Bloom Energy delivered a strong second quarter in 2025, achieving record revenue and profits for the third consecutive quarter. Revenue increased by 19.5% year-over-year to $401.2 million, driven by significant growth in product and service revenue. The company also saw substantial improvements in both GAAP and non-GAAP gross and operating margins, moving closer to profitability with a non-GAAP operating income of $28.6 million.
Achieved record quarterly revenue of $401.2 million, marking the third consecutive quarter of record revenue and profits.
Product and service revenue increased by 25.9% year-over-year to $351.1 million.
Reported a non-GAAP operating income of $28.6 million, a significant improvement from a non-GAAP operating loss in the prior year period.
Announced a collaboration with Oracle to power AI data centers, highlighting strong market pull for Bloom's products in the rapidly growing AI sector.
Bloom Energy reaffirmed its full-year 2025 outlook, expecting revenue between $1.65 billion and $1.85 billion, a non-GAAP gross margin of approximately 29%, and non-GAAP operating income between $135 million and $165 million. The company also plans to double its factory capacity from 1GW to 2GW by the end of 2026.
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