Every material Form 8-K Bloom Energy has filed with the SEC since February 27, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Bloom Energy reported third-quarter 2026 revenue of $1,235.8 million, up 138.1% from a year earlier, and GAAP diluted EPS of $0.78 compared with a loss of $0.10 per share in the same quarter of 2025. The company raised its full-year 2026 revenue guidance to $4.4 billion to $4.6 billion, and said it was added to the S&P 500.
Q3 2026 revenue was $1,235.8 million, up 138.1% year over year; product revenue was $1,073.6 million, up 179.4%.
GAAP diluted EPS was $0.78 versus a loss of $0.10 in Q3 2025; non-GAAP diluted EPS was $0.94.
Full-year 2026 revenue guidance was raised to $4.4 billion to $4.6 billion, and non-GAAP EPS guidance is $3.10 to $3.40.
Net cash used in operating activities was $27.1 million in Q3 2026, compared with cash provided of $226.4 million in Q2 2026.
Bloom Energy reported record second-quarter 2026 revenue of $1,065.4 million, up 165.5% from a year earlier, and GAAP net profit to common stockholders of $196.3 million versus a loss of $42.6 million in the prior-year quarter. The company raised its full-year 2026 revenue guidance to $3.9 billion to $4.2 billion, which it says represents 100% growth at the midpoint.
Q2 2026 revenue $1,065.4 million, up 165.5% from $401.2 million in Q2 2025; product revenue $935.4 million
GAAP diluted EPS $0.62 versus a loss of $(0.18) a year earlier; non-GAAP diluted EPS $0.78
Full-year 2026 guidance raised: revenue $3.9 billion to $4.2 billion; non-GAAP operating income $800 million to $900 million; non-GAAP EPS $2.55 to $2.85
Cash flow from operating activities $226.4 million in Q2 2026 versus negative $213.1 million a year earlier
Bloom Energy's board approved a performance-based restricted stock unit award for CEO KR Sridhar covering 271,076 shares at target, dated June 15, 2026. Vesting depends on aggregate total revenue over four consecutive quarters between July 1, 2026 and December 31, 2029, with payout up to 300% of target, and the award is meant to keep him in the role beyond 2027.
Award covers 271,076 shares of common stock at target, granted June 15, 2026 under the 2018 Equity Incentive Plan.
Vesting is based on aggregate total revenue over the four consecutive quarters with the highest revenue between July 1, 2026 and December 31, 2029, and may be adjusted by non-GAAP product gross margin in fiscal 2029.
Dr. Sridhar can earn up to 300% of target and must remain CEO through December 31, 2029, subject to limited exceptions, and hold net shares until December 31, 2031.
The board said the award replaces retention concerns ahead of 2027, when his 2024 award vests.
Bloom Energy reported first-quarter 2026 revenue of $751.1 million, up 130.4% from a year earlier, and GAAP net income attributable to common stockholders of $70.7 million, compared with a loss of $23.8 million in the first quarter of 2025. The company raised its full-year 2026 revenue guidance to $3.4 billion to $3.8 billion, with the revenue growth midpoint now about 80% year over year, up from about 60% previously.
Q1 2026 revenue was $751.1 million; product revenue was $653.3 million, up 208.4%.
GAAP diluted EPS was $0.23 versus a loss of $0.10 in Q1 2025; GAAP operating income was $72.2 million versus a loss of $19.1 million.
Full-year 2026 guidance: revenue $3.4 billion to $3.8 billion; non-GAAP operating income $600 million to $750 million; non-GAAP EPS $1.85 to $2.25.
Cash flow from operating activities was $73.6 million in Q1 2026, compared with negative $110.7 million in Q1 2025.
On April 9, 2026, Bloom Energy issued Oracle Corporation a fully vested warrant to buy up to 3,531,073 Class A common shares at $113.28 per share, which was the October 28, 2025 closing price. The warrant can be exercised until 5:00 p.m. Eastern on October 9, 2026, by cash payment or cashless exercise. The warrant is tied to the companies' partnership to provide on-site solid state power for AI data centers, and any shares issued on exercise would add to Bloom's outstanding Class A shares.
Warrant covers up to 3,531,073 Class A common shares at an exercise price of $113.28 per share
Warrant issued April 9, 2026; fully vested and exercisable until 5:00 p.m. Eastern on October 9, 2026
Oracle may exercise by cash payment or cashless exercise; the warrant carries anti-dilution adjustments and registration rights
Issued under the Section 4(a)(2) registration exemption, tied to the Oracle partnership first disclosed October 30, 2025
Bloom Energy said former Groq CEO and CFO Simon Edwards will become its Chief Financial Officer effective April 13, 2026. Maciej Kurzymski, the Acting Principal Financial Officer, will continue as Principal Accounting Officer. The filing sets out Edwards's pay package, including a $550,000 base salary, a 70% target bonus, and equity grants with target values of $1,590,000 each in RSUs and PSUs.
Simon Edwards becomes CFO effective April 13, 2026, succeeding Maciej Kurzymski as Acting Principal Financial Officer
Base salary of $550,000 with a target annual incentive bonus of 70% of base salary; 2026 bonus will be pro-rated
Equity grants of RSUs and PSUs, each with a target value of $1,590,000; PSUs can vest from 0% to 200% of target
Severance on a change in control includes a lump sum of 1.5 times base salary plus target bonus, and up to 18 months of COBRA premium reimbursement
Bloom Energy reported fourth-quarter 2025 revenue of $777.7 million, up 35.9% from a year earlier, and full-year 2025 revenue of $2.02 billion, up 37.3%. Profit weakened: fourth-quarter net income attributable to common stockholders was $1.1 million versus $104.8 million a year earlier, and the company recorded $66.2 million of debt conversion inducement expense, with full-year 2025 GAAP net loss widening to $88.4 million. The company also issued full-year 2026 outlook for revenue of $3.1 billion to $3.3 billion and non-GAAP EPS of $1.33 to $1.48.
Q4 2025 revenue $777.7 million, up 35.9% from $572.4 million in Q4 2024; Q4 GAAP gross margin 30.8%, down 7.5 percentage points year over year
Q4 2025 GAAP diluted EPS $0.00 versus $0.38 in Q4 2024; full-year 2025 GAAP diluted EPS $(0.37) versus $(0.13) in 2024
Bloom Energy entered a $600 million senior secured multicurrency revolving credit facility with Wells Fargo Bank as administrative and collateral agent, dated December 19, 2025. The facility matures December 19, 2030, and can be used for working capital, capital expenditures, permitted acquisitions and general corporate purposes, giving the company a committed source of borrowing capacity.
Facility size: $600 million senior secured multicurrency revolving credit facility, dated December 19, 2025
Maturity: December 19, 2030, subject to acceleration on certain events
Pricing: Term SOFR plus 1.50% to 2.25%, or adjusted base rate plus 0.50% to 1.25%, based on the Total Leverage Ratio; commitment fee of 0.20% to 0.35% on undrawn amounts
Covenants: Secured Leverage Ratio at or below 3.25 to 1.00 and Consolidated Interest Coverage Ratio at or above 3.00 to 1.00, tested quarterly; the debt is secured by substantially all personal property other than intellectual property
On November 4, 2025, Bloom Energy issued $2.5 billion of 0% convertible senior notes maturing November 15, 2030, including $300 million from the full exercise of the initial purchasers' option. Concurrently, it agreed to exchange $532.8 million of 2028 notes and $443.1 million of 2029 notes for cash and Class A shares, and the filing says the notes could be converted into a maximum of 19,554,000 shares, which may dilute existing shareholders.
$2.5 billion principal of notes issued November 4, 2025, including $300 million from the option exercise
Initial conversion price of about $194.97 per share, a premium of about 52.50% over the $127.85 last reported sale price on October 30, 2025
Exchange transactions use about $988.4 million of cash and about 24.3 million and 18.1 million Class A shares to retire existing 2028 and 2029 notes
Bloom Energy agreed on October 28, 2025 to issue Oracle Corporation a warrant to buy up to 3,531,073 Class A shares at $113.28 per share, tied to their partnership on on-site solid state power for AI data centers. The warrant is subject to negotiating terms acceptable to both companies and expires six months after issuance, so the potential dilution depends on whether Oracle exercises it.
Warrant covers up to 3,531,073 Class A Common Stock shares at $113.28 per share, the closing market price on October 28, 2025.
Warrant expires six months from issuance and is subject to negotiation of terms acceptable to both companies.
Shares would be issued without registration under Section 4(a)(2) of the Securities Act of 1933.
Warrant holder gets no voting, dividend or other stockholder rights before exercise and settlement.
Bloom Energy reported third-quarter 2025 revenue of $519.0 million, up 57.1% from a year earlier, and GAAP operating income of $7.8 million compared with an operating loss a year earlier. The company still posted a larger GAAP net loss attributable to common stockholders of $23.1 million, or $0.10 per share, versus $14.7 million, or $0.06 per share, in the third quarter of 2024. The filing does not include guidance changes.
Revenue of $519.0 million, up 57.1% from $330.4 million in Q3 2024; the company calls this its fourth straight quarter of record revenue
GAAP net loss attributable to common stockholders of $23.1 million, or $0.10 per share, versus $14.7 million, or $0.06 per share, a year earlier
GAAP operating income of $7.8 million versus an operating loss of $9.7 million in Q3 2024; non-GAAP operating income of $46.2 million
Announced a $5 billion strategic AI infrastructure partnership with Brookfield Asset Management
Bloom Energy's board increased its size from nine to ten directors and appointed Jim Hagemann Snabe as a Class II director effective August 6, 2025. Snabe, former co-CEO of SAP AG, also joins the Nominating, Governance, and Public Policy and Compensation and Organizational Development committees. The filing describes this as a board addition with no financial results or guidance included, so it does not change reported figures.
Board increased from nine to ten authorized directors on August 6, 2025
Jim Hagemann Snabe appointed Class II director, serving until the 2026 annual meeting
Snabe will receive standard non-employee director compensation and join two board committees
Snabe previously served as co-CEO of SAP AG from February 2010 to May 2014
Bloom Energy reported second-quarter 2025 revenue of $401.2 million, up 19.5% from a year earlier, and its GAAP net loss to common stockholders narrowed to $42.6 million from $61.8 million. The company reaffirmed its full-year 2025 revenue guidance of $1.65 billion to $1.85 billion, so shareholders see improved sales and a smaller loss with no change to the outlook.
Q2 2025 revenue of $401.2 million, up 19.5% from $335.8 million in Q2 2024
GAAP operating loss of $3.5 million, compared with $23.1 million a year earlier
GAAP diluted loss per share of $0.18, compared with $0.27 in Q2 2024
2025 outlook reaffirmed: revenue of $1.65 billion to $1.85 billion and non-GAAP operating income of $135 million to $165 million
Bloom Energy exchanged about $112.8 million of its 2.50% convertible notes due 2025 for about $115.7 million of new 3.00% convertible notes due 2029, under agreements dated May 7, 2025. The company receives no cash from the exchange, and the transaction extends the maturity of that debt while increasing the principal amount by about $2.9 million.
Exchange of about $112.8 million of 2025 notes for about $115.7 million of 2029 notes, agreements dated May 7, 2025
Bloom Energy will receive no cash proceeds from the exchange
After closing, about $2.2 million of 2025 notes and about $518.2 million of 2029 notes are outstanding
2029 notes convert at an initial price of about $20.84 per share; up to 7,356,950 Class A shares may be issued on conversion
Bloom Energy reported first-quarter 2025 revenue of $326.0 million, up 38.6% from a year earlier, and a GAAP net loss attributable to common stockholders of $23.8 million, or $0.10 per share, compared with a $57.5 million loss a year earlier. The company reaffirmed its full-year 2025 revenue guidance of $1.65 billion to $1.85 billion, while CFO Dan Berenbaum will leave effective May 1, 2025.
Revenue of $326.0 million vs. $235.3 million in Q1 2024; product and service revenue rose 26.5% to $265.4 million.
GAAP operating loss narrowed to $19.1 million from $49.0 million a year earlier.
2025 outlook reaffirmed: revenue of $1.65 billion to $1.85 billion and non-GAAP operating income of $135 million to $165 million.
Dan Berenbaum departs May 1, 2025; Maciej Kurzymski, Chief Accounting Officer, becomes Acting Principal Financial Officer while a search continues.
Bloom Energy reported fourth-quarter 2024 revenue of $572.4 million, up 60.4% from a year earlier, and record full-year 2024 revenue of $1.47 billion, up 10.5%. The company returned to a fourth-quarter GAAP net profit of $104.8 million, and its full-year 2024 GAAP net loss narrowed to $29.2 million from $302.1 million in 2023, while it issued full-year 2025 revenue guidance of $1.65 billion to $1.85 billion.
Q4 2024 revenue of $572.4 million, up 60.4% from $356.9 million in Q4 2023; Q4 GAAP net profit of $104.8 million
Full-year 2024 revenue of $1,473.9 million, up 10.5%; full-year GAAP net loss of $29.2 million, or $0.13 per share, versus a $302.1 million loss in 2023
2025 outlook: revenue of $1.65 billion to $1.85 billion, non-GAAP gross margin of about 29%, and non-GAAP operating income of $135 million to $165 million
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