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Bloom Energy10-Q: Backlog growth

Bloom Energy partners with Oracle to power AI data centers, signaling significant future demand.

What happened

A new strategic partnership with Oracle to provide on-site power for AI data centers represents a major growth vector. This initiative will likely require investment in supply chain, project management, and operational systems to support large-scale deployments for a major new customer.

Source

SEC EDGARJul 28, 2026

Quarterly report (Form 10-Q)

Bloom Energy 10-Q

Filing excerpt

On April 9, 2026, in connection with the partnership between the Company and Oracle to provide on-site solid state power for AI data centers, we issued the Warrant to Oracle to purchase up to an aggregate of 3,531,073 shares of our common stock, with an exercise price of $113.28 per share.

sec.gov/Archives/edgar/data/1664703/000162828026050247/be-20260630.htmRead the full source

Other signals in this filing (6)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Backlog growth

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
06/30
Filed
Jul 28, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$400M (Approximate value of the warrant issued to Oracle (3,531,073 shares * $113.28 exercise price))

Details

CIK
1664703
Accession number
0001628280-26-050247
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Capacity/fulfillment needs
Signal category
Revenue

Topics and mentions

Technologies

  • AI
  • solid state power
  • data centers

Vendors

  • Oracle

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Aug 4, 2026
signal_type
sec-10q
signal_subtype
backlogGrowth

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/eb9c52f4-5c89-4f08-a7fc-fb352b456d99 returns this record as JSON. POST /v1/companies/enrich returns every signal for bloomenergy.com.

{
  "signal_id": "eb9c52f4-5c89-4f08-a7fc-fb352b456d99",
  "signal_type": "sec-10q",
  "signal_subtype": "backlogGrowth",
  "detected_at": "2026-08-04T07:07:48.978+00:00",
  "company": {
    "name": "Bloom Energy",
    "domain": "bloomenergy.com"
  },
  "data": {
    "detail": "A new strategic partnership with Oracle to provide on-site power for AI data centers represents a major growth vector. This initiative will likely require investment in supply chain, project management, and operational systems to support large-scale deployments for a major new customer.",
    "metrics": {
      "timeframe": "current_quarter",
      "dollar_context": "Approximate value of the warrant issued to Oracle (3,531,073 shares * $113.28 exercise price)",
      "dollar_millions": 400
    },
    "summary": "Bloom Energy partners with Oracle to power AI data centers, signaling significant future demand.",
    "excerpts": "On April 9, 2026, in connection with the partnership between the Company and Oracle to provide on-site solid state power for AI data centers, we issued the Warrant to Oracle to purchase up to an aggregate of 3,531,073 shares of our common stock, with an exercise price of $113.28 per share.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1664703/000162828026050247/be-20260630.htm",
    "filing_date": "2026-07-28",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Capacity/fulfillment needs",
    "signal_category": "revenue",
    "vendors_mentioned": [
      "Oracle"
    ],
    "technologies_mentioned": [
      "AI",
      "solid state power",
      "data centers"
    ]
  }
}

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