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What Bloom Energy's latest 10-Q says: 9 signals

Bloom Energy filed its latest 10-Q with the SEC on Jul 29, 2026. It discusses capacity constraint, CFO change and competitor named.

Public (BE)Industrial Machinery Manufacturing5,001 to 10,000 employeesbloomenergy.comLinkedIn

10-Q · latest 10

What Bloom Energy's 10-Q filings say

  1. 10-Q

    Filed · 9 signals

    SEC EDGAR
  2. 10-Q

    Filed · 7 signals

    SEC EDGAR

Earlier 10-Q filings

Showing 10 of 28 filing signals. The Signal API returns all of them.

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Earnings calls

Bloom Energy earnings headlines

From earnings call transcripts (Signal API type earnings-transcripts).

Earnings call headlines
Call dateWhat the company said
Announced massive $5B AI infrastructure partnership with BrookfieldBrookfield has made an initial $5B investment and selected Bloom as the preferred on-site power provider for its trillion-dollar portfolio, including AI factories and data centers. This partnership also provides a financing vehicle for Bloom-sourced customer deals, creating a huge new channel to market.
Expects to exceed previously stated 2025 annual financial guidance.Leadership has upgraded their full-year outlook, signaling strong business momentum and financial health that can support new investments. This confidence suggests budgets are secure and potentially growing.
Positioning for inevitable 800V DC power shift in data centersCEO sees the move to 800V DC power as a 'must-have' for next-gen AI chips and states Bloom's architecture was designed for this from the start. This creates a significant competitive advantage over legacy turbines and engines which cannot natively produce power at this voltage.
Doubling production capacity to 2GW by 2026 to meet demandThe company is executing a major capacity expansion to 2 gigawatts by the end of 2026, which is expected to support four times its 2025 revenue. This signals significant capital investment and a commitment to not be a bottleneck for large customer deployments.
Achieved fourth consecutive quarter of record revenue, up 57% YoY.The company is experiencing rapid and accelerating revenue growth, driven by strong demand for its on-site power solutions. This financial success fuels further investment and expansion across the organization.
Continuing to invest in R&D to enhance technology leadership position.Leadership explicitly stated a commitment to ongoing R&D investment to maintain and increase their technological lead in on-site power. This indicates a dedicated budget for engineering, research tools, and advanced technologies.

Signal API · MCP

Track Bloom Energy with the Signal API

One POST /v1/companies/enrich call with bloomenergy.com returns Bloom Energy 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.

2 credits per signal returned; zero-result calls are free. Endpoint reference

curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"bloomenergy.com","signal_types":["sec-10q"],"limit":20}'

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Questions about Bloom Energy 10-Q

When did Bloom Energy file its latest 10-Q?
Bloom Energy filed its latest 10-Q on Jul 29, 2026. The one before it was filed on Jul 28, 2026.
What did Bloom Energy disclose in its latest 10-Q?
From the filing dated Jul 29, 2026: Bloom Energy appoints new CFO Simon Edwards in Q2 2026
What did Bloom Energy say on its recent earnings calls?
Q3 FY2025: Announced massive $5B AI infrastructure partnership with Brookfield (dated Oct 28, 2025).
Where can I read Bloom Energy's 10-Q filing?
The full filing is on SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/be-20260630.htm. This page summarizes what the filing says and links to it.

Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.

Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.

Data as of .

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