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Jun 30, 2023

Bloom Energy Q2 2023 Earnings Report

Reported record revenue driven by growth in Product and Service revenue, and gross margin increased.

Key Takeaways

Bloom Energy reported record revenue of $301.1 million for the second quarter of 2023, a 24% increase compared to the second quarter of 2022. The company's gross margin also improved significantly, reaching 18.7%.

Revenue reached $301.1 million, up 23.8% year-over-year.

Product and Service revenue increased to $257.0 million, a 21.2% increase year-over-year.

Gross margin was 18.7%, a 19.5 percentage point increase compared to the previous year.

Operating loss improved by $47.7 million compared to the second quarter of 2022.

Total Revenue
$301M
Previous year: $243M
+23.8%
EPS
-$0.17
Previous year: -$0.2
-15.0%
Gross Margin
18.7%
Previous year: -0.8%
-2437.5%
Operating Margin
-18.1%
Previous year: -42%
-56.9%
Gross Profit
$56.4M
Previous year: -$1.97M
-2960.4%
Cash and Equivalents
$767M
Previous year: $236M
+225.5%
Free Cash Flow
-$66.1M
Previous year: -$32.3M
+104.6%
Total Assets
$2.72B
Previous year: $1.58B
+72.1%

Bloom Energy

Bloom Energy

Bloom Energy Revenue by Segment

Forward Guidance

Bloom reaffirms outlook for the full-year 2023:

Positive Outlook

  • Revenue: $1.4 - $1.5 billion
  • Product & Service Revenue: $1.25 - $1.35 billion
  • Non-GAAP Gross Margin: ~25%
  • Non-GAAP Operating Margin: Positive

Revenue & Expenses

Visualization of income flow from segment revenue to net income