BE Bloom Energy Corp

Q3 2025 10-Q

Filed: Oct 28, 2025Period ending Sep 30, 2025

Information Technology

Electrical Industrial ApparatusSEC EDGAR

Bloom Energy Corp (BE) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 28, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

AI Filing Analysis
Q3 2025 10-Q

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%

+3 more insights

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

+2 more insights

Quarterly Financial Summary
XBRL

Revenue

$513M

Net Income

-$23M

Gross Margin

29.5%

Operating Margin

1.5%

Net Margin

-4.5%

ROE

-3.5%

Total Assets

$2.6B

Source: XBRL data from Bloom Energy Corp Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

Get deeper insights on Bloom Energy Corp

Access full AI analysis, insider trading data, fund holdings, and cross-signal detection on SignalX.