Bloom Energy Corporation (BE)
Fuel cell power systems maker. Read November 11, 2026 from the annual report for the period ending December 31, 2025, filed February 9, 2026. Ranked 182 of the 275 Industrials companies read so far, by the share within reach now.
Within reach now
26%
projected from METR's April 2026 measurement and Epoch's November 2026 index
End of 2028
35%
Employees, annual report
2,214
Leading staffing pattern
Other Electrical Equipment and Component Manufacturing
Share of the working time within reach, long-run pace, four times in five
Now is projected from METR's April 2026 measurement and Epoch's November 2026 index.
- Now26%
- End of 202733%
- End of 202835%
- End of 203035%
What changes for its people by the end of 2028, by its industries' figures
- Stays with people 65%
- Becomes checking a model's work 30%
- Handed over with lighter checks 5%
A fuel cell manufacturer with one business; the filing states full-time employees by country.
The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.
What follows from the reading
Share of working time within reach of AI, on the long-run pace at four in five: 26% now, 33% at the end of 2027, 35% at the end of 2028, 35% at the end of 2030. By the patterns, the work is about 35% desk work, 16% people work and 49% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 65% of the working time stays with people (conversation, in-person and hands-on work), 30% becomes checking a model's work and 5% could be handed over with lighter checks, from the industries' own figures, not the company's roles.
Headcount
2,214 employees as of December 31, 2025 (stated). 1,752 of 2,214 full-time employees are in the U.S., 395 in India and 67 in other countries.
The filing: “As of December 31, 2025, we had 2,214 full-time employees worldwide, of which 1,752 were located in the U.S., 395 were located in India, and 67 were located in other countries.”
The workforce as industry patterns
| Pattern | Share | Reason, from the filing |
|---|---|---|
| Other Electrical Equipment and Component Manufacturing | 100% | By description (c): a maker of fuel cell power systems, manufactured in the United States, with its engineering and service staff; no count by function. |
What the filing says about the workforce: Full-time employees; the workforce grew 4% in 2025. Hourly manufacturing employees are among those given a stock grant in December 2025.
Companies read with the same leading pattern
Other companies whose largest staffing pattern is also Other Electrical Equipment and Component Manufacturing, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five. Now is projected from METR's April 2026 measurement and Epoch's November 2026 index.
- Hubbell Incorporated (HUBB, 18,000 employees)28% now, 38% by 2028
- Advanced Energy Industries, Inc. (AEIS, 13,000 employees)26% now, 35% by 2028
- nVent Electric plc (NVT, 12,000 employees)26% now, 35% by 2028
- EnerSys (ENS, 9,682 employees)26% now, 35% by 2028
- Belden Inc. (BDC, 8,000 employees)30% now, 41% by 2028
- Energizer Holdings, Inc. (ENR, 6,050 employees)27% now, 35% by 2028
- Atkore Inc. (ATKR, 5,400 employees)25% now, 32% by 2028
- Preformed Line Products Company (PLPC, 3,734 employees)27% now, 34% by 2028
What the filing says about AI
68 sentences in the filing name AI. The filing names AI data centers and AI infrastructure customers as a source of demand for its power systems.
- “Forward-looking statements in this Annual Report on Form 10-K include, but are not limited to, our plans and expectations regarding future financial results, including our expectations regarding: our ability to be successful in the AI data center market and new international markets; the rate of AI adoption and demand for data centers; our ability to innovate, develop new products and improve u...”
- “Bloom serves Fortune 500 companies across the data center, semiconductor manufacturing, artificial intelligence (AI) infrastructure, utility, and other industrial sectors.”
- “At the same time, advances in artificial intelligence, shifts in global supply chains and changes in energy policy are influencing how organizations plan, procure and deploy power infrastructure.”
- “These dynamics shaped key macro trends in 2025 that are relevant to our customers, our industry, and the markets we serve: Demand for Power is Increasing, Driven by Data Centers and Artificial Intelligence Policy Support is Increasing for AI Leadership and Energy Security Grid Constraints and Permitting Delays are Extending Time to Power for Traditional New Facilities and Expansions Shift Towar...”
- “U.S. electricity demand has entered a new growth phase after years of limited expansion, driven by a rapid buildout of AI and cloud data centers and renewed investment in domestic manufacturing.”
Its annual reports, year by year
Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector
- Fiscal 20211median 0
- Fiscal 20221median 0
- Fiscal 20232median 1
- Fiscal 20248median 4
- Fiscal 202568median 10
Headcount by filing year
As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.
| Period | Employees | Filed | Filing |
|---|---|---|---|
| 2025-12-31 | 2,214 | 2026-02-09 | 10-K |
| 2024-12-31 | 2,127 | 2025-02-27 | 10-K |
| 2023-12-31 | 2,377 | 2024-02-15 | 10-K |
| 2022-12-31 | 2,530 | 2023-02-21 | 10-K |
| 2021-12-31 | 1,719 | 2022-02-25 | 10-K |
| 2020-12-31 | 1,711 | 2021-02-26 | 10-K |
| 2019-12-31 | 1,518 | 2020-03-31 | 10-K |
| 2018-12-31 | 1,524 | 2019-03-22 | 10-K |
Limits of this reading
- The filing states full-time employees only.
- No count by function; installation and service staff are read inside the manufacturing pattern.
Source: the company's annual report on EDGAR, accession 0001628280-26-006516, the filing. Read by Claude Fable 5.2 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.
The report on Bloom Energy Corporation, $29
This page as a document to keep, with what it does not show: the share within reach at every date on three paces and two reliabilities, a typical workforce of this shape at the stated headcount role by role and task by task (the industries' staffing, never the company's roster), where to start, what changes for the people and what they would learn, every sentence in the filing that names AI, the headcount by year, the companies read with the same leading pattern, the method and a citation line. To print or save as a PDF, open again in your browser for a year.
See the report, $29See the sample first: Walmart's report is free
Questions about this company
- How much of Bloom Energy Corporation's working time is within reach of AI?
- An estimated 26% now and 35% by the end of 2028, on METR's long-run pace at four in five, from the workforce Bloom Energy Corporation's own annual report describes and BLS staffing patterns for its industries, never from a roster. It is an estimate with a stated method. It is not a forecast of jobs lost or of savings, and it says nothing about what the company will do.
- How many people does Bloom Energy Corporation employ?
- 2,214 as of December 31, 2025, as its annual report for the period ending December 31, 2025 states. About 79% in the U.S.
- What kinds of work make up Bloom Energy Corporation's workforce?
- Read from its annual report as a blend of 1 industry staffing pattern, the largest Other Electrical Equipment and Component Manufacturing; by those patterns the work is about 35% desk work, 16% people work and 49% body work. Each share has a one-sentence reason on this page that can be checked against the filing.
- What does Bloom Energy Corporation's annual report say about AI?
- 68 sentences in the filing name AI. Its annual reports for fiscal 2021 to 2025 name it in 1, 1, 2, 8 and 68 sentences, year by year. They are counted and quoted on this page, never judged: a count says how much a filing talks about AI, not what the company does with it.
- How is this estimated?
- Claude Fable 5.2 read the annual report under the Index's written rubric (version 1) on November 11, 2026: the stated headcount, the share in the U.S. when stated, and the workforce as a blend of industry staffing patterns. The estimates are the site's industry estimates weighted by those shares, from O*NET tasks with estimated lengths and METR's measurements of how long a task AI models can finish. A company can write to info@stratussc.com to have its reading checked against its filing.
Embed these figures on your site
A small card with the share of working time within reach now and at the end of 2027, 2028 and 2030, the date and a link back. Free under CC BY 4.0; the card carries the credit.