Electricity — Revenue from contracts that contain leases
Bloom Energy Electricity — Revenue from contracts that contain leases decreased by 5.4% to $4.65M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 31.2%, from $6.76M to $4.65M. Over 4 years (FY 2021 to FY 2025), Electricity — Revenue from contracts that contain leases shows a downward trend with a -23.5% CAGR.
Analysis
How to read this metric
An increase suggests a shift toward financing models where the company retains asset ownership while providing power, which impacts cash flow profiles and balance sheet asset recognition.
Detailed definition
This metric quantifies the portion of electricity revenue recognized under accounting standards for contracts that are c...
Peer comparison
Comparable to lease-based revenue streams in solar energy providers or equipment-as-a-service technology companies.
be_segment_electricity_revenue_from_contracts_that_contain_leasesHistorical Data
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $16.31M | $16.45M | $16.15M | $16.02M | $15.66M | $16.13M | $15.97M | $16.42M | $15.80M | $16.83M | $15.64M | $9.20M | $9.30M | $8.60M | $5.35M | $6.76M | $4.99M | $5.72M | $4.92M | $4.65M |
| QoQ Change | — | +0.9% | -1.8% | -0.8% | -2.2% | +3.0% | -1.0% | +2.8% | -3.8% | +6.5% | -7.1% | -41.1% | +1.1% | -7.5% | -37.8% | +26.2% | -26.2% | +14.7% | -14.0% | -5.4% |
| YoY Change | — | — | — | — | -4.0% | -2.0% | -1.1% | +2.5% | +0.9% | +4.4% | -2.1% | -44.0% | -41.1% | -48.9% | -65.8% | -26.6% | -46.4% | -33.5% | -8.1% | -31.2% |
Similar Metrics at Other Companies
Frequently Asked Questions
- What is Bloom Energy's electricity — revenue from contracts that contain leases?
- Bloom Energy (BE) reported electricity — revenue from contracts that contain leases of $4.65M in Q1 2026.
- How has Bloom Energy's electricity — revenue from contracts that contain leases changed year-over-year?
- Bloom Energy's electricity — revenue from contracts that contain leases decreased by 31.2% year-over-year, from $6.76M to $4.65M.
- What is the long-term trend for Bloom Energy's electricity — revenue from contracts that contain leases?
- Over 4 years (2021 to 2025), Bloom Energy's electricity — revenue from contracts that contain leases has grown at a -23.5% compound annual growth rate (CAGR), from $65.32M to $22.38M.
- What does electricity — revenue from contracts that contain leases mean?
- Revenue earned from energy contracts that are structured as equipment leases.