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WebcastEarnings call webcast

BE Q3 2026 Follow-up: AI Power Speed, 700MW Google CCS Deal, and Utility Asset Shift

Bloom Energy (BE) management used its Q3 2026 call to frame the company not as a niche fuel cell provider, but as the new 'standard' for onsite power in the AI era. Following a massive guidance raise, CEO KR Sridhar highlighted the company's ability to bypass grid constraints that are currently costing hyperscalers billions in delayed revenue. The call's centerpiece was the 700MW carbon capture (CCS) project with AEP and Google, which management believes validates Bloom's technology as the only scalable, non-com...

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EarningsOfficial company source

Bloom Energy Q3 2026 Revenue $1.24B, Up 138% YoY; Raises Full-Year 2026 Guidance

Bloom Energy reported record Q3 2026 revenue of $1,235.8 million, up 138.1% year-over-year, with GAAP operating income of $225.4 million compared to $7.8 million in Q3 2025. Non-GAAP EPS of $0.94 beat the prior year comparison of $0.15. The company raised full-year 2026 revenue guidance to $4.4 billion to $4.6 billion, representing 122% year-over-year growth at the midpoint, and non-GAAP EPS guidance to $3.10 to $3.40.

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SEC filingSEC filing

BE 10-Q filed 2026-10-22 | Key takeaways

BE filed its 10-Q; prior-period comparison is limited, but the filing discloses During the three months ended September 30, 2026, two customers accounted for approximately 43% and 26% of total revenue (the second is the related-party Fund JV); during the nine months ended September 30, 2026, two customers accounted for approximately 43% a. Customer concentration: Customer One (related party — Fund JV) represented 43% of revenue; Customer Two (related party — Fund JV) represented 26% of revenue.

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