โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข EPS: $0.78 (Est. $0.41) โ
โข Revenue: $1.07B (Est. $827.0M) โ
โข Revenue +166% YoY; product revenue +215% YoY.
โข Non-GAAP gross margin: 34.3% (+604 bps YoY).
โข Operating cash flow: $226.4M; non-GAAP operating income: $239.6M.
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข FY2026 revenue: $3.9Bโ$4.2B (Est. $3.74B) โ
โข Non-GAAP gross margin: ~34%.
โข Non-GAAP operating income: $800Mโ$900M.
โข Non-GAAP EPS: $2.55โ$2.85 (Est. $2.17) โ
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Delivered its first-ever $1B+ revenue quarter, driven by accelerating AI data center demand.
โข Returned to strong profitability with GAAP operating income of $182.2M versus a loss a year ago.
โข All major U.S. hyperscalers and more than a dozen AI labs, neoclouds and colocation operators have now approved Bloom's onsite power solutions.
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๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
CEO KR Sridhar said demand continues to accelerate as customers increasingly choose Bloom's power systems over traditional combustion technologies, making Bloom a standard power solution for AI infrastructure.