{"article":{"annotation":{"article_id":"bloom-energy-third-quarter-2026-record-revenue-guidance","available_at":"2026-10-25T15:35:32.064368Z","geography_revision":"ef6ee0010dda5fe7b240fd514749b43e214c57da73222d2e40ec83b276dd0977","id":"460fb34658f5a508ceffde3eba0f870b57600a1f9ea88cc56f936c0bfdd97ea9","input_sha256":"8f80058e467f2be29d73f00b1b200f816b1b880b2632a2689a8acbed6a62b08a","limitations":["Rule-derived subjects are candidates, not verified editorial labels or calibrated model probabilities.","Coverage is distinct from event location. Unknown country/city/coordinates remain absent; no automatic geocoding.","Article geometries keep their stated precision and methodology; reproducing them is not independent coordinate verification."],"method":"controlled-rules-v1","places":[{"admin1":null,"city":null,"coordinate_note":null,"coordinate_reference_system":"OGC:CRS84","coordinate_source":null,"country":"US","evidence":[{"field":"country","language":"en","note":"Explicit preserved editorial country/region; no city or national centroid inferred","source_urls":["https://investor.bloomenergy.com/press-releases/press-release-details/2026/Bloom-Energy-Reports-Record-Third-Quarter-2026-Financial-Results-and-Raises-Full-Year-2026-Guidance/default.aspx"]}],"geometry":null,"id":"iso3166-1:US","kind":"country-or-area","labels":{"ar":"الولايات المتحدة الأمريكية","en":"United States of America","es":"Estados Unidos de América","fr":"États-Unis d’Amérique"},"match_status":"candidate","precision":"regional","role":"coverage","uncertainty_m":null}],"rules_sha256":"fb5ad3c27c91cb840f7a0a05f7f64a5cb26ad0374409ff9457f277c7092e22b4","schema_version":1,"subjects":[{"concept_id":"medtop:20000349","confidence":null,"confidence_method":null,"evidence":[{"field":"category+topics","language":"en","note":"Preserved editorial category/topic; broad candidate only","source_urls":["https://investor.bloomenergy.com/press-releases/press-release-details/2026/Bloom-Energy-Reports-Record-Third-Quarter-2026-Financial-Results-and-Raises-Full-Year-2026-Guidance/default.aspx"]}],"method":"controlled-rules-v1","rule_id":"business-broad","status":"candidate"},{"concept_id":"medtop:20000178","confidence":null,"confidence_method":null,"evidence":[{"field":"en.title+en.summary","language":"en","note":"Subject suggested from the title or summary: reports record third-quarter revenue","source_urls":["https://investor.bloomenergy.com/press-releases/press-release-details/2026/Bloom-Energy-Reports-Record-Third-Quarter-2026-Financial-Results-and-Raises-Full-Year-2026-Guidance/default.aspx"]}],"method":"controlled-rules-v1","rule_id":"corporate-results","status":"candidate"},{"concept_id":"medtop:20000256","confidence":null,"confidence_method":null,"evidence":[{"field":"en.title+en.summary","language":"en","note":"Subject suggested from the title or summary: Energy","source_urls":["https://investor.bloomenergy.com/press-releases/press-release-details/2026/Bloom-Energy-Reports-Record-Third-Quarter-2026-Financial-Results-and-Raises-Full-Year-2026-Guidance/default.aspx"]}],"method":"controlled-rules-v1","rule_id":"energy-subject","status":"candidate"}],"taxonomy_revision":"1f2db31d811fca07e99b16d402c10e2cc2965c9df1c7b41d9be348b40a24e7fb","taxonomy_version":"IPTC Media Topics 2026-Q2"},"api_url":"https://newsverum.com/api/v1/articles/bloom-energy-third-quarter-2026-record-revenue-guidance?lang=en","category":"business","content":{"key_points":[],"paragraphs":["Bloom Energy reported record third-quarter 2026 revenue of $1.236 billion, up 138.1% from the same quarter a year earlier, and raised its full-year revenue outlook to $4.4 billion–$4.6 billion. The company published the results on October 22 for the quarter ended September 30. It said product revenue reached $1.074 billion, an increase of 179.4% year over year. The reported figures are company results; the higher full-year range is management guidance, not a realized outcome.","On a US GAAP basis, gross profit was $417.1 million and gross margin was 33.8%, compared with $151.7 million and 29.2% in the third quarter of 2025. Operating income rose to $225.4 million from $7.8 million. Net income attributable to common stockholders was $250.3 million, against a $23.1 million loss a year earlier. Diluted GAAP earnings per share were $0.78 versus a loss of $0.10. These measures are distinct from the company’s non-GAAP presentation, which reported a 34.5% gross margin, $285.7 million of operating income and diluted EPS of $0.94 for the quarter.","Product sales represented most of quarterly revenue. Bloom’s detailed statement also lists $84.9 million from installation, $67.6 million from services and $9.8 million from electricity. The company reported total revenue of $1.2358 billion under GAAP and stated that product revenue rose 179.4% year over year. The mix indicates that the quarter’s increase was concentrated in equipment sales; the release does not provide a customer-by-customer breakdown or establish that every product shipment was installed and generating electricity during the quarter.","Bloom sells solid-oxide fuel-cell systems for on-site power to commercial and industrial customers, including data centers and semiconductor manufacturers, according to its company description. Management said demand and year-to-date performance supported raising the annual outlook for the third time during 2026. The new revenue range is $4.4 billion–$4.6 billion, with a midpoint the company said implies 122% year-over-year growth. Bloom also forecast a full-year non-GAAP gross margin of about 34%, non-GAAP operating income of $960 million–$1.03 billion and non-GAAP EPS of $3.10–$3.40. The company cautions that these non-GAAP outlook measures cannot be quantitatively reconciled to corresponding GAAP measures without unreasonable effort because of uncertain items such as stock-based compensation.","The results arrive amid rising interest in on-site generation as electricity-intensive businesses seek dependable power, but the release does not quantify what share of Bloom’s sales went to data centers or identify the drivers of each customer order. Revenue growth and margin expansion are not measures of installed capacity, system utilization or customer savings. The company’s forward-looking statements also identify risks including financing needs, supply constraints, tariffs, manufacturing capacity, installation and utility interconnection delays, and changes in demand for AI data centers. The guidance therefore remains subject to execution and market risks stated by Bloom."],"sections":[]},"corrections":[],"country":"US","data":{"blocks":[{"description":{"en":"Bloom Energy's reported GAAP results for the quarter ended September 30, 2026, and company guidance updated October 22.","tr":"Bloom Energy'nin 30 Eylül 2026'da sona eren çeyrek için açıkladığı GAAP sonuçları ve 22 Ekim'de güncellediği 2026 şirket tahminleri."},"id":"q3-2026-gaap-results-and-guidance","items":[{"basis":"observed","label":{"en":"GAAP total revenue, Q3 2026","tr":"GAAP toplam gelir, 2026 üçüncü çeyrek"},"measure":{"aggregation":"flow","frequency":"quarterly","geography":"global","id":"bloom-energy-third-quarter-2026-record-revenue-guidance-1","periodRole":"reference-period","unitCode":"million-usd"},"period":"2026-09","periodStart":"2026-07","unit":"million USD","value":1235.837},{"basis":"observed","label":{"en":"Year-over-year total revenue change, Q3 2026","tr":"Toplam gelirin yıllık değişimi, 2026 üçüncü çeyrek"},"measure":{"aggregation":"rate","frequency":"quarterly","geography":"global","id":"bloom-energy-third-quarter-2026-record-revenue-guidance-2","periodRole":"reference-period","unitCode":"percent"},"period":"2026-09","periodStart":"2026-07","unit":"%","value":138.1},{"basis":"observed","label":{"en":"Product revenue, Q3 2026","tr":"Ürün geliri, 2026 üçüncü çeyrek"},"measure":{"aggregation":"flow","frequency":"quarterly","geography":"global","id":"bloom-energy-third-quarter-2026-record-revenue-guidance-3","periodRole":"reference-period","unitCode":"million-usd"},"period":"2026-09","periodStart":"2026-07","unit":"million USD","value":1073.61},{"basis":"observed","label":{"en":"GAAP gross margin, Q3 2026","tr":"GAAP brüt marj, 2026 üçüncü çeyrek"},"measure":{"aggregation":"rate","frequency":"quarterly","geography":"global","id":"bloom-energy-third-quarter-2026-record-revenue-guidance-4","periodRole":"reference-period","unitCode":"percent"},"period":"2026-09","periodStart":"2026-07","unit":"%","value":33.8},{"basis":"observed","label":{"en":"GAAP operating income, Q3 2026","tr":"GAAP faaliyet kârı, 2026 üçüncü çeyrek"},"measure":{"aggregation":"flow","frequency":"quarterly","geography":"global","id":"bloom-energy-third-quarter-2026-record-revenue-guidance-5","periodRole":"reference-period","unitCode":"million-usd"},"period":"2026-09","periodStart":"2026-07","unit":"million USD","value":225.449},{"basis":"observed","label":{"en":"Net income attributable to common stockholders, Q3 2026","tr":"Adi hissedarlara atfedilen net kâr, 2026 üçüncü çeyrek"},"measure":{"aggregation":"flow","frequency":"quarterly","geography":"global","id":"bloom-energy-third-quarter-2026-record-revenue-guidance-6","periodRole":"reference-period","unitCode":"million-usd"},"period":"2026-09","periodStart":"2026-07","unit":"million USD","value":250.271},{"basis":"forecast","label":{"en":"Full-year 2026 revenue guidance low end","tr":"Tam yıl 2026 gelir tahmini alt sınırı"},"measure":{"aggregation":"flow","frequency":"annual","geography":"global","id":"bloom-energy-third-quarter-2026-record-revenue-guidance-7","periodRole":"reference-period","unitCode":"million-usd"},"period":"2026","unit":"million USD","value":4400},{"basis":"forecast","label":{"en":"Full-year 2026 revenue guidance high end","tr":"Tam yıl 2026 gelir tahmini üst sınırı"},"measure":{"aggregation":"flow","frequency":"annual","geography":"global","id":"bloom-energy-third-quarter-2026-record-revenue-guidance-8","periodRole":"reference-period","unitCode":"million-usd"},"period":"2026","unit":"million USD","value":4600}],"methodology":{"en":"GAAP results are taken from the company release. US-dollar figures are converted from thousands in the source tables to millions. Percentage changes are company-reported year-over-year comparisons; the 2026 full-year range is company guidance.","tr":"GAAP sonuçları şirketin açıklamasından aktarılmıştır. ABD doları değerleri kaynak tablodaki bin dolardan milyon dolara çevrilmiştir. Yüzde değişimler şirketin bildirdiği yıllık kıyaslardır; 2026 tam yıl aralığı şirket tahminidir."},"sourceUrls":["https://investor.bloomenergy.com/press-releases/press-release-details/2026/Bloom-Energy-Reports-Record-Third-Quarter-2026-Financial-Results-and-Raises-Full-Year-2026-Guidance/default.aspx"],"title":{"en":"Third-quarter GAAP results and full-year outlook","tr":"Üçüncü çeyrek GAAP sonuçları ve tam yıl görünümü"},"type":"metrics","updatedAt":"2026-10-25T15:32:43Z"}],"version":1},"data_downloads":[{"formats":{"csv":"https://newsverum.com/api/v1/articles/bloom-energy-third-quarter-2026-record-revenue-guidance/data/q3-2026-gaap-results-and-guidance?lang=en&format=csv","json":"https://newsverum.com/api/v1/articles/bloom-energy-third-quarter-2026-record-revenue-guidance/data/q3-2026-gaap-results-and-guidance?lang=en&format=json"},"id":"q3-2026-gaap-results-and-guidance"}],"data_types":["metrics"],"editorial_illustration":{"alt":"Conceptual illustration of industry, engineering and logistics connections.","asset_id":"newsverum-v1-business","avif_variants":[{"height":320,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/business-480.avif","width":480},{"height":480,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/business-720.avif","width":720},{"height":640,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/business-960.avif","width":960},{"height":800,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/business-1200.avif","width":1200},{"height":1024,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/business-1536.avif","width":1536}],"credit":"Newsverum","documentary":false,"height":1024,"kind":"symbolic-editorial-illustration","language":"en","scope":"topic","url":"https://newsverum.com/assets/newsverum/illustrations/v1/business-1536.webp","variants":[{"height":320,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/business-480.webp","width":480},{"height":640,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/business-960.webp","width":960},{"height":1024,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/business-1536.webp","width":1536}],"width":1536},"event_id":"event-7bfcb91b-968d-55fa-85d9-e933bbeb2d70","event_period":"2026-09","event_period_basis":"event-or-reference-period","id":"bloom-energy-third-quarter-2026-record-revenue-guidance","image":null,"importance":0.6,"language":"en","modified_at":"2026-10-25T15:35:20+00:00","publication_basis":"publication-record","published_at":"2026-10-25T15:35:20+00:00","reading_minutes":3,"region":"world","section_illustration":{"alt":"Conceptual illustration of industry, engineering and logistics connections.","asset_id":"newsverum-v1-business","avif_variants":[{"height":320,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/business-480.avif","width":480},{"height":480,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/business-720.avif","width":720},{"height":640,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/business-960.avif","width":960},{"height":800,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/business-1200.avif","width":1200},{"height":1024,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/business-1536.avif","width":1536}],"credit":"Newsverum","documentary":false,"height":1024,"kind":"symbolic-editorial-illustration","language":"en","scope":"section","url":"https://newsverum.com/assets/newsverum/illustrations/v1/business-1536.webp","variants":[{"height":320,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/business-480.webp","width":480},{"height":640,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/business-960.webp","width":960},{"height":1024,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/business-1536.webp","width":1536}],"width":1536},"slug":"bloom-energy-third-quarter-2026-record-revenue-guidance","sources":[{"checkedAt":"2026-10-25","name":"Bloom Energy","publishedAt":"2026-10-22","url":"https://investor.bloomenergy.com/press-releases/press-release-details/2026/Bloom-Energy-Reports-Record-Third-Quarter-2026-Financial-Results-and-Raises-Full-Year-2026-Guidance/default.aspx"}],"summary":"The fuel-cell maker reported $1.236 billion in Q3 revenue and $250.3 million in net income to common stockholders, then lifted its full-year revenue range to $4.4–$4.6 billion.","text":"The fuel-cell maker reported $1.236 billion in Q3 revenue and $250.3 million in net income to common stockholders, then lifted its full-year revenue range to $4.4–$4.6 billion.\n\nBloom Energy reported record third-quarter 2026 revenue of $1.236 billion, up 138.1% from the same quarter a year earlier, and raised its full-year revenue outlook to $4.4 billion–$4.6 billion. The company published the results on October 22 for the quarter ended September 30. It said product revenue reached $1.074 billion, an increase of 179.4% year over year. The reported figures are company results; the higher full-year range is management guidance, not a realized outcome.\n\nOn a US GAAP basis, gross profit was $417.1 million and gross margin was 33.8%, compared with $151.7 million and 29.2% in the third quarter of 2025. Operating income rose to $225.4 million from $7.8 million. Net income attributable to common stockholders was $250.3 million, against a $23.1 million loss a year earlier. Diluted GAAP earnings per share were $0.78 versus a loss of $0.10. These measures are distinct from the company’s non-GAAP presentation, which reported a 34.5% gross margin, $285.7 million of operating income and diluted EPS of $0.94 for the quarter.\n\nProduct sales represented most of quarterly revenue. Bloom’s detailed statement also lists $84.9 million from installation, $67.6 million from services and $9.8 million from electricity. The company reported total revenue of $1.2358 billion under GAAP and stated that product revenue rose 179.4% year over year. The mix indicates that the quarter’s increase was concentrated in equipment sales; the release does not provide a customer-by-customer breakdown or establish that every product shipment was installed and generating electricity during the quarter.\n\nBloom sells solid-oxide fuel-cell systems for on-site power to commercial and industrial customers, including data centers and semiconductor manufacturers, according to its company description. Management said demand and year-to-date performance supported raising the annual outlook for the third time during 2026. The new revenue range is $4.4 billion–$4.6 billion, with a midpoint the company said implies 122% year-over-year growth. Bloom also forecast a full-year non-GAAP gross margin of about 34%, non-GAAP operating income of $960 million–$1.03 billion and non-GAAP EPS of $3.10–$3.40. The company cautions that these non-GAAP outlook measures cannot be quantitatively reconciled to corresponding GAAP measures without unreasonable effort because of uncertain items such as stock-based compensation.\n\nThe results arrive amid rising interest in on-site generation as electricity-intensive businesses seek dependable power, but the release does not quantify what share of Bloom’s sales went to data centers or identify the drivers of each customer order. Revenue growth and margin expansion are not measures of installed capacity, system utilization or customer savings. The company’s forward-looking statements also identify risks including financing needs, supply constraints, tariffs, manufacturing capacity, installation and utility interconnection delays, and changes in demand for AI data centers. The guidance therefore remains subject to execution and market risks stated by Bloom.","title":"Bloom Energy reports record third-quarter revenue and raises 2026 outlook","topics":[],"translations":[{"api_url":"https://newsverum.com/api/v1/articles/bloom-energy-third-quarter-2026-record-revenue-guidance?lang=tr","language":"tr","url":"https://newsverum.com/tr/news/bloom-energy-third-quarter-2026-record-revenue-guidance"},{"api_url":"https://newsverum.com/api/v1/articles/bloom-energy-third-quarter-2026-record-revenue-guidance?lang=en","language":"en","url":"https://newsverum.com/en/news/bloom-energy-third-quarter-2026-record-revenue-guidance"}],"url":"https://newsverum.com/en/news/bloom-energy-third-quarter-2026-record-revenue-guidance"},"version":"1"}