Bloom Energy's Q2 revenue jumped 165% — but one customer is 44% of it
Bloom Energy smashed its quarter: revenue more than doubled to $1.07B on product sales that tripled, powered by AI data-center demand. The catch buried in the 10-Q is concentration — a single customer made up 44% of the quarter's revenue, and another 21%. That's the risk behind the fuel-cell maker's raised $3.9B–$4.2B full-year guidance.