BEBloom Energy

Industrials · Electrical Equipment · NYSE

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

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RevenueFY2016–25 $2.0B+37.3% Highest in 10 years 10-K FY2025 · XBRL Net incomeFY2016–25 −$87.1M FY2024: −$27.2M 10-K FY2025 · XBRL Free cash flowFY2016–25 $57.2M+72.5% FY2024: $33.1M 10-K FY2025 · XBRL Operating marginFY2016–25 3.6%+2.0 pts -115.6% in FY2016 10-K FY2025 · XBRL

What 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, 2026

Paragraphs 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

All 3 new paragraphs →

Accounting checks

latest 10-K

10 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

How each check works, with sources →

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

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