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Bloom Energy Corporation (BE) Q1 2026 Earnings Call Trans...
SA Transcripts · 2026-05-02 · via All Articles on Seeking Alpha

Q1: 2026-04-28 Earnings Summary

EPS of $0.44 beats by $0.31

 | 

Revenue of

$751.05M

(130.37% Y/Y)

beats by $211.03M

Bloom Energy Corporation (BE) Q1 2026 Earnings Call April 28, 2026 5:00 PM EDT

Company Participants

Michael Tierney
K. Sridhar - Co-Founder, CEO & Chairman
Simon Edwards - Chief Financial Officer

Conference Call Participants

Mark W. Strouse - JPMorgan Chase & Co, Research Division
David Arcaro - Morgan Stanley, Research Division
Christopher Dendrinos - RBC Capital Markets, Research Division
Nicholas Amicucci - Evercore ISI Institutional Equities, Research Division
Manav Gupta - UBS Investment Bank, Research Division
Ben Kallo - Robert W. Baird & Co. Incorporated, Research Division
Colin Rusch - Oppenheimer & Co. Inc., Research Division
Maheep Mandloi - Mizuho Securities USA LLC, Research Division
Vikram Bagri - Citigroup Inc., Research Division

Presentation

Operator

Ladies and gentlemen, thank you for standing by. My name is Abby, and I will be your conference operator today. At this time, I would like to welcome everyone to the Bloom Energy First Quarter 2026 Conference Call. [Operator Instructions]

And I would now like to turn the conference over to Michael Tierney, Vice President, Investor Relations. You may begin.

Michael Tierney

Thank you, and good afternoon, everybody. Thank you for joining us for Bloom Energy's First Quarter 2026 Earnings Call. To supplement this conference call, we furnished our first quarter 2026 earnings press release and supplemental financial information with the SEC on Form 8-K and have posted these materials, which we will reference throughout this call to our Investor Relations website.

During this conference call, both in our prepared remarks and in answers to your questions, we may make forward-looking statements that represent our expectations regarding future events and our future financial performance. These include statements about the company's business results, products, technology, customers, new markets, strategy, financial and competitive position, investments, liquidity and full year outlook for 2026.

These statements, which relate to matters including time to both power and market, the standard