Short answer
Bloom Energy Corp (BE) filed its Q1 2026 10-Q quarterly report on Apr 29, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $746M (up 133.8% year over year) with net income of $71M.
Q1 2026 key financials · XBRL
- Revenue
- $746M
- +133.8% YoY
- Net income
- $71M
- +401.8% YoY
- Operating margin
- 9.7%
- Gross margin
- 30.2%
- EPS (diluted)
- $0.23
- +330.0% YoY
Source: XBRL data from the Bloom Energy Corp (BE) Q1 2026 10-Q on SEC EDGAR. USD.
Bloom Energy Corp Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $751.1M, up 130.4% YoY from $326.0M
- Product revenue $653.3M, up 208.4%, strongest line
- Electricity revenue $9.9M, down 63.3%, weakest line
- Operating cash flow $73.6M vs $(110.7)M YoY
- Cash $2,491.4M vs $2,454.1M; $45.9M investing outflow, including $19.8M joint-venture investment
Risk Factors
- Risk factors unchanged from 2025 Form 10-K, with no newly identified quarterly risks
- Oracle warrant dilution risk: up to 3,531,073 Class A shares exercisable through October 9, 2026
- Securities compliance risk: Oracle warrant issued under Section 4(a)(2) registration exemption
- Strategic concentration risk: Oracle partnership supports on-site power for AI data centers
- Insider selling risk: John Chambers arrangement covers up to 100,000 shares through February 26, 2027
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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