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Jun 30, 2024

Bloom Energy Q2 2024 Earnings Report

Reported record revenue and non-GAAP profitability for the second quarter and strengthened balance sheet through the issuance of 3% convertible green notes.

Key Takeaways

Bloom Energy reported revenue of $335.8 million for the second quarter of 2024, an 11.5% increase year-over-year. The company reaffirmed its 2024 financial guidance, expecting revenue between $1.4 and $1.6 billion and a non-GAAP gross margin of approximately 28%.

Revenue of $335.8 million in the second quarter of 2024, an increase of 11.5% year-over-year.

Gross margin of 20.4% in the second quarter of 2024, an increase of 1.7 percentage points year-over-year; Non-GAAP gross margin of 21.8% in the second quarter of 2024, an increase of 1.4 percentage points year-over-year.

Operating loss of $23.1 million in the second quarter of 2024, an improvement of $31.3 million year-over-year; Non-GAAP operating loss of $3.2 million in the second quarter of 2024, an improvement of $22.7 million year-over-year.

Strengthened our balance sheet through the issuance of 3% convertible green notes.

Total Revenue
$336M
Previous year: $301M
+11.5%
EPS
-$0.06
Previous year: -$0.17
-64.7%
Gross Margin
0.2%
Previous year: 18.7%
-98.9%
Operating Margin
-6.9%
Previous year: -18.1%
-61.9%
Gross Profit
$68.5M
Previous year: $56.4M
+21.6%
Cash and Equivalents
$582M
Previous year: $767M
-24.2%
Free Cash Flow
-$188M
Previous year: -$66.1M
+183.8%
Total Assets
$2.55B
Previous year: $2.72B
-6.3%

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