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Bloom Energy (BE) investor relations material
Bloom Energy Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Q2 2025 revenue reached $401.2 million, up 19.5% year-over-year, driven by surging demand for clean, reliable, and rapidly deployable power, especially for AI data centers and international markets.
Achieved highest profitability in company history, with non-GAAP EPS at $0.10 and adjusted EBITDA of $41.2 million; net loss to common stockholders narrowed to $42.6 million.
Announced major partnerships with Oracle, AWS, and CoreLogics to power AI data centers, highlighting rapid deployment and strategic positioning.
Plans to double factory capacity from 1 GW to 2 GW by end of 2026, citing strong pipeline and secular demand trends.
Service business profitable for six consecutive quarters, now achieving double-digit margins.
Financial highlights
Q2 2025 revenue was $401.2 million, up from $335.8 million in Q2 2024; product revenue grew 31.1% to $296.6 million.
GAAP gross margin improved to 26.7% from 20.4% year-over-year; non-GAAP gross margin rose to 28.2% from 21.8%.
Operating income was $28.6 million non-GAAP, compared to a $3.2 million loss in Q2 last year; GAAP operating loss narrowed to $3.5 million.
Adjusted EBITDA was $41.2 million, up from $10.2 million in Q2 2024.
Cash and cash equivalents at quarter-end were $574.8 million, down from $802.9 million at year-end 2024.
Outlook and guidance
Reiterated 2025 guidance: revenue of $1.65–$1.85 billion, non-GAAP gross margin of ~29%, and non-GAAP operating income of $135–$165 million.
Expects positive cash flow from operations and CapEx at similar levels to fiscal 2024.
Revenue seasonality expected with a 40/60 first half/second half split.
Management expects sufficient liquidity for at least the next 12 months, supported by cash, equivalents, and operational cash flow.
Ongoing cost reduction and automation expected to further improve gross margins.
Explain the collaboration with Oracle.
Detail the plan to double factory capacity.
What factors may impact Bloom's business?
Elaborate on Bloom server use by hyperscalers.
What drives confidence to double capacity?
How does Bloom's CHP solution add value?
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Next Bloom Energy earnings date
Q3 202528 Oct, 2025
Next Bloom Energy earnings date
Q3 202528 Oct, 2025
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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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