Bloom Energy : April 2026 Investor Presentation

Published: 2026-05-02 16:19:05 ET BE

Published on 05/02/2026 at 04:19 pm EDT

Investor Presentation

April 2026

To Make Clean, Reliable Energy Affordable for Everyone in the World.

"Can-Do" Servant Leaders

KR Sridhar, PhD

Founder, Chairman C CEO

Satish Chitoori

Chief Operations Officer

Carl Cottuli

Head of Development Engineering

Aaron Hoover Head of Business and Corporate Development

Aman Joshi

Chief Commercial Officer

Simon Edwards

Chief Financial Officer

Karen Maxwell

Head of Ǫuality and Reliability

Ravi Prasher, PhD

Chief Technology Officer

James Roth

Head of Government Affairs and Policy

Deepak Shukla, PhD

Head of Services and Systems Operations

Shawn Soderberg Chief Legal Officer C Corporate Secretary

Natalie Sunderland

Chief Marketing Officer

Sonja Wilkerson

Chief People Officer

Experienced, Complementary G Engaged

KR Sridhar, PhD

Founder, Chairman C CEO

Michael J. Boskin

Former Member of President's Council of Economic Advisers C Chair Professor at Stanford

Barbara Burger, PhD Former President of Chevron Technology Ventures

The Honorable Mary K. Bush Former IMF Representative C Board Director of T. Rowe Price

John Chambers

Former CEO of Cisco

Jeff Immelt

Lead Director C Former CEO of GE

Gary Pinkus

Former Chairman of North America, McKinsey C Company

Jim Snabe

Chairman of Siemens AG

Eddy Verzigon

Former Managing Director Morgan Stanley

Cynthia Warner

Board of Directors Chevron C Sempra

Global Footprint Key Stats

United Kingdom

Germany

Italy

San Jose, CA

Newark, DE

Mumbai Bangalore

Japan South Korea

Taiwan

Years in Operation

Serving Customers Since

2008

Customer Satisfaction

86%

Largest Site2 Announced

2.45 GW

Headquarters Office Locations Manufacturing/RCD Business Development

Cumulative RGD1

>$1.2B

Patents1

>500

Global Headcount1: ~2,200 FTE

Global Footprint1: >1,300,000 Sq Ft.

As at February 5, 2026

Project announced April 26, 2026

We produce onsite power by converting natural gas to electricity, without combustion.

Electricity

Natural Gas

Hundreds of customer across industries

Neoclouds

Hyperscalers

Data Center Developers

Colocation Providers

Semiconductors

Hospitals

Manufacturing

Higher Education

Customer Retail

Food C Beverage

Media C Entertainment

Biotech C Pharma

Telecomm

Regulated

Unregulated

Municipal

CGI

Electricity G Gas Providers

Clean by Design

Ultra-Ǫuiet Operation

Virtually Zero Emissions

Compact Footprint

A secular shift in power demand - led by AI - has created extremely favorable market conditions.

BEFORE

AFTER

Power demand is flat Paris Accord + Scope I/II/III Renewables are "in"

Fossil Fuels are "out"

Explosive power demand Power not available Policy incentives

Renewables can't provide dispatchable power

Developers' expectations of onsite power deployment continue to grow

Expected share of data centers with 100% onsite generation

25%

+22%

33x

By end of year 2030

By end of year 2035

April '24

Nov '24 April '25 Nov '25

27%

33%

12%

36%

+22%

3.7x

44%

34%

Source: BloomEnergy Data Center Survey (Nov. 2025)

High Concentration CO2 Stream

How it Works

Solid-oxide fuel cells convert fuel into electricity without combustion

NATURAL GAS

Alternative fuels:

High Temperature Air

Hydrogen Biogas

AMBIENT AIR

Anode Electrolyte Cathode

High Efficiency Electricity

How it Scales

Fuel Cell

Power Module

~65kW

Energy Server

~325kW

Power Stamp

3.25MW

Power Block

+ MWs

Modular building blocks come together to meet small or large-scale power needs

(vs. other electric power technologies)

Years from first commercial launch to 1 GW

Wind Recip

Engine

Gas Turbine Storage Solar Fuel cell

Data from the following sources: GT: The American Society of Mechanical Engineers (ASME), Re-Designated a Historic Mechanical Engineering Landmark April 26, 2014 by General Electric Company, EIA; RICE: U.S. Energy Information Administration (EIA); Storage: BloombergNEF; Wind and Solar: International Renewable Energy Agency (IRENA)

Price Performance

Cost-competitive

Reliability

Guaranteed availability from 3-9s up to 5-9s

Clean

Low emissions, near zero emissions of NOx/SOx

Fast Power

Delivery in as little as 90 days

Load Following

Real-time response for AI loads

Modular G Scalable

Plug and play solution, ramps to scale

Faster G Simpler Permitting

(Often Exempt)

Modular"Plug G Play"

Design

Scalable Manufacturing

Capacity

Fremont, CA, USA

Newark, DE, USA

Cell Printing and Column Manufacturing

Opened July 2022

164,000 sq. ft.

Final Assembly and Integration

Opened October 2013

210,000 sq. ft.

Small Sites Mega Sites

Heat Capture (CHP)

Carbon Capture

CO2

800V Data Center Standard

Developers prioritizing or planning to adopt next-generation architectures, %

89%

11%

60%

29%

100%

High-voltage central busways

By 2028 2029-2030 After 2030

100%

76%

45%

31%

24%

Direct current (DC) architectures

Source: Bloom Energy Data Center Survey (Nov. 2025)

By 2028 2029-2030 After 2030

AI Load Battery

UPS

Battery Backup

Power

Primary Switchgear

AC/DC

DC/AC

Generation G Distribution Transformer

Transmission

Power Secondary Distribution Transformer Unit

DC Architecture = Lower CAPEX, Higher Efficiency, More Space for AI Infrastructure

AI Data Center

Data Center

Battery Backup

AI Data Center

DC Power

Bloom

DC Power Combiner

Power

Di on

stributi

Unit

Staples Center

Disclaimer

Bloom Energy Corporation published this content on May 02, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 02, 2026 at 20:18 UTC.