Total Cost of Revenue
Bloom Energy Total Cost of Revenue decreased by 2.3% to $525.51M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 121.4%, from $237.31M to $525.51M. Over 4 years (FY 2021 to FY 2025), Total Cost of Revenue shows an upward trend with a 16.7% 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 production efficiency or economies of scale, while an increase may signal rising input costs.
Detailed definition
Total cost of revenue includes the direct costs attributable to the production of the goods sold or services provided by...
Peer comparison
Varies by industry; manufacturing-heavy companies typically have higher cost of revenue ratios than software companies.
total_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 | $191.13M | $170.35M | $273.77M | $173.1M | $245.21M | $241.33M | $391.2M | $220.92M | $244.75M | $405.48M | $264.53M | $197.22M | $267.25M | $251.67M | $353.08M | $237.31M | $294.12M | $367.37M | $537.79M | $525.51M |
| QoQ Change | — | -10.9% | +60.7% | -36.8% | +41.7% | -1.6% | +62.1% | -43.5% | +10.8% | +65.7% | -34.8% | -25.4% | +35.5% | -5.8% | +40.3% | -32.8% | +23.9% | +24.9% | +46.4% | -2.3% |
| YoY Change | — | — | — | — | +28.3% | +41.7% | +42.9% | +27.6% | -0.2% | +68.0% | -32.4% | -10.7% | +9.2% | -37.9% | +33.5% | +20.3% | +10.1% | +46.0% | +52.3% | +121.4% |
Product Breakdown
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Service | $52.4M | $51.36M | $54.69M | $52.86M | $49.41M | $51.83M | $51.29M | $53.66M |
| Installation | $44.3M | $35.69M | $34.11M | $33.32M | $38.22M | $59.92M | $74.49M | $35.08M |
| Electricity | $9.21M | $9.49M | $10.64M | $11.57M | $7.74M | $5.82M | $7.29M | $7.53M |
| Total | $267.25M | $251.67M | $353.08M | $237.31M | $294.12M | $367.37M | $537.79M | $525.51M |
Total Cost of Revenue at Other Companies
Frequently Asked Questions
- What is Bloom Energy's total cost of revenue?
- Bloom Energy (BE) reported total cost of revenue of $525.51M in Q1 2026.
- How has Bloom Energy's total cost of revenue changed year-over-year?
- Bloom Energy's total cost of revenue increased by 121.4% year-over-year, from $237.31M to $525.51M.
- What is the long-term trend for Bloom Energy's total cost of revenue?
- Over 4 years (2021 to 2025), Bloom Energy's total cost of revenue has grown at a 16.7% compound annual growth rate (CAGR), from $774.6M to $1.44B.
- What does total cost of revenue mean?
- The direct costs incurred to produce the goods or services sold by the company.