Draft D5.1, Company Confidential 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, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition ...

Bloom Energy Corporation (NYSE:BE) Q2 2020 Earnings Conference Call July 28, 2020 5:00 PM ET Company Participants Mark Mesler – Vice President-Finance and Investor Relations K. R. Sridhar – Principal Co-Founder and Chief Executive Officer Greg Cameron – Chief Financial Officer Conference Call Participants Michael Weinstein – Credit Suisse Stephen Byrd – Morgan Stanley Mark Strouse – JPMorgan Ben Kallo – Baird Colin Rusch – Oppenheimer Pavel Molchanov – Raymond James Operator Good afternoon, and welcome to t ...

Financial Performance - Bloomenergy Q2 2020 acceptances reached 306 (100kW)[5], a 12.9% increase year-over-year and a 19.5% increase quarter-over-quarter[7] - The company's revenue for Q2 2020 was $187.9 million[5], a decrease of 6.2% year-over-year but an increase of 19.9% quarter-over-quarter[7] - Non-GAAP gross margin was 16.5% in Q2 2020[5], compared to 19.4% in Q2 2019 and 16.2% in Q1 2020[7] - Non-GAAP operating expenses were $41.9 million in Q2 2020[5], a decrease of 17.5% year-over-year and 14.1% quarter-over-quarter[7] - Adjusted EBITDA for Q2 2020 was $2.1 million[5], a decrease of 82.5% year-over-year but an increase of 121.4% quarter-over-quarter[7] - Adjusted EPS was $(0.23) in Q2 2020[5], an increase of 23.3% year-over-year and 32.4% quarter-over-quarter[7] Balance Sheet - The company's cash and short-term investments at the end of Q2 2020 were $324.1 million[5], a decrease of 8.4% quarter-over-quarter[8] - Accounts receivable (AR) increased by $13.9 million, or 38.9%, quarter-over-quarter to $49.6 million[8] - Inventory increased by $5.3 million, or 4.9%, quarter-over-quarter to $112.5 million[8] - Total assets decreased by $35.1 million, or 2.7%, quarter-over-quarter to $1,277.5 million[8]

| --- | --- | --- | |--------------------------|-------|-------| | | | | | | | | | Q1'20 FINANCIAL RESULTS | | | | May 11 th , 2020 | | | 1 Proprietary and Confidential Subject to NDA 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 ...

Bloom Energy Corporation (NYSE:BE) Q1 2020 Earnings Conference Call May 11, 2020 5:00 PM ET Company Participants Mark Mesler - VP, Finance & IR K. R. Sridhar - Principal Co-Founder & CEO Greg Cameron - CFO Conference Call Participants Stephen Byrd - Morgan Stanley Paul Coster - JPMorgan Michael Weinstein - Credit Suisse Jeff Osborne - Cowen and Company Pavel Molchanov - Raymond James Colin Rusch - Oppenheimer Operator Good afternoon, and welcome to the Bloom Energy First Quarter 2020 Earnings Call. At this ...

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 quarter ended: March 31, 2020 or ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________to _____ ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________________________________ FORM 10-K ________________________________________________________________________ (Mark One) þ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended: December 31, 2019 or ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________to ________ ...

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 _______ ...