布鲁姆能源 2025年季度报告

(Mark One)þQUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period endedSeptember30, 2025or¨TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period from ____________to ____________Commission File Number:001-38598 BLOOM ENERGY CORPORATION(Exact name of registrant as specified in its charter)________________________________________________________________________ Delaware (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 95134(Zip Code) (408)543-1500 (Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act:Trading Symbol(s)Name of each exchange on which registered New York Stock Exchange BE Class A Common Stock, $0.0001 par value Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the Securities Exchange Act of 1934 during thepreceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to such filing requirements for the past 90days.YesþNo¨ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule405 of RegulationS-T(§232.405 of this chapter) during the preceding 12months (or for such shorter period that the registrant was required to submit such files).YesþNo¨ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerginggrowth company.See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of theExchange Act. Large accelerated filerþAccelerated filer¨Non-accelerated filer¨Smaller reporting company¨Emerging growth company¨ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revisedfinancial accounting standards provided pursuant to Section 13(a) of the Exchange Act.¨ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes¨Noþ The number of shares of the registrant’s common stock outstanding as ofOctober22, 2025,was as follows: Class A Common Stock, $0.0001 par value,236,510,755shares Bloom Energy CorporationQuarterly Report on Form 10-Q for the Three and Nine Months Ended September30, 2025Table of Contents PART I — FINANCIAL INFORMATION Item 1 — Financial Statements (unaudited)Condensed Consolidated Balance SheetsCondensed Consolidated Statements of OperationsCondensed Consolidated Statements of Comprehensive LossCondensed Consolidated Statements of Changes in Stockholders’ EquityCondensed Consolidated Statements of Cash FlowsNotes to Unaudited Condensed Consolidated Financial StatementsItem 2 — Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 3 — Quantitative and Qualitative Disclosures About Market RiskItem 4 — Controls and Procedures PART II — OTHER INFORMATIONItem 1 — Legal Proceedings Item 1A — Risk FactorsItem 2 — Unregistered Sales of Equity Securities and Use of ProceedsItem 3 — Defaults Upon Senior SecuritiesItem 4 — Mine Safety DisclosuresItem 5 — Other InformationItem 6 — Exhibits Signatures Unless the context otherwise requires, the terms “Company,” “we,”“us,”“our,”“Bloom,” and“Bloom Energy,” each refer to Bloom EnergyCorporation and all of its subsidiaries. Bloom Energy CorporationCondensed Consolidated Balance Sheets(in thousands, except share data)(unaudited) Including amounts from related parties of $38.5million and $93.5million as of September30, 2025, and as of December31, 2024, respectively.Including amounts from related parties of $88.2million and $0.8million as of September30, 2025, and as of December31, 2024, respectively.Including amount from related parties of $1.2million as of December31, 2024. There wasnorelated party balance as of September30, 2025.Including amount from related parties of $1.4million as of December31, 2024. There wasnorelated party balance as of September30, 2025.Including amount from related parties of $8.8million as of December31, 2024. There wasnorelated party balance as of September30, 2025.Including amount from related parties of $1.2million as of December31, 2024. There wasnorelated party balance as of September30, 2025.Including amounts from related parties of $3.5million and $4.0million as of September30, 2025, and as of December31, 2024, respectively.Including amount from related parties of $8.9million as of December31, 2024. There wasnorelated party balance as of September30, 2025.Including amount from related parties of $0.4million as of December31, 2024. There wasnorelated party balance as of September30, 2