Record income and positive EPS Mark A ...

Revenue: $ 326 million, 39% compared to the previous year.
Gross marge: 28.7%, over 1,000 basis points higher than 17.5%of the first quarter of 2024.
Operating income: Positive $ 13.2 million compared to a deficit of $ 30.7 million in the first quarter of 2024.
EBITDA: 25.2 million US dollars, compared to a negative $ 18.2 million in the first quarter of 2024.
EPS: $ 0.03 per share compared to a loss of $ 0.17 per share a year ago.
Service profitability: Profitable for the fifth quarter in a row.
2025 sales advice: USD 1.65 billion to 1.85 billion US dollars.
2025 Non-GAAP gross beam instructions: About 29%.
2025 non-GAAP operating providers: Approx. 150 million US dollars.
Cashflow from the company: Expected from around 2024 roughly the same level.
Investment: Expected from around 2024 roughly the same level.

Appearance date: April 30, 2025

You can find the complete copy of the earnings call in the complete earnings call.

Bloom Energy Corp (NYSE: BE) reported record income in the first quarter of 2025 and marked the best first quarter in the company's 24-year history.
The company reached its first positive non-GAAP EPS of Q1 and the fifth quarter of service redematability in a row.
Bloom Energy Corp (NYSE: BE) has a diversified customer base in areas and geographies, which offers resistance to economic fluctuations.
The company is not dependent on China for its supply chain, which contributes to alleviating the effects of tariffs.
Bloom Energy Corp (NYSE: BE) has a strong demand for AI calculus centers and large industrial operations, without slowing down in these sectors.

The commercial and industrial business of Bloom Energy Corp (NYSE: BE) can experience the commercial and industrial business of Bloom Energy Corp (NYSE: BE) due to economic uncertainty.
There is a potential influence of 100 basis points on the gross margin due to tariffs, although the company works to alleviate this.
The departure of CFO Dan Berenbaum could temporarily create uncertainty in the financial management.
The company faces challenges in expanding its international presence to Korea, whereby growth is still exposed to a small basis.
In some projects, it can lead to Timing shifts due to problems of the supply chain and political uncertainties, which may affect sales acquisition.

Q: Do you recognize the impact on the time of the pipeline conversion for data centers due to questions of the supply chain or political uncertainty? How do tariffs affect their margin instructions? A: Kr Sridhar, CEO: We have a strong confidence in our ability to meet the instructions despite potential shifts in the project time. The demand for power on site is clear and we are a practical solution. With regard to the tariffs, we expect up to 100 basis points on the gross margin, but we strive to maintain our 29% margin guidelines through cost reduction efforts.

Q: Can you discuss the role of partnerships with service programs compared to direct customer support when increasing the product provision in 2025 and 2026? A: Kr Sridhar, CEO: We prefer to work with service programs because they manage customer relationships and can obtain our products for the supply of electricity. We actively work with supply companies such as AEP and others. However, we are also open to direct obligations with customers, especially if supply companies prefer not to be involved.

Q: How do you see the resilience of your supply chain, especially with regard to critical materials in the middle of trade voltages? A: Kr Sridhar, CEO: Our supply chain is resilient, without critical materials from contested zones or China. We have a diverse and cotton-tested supply chain strategy to ensure that we can quickly scale without disturbances.

Q: Can you offer the domestic commercial and industrial (C&I) electricity needs more color and how it is implemented in orders? A: Kr Sridhar, CEO: We see a strong demand for island current solutions due to long connection times. Our ability to offer microgrids without batteries is a significant advantage. The growth of the manufacturing facilities and the AI-related infrastructure increases demand, while companies can delay decisions with consumers due to economic uncertainty.

Q: How do you manage the potential effects of tariffs on your business and financial data? A: Kr Sridhar, CEO: We have carried out a detailed analysis of our supply chain and are confident that we can alleviate the effects of tariffs through strategic procurement and cost reduction initiatives. Despite these challenges, we are still obliged to lead our margins.

Q: What is the status of your international expansion efforts outside the USA and Korea? A: Kr Sridhar, CEO: We focus on strategic markets in Europe such as Italy, Germany and Great Britain and in Asia, especially in Taiwan. Due to their electricity requirements and industrial growth, these regions offer considerable growth opportunities.

Q: Can you explain the potential regulatory bottlenecks in more detail that affect usage partnerships and the development? A: Kr Sridhar, CEO: Regulatory processes can cause temporary delays, but supply companies such as AEP are confident in their project pipelines. Customers and supervisory authorities understand the need for performance solutions on site, and we expect these problems to be solved in the development of the market.

Q: How do you ensure the longevity and reliability of your energy servers in long -term contracts such as that with Conagra? A: Kr Sridhar, CEO: Our energy -conserves have a long operating time, whereby fuel cells are typically replaced every five years. This ensures that customers receive the latest technology and maintain reliable electricity during the entire duration of the contract.

You can find the complete copy of the earnings call in the complete earnings call.

This article first appeared on Gurufocus.

Record income and positive EPS Mark A …

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