•
Dec 31, 2023

Bloom Energy Q4 2023 Earnings Report

Reported a decrease in revenue compared to the same quarter last year, but improved operating profit.

Key Takeaways

Bloom Energy reported Q4 2023 revenue of $356.9 million, a decrease of 22.8% compared to Q4 2022. The company achieved an operating profit of $12.9 million, a significant improvement from the operating loss of $40.6 million in the same quarter last year. Full year revenue reached a record $1.3 billion.

Q4 2023 revenue was $356.9 million, down 22.8% year-over-year.

Gross margin for Q4 2023 increased to 25.9% from 15.4% in Q4 2022.

Operating profit for Q4 2023 was $12.9 million, a $53.5 million improvement year-over-year.

Full year revenue reached a record $1.3 billion, an 11.2% increase over the previous year.

Total Revenue
$357M
Previous year: $463M
-22.8%
EPS
$0.07
Previous year: $0.27
-74.1%
Gross Margin
25.9%
Previous year: 15.4%
+68.2%
Gross Profit
$92.4M
Previous year: $71.4M
+29.4%
Cash and Equivalents
$665M
Previous year: $348M
+90.7%
Free Cash Flow
$106M
Previous year: -$59.2M
-278.4%
Total Assets
$2.41B
Previous year: $1.95B
+24.0%

Bloom Energy

Bloom Energy

Bloom Energy Revenue by Segment

Forward Guidance

Bloom Energy provided its 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