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Mar 31, 2024

Bloom Energy Q1 2024 Earnings Report

Reported a decrease in revenue compared to the previous year, but an improvement in operating loss.

Key Takeaways

Bloom Energy reported a revenue of $235.3 million for Q1 2024, a 14.5% decrease compared to Q1 2023. The company's operating loss improved by $14.7 million compared to the same quarter last year.

Revenue was $235.3 million, a decrease of 14.5% compared to Q1 2023.

Gross margin was 16.2%, a decrease of 3.5 percentage points compared to Q1 2023.

Operating loss improved to $49.0 million, a $14.7 million improvement compared to Q1 2023.

Non-GAAP operating loss improved to $30.7 million, a $3.4 million improvement compared to Q1 2023.

Total Revenue
$235M
Previous year: $275M
-14.5%
EPS
-$0.17
Previous year: -$0.22
-22.7%
Gross Margin
16.2%
Previous year: 19.7%
-17.8%
Operating Margin
-20.8%
Previous year: -23.1%
-10.0%
Non-GAAP Gross Margin
17.5%
Gross Profit
$38.1M
Previous year: $54.3M
-29.8%
Cash and Equivalents
$516M
Previous year: $320M
+61.0%
Free Cash Flow
-$169M
Previous year: -$341M
-50.6%
Total Assets
$2.29B
Previous year: $2.19B
+4.3%

Bloom Energy

Bloom Energy

Bloom Energy Revenue by Segment

Forward Guidance

Bloom reaffirms outlook for the full-year 2024:

Positive Outlook

  • Revenue: $1.4 - $1.6B
  • Non-GAAP Gross Margin: ~28%
  • Non-GAAP Operating Income: $75 - $100M

Revenue & Expenses

Visualization of income flow from segment revenue to net income