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Sankey diagram of Bloom Energy Corporation. A complete text table follows the diagram.
On-site fuel-cell systems for power-hungry data centers drove the quarter, while recurring service and electricity streams remained comparatively small.
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All flows are reported filing values. The AI data-center framing comes from the filing's description of Bloom's Oracle partnership and related program spending. The filing also reports $373.263M of related-party revenue, which is highlighted as concentration context rather than assigned to a particular revenue stream.
Labels and narrative explain the filing. A category marked “arithmetic bridge” or “residual” is calculated from reported totals, rather than a separately reported line.
| Category | Stage | Value | Notes |
|---|---|---|---|
| Energy Server products | 1 | $653M | 87% of revenue; up 208% |
| Installation | 1 | $25.9M | Deployment work |
| Service contracts | 1 | $61.9M | Recurring maintenance |
| Electricity sales | 1 | $9.9M | Contract and lease electricity |
| Distributed-power revenue | 2 | $751M | 130% year-over-year growth |
| Gross profit | 3 | $226M | 30.0% gross margin |
| Systems, deployment & service cost | 3 | $526M | Cost of revenue |
| Operating income | 4 | $72.2M | 9.6% operating margin |
| Research & development | 4 | $56.8M | Power-system innovation |
| Sales & marketing | 4 | $38.4M | Up 73% year over year |
| General & administrative | 4 | $58.1M | Includes AI-program professional services |
| Interest income | 4 | $20.6M | Cash and investments |
| Other income | 4 | $6.2M | Net other result |
| Derivative revaluation gain | 4 | $0.8 | Embedded derivatives |
| Operating and other gains | 5 | $99.7M | Before financing and affiliate losses |
| Income before tax | 6 | $74.1M | Reported GAAP result |
| Interest expense | 6 | $8.6M | Debt financing |
| Affiliate equity loss | 6 | $17M | Unconsolidated fund joint ventures |
| Net income | 7 | $73.7M | After income tax |
| Income tax | 7 | $0.4 | Reported provision |
| Common stockholders | 8 | $70.7M | Final attributable income |
| Noncontrolling interests | 8 | $3M | Outside owners' share |
| From | To | Value |
|---|---|---|
| Energy Server products | Distributed-power revenue | $653M |
| Installation | Distributed-power revenue | $25.9M |
| Service contracts | Distributed-power revenue | $61.9M |
| Electricity sales | Distributed-power revenue | $9.9M |
| Distributed-power revenue | Gross profit | $226M |
| Distributed-power revenue | Systems, deployment & service cost | $526M |
| Gross profit | Operating income | $72.2M |
| Gross profit | Research & development | $56.8M |
| Gross profit | Sales & marketing | $38.4M |
| Gross profit | General & administrative | $58.1M |
| Operating income | Operating and other gains | $72.2M |
| Interest income | Operating and other gains | $20.6M |
| Other income | Operating and other gains | $6.2M |
| Derivative revaluation gain | Operating and other gains | $0.8 |
| Operating and other gains | Income before tax | $74.1M |
| Operating and other gains | Interest expense | $8.6M |
| Operating and other gains | Affiliate equity loss | $17M |
| Income before tax | Net income | $73.7M |
| Income before tax | Income tax | $0.4 |
| Net income | Common stockholders | $70.7M |
| Net income | Noncontrolling interests | $3M |