Short answer
Bloom Energy Corp (BE) filed its Q3 2025 10-Q quarterly report on Oct 28, 2025 for the quarter ended Sep 30, 2025. Quarterly revenue was $513M (up 59.4% year over year) with net income of −$23M.
Q3 2025 key financials · XBRL
- Revenue
- $513M
- +59.4% YoY · +29.5% QoQ
- Net income
- −$23M
- −56.9% YoY · +45.6% QoQ
- Operating margin
- 1.5%
- Gross margin
- 29.5%
- EPS (diluted)
- −$379.71
- −632750.0% YoY · −199747.4% QoQ
Source: XBRL data from the Bloom Energy Corp (BE) Q3 2025 10-Q on SEC EDGAR. USD.
Bloom Energy Corp Q3 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $519.0M for Q3 FY25, up 57.1% from $330.4M in Q3 FY24; product revenue best performer, up $150.5M (64.4% YoY)
- Gross margin 29% for Q3 FY25 vs 24% in Q3 FY24; product margin 35% vs 34%, electricity margin improved to 44% vs 31%
- Installation segment margin improved to 9% from -11%, service margin improved to 12% from -1%
- Operating expenses $143.8M in Q3 FY25, a 62.7% increase YoY driven by $27.3M sales & marketing rise and $12.4M R&D increase
- Interest expense down $2.4M in Q3 FY25; $19.6M equity loss from joint ventures and $32.3M debt extinguishment loss in nine months ended September 2025
Risk Factors
- Operational risk: Manufacturing capacity expansion from 1 GW to 2 GW by end 2026 faces risks of delays, cost overruns, labor shortages, and quality control issues
- Market risk: Dependence on AI data centers’ power needs; deceleration in AI adoption or financing constraints could reduce demand significantly
- Regulatory risk: International manufacturing expansion exposes company to new labor, environmental, and export/import laws and regulations
- Financial risk: Fixed costs may rise per unit if production volumes or demand do not increase as expected, impacting financial results
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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