Bloom Energy (BE) Q2 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Tue, April 28, 2026 astatine 11:35 AM CDT 35 min read

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DATE

Thursday, July 31, 2025 astatine 5 p.m. ET

CALL PARTICIPANTS

• Founder, Chairman, and Chief Executive Officer — K.R. Sridhar

• Acting Principal Financial Officer — Maciej Kurzymski

• Director of Investor Relations — Michael Tierney

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Full Conference Call Transcript

Michael Tierney: Thank you, and bully afternoon, everybody. Thank you for joining america for Bloom Energy's Second Quarter 2025 Earnings Call. To supplement this league call, we furnished our 2nd 4th 2025 net property merchandise with the SEC connected Form 8-K and person posted it on with supplemental fiscal accusation that we volition notation passim this telephone to our Investor Relations website. During this league call, some successful our prepared remarks and successful answers to your questions, we whitethorn marque forward-looking statements that correspond our expectations regarding aboriginal events and our aboriginal fiscal performance. These see statements astir the company's concern results, products, caller markets, strategy, fiscal position, liquidity and afloat twelvemonth outlook for 2025.

These statements are predictions based upon our expectations, estimates and assumptions. However, arsenic these statements woody with aboriginal events, they are taxable to galore known and chartless risks and uncertainties arsenic discussed successful item successful our documents filed with the SEC, including our astir precocious filed Forms 10-K and 10-Q. We presume nary work to revise immoderate forward-looking connection made connected today's call. During this telephone and successful our 2nd 4th 2025 net property release, we notation to GAAP and non-GAAP fiscal measures. The non-GAAP fiscal measures are not prepared successful accordance with U.S. mostly accepted accounting principles and are successful summation to and not a substitute for oregon superior to measures of fiscal show prepared successful accordance with GAAP.

A reconciliation betwixt the GAAP and non-GAAP fiscal measures is included successful our 2nd 4th 2025 net property merchandise disposable connected our Investor Relations website. Joining maine connected the telephone contiguous are K.R. Sridhar, Founder, Chairman and Chief Executive Officer; and Maciej Kurzymski, our Acting Principal Financial Officer. K.R. volition statesman with an overview of our progress, and past Maciej volition reappraisal fiscal highlights for the quarter. After our prepared remarks, we volition person clip to instrumentality your questions. I volition present crook the telephone implicit to K.R.

K. R. Sridhar: Good afternoon, and convey you for joining america today. Bloom had an fantabulous quarter, the highest gross and astir profitable 2nd 4th successful our 24-year history. When the institution was founded and again, successful our IPO prospectus 7 years ago, we painted a bold imaginativeness to go the powerfulness supplier of prime for the integer world. Over the past mates of calls, I've told you that our concern is astatine an inflection constituent arsenic request for clean, reliable and rapidly deployable powerfulness is surging. Now determination is tangible evidence. Six months ago, we announced a strategical concern with a large U.S. inferior company, American Electric Power.