NYSE$BE

Bloom Energy Corp · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported a decrease in revenue compared to the previous year, but an improvement in operating loss.

Bloom Energy reported a revenue of $235.3 million for Q1 2024, a 14.5% decrease compared to Q1 2023. The company's operating loss improved by $14.7 million compared to the same quarter last year.

  • Revenue was $235.3 million, a decrease of 14.5% compared to Q1 2023.
  • Gross margin was 16.2%, a decrease of 3.5 percentage points compared to Q1 2023.
  • Operating loss improved to $49.0 million, a $14.7 million improvement compared to Q1 2023.
  • Non-GAAP operating loss improved to $30.7 million, a $3.4 million improvement compared to Q1 2023.

Headline financials

Total Revenue

$235M

Previous: $275M-14.5%
EPS

-$0.25

Previous: -$0.22-13.6%
GAAP Gross Margin

16.2%

Previous: 19.7%-17.8%
GAAP Operating Margin

-20.8%

Previous: -23.1%+10.0%
Non-GAAP Gross Margin

17.5%

No prior period
Non-GAAP Operating Margin

-13.1%

No prior period
Adjusted EBITDA

-$18.2M

No prior period
Capital Expenditures

-$21.4M

Previous: -$26.6M+19.3%
Free Cash Flow

-$78M

Previous: -$101M+23.2%
Net Income

-$56.5M

Previous: -$74.9M+24.5%
Operating Income

-$49M

Previous: -$63.7M+23.0%
Gross Profit

$38.1M

Previous: $54.3M-29.8%
Cash & Equivalents

$516M

Previous: $320M+61.0%
Total Assets

$2.29B

Previous: $2.19B+4.3%
R&D Expense

$35.5M

No prior period

Revenue & EPS history

Bloom Energy · Revenue · Quarterly

$235M

Q1 2024-14.5%vs Q1 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Bloom Energy · $400M total across 4 segments · Q3 2023

  • Product Revenue
    $305M+43.0%
  • Service Revenue
    $47.5M+27.3%
  • Electricity Revenue
    $25.8M+36.0%
  • Installation Revenue
    $21.9M-3.4%

Forward guidance

Bloom reaffirms outlook for the full-year 2024:

Tailwinds

  • Revenue: $1.4 - $1.6B
  • Non-GAAP Gross Margin: ~28%
  • Non-GAAP Operating Income: $75 - $100M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-1.7%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+9.6%

Avg return

30 days after

47%

15 / 32 earnings

Positive

+40.1%

Q3 2019

Best reaction

-46.3%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+27.2%+27.4%+25.8%
Q4 2025+4.7%+13.9%-1.0%
Q3 2025+18.8%+25.7%-3.6%
Q2 2025-1.8%+3.9%+41.6%
Q1 2025-8.2%-10.8%+0.8%
Q4 2024+4.3%+4.7%-11.8%
Q3 2024+20.1%+23.4%+146.9%
Q2 2024+16.1%+19.8%+0.5%
Q1 2024-5.4%+5.8%+25.8%
Q4 2023-15.6%-23.8%-20.9%
Q3 2023+9.5%+6.8%+40.1%
Q2 2023-5.3%-6.0%-9.6%
Q1 2023-10.3%-25.0%-10.3%
Q4 2022+0.7%-2.8%-15.8%
Q3 2022+11.0%+12.5%+26.8%
Q2 2022+16.5%+21.1%+2.4%
Q1 2022-25.5%-34.5%-10.2%
Q4 2021+5.3%+24.3%+42.5%
Q3 2021+0.1%+7.3%-22.7%
Q2 2021-0.4%+7.8%+2.1%
Q1 2021-3.9%-13.2%+6.2%
Q4 2020-4.2%-3.3%-29.3%
Q3 2020-13.4%-0.5%+75.5%
Q2 2020-20.7%-25.0%+1.2%
Q1 2020+3.4%-3.3%+23.7%
Q4 2019-33.3%-33.3%+7.0%
Q3 2019+40.1%+50.7%+43.1%
Q2 2019-46.3%-40.2%-42.9%
Q1 2019-7.2%-12.4%-29.6%
Q4 2018-5.6%-6.5%+32.7%
Q3 2018-24.9%-15.3%-33.0%
Q2 2018+0.8%-1.0%+2.7%
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015

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