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Management credibility scorecard

Bloom Energy (BE)

1 quarters tracked (Q2'26 to Q2'26) · latest call July 28, 2026
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100%
Kept of 5 resolved - limited history
5
Kept or exceeded
0
Missed
1
Still pending
+12.2%
Share count, 3 yrs/yr · heavy diluter

Score History

QuarterCall dateDisclosureFinancial qualityKeptMissed
Q2'26July 28, 202611/121 medium, 5 low flags50Call sheet →
Disclosure: the 6-item rubric, each scored 0-2, out of 12. Financial quality: flagged indicators by severity. Kept and missed count the prior-quarter promises scored on that call.

Promise Ledger · All Quarters

MarkedStatusPromise
Q2'26DeliveredContinuous capacity additions
Confirmed adding capacity in copy exact increments continuously
Q2'26DeliveredNever be the bottleneck to customers
Multiple examples of rapid deployment; Nibius switched from competitors mid-stream
Q2'26ExceededOperating expense growth below revenue growth
OpEx grew 48% vs 166% revenue growth, massive operating leverage
Q2'26ExceededContinue double-digit service margins
Delivered 22% service margin, fifth consecutive quarter double-digit
Q2'26DeliveredGross margin outlook of 34%
Raised from 32% to 34% last quarter; achieved 34.3% in Q2
Q2'26PendingWe will expand to 5GW capacity
Reiterated existing footprint allows 5GW annually; expansion timing not specified
Each row is a promise from the prior call, scored against the quarter in "Marked". Kept-promise rate counts resolved promises only; pending is excluded.
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Promise-kept rate counts resolved promises only (pending excluded).
Scores, kept-promise rates, and flags on this site reflect the author's opinion, applying a stated methodology to statements management made on public earnings calls. Informational and educational purposes only - not investment advice, a recommendation, or an offer to buy or sell any security. Sources believed reliable but not guaranteed; the author may hold positions in the securities discussed.

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