BE Bloom Energy (BE) Q3 FY25 earnings call
Bloom Energy reported record Q3 FY25 revenue and strong profitability, driven by accelerating demand for on-site power from AI buildouts and data centers. The company is expanding its manufacturing capacity to 2 GW by 2026 and leveraging strategic partnerships to become the global standard for digital power generation, with a focus on continued cost reductions and margin expansion. Management expects FY25 financial metrics to be better than previously guided.
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BE operating KPIs by quarter
| KPI | Dec 2024 Q4 FY24 | Dec 2025 Q4 FY25 | Change vs prior quarter |
|---|---|---|---|
| Backlog Product | $2.5BWe have $2.5 billion of product backlog.Source: earnings call transcript | ~$6BOur product backlog increased 140% year-over-year to about $6 billion.Source: earnings call transcript | — |
| Backlog Service | $9BWe also have $9 billion of service backlog.Source: earnings call transcript | ~$14BAnd in the fourth quarter, we achieved 20% gross margin in service with around $14 billion of service backlog and a growing product backlog that is 100% attached to service.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.