Bloom Energy Corporation (BE) Q3 2026 Earnings Call Transcript

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TranscriptsOct 22, 2026, 9:37 PM ETBloom Energy Corporation (BE) Stock, BE:CA StockSA Transcripts162.56K FollowersBloom Energy Corporation (BE) Q3 2026 Earnings Call October 22, 2026 5:00 PM EDTCompany ParticipantsMichael Tierney - Vice President of Investor RelationsK. Sridhar - Co-Founder, CEO & ChairmanSimon Edwards - Chief Financial OfficerConference Call ParticipantsMark W. Strouse - JPMorgan Chase & Co, Research DivisionNicholas Amicucci - Evercore ISI Institutional Equities, Research DivisionDavid Arcaro - Morgan Stanley, Research DivisionChristopher Dendrinos - RBC Capital Markets, Research DivisionManav Gupta - UBS Investment Bank, Research DivisionBen Kallo - Robert W. Baird & Co. Incorporated, Research DivisionAmeet Thakkar - BMO Capital Markets Equity ResearchMaheep Mandloi - Mizuho Securities USA LLC, Research DivisionSunaina Ocalan - Bernstein Institutional Services LLC, Research DivisionColin Rusch - Oppenheimer & Co. Inc., Research DivisionPresentationOperatorHello, everyone. Thank you for joining us, and welcome to Bloom Energy Third Quarter 2026 Earnings Call. After today's prepared remarks, we will host a question-and-answer session. [Operator Instructions] I will now hand the call over to Michael Tierney. Please go ahead.Michael TierneyVice President of Investor RelationsThank you, and good afternoon, everybody. Thank you for joining us for Bloom Energy's Third Quarter 2026 Earnings Call. To supplement this conference call, we furnished our third quarter 2026 earnings press release and supplemental financial information with the SEC on Form 8-K and have posted these materials, which we will reference throughout this call, to our Investor Relations website.During this conference call, both in our prepared remarks and in answers to your questions, we may make forward-looking statements that represent our expectations regarding future events and our future financial performance. These include statements about the company's business results, products, markets, customers, strategy, financial position, liquidity, and full year outlook for 2026. These statements are predictions based upon our expectations, estimates, and assumptions. However, as these statements deal with future events, they are subject to numerous known and unknown risks and uncertainties as discussed inRead more current BE analysis and newsView all earnings call transcriptsComments