adjusted EBITDA reached $59.0 million, up from $21.3 million year-over-year.
Net loss to common stockholders was $23.1 million (GAAP), impacted by a $32.3 million debt extinguishment loss; non-GAAP net income was $35.5 million.
Outlook and guidance
Management expects fiscal 2025 to exceed prior guidance, with continued strong demand from AI data centers and utilities, but notes lengthening sales cycles and project financing constraints.
Double-digit product cost reductions and margin accretion anticipated, with plans to double production capacity to 2 GW by December 2026.
OBBBA Act restores a 30% ITC for fuel cell projects, supporting future growth.
Brookfield JV's Q3 revenue and loss impact?
Drivers of Q3 positive operating cash flow?
Impact of stock-based comp variability on GAAP?
Bloom's advantage in 800V DC power shift?
Brookfield partnership's strategic value?
FERC proposal's impact on Bloom's business?
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Next Bloom Energy earnings date
Q4 202513 Feb, 2026
Next Bloom Energy earnings date
Q4 202513 Feb, 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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