BEBloom Energy
Bloom Energy is a global leader in onsite power generation, delivering a foundational platform purpose-built for the digital era and the global energy transition. 10-K, Item 1
- Employees
- 2,214
- Headquarters
- San Jose, CA
- CEO
- KR Sridhar
- Next results
- around Feb 4, 2027
Key numbers
Latest fiscal year, with ten years behind eachWhat changed
10-K filed Feb 9, 2026 against Feb 27, 2025| Area | What changed | Source |
|---|---|---|
| Risk factors | 3 new paragraphs, nothing like them in the previous 10-K | 10-K Item 1A |
| Critical audit matters changed | New this year: Investments in Unconsolidated Affiliates (“In August 2025, the Company concluded a transaction with Brookfield Asset Management (“Brookfield”) for a prospective financing framework structure (the “Financing Structure”) under which the Company and Brookfield formed joint venture entities (each, a “Fund JV”).”). Same as last year: Product Revenue Recognition | 10-K · XBRL |
| Accounting checks | 10 other checks clear, 1 worth a look | 10-K · XBRL |
| Insiders | No open-market buys in the last 90 days | Form 4 |
| Filings | 2 in the last 30 days | EDGAR |
Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.
What's new, in their words
10-K filed Feb 9, 2026Paragraphs in Risk Factors that were not in the 10-K filed 2025-02-27. Quoted as filed.
• Our AI customer mix is increasing due to the continued adoption of AI tools, and the resulting growth in AI data centers and their resulting power needs to support our business expansion. Slower expansion of AI data centers due to actual or perceived deceleration in AI adoption or other factors could have an adverse impact on our…
10-K, Item 1A
Accounting checks
latest 10-K10 of 11 clear 1 worth a look. Checks, not verdicts.
- !Critical audit matters changedNew this year: Investments in Unconsolidated Affiliates (“In August 2025, the Company concluded a transaction with Brookfield Asset Management (“Brookfield”) for a prospective financing framework structure (the “Financing Structure”) under which the Company and Brookfield formed joint venture entities (each, a “Fund JV”).”). Same as last year: Product Revenue Recognition
- ✓Receivables +10.7% vs revenue +37.3% (-26.6 pts)
- ✓Cash from operations $113.9M vs net income −$87.1M (FY ending 2025-12-31)
- ✓Inventory +18.1% vs revenue +37.3% (-19.2 pts)
- ✓Same auditor in both 10-Ks: Deloitte & Touche LLP
- ✓No statement of substantial doubt about going concern
- ✓No 8-K item 4.02 in the last 2 years
- ✓No NT 10-K or NT 10-Q in the last 2 years
- ✓No sentence in the 10-K concludes that controls were not effective because of a material weakness
- ✓No 8-K item 2.06 in the last 2 years
- ✓No 8-K item 1.03 in the last 2 years
In the last 30 days
All filings →- Oct 22, 20268-K Quarterly results, Regulation FD disclosure 8-K items 2.02, 7.01
- Oct 22, 202610-Q Quarterly report (10-Q) period ended Sep 30, 2026
About Bloom Energy
10-K, Feb 9, 2026Bloom Energy is a global leader in onsite power generation, delivering a foundational platform purpose-built for the digital era and the global energy transition. We manufacture a versatile fuel cell energy platform, supporting the commercial availability of two main products: the Bloom Energy Server® fuel cell system for generating electricity and the Bloom Electrolyzer™ for producing hydrogen.
- Headquarters
- San Jose, CA
- Country
- United States
- Reports in
- USD
- Listed on
- NYSE
- Fiscal year ends
- December 31
- Last results
- Oct 22, 2026
- Incorporated in
- DE
Employees, at the top of the page: "As of December 31, 2025, we had 2,214 full-time employees worldwide, of which 1,752 were located in the U" (10-K). Address and exchange: SEC's company file.
Permanent link, kept if the ticker changes: /c/sec:0001664703 (SEC's CIK).
Work on BE in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/BE/export.csv") into a cell.