Bloom Energy Corporation (NYSE:BE) Q2 2022 Earnings Conference Call August 9, 2022 5:00 PM ET Company Participants Ed Vallejo - Vice President, Investor Relations K.R. Sridhar - Founder, Chairman & Chief Executive Officer Greg Cameron - Chief Financial Officer Conference Call Participants Michael Blum - Wells Fargo Julien Dumoulin-Smith - Bank of America Alex Kania - Wolfe Research Kristen Owen - Oppenheimer Ben Kallo - Baird Graham Price - Raymond James Noel Parks - Tuohy Brothers Biju Perincheril - Susque ...

Q2 2022 Earnings August 9, 2022 Forward-looking statements and non-GAAP financial measures This press release contains certain forward-looking statements, which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally relate to future events or our future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as "anticipate," "believe," "could," "estimate," " ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________________________________ FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarter ended June 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________to ____________ Commission File Number 001-38598 __________________________________ ...

Q1 2022 Earnings May 5, 2022 Forward-looking statements and non-GAAP financial measures This press release contains certain forward-looking statements, which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally relate to future events or our future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as "anticipate," "believe," "could," "estimate," "exp ...

Bloom Energy Corporation (NYSE:BE) Q1 2022 Earnings Conference Call May 5, 2022 4:30 PM ET Company Participants K.R. Sridhar – Founder, Chairman and Chief Executive Officer Greg Cameron – Chief Financial Officer Conference Call Participants Michael Blum – Wells Fargo Julien Dumoulin-Smith – Bank of America Leo Mariani – KeyBanc Colin Rusch – Oppenheimer Alex Kania – Wolfe Research Maheep Mandloi – Credit Suisse Graham Price – Raymond James Jeff Osborne – Cowen and Company Noel Parks – Tuohy Brothers Operato ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________________________________ FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarter ended March 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________to ____________ Commission File Number 001-38598 _________________________________ ...

Technology and Innovation - Bloom Energy's technology enables the production of electricity and hydrogen with significantly higher efficiencies than traditional combustion-based resources[15]. - The company has 287 issued patents in the U.S. and 147 internationally, showcasing its innovation in energy technology[17]. - Bloom Energy's solid oxide platform is designed to deliver distributed electricity and hydrogen generation, reducing transmission losses associated with centralized grid systems[27]. - The Bloom Electrolyzer is designed to produce hydrogen onsite more efficiently than low-temperature PEM and alkaline electrolyzers, requiring less energy to break up water molecules, which can significantly reduce hydrogen production costs[30]. - Bloom Energy's research and development efforts have led to a reduction in costs and an increase in the output of their systems, with fuel cell life increased by over 2.5 times since the first generation[45]. - The company has a strong intellectual property portfolio, relying on patents, copyrights, trade secrets, and other legal protections to safeguard its proprietary technology[55]. Market Expansion and Partnerships - The Republic of Korea is Bloom Energy's second-largest market, following the U.S., with significant deployments and partnerships in place[18]. - The company is expanding its operations in India, Japan, Europe, Southeast Asia, and Australia, indicating a strategy for global market expansion[19]. - The company has established a partnership with SK ecoplant for a commitment of at least 500 MW of power for Energy Servers between 2022 and 2025[18]. - The partnership with SK ecoplant has resulted in nearly 200 MW of projects totaling over $1.8 billion in equipment and expected service revenue, with a commitment for at least 500 MW of power purchases between 2022 and 2025[74]. Environmental Impact and Sustainability - In 2021, the total cost of billion-dollar weather events in the U.S. was estimated at $145 billion, highlighting the need for resilient energy solutions[22]. - Bloom Energy aims to play a critical role in the transition to a net-zero future by providing reliable, low-carbon electricity solutions[16]. - Hydrogen is viewed as a key component for achieving a zero-carbon future, with growing demand for technologies that can efficiently generate and utilize hydrogen[25]. - The focus on reducing harmful local emissions is increasing, with policymakers emphasizing the adoption of low- or zero-carbon power generation[24]. - The company aims to convert its entire global natural gas fleet to certified low-leak natural gas to reduce methane emissions, while also scaling the use of renewable natural gas (RNG) as fuel for its Energy Servers[35]. - The company’s Energy Servers avoid water withdrawals of more than 18,000 gallons per megawatt hour during operation, significantly less than traditional thermal power plants[79]. Product and Service Offerings - Bloom Energy's Energy Servers provide electricity at a cost that is competitive with traditional grid power prices, offering greater cost predictability compared to rising grid prices[39]. - The company's Energy Servers are designed to deliver 24x7 power with very high availability and mission-critical reliability, suitable for facilities like data centers and hospitals[40]. - The modular design of the Energy Server allows for configurations that can produce up to 300 kilowatts of power, with the ability to cluster multiple systems for solutions ranging from hundreds of kilowatts to tens of megawatts[29]. - The company has announced the commercial availability of its hydrogen-powered fuel cells and electrolyzers, with a 100 kilowatt hydrogen-powered Energy Server project in South Korea commencing operations in April 2021[37]. Workforce and Community Engagement - As of December 31, 2021, the company had approximately 1,719 full-time employees, with a workforce growth of 30% compared to 2020[98]. - The company’s employee population is 60% ethnically diverse, and women make up 21% of the total workforce[104]. - The company has implemented a Contribution Assessment Program to link employee performance to business results, enhancing engagement and development opportunities[105]. - The company actively engages in community investment, including initiatives to support frontline healthcare workers and address food insecurity[115]. Regulatory and Compliance - The company is subject to various federal, state, and local regulations that can impact its ability to deliver cost savings to customers[89]. - The company’s project with Delmarva Power & Light Company is regulated under federal laws concerning electricity generation and transmission[90]. - The company operates under a complex framework of energy and environmental laws at federal, state, and local levels, which can impact its operations and market dynamics[88]. - Environmental compliance can incur significant capital and operating expenses, with potential liabilities for violations leading to fines and penalties[93]. - The company has established product safety standards for its stationary fuel cell generators, ensuring compliance with ANSI/CSA FC-1 standards[91].

Bloomenergy® Q4 2021 Earnings February 10, 2022 Forward-looking statements and non-GAAP financial measures This presentation contains "forward-looking" statements that are based on our beliefs and assumptions and on information currently available to us. Forward-looking statements include all statements other than statements of historical fact, including information or predictions concerning our future financial performance; business plans and objectives; potential growth opportunities; new products; techno ...

Bloom Energy Corporation (NYSE:BE) Q4 2021 Earnings Conference Call February 10, 2022 5:00 PM ET Company Participants Ed Vallejo - Vice President of Investor Relations K.R. Sridhar - Founder, Chairman and Chief Executive Officer Greg Cameron - Chief Financial Officer Conference Call Participants Stephen Byrd - Morgan Stanley Michael Blum - Wells Fargo George Gianarikas - Baird Julien Dumoulin-Smith - Bank of America Maheep Mandloi - Credit Suisse Mark Strouse - JPMorgan Pavel Molchanov - Raymond James Alex ...

Bloom Energy Corporation (NYSE:BE) Q3 2021 Earnings Conference Call November 4, 2021 5:00 PM ET Company Participants Ed Vallejo - Investor Relations K. R. Sridhar - Founder, Chairman and Chief Executive Officer Greg Cameron - Chief Financial Officer Conference Call Participants Stephen Byrd - Morgan Stanley Michael Blum - Wells Fargo Vebs Vaishnav - Cooker & Palmer Colin Rusch - Oppenheimer Pearce Hammond - Piper Sandler Pavel Molchanov - Raymond James Alex Zukin - Wolfe Research Ed Vallejo Thank you and go ...