Product — Cost of Revenue
Bloom Energy Product — Cost of Revenue increased by 6.1% to $429.23M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 207.5%, from $139.57M to $429.23M. Over 4 years (FY 2021 to FY 2025), Product — Cost of Revenue shows an upward trend with a 20.5% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
How to read this metric
A decrease relative to revenue indicates improved manufacturing efficiency or better supply chain management, while an increase may signal rising material costs or production inefficiencies.
Detailed definition
This metric captures the direct costs associated with manufacturing, shipping, and installing the company's hardware pro...
Peer comparison
Comparable to cost of goods sold (COGS) for hardware-focused industrial and energy technology firms.
be_segment_product_cost_of_revenueHistorical 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 | $108.89M | $93.70M | $181.77M | $105.74M | $129.42M | $158.18M | $222.84M | $129.61M | $145.15M | $182.83M | $172.51M | $115.76M | $161.33M | $155.12M | $253.63M | $139.57M | $198.75M | $249.79M | $404.73M | $429.23M |
| QoQ Change | — | -13.9% | +94.0% | -41.8% | +22.4% | +22.2% | +40.9% | -41.8% | +12.0% | +26.0% | -5.6% | -32.9% | +39.4% | -3.8% | +63.5% | -45.0% | +42.4% | +25.7% | +62.0% | +6.1% |
| YoY Change | — | — | — | — | +18.9% | +68.8% | +22.6% | +22.6% | +12.2% | +15.6% | -22.6% | -10.7% | +11.2% | -15.2% | +47.0% | +20.6% | +23.2% | +61.0% | +59.6% | +207.5% |
Similar Metrics at Other Companies
Frequently Asked Questions
- What is Bloom Energy's product — cost of revenue?
- Bloom Energy (BE) reported product — cost of revenue of $429.23M in Q1 2026.
- How has Bloom Energy's product — cost of revenue changed year-over-year?
- Bloom Energy's product — cost of revenue increased by 207.5% year-over-year, from $139.57M to $429.23M.
- What is the long-term trend for Bloom Energy's product — cost of revenue?
- Over 4 years (2021 to 2025), Bloom Energy's product — cost of revenue has grown at a 20.5% compound annual growth rate (CAGR), from $471.65M to $992.84M.
- What does product — cost of revenue mean?
- The direct costs incurred to manufacture and deliver physical products to customers.