Products & Services · Unsatisfied performance obligations

Product — Unsatisfied performance obligations

Bloom Energy Product — Unsatisfied performance obligations increased by 11.8% to $441.10M in Q1 2026 compared to the prior quarter. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ3 2025
Last reportedQ1 2026

How to read this metric

An increase suggests a growing backlog and strong future revenue potential, whereas a decrease may indicate a slowdown in new order intake or rapid fulfillment of existing contracts.

Detailed definition

This metric represents the total transaction price allocated to performance obligations that are partially or fully unsa...

Peer comparison

Comparable to backlog or remaining performance obligations (RPO) reported by companies with long-cycle sales processes.

Metric ID: be_segment_product_unsatisfied_performance_obligations

Historical Data

3 periods
 Q3 '25Q4 '25Q1 '26
Value$88.50M$394.40M$441.10M
QoQ Change—+345.6%+11.8%
Range$88.50M – $441.10M
Current Streak2+ quarters growth

Similar Metrics at Other Companies

General Electric logo
General ElectricGEView metric
Arista Networks logo
Arista NetworksANETView metric
GE Vernova logo
GE VernovaGEVView metric
Intercontinental Exchange logo
Intercontinental ExchangeICEView metric
General Electric logo
General ElectricGEView metric
GE Vernova logo
GE VernovaGEVView metric

Frequently Asked Questions

What is Bloom Energy's product — unsatisfied performance obligations?
Bloom Energy (BE) reported product — unsatisfied performance obligations of $441.10M in Q1 2026.
What does product — unsatisfied performance obligations mean?
The total value of hardware orders that have been signed but not yet fulfilled.