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Side-by-side financial comparison of Bloom Energy Corp (BE) and Genius Sports Ltd (GENI). Click either name above to swap in a different company.
Bloom Energy Corp is the larger business by last-quarter revenue ($751.1M vs $510.9M, roughly 1.5× Genius Sports Ltd). Bloom Energy Corp runs the higher net margin — 9.4% vs -12.3%, a 21.7% gap on every dollar of revenue. Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% CAGR vs 51.7%).
KR Sridhar is an Indian American engineer, inventor, professor, and entrepreneur. He is the founder, chairman, and chief executive officer (CEO) of Bloom Energy. Prior, Sridhar was a professor of Aerospace and Mechanical Engineering and the Director of the Space Technologies Laboratory (STL) at the University of Arizona. He worked with and advised NASA, and is a member of the National Academy of Engineering.
Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.
BE vs GENI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $510.9M |
| Net Profit | $70.7M | $-63.0M |
| Gross Margin | 30.0% | 25.2% |
| Operating Margin | 17.3% | -11.5% |
| Net Margin | 9.4% | -12.3% |
| Revenue YoY | 130.4% | — |
| Net Profit YoY | — | — |
| EPS (diluted) | $0.44 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $510.9M | ||
| Q3 25 | $513.3M | $335.4M | ||
| Q2 25 | $396.3M | $215.2M | ||
| Q1 25 | $319.3M | $119.7M | ||
| Q4 24 | $567.0M | $413.0M | ||
| Q3 24 | $321.8M | $285.8M | ||
| Q2 24 | $326.5M | $184.1M |
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $-63.0M | ||
| Q3 25 | $-23.0M | — | ||
| Q2 25 | $-42.2M | $-47.3M | ||
| Q1 25 | $-23.4M | $-25.5M | ||
| Q4 24 | $105.2M | $-85.5M | ||
| Q3 24 | $-14.6M | $-47.1M | ||
| Q2 24 | $-61.2M | $-35.5M |
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 25.2% | ||
| Q3 25 | 29.5% | 24.2% | ||
| Q2 25 | 27.0% | 19.1% | ||
| Q1 25 | 27.8% | 10.7% | ||
| Q4 24 | 38.7% | 16.7% | ||
| Q3 24 | 24.5% | 20.5% | ||
| Q2 24 | 21.0% | 18.6% |
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | -11.5% | ||
| Q3 25 | 1.5% | -15.3% | ||
| Q2 25 | -0.9% | -21.0% | ||
| Q1 25 | -6.0% | -20.3% | ||
| Q4 24 | 18.5% | -18.0% | ||
| Q3 24 | -3.0% | -13.9% | ||
| Q2 24 | -7.1% | -16.8% |
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | -12.3% | ||
| Q3 25 | -4.5% | — | ||
| Q2 25 | -10.6% | -22.0% | ||
| Q1 25 | -7.3% | -21.3% | ||
| Q4 24 | 18.5% | -20.7% | ||
| Q3 24 | -4.5% | -16.5% | ||
| Q2 24 | -18.7% | -19.3% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | — | ||
| Q3 25 | $-100.00 | — | ||
| Q2 25 | $-0.18 | — | ||
| Q1 25 | $-0.10 | — | ||
| Q4 24 | $0.45 | — | ||
| Q3 24 | $-0.06 | — | ||
| Q2 24 | $-0.27 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $280.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $948.0K | $724.5M |
| Total Assets | $4.7B | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $280.6M | ||
| Q3 25 | $595.1M | $110.2M | ||
| Q2 25 | $574.8M | $110.2M | ||
| Q1 25 | $794.8M | $110.2M | ||
| Q4 24 | $802.9M | $100.3M | ||
| Q3 24 | $495.7M | $100.3M | ||
| Q2 24 | $581.7M | $100.3M |
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — |
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $724.5M | ||
| Q3 25 | $653.1M | $572.4M | ||
| Q2 25 | $594.6M | $572.4M | ||
| Q1 25 | $578.3M | $572.4M | ||
| Q4 24 | $562.5M | $573.0M | ||
| Q3 24 | $430.9M | $573.0M | ||
| Q2 24 | $423.3M | $573.0M |
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $1.1B | ||
| Q3 25 | $2.6B | $792.3M | ||
| Q2 25 | $2.5B | $792.3M | ||
| Q1 25 | $2.6B | $792.3M | ||
| Q4 24 | $2.7B | $775.7M | ||
| Q3 24 | $2.6B | $775.7M | ||
| Q2 24 | $2.5B | $775.7M |
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | — | ||
| Q3 25 | 1.73× | — | ||
| Q2 25 | 1.91× | — | ||
| Q1 25 | 1.96× | — | ||
| Q4 24 | 2.01× | — | ||
| Q3 24 | 2.62× | — | ||
| Q2 24 | 2.66× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $81.9M |
| Free Cash FlowOCF − Capex | — | $69.6M |
| FCF MarginFCF / Revenue | — | 13.6% |
| Capex IntensityCapex / Revenue | — | 2.4% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $33.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $81.9M | ||
| Q3 25 | $19.7M | $-4.8M | ||
| Q2 25 | $-213.1M | $-1.2M | ||
| Q1 25 | $-110.7M | $-14.6M | ||
| Q4 24 | $484.2M | $14.9M | ||
| Q3 24 | $-69.5M | $-9.2M | ||
| Q2 24 | $-175.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $69.6M | ||
| Q3 25 | $7.4M | $-14.2M | ||
| Q2 25 | $-220.4M | $-5.8M | ||
| Q1 25 | $-124.9M | $-16.0M | ||
| Q4 24 | $473.1M | $11.3M | ||
| Q3 24 | $-83.8M | $-11.6M | ||
| Q2 24 | $-187.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 13.6% | ||
| Q3 25 | 1.4% | -4.2% | ||
| Q2 25 | -55.6% | -2.7% | ||
| Q1 25 | -39.1% | -13.4% | ||
| Q4 24 | 83.4% | 2.7% | ||
| Q3 24 | -26.0% | -4.1% | ||
| Q2 24 | -57.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 2.4% | ||
| Q3 25 | 2.4% | 2.8% | ||
| Q2 25 | 1.8% | 2.1% | ||
| Q1 25 | 4.5% | 1.2% | ||
| Q4 24 | 2.0% | 0.9% | ||
| Q3 24 | 4.4% | 0.9% | ||
| Q2 24 | 3.7% | — |
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 4.60× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BE
| Product | $653.3M | 87% |
| Service | $61.9M | 8% |
| Installation | $25.9M | 3% |
| Electricity | $9.9M | 1% |
GENI
Segment breakdown not available.
