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Mar 31, 2025
Bloom Energy Q1 2025 Earnings Report
Reported financial results for the first quarter ended March 31, 2025
Key Takeaways
Bloom Energy reported record Q1 revenue of $326.0 million, a 38.6% increase year-over-year, driven by strong product and service revenue growth. The company also saw significant improvements in both GAAP and Non-GAAP gross margin and operating income, reiterating its full-year 2025 guidance.
Achieved record Q1 revenue of $326.0 million, representing 38.6% year-over-year growth.
Gross margin improved significantly to 27.2% compared to 16.2% in the prior year quarter.
Operating loss narrowed to $19.1 million from $49.0 million in the first quarter of 2024.
Reaffirmed full-year 2025 revenue and margin guidance.
Revenue by Segment
Forward Guidance
Bloom Energy reaffirms its full-year 2025 outlook for revenue and non-GAAP margins.
Positive Outlook
- Reaffirming full-year 2025 revenue guidance of $1.65B - $1.85B.
- Reaffirming full-year 2025 Non-GAAP Gross Margin guidance of ~29%.
- Reaffirming full-year 2025 Non-GAAP Operating Income guidance of $135M - $165M.
- Expects demand to grow, driven by AI, data center needs and industrial electrification.
- Company is well-positioned to serve growing energy markets.
Challenges Ahead
- Quantitative reconciliation of non-GAAP guidance to GAAP measures is not available without unreasonable efforts.
- Future GAAP results could be significantly affected by material changes to reconciling items.
- Company's limited operating history and evolving market trends pose inherent risks.
- Significant upfront costs of Energy Servers and ability to secure financing are factors.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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