Bloomenergy® Bloom Energy Corporation Q4'19 Results for Earnings Call March 16, 2020 Safe Harbor Statement / Forward Looking Statements This presentation and the accompanying oral presentation contain "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 contained in this presentation, including information or predictions concerning our future financia ...

Financial Data and Key Metrics Changes - The company reported a year-over-year revenue growth of 25.2%, totaling $929.1 million for 2019 [27] - Non-GAAP gross margin for Q4 2019 was 25.8%, up 7.7 percentage points from Q4 2018 [26] - Average product cost decreased by 17.7% year-over-year, from $3,672 per kilowatt in 2018 to $3,021 in 2019 [16] Business Line Data and Key Metrics Changes - The sales backlog increased to 1,983 systems, a 43% increase from 2018 [10] - Microgrid contributions in the sales pipeline grew from 21% in 2018 to 45% by the end of 2019 [12] - Acceptances for the year reached a record 1,194 systems, up 47.6% from 2018 [27] Market Data and Key Metrics Changes - In the U.S. market, the company deployed microgrid solutions at Stop & Shop stores, leading to repeat orders for 40 grocery stores [11] - In South Korea, the company secured contracts with 4 out of 6 major generation companies by the end of 2019 [14] Company Strategy and Development Direction - The company aims to continue cost reduction efforts and develop its 7.5 platform, with a focus on low carbon solutions [48] - The strategy emphasizes the importance of resiliency and adaptability in energy solutions, particularly in light of the COVID-19 pandemic [49] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the immediate impacts of COVID-19 on operations but expressed confidence in the company's strong backlog and demand for resilient power solutions [54][55] - The company expects a stronger second half of 2020 due to the backlog from 2019, despite challenges in the first half [44] Other Important Information - The company is in the process of refinancing $330 million of debt, with a focus on maintaining a strong capital structure [36][37] - The total electricity revenue in 2019 was approximately $72 million, with future contracted revenue estimated at $4.3 billion [29] Q&A Session Summary Question: Impact of COVID-19 on business operations - Management highlighted that normal operations are affected, with potential disruptions in supply chain and installation capabilities [53] Question: Carbon capture technology and business prospects - Management discussed the potential for carbon capture, emphasizing the scalability and cost-effectiveness of future solutions [58][59] Question: Gross margin and installed system costs outlook - Management explained that gross margins are influenced by average selling prices and total installed system costs, with expectations for improvement in the future [62][66] Question: Timing between bookings and acceptances - Management clarified that the gap is due to the installation process, which typically takes 9 to 10 months from booking to acceptance [75]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________________________________ FORM 10-Q ________________________________________________________________________ (Mark One) þ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended: September 30, 2019 or ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ ...

Bloomenergy® Bloom Energy Corporation Q3'19 Results for Earnings Call November 7, 2019 Safe Harbor Statement / Forward Looking Statements This presentation and the accompanying oral presentation contain "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 contained in this presentation, including information or predictions concerning our future financ ...

Bloom Energy Corporation (NYSE:BE) Q3 2019 Earnings Conference Call November 7, 2019 5:00 PM ET Company Participants Mark Mesler - Vice President of Finance & Investor Relations KR Sridhar - Principal Co-founder & Chief Executive Officer Randy Furr - Chief Financial Officer. Conference Call Participants Michael Weinstein - Credit Suisse Stephen Byrd - Morgan Stanley Pavel Molchanov - Raymond James Operator Good afternoon, and welcome to the Bloom Energy Third Quarter 2019 Earnings Call. At this time, all pa ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________________________________ FORM 10-Q ________________________________________________________________________ (Mark One) þ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended: June 30, 2019 or ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________ ...

Bloom Energy Corporation (NYSE:BE) Q2 2019 Earnings Conference Call August 12, 2019 5:00 PM ET Company Participants Mark Mesler - VP of Finance and IR KR Sridhar - CEO Randy Furr - CFO Conference Call Participants Tahira Afzal - KeyBanc Capital Markets Stephen Byrd - Morgan Stanley Michael Weinstein - Credit Suisse Paul Coster - JP Morgan Pavel Molchanov - Raymond James Colin Rusch - Oppenheimer Julien Dumoulin-Smith - Bank of America Jeff Osborne - Cowen and Company Operator Good afternoon, and welcome to ...

Bloomenergy® Bloom Energy Corporation Q2'19 Actuals for Earnings Call August 12, 2019 Safe Harbor Statement / Forward Looking Statements This presentation and the accompanying oral presentation contain "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 contained in this presentation, including information or predictions concerning our future financi ...

Financial Performance - Total revenue for Q1 2019 was $200.7 million, a 18.5% increase from $169.4 million in Q1 2018[9] - Product revenue reached $141.7 million, up from $121.3 million year-over-year, representing a 16.8% growth[9] - Gross profit decreased to $15.8 million, down from $43.7 million in the same quarter last year, indicating a decline of 63.8%[9] - Operating expenses surged to $88.4 million, compared to $38.0 million in Q1 2018, reflecting a 132.5% increase[9] - Net loss for the quarter was $88.3 million, compared to a net loss of $22.3 million in Q1 2018, marking an increase in losses of 296.4%[9] - The company reported a comprehensive loss of $86.6 million for Q1 2019, compared to a comprehensive loss of $14.9 million in Q1 2018[11] - Net loss attributable to Class A and Class B common stockholders was $84.4 million, compared to a net loss of $17.7 million in the same period last year[11] Cash and Liquidity - Cash and cash equivalents increased to $320.4 million from $220.7 million at the end of 2018, showing a growth of 45.2%[6] - Cash, cash equivalents, and restricted cash at the end of the period on March 31, 2019, totaled $369,934 thousand, up from $143,592 thousand at the end of the same period in 2018[15] - Net cash used in operating activities for the three months ended March 31, 2019, was $4,170 thousand, a significant improvement from $34,487 thousand used in the same period in 2018[15] - The company reported a net cash provided by investing activities of $95,109 thousand for the three months ended March 31, 2019, compared to $6,536 thousand for the same period in 2018[15] Assets and Liabilities - Total assets decreased to $1.32 billion from $1.39 billion at the end of 2018, a decline of 5.1%[6] - Total current assets decreased to $639.8 million from $672.6 million year-over-year[6] - Total liabilities reduced to $1.25 billion from $1.30 billion in the previous year[7] - Current liabilities slightly decreased to $276.2 million from $279.7 million at the end of 2018, a reduction of 1.8%[6] - The company’s total stockholders' deficit increased to $105,439 thousand as of March 31, 2019, from $91,661 thousand at the end of 2018[13] Research and Development - Research and development expenses rose significantly to $28.9 million, up from $14.7 million in Q1 2018, an increase of 96.5%[9] - The company is focusing on expanding its product offerings and enhancing its market presence through strategic investments in technology and infrastructure[9] Customer and Revenue Sources - Revenue from the Asia Pacific region accounted for 24.0% of total revenue in Q1 2019, up from 17.3% in Q1 2018[24] - Customer A and Customer B represented 58.0% and 12.1% of accounts receivable, respectively, as of March 31, 2019[25] - In Q1 2019, revenue from Customer A, Customer B, and Customer C accounted for 24%, 25%, and 23% of total revenue, respectively[26] Stock and Equity - The company reported a weighted average of 111.8 million shares used to compute net loss per share, compared to 10.4 million shares in Q1 2018[9] - The company had options to purchase 15,054,050 shares of Class B common stock outstanding as of March 31, 2019, with a weighted average exercise price of $25.41 per share[93] - The company had 4,052,804 shares of Class A common stock available for future grant under the 2018 Employee Stock Purchase Plan as of March 31, 2019[93] Debt and Financing - Total debt as of March 31, 2019, was $780,700,000, with a total unused borrowing capacity of $1,220,000[63] - The company reported accrued other current liabilities of $67,966,000 as of March 31, 2019, compared to $69,535,000 as of December 31, 2018[60] - The company issued $100.0 million of 10% senior secured notes due July 2024, with a fixed interest rate of 10% payable semi-annually[68] Legal and Compliance - The company is involved in ongoing legal matters, including class action complaints related to its initial public offering, which may impact its financial condition[110] - The company remains in compliance with all financial covenants as of March 31, 2019, and December 31, 2018[64] Future Outlook - The company aims to raise additional capital to support its long-term business objectives and has successfully completed an IPO in July 2018, raising $282.3 million[19] - The company has incurred operating losses and negative cash flows from operations since inception, indicating a need for continued financing to achieve profitability[19]

Bloomenergy® Bloom Energy Corporation Q1'19 Results for Earnings Call May 6, 2019 Safe Harbor Statement / Forward Looking Statements This presentation and the accompanying oral presentation may be deemed to contain forward-looking statements, which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, among other things, statements regarding our strategies, trends and expected expansion and estimates of future acceptances ...