Bloom Energy (BE) 10-Q 9 Aug 22 2022 Q2 Quarterly report Financial data

Cover Page

Cover Page - shares	6 Months Ended
	Jun. 30, 2022	Aug. 01, 2022
Document Information [Line Items]
Document Type	10-Q
Document Quarterly Report	true
Document Period End Date	Jun. 30, 2022
Document Transition Report	false
Entity File Number	001-38598
Entity Registrant Name	BLOOM ENERGY CORP
Entity Incorporation, State or Country Code	DE
Entity Tax Identification Number	77-0565408
Entity Address, Address Line One	4353 North First Street
Entity Address, City or Town	San Jose
Entity Address, State or Province	CA
Entity Address, Postal Zip Code	95134
City Area Code	408
Local Phone Number	543-1500
Title of 12(b) Security	Class A Common Stock, $0.0001 par value
Trading Symbol	BE
Security Exchange Name	NYSE
Entity Current Reporting Status	Yes
Entity Interactive Data Current	Yes
Entity Filer Category	Large Accelerated Filer
Entity Small Business	false
Entity Emerging Growth Company	false
Entity Shell Company	false
Entity Central Index Key	0001664703
Current Fiscal Year End Date	--12-31
Document Fiscal Year Focus	2022
Document Fiscal Period Focus	Q2
Amendment Flag	false
Class A common stock
Document Information [Line Items]
Entity Common Stock, Shares Outstanding		163,294,503
Class B common stock
Document Information [Line Items]
Entity Common Stock, Shares Outstanding		15,827,865

Condensed Consolidated Balance

Condensed Consolidated Balance Sheets - USD ($)		Jun. 30, 2022	Dec. 31, 2021
Current assets:
Cash and cash equivalents	[1]	$ 235,638,000	$ 396,035,000
Restricted cash	[1]	50,293,000	92,540,000
Accounts receivable less allowance for doubtful accounts of $119 as of June 30, 2022 and December 31, 2021	[1]	77,972,000	87,789,000
Contract assets		33,374,000	25,201,000
Inventories		206,707,000	143,370,000
Deferred cost of revenue		30,110,000	25,040,000
Customer financing receivable	[1]	0	5,784,000
Prepaid expense and other current assets	[1]	35,155,000	30,661,000
Total current assets		669,249,000	806,420,000
Property, plant and equipment, net	[1]	628,759,000	604,106,000
Operating lease right-of-use assets		110,362,000	106,660,000
Customer financing receivable	[1]	0	39,484,000
Restricted cash	[1]	128,248,000	126,539,000
Deferred cost of revenue		5,310,000	1,289,000
Other long-term assets	[1]	38,905,000	41,073,000
Total assets		1,580,833,000	1,725,571,000
Current liabilities:
Accounts payable		134,020,000	72,967,000
Accrued warranty		9,319,000	11,746,000
Accrued expenses and other current liabilities	[1]	101,204,000	114,138,000
Deferred revenue and customer deposits	[1]	93,237,000	89,975,000
Operating lease liabilities		12,581,000	13,101,000
Financing obligations		16,159,000	14,721,000
Recourse debt		12,434,000	8,348,000
Non-recourse debt	[1]	14,734,000	17,483,000
Total current liabilities		393,688,000	342,479,000
Deferred revenue and customer deposits	[1]	76,890,000	90,310,000
Operating lease liabilities		118,291,000	106,187,000
Financing obligations		447,595,000	461,900,000
Recourse debt		278,538,000	283,483,000
Non-recourse debt	[1]	183,555,000	217,416,000
Other long-term liabilities		18,646,000	16,772,000
Total liabilities		1,517,203,000	1,518,547,000
Commitments and contingencies (Note 13)
Redeemable convertible preferred stock, Series A: — shares authorized and — shares and no shares issued and outstanding at June 30, 2022 and December 31, 2021, respectively.		208,551,000	208,551,000
Redeemable noncontrolling interest		0	300,000
Stockholders’ deficit:
Common stock: $0.0001 par value; Class A shares - 600,000,000 shares authorized and 163,085,510 shares and 160,627,544 shares issued and outstanding and Class B shares - 600,000,000 shares authorized and 15,828,287 shares and 15,832,863 shares issued and outstanding at June 30, 2022 and December 31, 2021, respectively.		18,000	18,000
Additional paid-in capital		3,284,261,000	3,219,081,000
Accumulated other comprehensive loss		(1,000,000)	(350,000)
Accumulated deficit		(3,460,234,000)	(3,263,075,000)
Total deficit attributable to Class A and Class B common stockholders		(176,955,000)	(44,326,000)
Noncontrolling interest		32,034,000	42,499,000
Total stockholders' deficit		(144,921,000)	(1,827,000)
Total liabilities, redeemable convertible preferred stock, redeemable noncontrolling interest and stockholders' deficit		$ 1,580,833,000	$ 1,725,571,000
[1] We have variable interest entities, which represent a portion of the consolidated balances recorded within these financial statement line items in the condensed consolidated balance sheets (see Note 11 - Portfolio F inancing s ).

Condensed Consolidated Balanc_2

Condensed Consolidated Balance Sheets (Parenthetical) - USD ($) $ in Thousands	Jun. 30, 2022	Dec. 31, 2021
Allowance for doubtful accounts	$ 119	$ 119
Series A preferred
Redeemable convertible preferred stock, authorized (in shares)	0	0
Redeemable convertible preferred stock, issued (in shares)	0	0
Redeemable convertible preferred stock, outstanding (in shares)	0	0
Class A common stock
Common stock, par value (in dollars per share)	$ 0.0001	$ 0.0001
Common stock, authorized (in shares)	600,000,000	600,000,000
Common stock, issued (in shares)	163,085,510	160,627,544
Common stock, outstanding (in shares)	163,085,510	160,627,544
Class B common stock
Common stock, par value (in dollars per share)	$ 0.0001	$ 0.0001
Common stock, authorized (in shares)	600,000,000	600,000,000
Common stock, issued (in shares)	15,828,287	15,832,863
Common stock, outstanding (in shares)	15,828,287	15,832,863

Condensed Consolidated Statemen

Condensed Consolidated Statements of Operations - USD ($) shares in Thousands, $ in Thousands	3 Months Ended		6 Months Ended
	Jun. 30, 2022	Jun. 30, 2021	Jun. 30, 2022	Jun. 30, 2021
Revenue:
Total revenue	$ 243,236	$ 228,470	$ 444,275	$ 422,477
Cost of revenue:
Total cost of revenue	245,206	191,126	418,308	330,482
Gross (loss) profit	(1,970)	37,344	25,967	91,995
Operating expenses:
Research and development	41,614	25,673	76,140	48,968
Sales and marketing	20,475	22,727	41,809	42,679
General and administrative	38,114	31,655	75,850	57,456
Total operating expenses	100,203	80,055	193,799	149,103
Loss from operations	(102,173)	(42,711)	(167,832)	(57,108)
Interest income	196	76	255	150
Interest expense	(13,814)	(14,553)	(27,901)	(29,284)
Loss on extinguishment of debt	(4,233)	0	(4,233)	0
Other (expense) income, net	(1,191)	22	(4,218)	(63)
Gain (loss) on revaluation of embedded derivatives	38	(942)	569	(1,460)
Loss before income taxes	(121,177)	(58,108)	(203,360)	(87,765)
Income tax (benefit) provision	(12)	313	552	437
Net loss	(121,165)	(58,421)	(203,912)	(88,202)
Less: Net loss attributable to noncontrolling interest	(2,365)	(4,536)	(6,453)	(9,424)
Net loss attributable to Class A and Class B common stockholders	(118,800)	(53,885)	(197,459)	(78,778)
Less: Net loss attributable to redeemable noncontrolling interest	0	(22)	(300)	(26)
Net loss before portion attributable to redeemable noncontrolling interest and noncontrolling interest	$ (118,800)	$ (53,863)	$ (197,159)	$ (78,752)
Net loss per share available to Class A and Class B common stockholders, basic (in dollars per share)	$ (0.67)	$ (0.31)	$ (1.11)	$ (0.46)
Net loss per share available to Class A and Class B common stockholders, diluted (in dollars per share)	$ (0.67)	$ (0.31)	$ (1.11)	$ (0.46)
Weighted average shares used to compute net loss per share available to Class A and Class B common stockholders, basic (in shares)	178,507	172,749	177,852	171,753
Weighted average shares used to compute net loss per share available to Class A and Class B common stockholders, diluted (in shares)	178,507	172,749	177,852	171,753
Product
Revenue:
Total revenue	$ 173,625	$ 146,867	$ 307,172	$ 284,797
Cost of revenue:
Total cost of revenue	129,419	108,891	235,161	196,185
Installation
Revenue:
Total revenue	12,729	28,879	26,282	31,538
Cost of revenue:
Total cost of revenue	16,730	36,515	29,503	41,140
Service
Revenue:
Total revenue	38,426	35,707	73,665	72,124
Cost of revenue:
Total cost of revenue	41,028	35,565	82,854	71,683
Electricity
Revenue:
Total revenue	18,456	17,017	37,156	34,018
Cost of revenue:
Total cost of revenue	$ 58,029	$ 10,155	$ 70,790	$ 21,474

Condensed Consolidated Statem_2

Condensed Consolidated Statements of Comprehensive Loss - USD ($) $ in Thousands	3 Months Ended		6 Months Ended
	Jun. 30, 2022	Jun. 30, 2021	Jun. 30, 2022	Jun. 30, 2021
Statement of Comprehensive Income [Abstract]
Net loss	$ (121,165)	$ (58,421)	$ (203,912)	$ (88,202)
Other comprehensive loss, net of taxes:
Change in derivative instruments designated and qualifying as cash flow hedges	0	1,385	0	(3,268)
Foreign currency translation adjustment	(594)	4	(747)	(224)
Other comprehensive loss, net of taxes	(594)	1,389	(747)	(3,492)
Comprehensive loss	(121,759)	(57,032)	(204,659)	(91,694)
Less: Comprehensive loss attributable to noncontrolling interest	(2,462)	(5,919)	(6,550)	(6,265)
Comprehensive loss attributable to Class A and Class B common stockholders	(119,297)	(51,113)	(198,109)	(85,429)
Less: Comprehensive loss attributable to redeemable noncontrolling interest	0	(22)	(300)	(26)
Comprehensive loss after portion attributable to redeemable noncontrolling interest and noncontrolling interest	$ (119,297)	$ (51,091)	$ (197,809)	$ (85,403)

Condensed Consolidated Statem_3

Condensed Consolidated Statements of Changes in Stockholders' Deficit - USD ($) $ in Thousands		Total	Cumulative effect upon adoption of new accounting standard	Total deficit attributable to Class A and Class B common stockholders	Total deficit attributable to Class A and Class B common stockholders Cumulative effect upon adoption of new accounting standard	Common Stock	Additional Paid-In Capital	Additional Paid-In Capital Cumulative effect upon adoption of new accounting standard	Accumulated Other Comprehensive Loss	Accumulated Deficit	Accumulated Deficit Cumulative effect upon adoption of new accounting standard	Noncontrolling Interest
Beginning balance (in shares) at Dec. 31, 2020						168,002,726
Beginning balance at Dec. 31, 2020		$ 141,019	$ (121,491)	$ 78,824	$ (121,491)	$ 17	$ 3,182,753	$ (126,799)	$ (9)	$ (3,103,937)	$ 5,308	$ 62,195
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Issuance of restricted stock awards (in shares)						1,951,664
ESPP purchase (in shares)						977,508
ESPP purchase		4,726		4,726			4,726
Exercise of stock options (in shares)						2,470,262
Exercise of stock options		60,942		60,942			60,942
Stock-based compensation expense		34,295		34,295			34,295
Change in effective portion of interest rate swap agreement		3,268										3,268
Distributions and payments to noncontrolling interests		(4,745)										(4,745)
Foreign currency translation adjustment		(224)		(115)					(115)			(109)
Net loss	[1]	(88,176)		(78,752)						(78,752)		(9,424)
Ending balance (in shares) at Jun. 30, 2021						173,402,160
Ending balance at Jun. 30, 2021		29,614		(21,571)		$ 17	3,155,917		(124)	(3,177,381)		51,185
Beginning balance (in shares) at Mar. 31, 2021						172,099,453
Beginning balance at Mar. 31, 2021		64,046		6,060		$ 17	3,129,687		(126)	(3,123,518)		57,986
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Issuance of restricted stock awards (in shares)						811,162
Exercise of stock options (in shares)						491,545
Exercise of stock options		7,715		7,715			7,715
Stock-based compensation expense		18,515		18,515			18,515
Change in effective portion of interest rate swap agreement		(1,385)										(1,385)
Distributions and payments to noncontrolling interests		(882)										(882)
Foreign currency translation adjustment		4		2					2			2
Net loss	[2]	(58,399)		(53,863)						(53,863)		(4,536)
Ending balance (in shares) at Jun. 30, 2021						173,402,160
Ending balance at Jun. 30, 2021		29,614		(21,571)		$ 17	3,155,917		(124)	(3,177,381)		51,185
Beginning balance (in shares) at Dec. 31, 2021						176,460,407
Beginning balance at Dec. 31, 2021		(1,827)		(44,326)		$ 18	3,219,081		(350)	(3,263,075)		42,499
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Issuance of restricted stock awards (in shares)						1,789,639
ESPP purchase (in shares)						420,689
ESPP purchase		5,981		5,981			5,981
Exercise of stock options (in shares)						243,062
Exercise of stock options		1,317		1,317			1,317
Stock-based compensation expense		58,382		58,382			58,382
Distributions and payments to noncontrolling interests		(4,415)		(500)			(500)					(3,915)
Foreign currency translation adjustment		(747)		(650)					(650)			(97)
Net loss	[3]	(203,612)		(197,159)						(197,159)		(6,453)
Ending balance (in shares) at Jun. 30, 2022						178,913,797
Ending balance at Jun. 30, 2022		(144,921)		(176,955)		$ 18	3,284,261		(1,000)	(3,460,234)		32,034
Beginning balance (in shares) at Mar. 31, 2022						177,995,695
Beginning balance at Mar. 31, 2022		(54,756)		(90,791)		$ 18	3,251,128		(503)	(3,341,434)		36,035
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Issuance of restricted stock awards (in shares)						824,702
Exercise of stock options (in shares)						93,400
Exercise of stock options		337		337			337
Stock-based compensation expense		32,796		32,796			32,796
Distributions and payments to noncontrolling interests		(1,539)										(1,539)
Foreign currency translation adjustment		(594)		(497)					(497)			(97)
Net loss	[4]	(121,165)		(118,800)						(118,800)		(2,365)
Ending balance (in shares) at Jun. 30, 2022						178,913,797
Ending balance at Jun. 30, 2022		$ (144,921)		$ (176,955)		$ 18	$ 3,284,261		$ (1,000)	$ (3,460,234)		$ 32,034
[1]Excludes $26 attributable to redeemable noncontrolling interest.[2]Excludes $22 attributable to redeemable noncontrolling interest.[3]Excludes $300 attributable to redeemable noncontrolling interest.[4]There is no net loss attributable to redeemable noncontrolling interest.

Condensed Consolidated Statem_4

Condensed Consolidated Statements of Changes in Stockholders' Deficit (Parenthetical) - USD ($)	3 Months Ended		6 Months Ended
	Jun. 30, 2022	Jun. 30, 2021	Jun. 30, 2022	Jun. 30, 2021
Increase (Decrease) in Temporary Equity [Roll Forward]
Beginning redeemable noncontrolling interest	$ 0	$ 356,000	$ 300,000	$ 377,000
Distributions to noncontrolling interests				17,000
Net loss	0	22,000	300,000	26,000
Ending redeemable noncontrolling interest	$ 0	$ 334,000	$ 0	$ 334,000

Condensed Consolidated Statem_5

Condensed Consolidated Statements of Cash Flows - USD ($) $ in Thousands	6 Months Ended
	Jun. 30, 2022	Jun. 30, 2021
Cash flows from operating activities:
Net loss	$ (203,912)	$ (88,202)
Adjustments to reconcile net loss to net cash used in operating activities:
Depreciation and amortization	30,697	26,808
Non-cash lease expense	8,800	4,520
Gain on sale of property, plant and equipment	(523)	0
Write-off of assets related to PPA IIIa	44,800	0
Revaluation of derivative liabilities	1,680	462
Stock-based compensation	57,774	36,343
Loss on extinguishment of debt	4,233	0
Amortization of warrants and debt issuance costs	1,651	1,900
Other	3,487	0
Changes in operating assets and liabilities:
Accounts receivable	9,817	41,718
Contract assets	(8,173)	(15,311)
Inventories	(62,824)	(21,026)
Deferred cost of revenue	(8,995)	4,984
Customer financing receivable	2,510	2,636
Prepaid expenses and other assets	(5,813)	6,246
Operating lease right-of-use assets and operating lease liabilities	2,422	(5,140)
Finance lease liabilities	48	0
Accounts payable	51,982	29,449
Accrued expenses and other liabilities	(18,017)	(17,261)
Deferred revenue and customer deposits	(10,158)	(43,428)
Net cash used in operating activities	(98,514)	(35,302)
Cash flows from investing activities:
Purchase of property, plant and equipment	(44,728)	(34,460)
Net cash used in investing activities	(44,728)	(34,460)
Cash flows from financing activities:
Repayment of debt of PPA IIIa	(30,212)	0
Repayment of debt	(10,729)	(7,838)
Debt make-whole payment related to PPA IIIa debt	(2,413)	0
Proceeds from financing obligations	0	7,123
Repayment of financing obligations	(16,475)	(6,387)
Distributions to redeemable noncontrolling interests	0	(17)
Distributions to noncontrolling interests	(4,415)	(4,745)
Proceeds from issuance of common stock	5,981	65,668
Proceeds from exercise of options	1,317	0
Net cash (used in) provided by financing activities	(56,946)	53,804
Effect of exchange rate changes on cash, cash equivalent and restricted cash	(747)	(224)
Net decrease in cash, cash equivalents and restricted cash	(200,935)	(16,182)
Beginning of period	615,114	416,710
End of period	414,179	400,528
Supplemental disclosure of cash flow information:
Cash paid during the period for interest	25,938	27,219
Cash paid for amounts included in the measurement of lease liabilities:
Operating cash flows from operating leases	4,387	6,132
Operating cash flows from finance leases	462	259
Cash paid during the period for income taxes	982	185
Non-cash investing and financing activities:
Transfer of customer financing receivable to property, plant and equipment, net	42,758	0
Increase in recourse debt, non-current upon adoption of ASU 2020-06, net	0	121,491
Liabilities recorded for property, plant and equipment, net	15,988	11
Recognition of operating lease right-of-use asset during the year-to-date period	11,192	40,762
Recognition of finance lease right-of-use asset during the year-to-date period	$ 0	$ 1,335

Nature of Business, Liquidity a

Nature of Business, Liquidity and Basis of Presentation	6 Months Ended
	Jun. 30, 2022
Organization, Consolidation and Presentation of Financial Statements [Abstract]
Nature of Business, Liquidity and Basis of Presentation	Nature of Business, Liquidity and Basis of Presentation Nature of Business For information on the nature of our business, see Part II, Item 8, Note 1 - Nature of Business, Liquidity and Basis of Presentation, Nature of Business section in our Annual Report on Form 10-K for the fiscal year ended December 31, 2021. We have not experienced any supply chain disruptions as a result of the invasion by the Russian Federation in Ukraine on February 24, 2022. Liquidity We have generally incurred operating losses and negative cash flows from operations since our inception. With the series of new debt offerings, debt extensions and conversions to equity that we completed during 2020 and 2021, we had $291.0 million of total outstanding recourse debt as of June 30, 2022, $278.5 million of which is classified as long-term debt. Our recourse debt scheduled repayments commenced in June 2022. Our future capital requirements will depend on many factors, including our rate of revenue growth, the timing and extent of spending on research and development efforts and other business initiatives, the rate of growth in the volume of system builds and the need for additional manufacturing space, the expansion of sales and marketing activities both in domestic and international markets, market acceptance of our product, our ability to secure financing for customer use of our Energy Servers, the timing of installations, and overall economic conditions including the impact of COVID-19 and inflationary pressure in the US on our ongoing and future operations. The rising interest rates in the US will adversely impact the cost of new capital deployment. In the opinion of management, the combination of our existing cash and cash equivalents and operating cash flows is expected to be sufficient to meet our operational and capital cash flow requirements and other cash flow needs for the next 12 months from the date of issuance of this Quarterly Report on Form 10-Q. Basis of Presentation We have prepared the condensed consolidated financial statements included herein pursuant to the rules and regulations of the U.S. Securities and Exchange Commission ("SEC"), and as permitted by those rules, including all disclosures required by generally accepted accounting principles as applied in the United States (“U.S. GAAP”). Certain prior period amounts have been reclassified to conform to the current period presentation. Principles of Consolidation For information on principles of consolidation, see Part II, Item 8, Note 1 - Nature of Business, Liquidity and Basis of Presentation, Principles of Consolidation section in our Annual Report on Form 10-K for the fiscal year ended December 31, 2021. Use of Estimates For information on the use of accounting estimates, see Part II, Item 8, Note 1 - Nature of Business, Liquidity and Basis of Presentation, Use of Estimates section in our Annual Report on Form 10-K for the fiscal year ended December 31, 2021. Concentration of Risk Geographic Risk - T he majority of our revenue and long-lived assets are attributable to operations in the United States for all periods presented. In addition to shipments in the US, we also ship our Energy Servers to other countries, primarily to the Republic of Korea, Japan, and India (collectively, the "Asia Pacific region"). In the three and six months ended June 30, 2022, total revenue in the Asia Pacific region was 62% and 63%, respectively, of our total revenue. In the three and six months ended June 30, 2021, total revenue in the Asia Pacific region was 34% and 39%, respectively, of our total revenue. Credit Risk - At June 30, 2022 and December 31, 2021, one customer accounted for approximately 56% and 60% of accounts receivable, respectively. To date, we have not experienced any credit losses. Customer Risk - During the three months ended June 30, 2022, two customers represented approximately 57% and 16% of our total revenue, respectively. During the six months ended June 30, 2022, two customers represented approximately 45% and 15% of our total revenue, respectively. During the three months ended June 30, 2021, revenue from three customers represented 31%, 26% and 12% of our total revenue, respectively. During the six months ended June 30, 2021, revenue from two customers represented 36% and 14% of our total revenue, respectively.

Summary of Significant Accounti

Summary of Significant Accounting Policies	6 Months Ended
	Jun. 30, 2022
Accounting Policies [Abstract]
Summary of Significant Accounting Policies	Summary of Significant Accounting Policies Please refer to the accounting policies described in Part II, Item 8, Note 2 - Summary of Significant Accounting Policies in our Annual Report on Form 10-K for the fiscal year ended December 31, 2021. Recent Accounting Pronouncements There have been no significant changes in our reported financial position or results of operations and cash flows resulting from the adoption of new accounting pronouncements. Accounting Guidance Not Yet Adopted Contract Assets and Contract Liabilities Acquired in a Business Combination - In October 2021, the FASB issued ASU 2021-08, Business Combinations (Topic 805): Accounting for Contract Assets and Contract Liabilities from Contracts with Customers ("ASU 2021-08"), which requires contract assets and contract liabilities acquired in a business combination to be recognized and measured by the acquirer on the acquisition date in accordance with ASC 606, Revenue from Contracts with Customers , as if it had originated the contracts. This approach differs from the current requirement to measure contract assets and contract liabilities acquired in a business combination at fair value. ASU 2021-08 will be effective for fiscal years, including interim periods within those fiscal years, beginning after December 15, 2022. Early adoption is permitted. The adoption impact of ASU 2021-08 will depend on the magnitude of any future acquisitions. The standard will not impact acquired contract assets or liabilities from business combinations occurring prior to the adoption date.

Revenue Recognition

Revenue Recognition	6 Months Ended
	Jun. 30, 2022
Revenue from Contract with Customer [Abstract]
Revenue Recognition	Revenue Recognition Contract Balances The following table provides information about accounts receivables, contract assets, customer deposits and deferred revenue from contracts with customers (in thousands): June 30, December 31, 2022 2021 Accounts receivable $ 77,972 $ 87,788 Contract assets 33,374 25,201 Customer deposits 73,750 64,809 Deferred revenue 96,377 115,476 Contract assets and contract liabilities are reported in a net position on an individual contract basis at the end of each reporting period. Contract assets are classified as current in the condensed consolidated balance sheet when the Company expects to complete the related performance obligations and invoice the customers within one year of the balance sheet date, and as long-term when the Company expects to complete the related performance obligations and invoice the customers more than one year out from the balance sheet date. Contract liabilities are classified as current in the condensed consolidated balance sheet when the revenue recognition associated with the related customer payments and invoicing is expected to occur within one year of the balance sheet date and as long-term when the revenue recognition associated with the related customer payments and invoicing is expected to occur in more than one year from the balance sheet date. Contract Assets Three Months Ended Six Months Ended 2022 2021 2022 2021 Beginning balance $ 13,533 $ 5,008 $ 25,201 $ 3,327 Transferred to accounts receivable from contract assets recognized at the beginning of the period (1,387) (556) (15,963) — Revenue recognized and not billed as of the end of the period 21,228 14,186 24,136 15,311 Ending balance $ 33,374 $ 18,638 $ 33,374 $ 18,638 Deferred Revenue Deferred revenue activity, including deferred incentive revenue activity, during the three and six months ended June 30, 2022 and 2021 consisted of the following (in thousands): Three Months Ended Six Months Ended 2022 2021 2022 2021 Beginning balance $ 103,489 $ 120,643 $ 115,476 $ 135,578 Additions 182,067 195,324 348,744 350,785 Revenue recognized (189,179) (199,712) (367,843) (370,108) Ending balance $ 96,377 $ 116,255 $ 96,377 $ 116,255 Disaggregated Revenue We disaggregate revenue from contracts with customers into four revenue categories: product, installation, services and electricity (in thousands): Three Months Ended Six Months Ended 2022 2021 2022 2021 Revenue from contracts with customers: Product revenue $ 173,625 $ 146,867 $ 307,172 $ 284,797 Installation revenue 12,729 28,879 26,282 31,538 Services revenue 38,426 35,707 73,665 72,124 Electricity revenue 2,794 707 5,476 1,302 Total revenue from contract with customers 227,574 212,160 412,595 389,761 Revenue from contracts accounted for as leases: Electricity revenue 15,662 16,310 31,680 32,716 Total revenue $ 243,236 $ 228,470 $ 444,275 $ 422,477

Financial Instruments

Financial Instruments	6 Months Ended
	Jun. 30, 2022
Cash and Cash Equivalents [Abstract]
Financial Instruments	Financial Instruments Cash, Cash Equivalents and Restricted Cash The carrying values of cash, cash equivalents and restricted cash approximate fair values and were as follows (in thousands): June 30, December 31, 2022 2021 As Held: Cash $ 241,700 $ 318,080 Money market funds 172,479 297,034 $ 414,179 $ 615,114 As Reported: Cash and cash equivalents $ 235,638 $ 396,035 Restricted cash 178,541 219,079 $ 414,179 $ 615,114 Restricted cash consisted of the following (in thousands): June 30, December 31, 2022 2021 Current: Restricted cash $ 48,563 $ 89,462 Restricted cash related to PPA Entities 1 1,730 3,078 $ 50,293 $ 92,540 Non-current: Restricted cash $ 110,908 $ 103,300 Restricted cash related to PPA Entities 1 17,340 23,239 128,248 126,539 $ 178,541 $ 219,079 1 We have VIEs that represent a portion of the consolidated balances recorded within the "restricted cash" and other financial statement line items in the condensed consolidated balance sheets (see Note 11 - Portfolio Financings ). In addition, the restricted cash held in the PPA II and PPA IIIb entities as of June 30, 2022 includes $41.1 million and $1.2 million of current restricted cash, respectively, and $42.9 million and $6.7 million of non-current restricted cash, respectively. The restricted cash held in the PPA II and PPA IIIb entities as of December 31, 2021, includes $41.7 million and $1.2 million of current restricted cash, respectively, and $57.7 million and $6.7 million of non-current restricted cash, respectively. These entities are not considered VIEs. Factoring Arrangements We sell certain customer trade receivables on a non-recourse basis under factoring arrangements with our designated financial institution. These transactions are accounted for as sales and cash proceeds are included in cash used in operating activities. We derecognized $90.9 million and $116.3 million of accounts receivable as of June 30, 2022 and December 31, 2021, respectively, under these factoring arrangements. The costs of factoring such accounts receivable on our condensed consolidated statements of operations for the three and six months ended June 30, 2022 was $0.9 million and $1.2 million. The costs of factoring such accounts receivable on our condensed consolidated statements of operations for the three and six months ended June 30, 2021 were not material.

Fair Value

Fair Value	6 Months Ended
	Jun. 30, 2022
Fair Value Disclosures [Abstract]
Fair Value	Fair Value Our accounting policy for the fair value measurement of cash equivalents, natural gas fixed price forward contracts, and embedded Escalation Protection Plan ("EPP") derivatives is described in Part II, Item 8 Note 2 - Summary of Significant Accounting Policies in our Annual Report on Form 10-K for the fiscal year ended December 31, 2021 . Financial Assets and Liabilities Measured at Fair Value on a Recurring Basis The tables below set forth, by level, our financial assets that are accounted for at fair value for the respective periods. The table does not include assets and liabilities that are measured at historical cost or any basis other than fair value (in thousands): Fair Value Measured at Reporting Date Using June 30, 2022 Level 1 Level 2 Level 3 Total Assets Cash equivalents: Money market funds $ 172,479 $ — $ — $ 172,479 $ 172,479 $ — $ — $ 172,479 Liabilities Derivatives: Option to acquire a variable number of shares of Class A Common Stock $ — $ 12,089 $ — $ 12,089 Embedded EPP derivatives — — 5,892 5,892 $ — $ 12,089 $ 5,892 $ 17,981 Fair Value Measured at Reporting Date Using December 31, 2021 Level 1 Level 2 Level 3 Total Assets Cash equivalents: Money market funds $ 297,034 $ — $ — $ 297,034 $ 297,034 $ — $ — $ 297,034 Liabilities Derivatives: Option to acquire a variable number of shares of Class A Common Stock $ — $ 13,200 $ — $ 13,200 Embedded EPP derivatives — — 6,461 6,461 $ — $ 13,200 $ 6,461 $ 19,661 We revalued the Option to its fair value as of June 30, 2022, which is included in other (expense) income, net in our condensed consolidated statements of operations. The fair value of the Option is reflected in accrued expenses and other current liabilities in our condensed consolidated balance sheets. For the three months ended June 30, 2022 and 2021, we recorded the fair value of the embedded EPP derivatives and recognized an unrealized immaterial gain and an unrealized loss of $0.9 million, respectively, in (loss) gain on revaluation of embedded derivatives on our condensed consolidated statements of operations. For the six months ended June 30, 2022 and 2021, we recorded the fair value of the embedded EPP derivatives and recognized an unrealized gain of $0.6 million and an unrealized loss of $1.5 million, respectively, in gain (loss) on revaluation of embedded derivatives on our condensed consolidated statements of operations. The changes in the Level 3 financial liabilities during the six months ended June 30, 2022 were as follows (in thousands): Embedded EPP Derivative Liability Liabilities at December 31, 2021 $ 6,461 Changes in fair value (569) Liabilities at June 30, 2022 $ 5,892 Financial Assets and Liabilities and Other Items Not Measured at Fair Value on a Recurring Basis Customer Receivables and Debt Instruments - The fair value for customer financing receivables is based on a discounted cash flow model, whereby the fair value approximates the present value of the receivables (Level 3). The senior secured notes, term loans and convertible notes are based on rates currently offered for instruments with similar maturities and terms (Level 3). The following table presents the estimated fair values and carrying values of customer receivables and debt instruments (in thousands): June 30, 2022 December 31, 2021 Net Carrying Fair Value Net Carrying Fair Value Customer receivables Customer financing receivable $ — $ — $ 45,269 $ 38,334 Debt instruments Recourse: 10.25% Senior Secured Notes due March 2027 67,124 64,775 68,968 72,573 2.5% Green Convertible Senior Notes due August 2025 223,848 289,271 222,863 356,822 Non-recourse: 7.5% Term Loan due September 2028 (Note 7) — — 29,006 35,669 6.07% Senior Secured Notes due March 2030 71,060 73,691 73,262 83,251 3.04% Senior Secured Notes due June 2031 127,229 120,481 132,631 137,983

Balance Sheet Components

Balance Sheet Components	6 Months Ended
	Jun. 30, 2022
Organization, Consolidation and Presentation of Financial Statements [Abstract]
Balance Sheet Components	Balance Sheet Components Inventories The components of inventory consist of the following (in thousands): June 30, December 31, 2022 2021 Raw materials $ 118,881 $ 80,809 Finished goods 47,108 30,668 Work-in-progress 40,718 31,893 $ 206,707 $ 143,370 The inventory reserves were $16.5 million and $13.9 million as of June 30, 2022 and December 31, 2021, respectively. Prepaid Expenses and Other Current Assets Prepaid expenses and other current assets consist of the following (in thousands): June 30, December 31, 2022 2021 Receivables from employees $ 8,399 $ 5,463 Prepaid hardware and software maintenance 3,171 3,494 Tax receivables 2,998 1,518 Prepaid managed services 1,742 2,480 Deposits made 1,420 817 Prepaid workers compensation 1,090 5,330 Prepaid deferred commissions 642 724 State incentive receivable 203 427 Other prepaid expenses and other current assets 15,490 10,408 $ 35,155 $ 30,661 Property, Plant and Equipment, Net Property, plant and equipment, net consists of the following (in thousands): June 30, December 31, 2022 2021 Energy Servers $ 669,606 $ 674,799 Machinery and equipment 125,371 110,600 Construction-in-progress 69,227 43,544 Leasehold improvements 65,572 52,936 Building 49,240 48,934 Computers, software and hardware 23,423 21,276 Furniture and fixtures 8,770 8,607 1,011,209 960,696 Less: accumulated depreciation (382,450) (356,590) $ 628,759 $ 604,106 Depreciation expense related to property, plant and equipment for the three and six months ended June 30, 2022 was $16.3 million and $30.7 million, respectively. Depreciation expense related to property, plant and equipment for the three and six months ended June 30, 2021 was $13.4 million and $26.8 million, respectively. Property, plant and equipment under operating leases by the PPA Entities was $362.0 million and $368.0 million and accumulated depreciation for these assets was $148.0 million and $139.4 million as of June 30, 2022 and December 31, 2021, respectively. Depreciation expense for these assets was $5.6 million and $11.5 million for the three and six months ended June 30, 2022, respectively. Depreciation expense for these assets was $5.9 million and $11.7 million for the three and six months ended June 30, 2021, respectively. PPA IIIa Upgrade In June 2022, we started a project to replace 9.8 megawatts of second-generation Energy Servers (the "old Energy Servers") at PPA IIIa Investment Company and Operating Company ("PPA IIIa") with current generation Energy Servers (the "new Energy Servers") (the "PPA IIIa Upgrade", the "PPA IIIa Repowering"). The replacement was ongoing as of June 30, 2022. See Note 11 - Portfolio Financing for additional information. Change in Estimate In June 2022, due to the replacement of old Energy Servers as part of the PPA IIIa Repowering, we revised the expected useful life of the old Energy Servers. As a result, the expected useful life of old Energy Servers decreased from 15 years to approximately 0.5 years. We recognized accelerated depreciation of $0.2 million in electricity cost of revenue on the revised carrying amount of the old Energy Servers after impairment loss in our condensed consolidated statements of operations. There is no effect from this change in accounting estimate on future periods. Other Long-Term Assets Other long-term assets consist of the following (in thousands): June 30, December 31, 2022 2021 Prepaid insurance $ 8,490 $ 9,534 Long-term lease receivable 8,126 7,953 Deferred commissions 7,369 7,569 Prepaid managed services 2,693 3,010 Deposits made 2,319 1,923 Deferred tax asset 908 954 Investments in subsidiaries — 1,819 Prepaid and other long-term assets 9,000 8,311 $ 38,905 $ 41,073 Accrued Expenses and Other Current Liabilities Accrued expenses and other current liabilities consist of the following (in thousands): June 30, December 31, 2022 2021 Compensation and benefits $ 35,114 $ 38,222 Option to acquire a variable number of shares of Class A Common Stock 12,089 13,200 Sales-related liabilities 7,482 6,040 Accrued legal expenses 5,397 1,765 Accrued installation 3,888 13,968 Current portion of derivative liabilities 2,959 6,059 Accrued consulting expenses 2,264 1,731 Interest payable 2,156 2,159 Sales tax liabilities 1,103 1,491 Other 28,752 29,503 $ 101,204 $ 114,138

Outstanding Loans and Security

Outstanding Loans and Security Agreements	6 Months Ended
	Jun. 30, 2022
Debt Disclosure [Abstract]
Outstanding Loans and Security Agreements	Outstanding Loans and Security Agreements The following is a summary of our debt as of June 30, 2022 (in thousands, except percentage data): Unpaid Net Carrying Value Interest Maturity Dates Entity Recourse Current Long- Total 10.25% Senior Secured Notes due March 2027 $ 67,980 $ 12,434 $ 54,690 $ 67,124 10.25% March 2027 Company Yes 2.5% Green Convertible Senior Notes due August 2025 230,000 — 223,848 223,848 2.5% August 2025 Company Yes Total recourse debt 297,980 12,434 278,538 290,972 3.04% Senior Secured Notes due June 30, 2031 129,061 9,643 117,586 127,229 3.04% June 2031 PPA V No 6.07% Senior Secured Notes due March 2030 71,687 5,091 65,969 71,060 6.07% March 2030 PPA IV No Total non-recourse debt 200,748 14,734 183,555 198,289 Total debt $ 498,728 $ 27,168 $ 462,093 $ 489,261 The following is a summary of our debt as of December 31, 2021 (in thousands, except percentage data): Unpaid Net Carrying Value Interest Maturity Dates Entity Recourse Current Long- Total 10.25% Senior Secured Notes due March 2027 $ 70,000 $ 8,348 $ 60,620 $ 68,968 10.25% March 2027 Company Yes 2.5% Green Convertible Senior Notes due August 2025 230,000 — 222,863 222,863 2.5% August 2025 Company Yes Total recourse debt 300,000 8,348 283,483 291,831 3.04% Senior Secured Notes due June 30, 2031 134,644 9,376 123,255 132,631 3.04% June 2031 PPA V No 7.5% Term Loan due September 2028 31,070 3,436 25,570 29,006 7.5% September PPA IIIa No 6.07% Senior Secured Notes due March 2030 73,955 4,671 68,591 73,262 6.07% March 2030 PPA IV No Total non-recourse debt 239,669 17,483 217,416 234,899 Total debt $ 539,669 $ 25,831 $ 500,899 $ 526,730 We and all of our subsidiaries were in compliance with all financial covenants as of June 30, 2022 and December 31, 2021. Recourse Debt Facilities Please refer to Part II, Item 8, Note 7 - Outstanding Loans and Security Agreements in our Annual Form 10-K for the fiscal year ended December 31, 2021 for discussion of our 10.25% Senior Secured Notes due March 2027 and 2.5% Green Convertible Senior Notes due August 2025. Interest expense on the Green Notes for the three and six months ended June 30, 2022 was $2.0 million and $3.9 million, respectively, including amortization of issuance costs of $0.5 million and $1.0 million, respectively. Interest expense on the Green Notes for the three and six months ended June 30, 2021 was $1.9 million and $3.9 million, respectively, including amortization of issuance costs of $0.5 million and $1.0 million, respectively. Non-recourse Debt Facilities Please refer to Note 7 - Outstanding Loans and Security Agreements in our Annual Form 10-K for the fiscal year ended December 31, 2021 for discussion of our non-recourse debt Both note purchase and credit agreements require us to maintain a debt service reserve, the balances of which are presented below (in millions): June 30, December 31, 2022 2021 3.04% Senior Secured Notes due June 30, 2031 $ 8.0 $ 8.0 7.5% Term Loan due September 2028 — 3.6 6.07% Senior Secured Notes due March 2030 9.3 9.1 These debt service balances are included as part of long-term restricted cash in the condensed consolidated balance sheets. Both notes and the loan are secured by assets of respective PPAs. 7.5% Term Loan due September 2028 - On June 14, 2022, as part of the PPA IIIa Upgrade, we paid off the outstanding balance and related accrued interest of $30.2 million and $0.4 million, respectively, and recognized a loss on extinguishment of debt of $4.2 million. The debt service reserve of $3.6 million was reclassified from restricted cash to cash and cash equivalents as of June 30, 2022. Repayment Schedule and Interest Expense The following table presents details of our outstanding loan principal repayment schedule as of June 30, 2022 (in thousands): Remainder of 2022 $ 12,524 2023 28,503 2024 31,872 2025 265,494 2026 39,078 Thereafter 121,257 $ 498,728 Interest expense of $13.8 million and $14.6 million for the three months ended June 30, 2022 and 2021, respectively, was recorded in interest expense on the condensed consolidated statements of operations. Interest expense of $27.9 million and $29.3 million for the six months ended June 30, 2022 and 2021, respectively, was recorded in interest expense on the condensed consolidated statements of operations. We did not incur any interest expense - related parties during the three and six months ended June 30, 2022 and 2021.

Derivative Financial Instrument

Derivative Financial Instruments	6 Months Ended
	Jun. 30, 2022
Derivative Instruments and Hedging Activities Disclosure [Abstract]
Derivative Financial Instruments	Derivative Financial Instruments Cash Flow Hedges As of December 31, 2021, we had settled our interest rate swaps, which had been designated as cash flow hedges. There were no cash flow hedges as of June 30, 2022. The changes in fair value of the interest rate swaps designated as cash flow hedges and the amounts recognized in accumulated other comprehensive loss and in earnings were as follows during the three and six months ended June 30, 2022 and 2021 (in thousands): Three Months Ended Six Months Ended 2022 2021 2022 2021 Beginning balance $ — $ 11,301 $ — $ 15,989 Loss (gain) recognized in other comprehensive loss — 1,880 — (2,284) Amounts reclassified from other comprehensive loss to earnings — (495) — (984) Net loss (gain) recognized in other comprehensive loss — 1,385 — (3,268) Gain recognized in earnings — (35) — (70) Ending balance $ — $ 12,651 $ — $ 12,651 Embedded EPP Derivatives in Sales Contracts For information on embedded EPP Derivatives in sales contracts, see Part II, Item 8, Note 8 - Derivative Financial Instruments in our Annual Report on form 10-K for the fiscal year ended December 31, 2021.

Leases

Leases	6 Months Ended
	Jun. 30, 2022
Leases [Abstract]
Leases	Leases Facilities, Energy Servers, and Vehicles For the three and six months ended June 30, 2022, rent expense for all occupied facilities was $4.7 million and $9.2 million, respectively. For the three and six months ended June 30, 2021, rent expense for all occupied facilities was $3.8 million and $7.0 million, respectively. Operating and finance lease right-of-use assets and lease liabilities for facilities, Energy Servers, and vehicles as of June 30, 2022 and December 31, 2021 were as follows (in thousands): June 30, December 31, 2022 2021 Operating Leases: Operating lease right-of-use assets, net 1, 2 $ 110,362 $ 106,660 Current operating lease liabilities (12,581) (13,101) Non-current operating lease liabilities (118,291) (106,187) Total operating lease liabilities $ (130,872) $ (119,288) Finance Leases: Finance lease right-of-use assets, net 2, 3, 4 $ 2,614 $ 2,944 Current finance lease liabilities (924) (863) Non-current finance lease liabilities (1,876) (2,157) Total finance lease liabilities $ (2,800) $ (3,020) Total lease liabilities $ (133,672) $ (122,308) 1 These assets primarily include leases for facilities, Energy Servers, and vehicles. 2 Net of accumulated amortization. 3 These assets primarily include leases for vehicles. 4 Included in property, plant and equipment, net in the condensed consolidated balance sheet. The components of our facilities, Energy Servers, and vehicles' lease costs for the three and six months ended June 30, 2022 and 2021 were as follows (in thousands): Three Months Ended Six Months Ended 2022 2021 2022 2021 Operating lease costs $ 6,049 $ 3,743 $ 11,885 $ 6,757 Finance lease costs: Amortization of finance lease right-of-use assets 263 174 521 881 Interest expense for finance lease liabilities 52 46 105 244 Total finance lease costs 315 220 626 1,125 Short-term lease costs 167 169 241 341 Total lease costs $ 6,531 $ 4,132 $ 12,752 $ 8,223 Weighted average remaining lease terms and discount rates for our facilities, Energy Servers and vehicles as of June 30, 2022 and December 31, 2021 were as follows: June 30, December 31, 2022 2021 Weighted average remaining lease term: Operating leases 9.2 years 8.9 years Finance leases 3.3 years 3.5 years Weighted average discount rate: Operating leases 9.8 % 9.6 % Finance leases 7.7 % 7.6 % Future lease payments under lease agreements for our facilities, Energy Servers and vehicles as of June 30, 2022 were as follows (in thousands): Operating Leases Finance Leases Remainder of 2022 $ 9,456 $ 509 2023 19,496 1,013 2024 18,007 840 2025 18,246 369 2026 17,853 139 Thereafter 76,434 32 Total minimum lease payments 159,492 2,902 Less: amounts representing interest or imputed interest (28,620) (102) Present value of lease liabilities $ 130,872 $ 2,800 Managed Services and Portfolio Financings Through PPA Entities At June 30, 2022, future lease payments under the Managed Services Agreements financing obligations were as follows (in thousands): Financing Obligations Remainder of 2022 $ 21,687 2023 44,041 2024 41,967 2025 40,939 2026 36,339 Thereafter 55,427 Total minimum lease payments 240,400 Less: imputed interest (134,902) Present value of net minimum lease payments 105,498 Less: current financing obligations (16,159) Long-term financing obligations $ 89,339 The long-term financing obligations, as reflected in our condensed consolidated balance sheets, were $447.6 million and $461.9 million as of June 30, 2022 and December 31, 2021, respectively. The difference between these obligations and the principal obligations in the table above will be offset against the carrying value of the related Energy Servers at the end of the lease and the remainder recognized as a gain at that point. Portfolio Financings through PPA Entities The components of our aggregate net investment in sales-type leases under our Portfolio Financings through PPA entities consisted of the following (in thousands): June 30, December 31, 2022 2021 Lease payment receivables, net 1 $ — $ 44,378 Estimated residual value of leased assets (unguaranteed) — 890 Net investment in sales-type leases — 45,268 Less: current portion — (5,784) Non-current portion of net investment in sales-type leases $ — $ 39,484 1 Net of current estimated credit losses of approximately $0.1 million as of December 31, 2021. As of June 30, 2022, there was no net investment in sales-type leases as a result of PPA IIIa Repowering. Please refer to Note 11 - Portfolio Financing for details. As of June 30, 2022, future estimated operating minimum lease payments we expect to receive from Portfolio Financing arrangements through PPA Entities were as follows (in thousands): Operating Leases Remainder of 2022 $ 20,237 2023 43,620 2024 45,571 2025 46,609 2026 47,757 Thereafter 213,233 Total minimum lease payments $ 417,027
Leases	Leases Facilities, Energy Servers, and Vehicles For the three and six months ended June 30, 2022, rent expense for all occupied facilities was $4.7 million and $9.2 million, respectively. For the three and six months ended June 30, 2021, rent expense for all occupied facilities was $3.8 million and $7.0 million, respectively. Operating and finance lease right-of-use assets and lease liabilities for facilities, Energy Servers, and vehicles as of June 30, 2022 and December 31, 2021 were as follows (in thousands): June 30, December 31, 2022 2021 Operating Leases: Operating lease right-of-use assets, net 1, 2 $ 110,362 $ 106,660 Current operating lease liabilities (12,581) (13,101) Non-current operating lease liabilities (118,291) (106,187) Total operating lease liabilities $ (130,872) $ (119,288) Finance Leases: Finance lease right-of-use assets, net 2, 3, 4 $ 2,614 $ 2,944 Current finance lease liabilities (924) (863) Non-current finance lease liabilities (1,876) (2,157) Total finance lease liabilities $ (2,800) $ (3,020) Total lease liabilities $ (133,672) $ (122,308) 1 These assets primarily include leases for facilities, Energy Servers, and vehicles. 2 Net of accumulated amortization. 3 These assets primarily include leases for vehicles. 4 Included in property, plant and equipment, net in the condensed consolidated balance sheet. The components of our facilities, Energy Servers, and vehicles' lease costs for the three and six months ended June 30, 2022 and 2021 were as follows (in thousands): Three Months Ended Six Months Ended 2022 2021 2022 2021 Operating lease costs $ 6,049 $ 3,743 $ 11,885 $ 6,757 Finance lease costs: Amortization of finance lease right-of-use assets 263 174 521 881 Interest expense for finance lease liabilities 52 46 105 244 Total finance lease costs 315 220 626 1,125 Short-term lease costs 167 169 241 341 Total lease costs $ 6,531 $ 4,132 $ 12,752 $ 8,223 Weighted average remaining lease terms and discount rates for our facilities, Energy Servers and vehicles as of June 30, 2022 and December 31, 2021 were as follows: June 30, December 31, 2022 2021 Weighted average remaining lease term: Operating leases 9.2 years 8.9 years Finance leases 3.3 years 3.5 years Weighted average discount rate: Operating leases 9.8 % 9.6 % Finance leases 7.7 % 7.6 % Future lease payments under lease agreements for our facilities, Energy Servers and vehicles as of June 30, 2022 were as follows (in thousands): Operating Leases Finance Leases Remainder of 2022 $ 9,456 $ 509 2023 19,496 1,013 2024 18,007 840 2025 18,246 369 2026 17,853 139 Thereafter 76,434 32 Total minimum lease payments 159,492 2,902 Less: amounts representing interest or imputed interest (28,620) (102) Present value of lease liabilities $ 130,872 $ 2,800 Managed Services and Portfolio Financings Through PPA Entities At June 30, 2022, future lease payments under the Managed Services Agreements financing obligations were as follows (in thousands): Financing Obligations Remainder of 2022 $ 21,687 2023 44,041 2024 41,967 2025 40,939 2026 36,339 Thereafter 55,427 Total minimum lease payments 240,400 Less: imputed interest (134,902) Present value of net minimum lease payments 105,498 Less: current financing obligations (16,159) Long-term financing obligations $ 89,339 The long-term financing obligations, as reflected in our condensed consolidated balance sheets, were $447.6 million and $461.9 million as of June 30, 2022 and December 31, 2021, respectively. The difference between these obligations and the principal obligations in the table above will be offset against the carrying value of the related Energy Servers at the end of the lease and the remainder recognized as a gain at that point. Portfolio Financings through PPA Entities The components of our aggregate net investment in sales-type leases under our Portfolio Financings through PPA entities consisted of the following (in thousands): June 30, December 31, 2022 2021 Lease payment receivables, net 1 $ — $ 44,378 Estimated residual value of leased assets (unguaranteed) — 890 Net investment in sales-type leases — 45,268 Less: current portion — (5,784) Non-current portion of net investment in sales-type leases $ — $ 39,484 1 Net of current estimated credit losses of approximately $0.1 million as of December 31, 2021. As of June 30, 2022, there was no net investment in sales-type leases as a result of PPA IIIa Repowering. Please refer to Note 11 - Portfolio Financing for details. As of June 30, 2022, future estimated operating minimum lease payments we expect to receive from Portfolio Financing arrangements through PPA Entities were as follows (in thousands): Operating Leases Remainder of 2022 $ 20,237 2023 43,620 2024 45,571 2025 46,609 2026 47,757 Thereafter 213,233 Total minimum lease payments $ 417,027
Leases	Leases Facilities, Energy Servers, and Vehicles For the three and six months ended June 30, 2022, rent expense for all occupied facilities was $4.7 million and $9.2 million, respectively. For the three and six months ended June 30, 2021, rent expense for all occupied facilities was $3.8 million and $7.0 million, respectively. Operating and finance lease right-of-use assets and lease liabilities for facilities, Energy Servers, and vehicles as of June 30, 2022 and December 31, 2021 were as follows (in thousands): June 30, December 31, 2022 2021 Operating Leases: Operating lease right-of-use assets, net 1, 2 $ 110,362 $ 106,660 Current operating lease liabilities (12,581) (13,101) Non-current operating lease liabilities (118,291) (106,187) Total operating lease liabilities $ (130,872) $ (119,288) Finance Leases: Finance lease right-of-use assets, net 2, 3, 4 $ 2,614 $ 2,944 Current finance lease liabilities (924) (863) Non-current finance lease liabilities (1,876) (2,157) Total finance lease liabilities $ (2,800) $ (3,020) Total lease liabilities $ (133,672) $ (122,308) 1 These assets primarily include leases for facilities, Energy Servers, and vehicles. 2 Net of accumulated amortization. 3 These assets primarily include leases for vehicles. 4 Included in property, plant and equipment, net in the condensed consolidated balance sheet. The components of our facilities, Energy Servers, and vehicles' lease costs for the three and six months ended June 30, 2022 and 2021 were as follows (in thousands): Three Months Ended Six Months Ended 2022 2021 2022 2021 Operating lease costs $ 6,049 $ 3,743 $ 11,885 $ 6,757 Finance lease costs: Amortization of finance lease right-of-use assets 263 174 521 881 Interest expense for finance lease liabilities 52 46 105 244 Total finance lease costs 315 220 626 1,125 Short-term lease costs 167 169 241 341 Total lease costs $ 6,531 $ 4,132 $ 12,752 $ 8,223 Weighted average remaining lease terms and discount rates for our facilities, Energy Servers and vehicles as of June 30, 2022 and December 31, 2021 were as follows: June 30, December 31, 2022 2021 Weighted average remaining lease term: Operating leases 9.2 years 8.9 years Finance leases 3.3 years 3.5 years Weighted average discount rate: Operating leases 9.8 % 9.6 % Finance leases 7.7 % 7.6 % Future lease payments under lease agreements for our facilities, Energy Servers and vehicles as of June 30, 2022 were as follows (in thousands): Operating Leases Finance Leases Remainder of 2022 $ 9,456 $ 509 2023 19,496 1,013 2024 18,007 840 2025 18,246 369 2026 17,853 139 Thereafter 76,434 32 Total minimum lease payments 159,492 2,902 Less: amounts representing interest or imputed interest (28,620) (102) Present value of lease liabilities $ 130,872 $ 2,800 Managed Services and Portfolio Financings Through PPA Entities At June 30, 2022, future lease payments under the Managed Services Agreements financing obligations were as follows (in thousands): Financing Obligations Remainder of 2022 $ 21,687 2023 44,041 2024 41,967 2025 40,939 2026 36,339 Thereafter 55,427 Total minimum lease payments 240,400 Less: imputed interest (134,902) Present value of net minimum lease payments 105,498 Less: current financing obligations (16,159) Long-term financing obligations $ 89,339 The long-term financing obligations, as reflected in our condensed consolidated balance sheets, were $447.6 million and $461.9 million as of June 30, 2022 and December 31, 2021, respectively. The difference between these obligations and the principal obligations in the table above will be offset against the carrying value of the related Energy Servers at the end of the lease and the remainder recognized as a gain at that point. Portfolio Financings through PPA Entities The components of our aggregate net investment in sales-type leases under our Portfolio Financings through PPA entities consisted of the following (in thousands): June 30, December 31, 2022 2021 Lease payment receivables, net 1 $ — $ 44,378 Estimated residual value of leased assets (unguaranteed) — 890 Net investment in sales-type leases — 45,268 Less: current portion — (5,784) Non-current portion of net investment in sales-type leases $ — $ 39,484 1 Net of current estimated credit losses of approximately $0.1 million as of December 31, 2021. As of June 30, 2022, there was no net investment in sales-type leases as a result of PPA IIIa Repowering. Please refer to Note 11 - Portfolio Financing for details. As of June 30, 2022, future estimated operating minimum lease payments we expect to receive from Portfolio Financing arrangements through PPA Entities were as follows (in thousands): Operating Leases Remainder of 2022 $ 20,237 2023 43,620 2024 45,571 2025 46,609 2026 47,757 Thereafter 213,233 Total minimum lease payments $ 417,027
Leases	Leases Facilities, Energy Servers, and Vehicles For the three and six months ended June 30, 2022, rent expense for all occupied facilities was $4.7 million and $9.2 million, respectively. For the three and six months ended June 30, 2021, rent expense for all occupied facilities was $3.8 million and $7.0 million, respectively. Operating and finance lease right-of-use assets and lease liabilities for facilities, Energy Servers, and vehicles as of June 30, 2022 and December 31, 2021 were as follows (in thousands): June 30, December 31, 2022 2021 Operating Leases: Operating lease right-of-use assets, net 1, 2 $ 110,362 $ 106,660 Current operating lease liabilities (12,581) (13,101) Non-current operating lease liabilities (118,291) (106,187) Total operating lease liabilities $ (130,872) $ (119,288) Finance Leases: Finance lease right-of-use assets, net 2, 3, 4 $ 2,614 $ 2,944 Current finance lease liabilities (924) (863) Non-current finance lease liabilities (1,876) (2,157) Total finance lease liabilities $ (2,800) $ (3,020) Total lease liabilities $ (133,672) $ (122,308) 1 These assets primarily include leases for facilities, Energy Servers, and vehicles. 2 Net of accumulated amortization. 3 These assets primarily include leases for vehicles. 4 Included in property, plant and equipment, net in the condensed consolidated balance sheet. The components of our facilities, Energy Servers, and vehicles' lease costs for the three and six months ended June 30, 2022 and 2021 were as follows (in thousands): Three Months Ended Six Months Ended 2022 2021 2022 2021 Operating lease costs $ 6,049 $ 3,743 $ 11,885 $ 6,757 Finance lease costs: Amortization of finance lease right-of-use assets 263 174 521 881 Interest expense for finance lease liabilities 52 46 105 244 Total finance lease costs 315 220 626 1,125 Short-term lease costs 167 169 241 341 Total lease costs $ 6,531 $ 4,132 $ 12,752 $ 8,223 Weighted average remaining lease terms and discount rates for our facilities, Energy Servers and vehicles as of June 30, 2022 and December 31, 2021 were as follows: June 30, December 31, 2022 2021 Weighted average remaining lease term: Operating leases 9.2 years 8.9 years Finance leases 3.3 years 3.5 years Weighted average discount rate: Operating leases 9.8 % 9.6 % Finance leases 7.7 % 7.6 % Future lease payments under lease agreements for our facilities, Energy Servers and vehicles as of June 30, 2022 were as follows (in thousands): Operating Leases Finance Leases Remainder of 2022 $ 9,456 $ 509 2023 19,496 1,013 2024 18,007 840 2025 18,246 369 2026 17,853 139 Thereafter 76,434 32 Total minimum lease payments 159,492 2,902 Less: amounts representing interest or imputed interest (28,620) (102) Present value of lease liabilities $ 130,872 $ 2,800 Managed Services and Portfolio Financings Through PPA Entities At June 30, 2022, future lease payments under the Managed Services Agreements financing obligations were as follows (in thousands): Financing Obligations Remainder of 2022 $ 21,687 2023 44,041 2024 41,967 2025 40,939 2026 36,339 Thereafter 55,427 Total minimum lease payments 240,400 Less: imputed interest (134,902) Present value of net minimum lease payments 105,498 Less: current financing obligations (16,159) Long-term financing obligations $ 89,339 The long-term financing obligations, as reflected in our condensed consolidated balance sheets, were $447.6 million and $461.9 million as of June 30, 2022 and December 31, 2021, respectively. The difference between these obligations and the principal obligations in the table above will be offset against the carrying value of the related Energy Servers at the end of the lease and the remainder recognized as a gain at that point. Portfolio Financings through PPA Entities The components of our aggregate net investment in sales-type leases under our Portfolio Financings through PPA entities consisted of the following (in thousands): June 30, December 31, 2022 2021 Lease payment receivables, net 1 $ — $ 44,378 Estimated residual value of leased assets (unguaranteed) — 890 Net investment in sales-type leases — 45,268 Less: current portion — (5,784) Non-current portion of net investment in sales-type leases $ — $ 39,484 1 Net of current estimated credit losses of approximately $0.1 million as of December 31, 2021. As of June 30, 2022, there was no net investment in sales-type leases as a result of PPA IIIa Repowering. Please refer to Note 11 - Portfolio Financing for details. As of June 30, 2022, future estimated operating minimum lease payments we expect to receive from Portfolio Financing arrangements through PPA Entities were as follows (in thousands): Operating Leases Remainder of 2022 $ 20,237 2023 43,620 2024 45,571 2025 46,609 2026 47,757 Thereafter 213,233 Total minimum lease payments $ 417,027

Stock-Based Compensation Expens

Stock-Based Compensation Expense and Employee Benefit Plans	6 Months Ended
	Jun. 30, 2022
Compensation Related Costs [Abstract]
Stock-Based Compensation Expense and Employee Benefit Plans	Stock-Based Compensation Expense and Employee Benefit Plans Stock-Based Compensation Expense The following table summarizes the components of stock-based compensation expense in the condensed consolidated statements of operations (in thousands): Three Months Ended Six Months Ended 2022 2021 2022 2021 Cost of revenue $ 4,767 $ 3,804 $ 8,627 $ 6,803 Research and development 13,213 5,291 20,295 10,199 Sales and marketing 4,805 4,010 9,580 8,095 General and administrative 9,814 6,028 20,405 11,246 $ 32,599 $ 19,133 $ 58,907 $ 36,343 Stock Option Activity The following table summarizes the stock option activity under our stock plans during the reporting period: Outstanding Options Number of Weighted Remaining Aggregate (in thousands) Balances at December 31, 2021 10,737,295 $ 21.23 5.2 $ 60,304 Exercised (243,062) 5.33 Forfeited (29,134) 8.27 Expired (226,635) 30.41 Balances at June 30, 2022 10,238,464 21.44 4.7 32,857 Vested and expected to vest at June 30, 2022 10,206,941 21.49 4.7 32,567 Exercisable at June 30, 2022 9,093,852 $ 22.86 4.4 24,841 Stock Options - During the three and six months ended June 30, 2022, we recognized $3.4 million and $5.5 million of stock-based compensation expense for stock options, respectively. During the three and six months ended June 30, 2021, we recognized $3.4 million and $7.3 million of stock-based compensation expense for stock options, respectively. We did not grant options in the three and six months ended June 30, 2022 and 2021. As of June 30, 2022 and December 31, 2021, we had unrecognized compensation expense related to unvested stock options of $2.0 million and $6.2 million, respectively. This expense is expected to be recognized over the remaining weighted-average period of 0.4 years and 0.9 years, respectively. Cash received from stock options exercised totaled $1.3 million and $60.9 million for the six months ended June 30, 2022 and 2021, respectively. Stock Award Activity A summary of our stock awards activity and related information is as follows: Number of Weighted Unvested Balance at December 31, 2021 8,367,664 $ 20.52 Granted 4,440,721 19.12 Vested (1,789,639) 17.53 Forfeited (427,022) 22.70 Unvested Balance at June 30, 2022 10,591,724 19.70 Stock Awards - The estimated fair value of restricted stock units ("RSUs") and performance stock units ("PSUs") is based on the fair value of our Class A common stock on the date of grant. During the three and six months ended June 30, 2022, we recognized $25.0 million and $46.0 million of stock-based compensation expense for stock awards, respectively. During the three and six months ended June 30, 2021, we recognized $14.1 million and $24.8 million of stock-based compensation expense for stock awards, respectively. As of June 30, 2022 and December 31, 2021, we had $172.3 million and $114.9 million of unrecognized stock-based compensation expense related to unvested stock awards, expected to be recognized over a weighted average period of 2.2 years and 2.3 years, respectively. The following table presents the stock activity for the six months ended June 30, 2022 and the total number of shares available for grant under our stock plans as of June 30, 2022: Plan Shares Available for Grant Balances at December 31, 2021 24,146,784 Added to plan 8,384,460 Granted (4,507,452) Cancelled/Forfeited 602,506 Expired (211,521) Balances at June 30, 2022 28,414,777 2018 Employee Stock Purchase Plan During the six months ended June 30, 2022 and 2021, we recognized $6.9 million and $2.2 million of stock-based compensation expense for the 2018 Employee Stock Purchase Plan, respectively. We issued 420,689 and 977,508 shares in the six months ended June 30, 2022 and 2021, respectively. During the six months ended June 30, 2022 and 2021, we added an additional 2,055,792 shares and 1,902,572 shares, respectively. There were 4,179,771 shares and 3,512,465 shares available for issuance as of June 30, 2022 and 2021, respectively. As of June 30, 2022 and December 31, 2021, we had $6.4 million and $9.8 million of unrecognized stock-based compensation expense, expected to be recognized over a weighted average period of 1.2 years and 0.5 years, respectively.

Portfolio Financings

Portfolio Financings	6 Months Ended
	Jun. 30, 2022
Organization, Consolidation and Presentation of Financial Statements [Abstract]
Portfolio Financings	Portfolio Financings Overview We have developed various financing options that enable customers' use of the Energy Servers through third-party ownership financing arrangements. For additional information on these financing options, see our Annual Report on Form 10-K for the fiscal year ended December 31, 2021. PPA IIIa Repowering of Energy Servers PPA IIIa was established in 2012 and we, through a special purpose subsidiary (the “Project Company”), had previously entered into certain agreements for the purpose of developing, financing, owning, operating, maintaining and managing a portfolio of 9.8 megawatts of Energy Servers. On March 31, 2022, we entered into a Membership Interest Purchase Agreement where we bought out the equity interest of the third-party investor, wherein the PPA IIIa became wholly owned by us (the "Buyout"). Following the Buyout and prior to June 14, 2022, we repaid all outstanding debt of the Project Company of $30.6 million, and recognized loss on extinguishment of debt in an amount of $4.2 million, which includes the write-off of the debt discount related to warrants of $1.8 million and a make-whole payment of $2.4 million associated with the debt extinguishment. Refer to Note 7 - Outstanding Loans and Security Agreements, Non-recourse Debt Facilities section. On June 14, 2022, we sold our 100% interest in the Project Company to Generate C&I Warehouse, LLC (“Generate”) through a Membership Interest Purchase Agreement (“MIPA”). Simultaneously, we entered into an agreement with the Project Company to upgrade the old 9.8 megawatts of Energy Servers (the “old Energy Servers”) by replacing them with a newer generation of Energy Servers ("new Energy Servers") and providing related installation services, which was financed by Generate (the “EPC Agreement”). The old Energy Servers will be removed prior to installing the new Energy Servers, whereby upon completion of installation the old Energy Servers will be returned to Bloom. We also amended and restated our operations and maintenance agreement with the Project Company to cover all new Energy Servers and old Energy Servers prior to their upgrade (“the O&M Agreement”). The operations and maintenance fees under the O&M Agreement are paid on a fixed dollar per kilowatt basis. Certain power purchase agreements within the PPA IIIa portfolio were classified as sales-type leases under ASC 840, while some were classified as operating leases. The Company elected the practical expedient package with the adoption of ASC 842, which allowed the Company to carry forward the lease classification upon adoption of ASC 842 on January 1, 2020. The leases were modified prior to the sale of the PPA IIIa to Generate. Such modified leases were reassessed and determined to not be leases under ASC 842 because customers have no control over the identified assets. Accordingly, on the date of modification, the customer financing receivables were derecognized and recognized as property, plant, and equipment (“PPA IIIa PP&E”). Due to our repurchase option on the old Energy Servers, the Company concluded there was no transfer of control of the old Energy Servers upon sale of the membership interest to Generate. Accordingly, the Company continued to recognize the old Energy Servers, despite the legal ownership of such assets under the MIPA. Upon reclassification of the lease assets to PP&E, the Company assessed the recorded assets for impairment. The carrying amount of the PPA IIIa PP&E was determined to be not recoverable as the net undiscounted cash flows are less than the carrying amounts for PPA IIIa PP&E. Therefore, we recognized the asset impairment charge as electricity cost, consistent with depreciation expense classification for property, plant and equipment under leases. The PPA IIIa Upgrade was in progress as of June 30, 2022 and resulted in the following summarized impacts on our condensed consolidated balance sheet as of June 30, 2022: (i) cash and cash equivalents decreased by $6.4 million mainly due to $30.6 million for the repayment of outstanding debt, offset by $26.6 million cash receipts from the sale of new Energy Servers to the Project Company, (ii) both customer financing receivables, current and non-current, and property plant and equipment, net decreased by $5.9 million, $36.9 million and $2.2 million, respectively, due to the impairment of $44.8 million and accelerated depreciation of $0.2 million of the existing old Energy Servers (we revised the expected useful life of the old Energy Servers from 15 years to approximately 0.5 years which resulted in recognized accelerated depreciation of $0.2 million in electricity cost of revenue (refer to Note 6)), (iii) contract assets increased by $17.0 million, (iv) inventories and deferred cost of revenue decreased by $16.7 million, and (v) other liabilities increased by $7.4 million. Impacts on our condensed consolidated statements of operations for the three and six months ended June 30, 2022 are summarized as follows: (i) net product and installation revenue recognized of $36.9 million and $1.1 million, respectively, as a result of the sale of new Energy Servers; (ii) cost of electricity revenue of $45.0 million including the write-off of old Energy Servers of $44.8 million, accelerated depreciation of $0.2 million prior to the completion of installation; (iii) cost of product and installation revenue of $15.9 million and $0.8 million, respectively, due to the sale of new Energy Servers sale; and (iv) $4.2 million of loss on extinguishment of debt. Impacts on our condensed consolidated statements of cash flows for the six months ended June 30, 2022 are summarized as follows: net cash used in financing activities increased by $32.6 million due to the repayment of debt of $30.2 million and cash fee of $2.4 million associated with debt extinguishment. PPA Entities’ Aggregate Assets and Liabilities Generally, the assets of an operating company owned by an investment company can be used to settle only the operating company obligations, and the operating company creditors do not have recourse to us. The following are the aggregate carrying values of our VIEs' assets and liabilities in our condensed consolidated balance sheets, after eliminations of intercompany transactions and balances, including as of June 30, 2022 each of the PPA Entities in the PPA IV transaction and the PPA V transaction, and as of December 31, 2021 each of the PPA Entities in the PPA IIIa transaction, the PPA IV transaction and the PPA V transaction (in thousands): June 30, December 31, 2022 2021 Assets Current assets: Cash and cash equivalents $ 1,575 $ 1,541 Restricted cash 1,729 3,078 Accounts receivable 3,664 5,112 Customer financing receivable — 5,784 Prepaid expenses and other current assets 806 3,071 Total current assets 7,774 18,586 Property, plant and equipment, net 213,999 228,546 Customer financing receivable — 39,484 Restricted cash 17,340 23,239 Other long-term assets 2,119 2,362 Total assets $ 241,232 $ 312,217 Liabilities Current liabilities: Accrued expenses and other current liabilities $ 108 $ 194 Deferred revenue and customer deposits 662 662 Non-recourse debt 14,734 17,483 Total current liabilities 15,504 18,339 Deferred revenue and customer deposits 5,082 5,410 Non-recourse debt 183,555 217,417 Total liabilities $ 204,141 $ 241,166 We consolidated each PPA Entity as VIEs in the PPA IV transaction and the PPA V transaction, as we remain the minority shareholder in each of these transactions but have determined that we are the primary beneficiary of these VIEs. These PPA Entities contain debt that is non-recourse to us and own Energy Server assets for which we do not have title.

Related Party Transactions

Related Party Transactions	6 Months Ended
	Jun. 30, 2022
Related Party Transactions [Abstract]
Related Party Transactions	Related Party Transactions There have been no changes in related party relationships during the three and six months ended June 30, 2022. For information on our related parties, see Part II, Item 8, Note 12 - Related Party Transactions in our Annual Report on Form 10-K for the fiscal year ended December 31, 2021. Our operations include the following related party transactions (in thousands): Three Months Ended Six Months Ended 2022 2021 2022 2021 Total revenue from related parties $ 10,233 $ 4,124 $ 17,699 $ 4,894 Below is the summary of outstanding related party balances as of June 30, 2022 and December 31, 2021 (in millions): June 30, December 31, 2022 2021 Accounts receivable $ 5.7 $ 4.4 We had no debt or convertible notes from investors considered to be related parties as of June 30, 2022 and December 31, 2021.

Commitments and Contingencies

Commitments and Contingencies	6 Months Ended
	Jun. 30, 2022
Commitments and Contingencies Disclosure [Abstract]
Commitments and Contingencies	Commitments and Contingencies Commitments Purchase Commitments with Suppliers and Contract Manufacturers - As of June 30, 2022, we had a commitment with NetJets to purchase a fractional interest in one of its jets, which is to be used for corporate travel purposes, in the amount of approximately $3.4 million. The jet is expected to be completed by July of 2023. As of December 31, 2021, we had no material open purchase orders with our component suppliers and third-party manufacturers that are not cancellable. Portfolio Financings Performance Guarantees - We guarantee the performance of Energy Servers at certain levels of output and efficiency to customers over the contractual term. We paid $0.7 million and $0.1 million for the six months ended June 30, 2022 and 2021, respectively. Letters of Credit - In 2019, pursuant to the PPA II upgrade of Energy Servers, we agreed to indemnify our financing partner for losses that may be incurred in the event of certain regulatory, legal or legislative development and established a cash-collateralized letter of credit facility for this purpose. There were no letters of credit or pledged funds associated with the PPA IIIa Upgrade. As of June 30, 2022, the balance of this cash-collateralized letter of credit was $84.0 million, of which $41.1 million and $42.9 million is recognized as short-term and long-term restricted cash, respectively. As of December 31, 2021, the balance of this cash-collateralized letter of credit was $99.4 million, of which $41.7 million and $57.7 million is recognized as short-term and long-term restricted cash, respectively. Pledged Funds - In 2019, pursuant to the PPA IIIb refinancing and energy servers upgrade program, we pledged $20.0 million for a seven-year period to secure our operations and maintenance obligations with respect to the totality of our obligations to the financier. We categorized the $20.0 million as restricted cash on our condensed consolidated balance sheet. It was agreed all or a portion of such funds would be released if we meet certain credit rating and/or market capitalization milestones prior to the end of the pledge period. If we do not meet the required criteria within the first five-year period, the funds would still be released to us over the following two years as long as the energy servers continue to perform in compliance with our warranty obligations. As of June 30, 2022 and December 31, 2021, the balance of the long-term restricted cash was $6.7 million and $6.7 million. Contingencies Indemnification Agreements - We enter into standard indemnification agreements with our customers and certain other business partners in the ordinary course of business. Our exposure under these agreements is unknown because it involves future claims that may be made against us but have not yet been made. To date, we have not paid any claims or been required to defend any action related to our indemnification obligations. However, we may record charges in the future as a result of these indemnification obligations. Delaware Economic Development Authority - In March 2012, we entered into an agreement with the Delaware Economic Development Authority to provide a grant of $16.5 million to us as an incentive to establish a new manufacturing facility in Delaware and to provide employment for full time workers at the facility over a certain period of time. As of June 30, 2022 and December 31, 2021, we have recorded $9.5 million and $9.5 million and in other long-term liabilities, respectively, for potential future repayments of this grant. Investment Tax Credits - For information on ITCs, see Part II, Item 8, Note 13 - Commitments and Contingencies on our Annual Report on Form 10-K for the fiscal year ended December 31, 2021. Legal Matters - We are involved in various legal proceedings that arise in the ordinary course of business. We review all legal matters at least quarterly and assess whether an accrual for loss contingencies needs to be recorded. We record an accrual for loss contingencies when management believes that it is both probable that a liability has been incurred and the amount of the loss can be reasonably estimated. Legal matters are subject to uncertainties and are inherently unpredictable, so the actual liability in any such matters may be materially different from our estimates. If an unfavorable resolution were to occur, there exists the possibility of a material adverse impact on our consolidated financial condition, results of operations or cash flows for the period in which the resolution occurs or on future periods. In July 2018, two former executives of Advanced Equities, Inc., Keith Daubenspeck and Dwight Badger, filed a statement of claim with the American Arbitration Association in Santa Clara, CA, against us, Kleiner Perkins, Caufield & Byers, LLC (“KPCB”), New Enterprise Associates, LLC (“NEA”) and affiliated entities of both KPCB and NEA seeking to compel arbitration and alleging a breach of a confidential agreement executed between the parties on June 27, 2014 (the “Confidential Agreement”). On May 7, 2019, KPCB and NEA were dismissed with prejudice. On June 15, 2019, a second amended statement of claim was filed against us alleging securities fraud, fraudulent inducement, a breach of the Confidential Agreement, and violation of the California unfair competition law. On July 16, 2019, we filed our answering statement and affirmative defenses. On September 27, 2019, we filed a motion to dismiss the statement of claim. On March 24, 2020, the Tribunal denied our motion to dismiss in part, and ordered that claimant’s relief is limited to rescission of the Confidential Agreement or remedies consistent with rescission, and not expectation damages. On September 14, 2020, the Tribunal issued an interim order dismissing the claimant’s remaining claims and requesting further briefing on the issue of prevailing party. On November 10, 2020, the Tribunal issued an order declaring us the prevailing party and requesting a motion for award of attorney’s fees. On March 17, 2021, we received the final award for attorneys fees and costs. On March 26, 2021, we filed a petition in the Northern District of California to confirm the award. Messrs. Badger and Daubenspeck have taken the position that the award should be vacated, including on the ground that one of the arbitrators made insufficient disclosures or was biased against them. The Northern District of California rejected the arguments made by Messrs. Badger and Daubenspeck and on September 8, 2021, issued an order granting our petition to confirm the award, and entered judgment in our favor for the attorneys fees and costs awarded by the Tribunal. On October 1, 2021, Mr. Badger and Mr. Daubenspeck filed a notice of appeal with the United States Court of Appeal for the Ninth Circuit. On July 25, 2022, the parties filed a stipulated motion to voluntarily dismiss the appeal with prejudice pursuant to a confidential settlement agreement entered into by the parties on June 24, 2022. On July 29, 2022, the United States Court of Appeal for the Ninth Circuit dismissed the appearl pursuant to the stipulation of the parties. In June 2019, Messrs. Daubenspeck and Badger filed a complaint against our Chief Executive Officer ("CEO") and our former Chief Financial Officer ("CFO") in the United States District Court for the Northern District of Illinois asserting nearly identical claims as those in the pending arbitration discussed above. The lawsuit was stayed pending the outcome of the arbitration. The stay was lifted on October 20, 2020. On March 19, 2021, we filed a motion to dismiss the case on several grounds. On May 3, 2021, plaintiffs filed a motion to stay the lawsuit pending the outcome of the petition to confirm the arbitration award in the Northern District of California. On July 25, 2022, the parties filed a stipulated motion to voluntarily dismiss the lawsuit with prejudice pursuant to a confidential settlement agreement entered by the parties on June 24, 2022. On July 26, 2022, the court dismissed the action with prejudice. In March 2019, the Lincolnshire Police Pension Fund filed a class action complaint in the Superior Court of the State of California, County of Santa Clara, against us, certain members of our senior management, certain of our directors and the underwriters in our July 25, 2018 IPO alleging violations under Sections 11 and 15 of the Securities Act of 1933, as amended (the "Securities Act"), for alleged misleading statements or omissions in our Registration Statement on Form S-1 filed with the SEC in connection with the IPO. Two related class action cases were subsequently filed in the Santa Clara County Superior Court against the same defendants containing the same allegations; Rodriquez vs Bloom Energy et al. was filed on April 22, 2019 and Evans vs Bloom Energy et al. was filed on May 7, 2019. These cases have been consolidated. Plaintiffs' consolidated amended complaint was filed with the court on September 12, 2019. On October 4, 2019, defendants moved to stay the lawsuit pending the federal district court action discussed below. On December 7, 2019, the Superior Court issued an order staying the action through resolution of the parallel federal litigation mentioned below. We believe the complaint to be without merit and we intend to defend this action vigorously. We are unable to estimate any range of reasonably possible losses. In May 2019, Elissa Roberts filed a class action complaint in the federal district court for the Northern District of California against us, certain members of our senior management team, and certain of our directors alleging violations under Section 11 and 15 of the Securities Act for alleged misleading statements or omissions in our Registration Statement on Form S-1 filed with the SEC in connection with the IPO. On September 3, 2019, the court appointed a lead plaintiff and lead plaintiffs’ counsel. On November 4, 2019, plaintiffs filed an amended complaint adding the underwriters in the IPO and our auditor as defendants for the Section 11 claim, as well as adding claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934, as amended (the "Exchange Act" ) against us, and certain members of our senior management team. The amended complaint alleged a class period for all claims from the time of our IPO until September 16, 2019. On April 21, 2020, plaintiffs filed a second amended complaint, which continued to make the same claims and added allegations pertaining to the restatement and, as to claims under the Exchange Act, extended the putative class period through February 12, 2020. On July 1, 2020, we and the other defendants filed a motion to dismiss the second amended complaint. On September 29, 2021, the court entered an order dismissing with leave to amend (1) five of seven statements or groups of statements alleged to violate Sections 11 and 15 of the Securities Act and (2) all allegations under the Exchange Act. All allegations against our auditors were also dismissed. Plaintiffs elected not to amend the complaint and instead on October 22, 2021 filed a motion for entry of final judgment in favor of our auditors so that plaintiffs could appeal the dismissal of those claims. The court denied that motion on December 1, 2021 and in response plaintiffs have filed a motion asking the court to certify an interlocutory appeal as to the accounting claims. The court denied plaintiff’s motion on April 14, 2022. Separately, the claims for violation of Sections 11 and 15 of the Securities Act that were not dismissed by the court are proceeding to discovery. A case schedule has been set, with a trial scheduled for December 2023. We believe the claims to be without merit and we intend to defend this action vigorously. We are unable to predict the outcome of this litigation at this time and accordingly are not able to estimate any range of reasonably possible losses. In September 2019, we received a books and records demand from purported stockholder Dennis Jacob (“Jacob Demand”). The Jacob Demand cites allegations from the September 17, 2019 report prepared by admitted short seller Hindenburg Research. In November 2019, we received a substantially similar books and records demand from the same law firm on behalf of purported stockholder Michael Bolouri (“Bolouri Demand” and, together with the Jacob Demand, the “Demands”). On January 13, 2020, Messrs. Jacob and Bolouri filed a complaint in the Delaware Court of Chancery to enforce the Demands in the matter styled Jacob, et al. v. Bloom Energy Corp. , C.A. No. 2020-0023-JRS. On March 9, 2020, Messrs. Jacob and Bolouri filed an amended complaint in the Delaware Court of Chancery to add allegations regarding the restatement. The court held a one-day trial on December 7, 2020. On February 25, 2021, the Delaware Court of Chancery issued a decision rejecting the Bolouri Demand but granting in part the Jacob Demand allowing limited access to certain books and records pertaining to the allegations made in the Hindenburg Research Report. On March 29, 2021, the Court of Chancery entered a Final Order and Judgment regarding the required production of documents. On April 28, 2021, we produced documents to Mr. Jacob responsive to the Final Order and Judgment. We are unable to estimate any range of reasonably possible losses. In March 2020, Francisco Sanchez filed a class action complaint in Santa Clara County Superior Court against us a lleging certain wage and hour violations under the California Labor Code and Industrial Welfare Commission Wage Orders and that we engaged in unfair business practices under the California Business and Professions Code, and in July 2020 he amended his complaint to add claims under the California Labor Code Private Attorneys General Act ("PAGA"). On November 30, 2020, we filed a motion to compel arbitration and the motion was to be heard on March 5, 2021. On February 24, 2021, Mr. Sanchez dismissed the individual and class action claims without prejudice, leaving one cause of action for enforcement of the Private Attorney Generals Act. In April 2021, an amended complaint reflecting these changes was filed with the Santa Clara Superior Court. The parties attended a mediation on January 10, 2022, and agreed in principle to resolve the PAGA and individual claims for approximately $1.0 million. The parties executed a written agreement in late May 2022. The agreement was approved by the Court in compliance with PAGA on July 1, 2022. In June 2021, we filed a petition for writ of mandate and a complaint for declaratory and injunctive relief in the Santa Clara Superior Court against the City of Santa Clara for failure to issue building permits for two of our customer installations and asking the court to require the City of Santa Clara to process and issue the building permits. In October 2021, we filed an amended petition and complaint that asserts additional constitutional and tort claims based on the City’s failure to timely issue the Energy Server permits. Discovery has commenced and we are aggressively pursuing all claims. On February 4, 2022, the City of Santa Clara filed a Demurrer seeking to dismiss all of the Company’s claims. The trial judge rejected the Demurrer on all claims except one, and allowed Bloom leave to amend that claim. The second amended petition was filed on July 1, 2022. The next Status Conference with the judge is scheduled for September 1, 2022. If we are unable to secure building permits for these customer installations in a timely fashion, our customers will terminate their contracts with us and select another energy provider. In addition, if we are no longer able to install our Energy Servers in Santa Clara under building permits, we may not be able to secure future customer bookings for installation in the City of Santa Clara. In February 2022, Plansee SE/Global Tungsten & Powders Corp. ("Plansee/GTP"), a former supplier, filed a request for expedited arbitration with the World Intellectual Property Organization Arbitration and Mediation Center in Geneva Switzerland, for various claims allegedly in relation to an Intellectual Property and Confidential Disclosure Agreement between Plansee/GTP and Bloom Energy Corporation. Plansee/GTP’s statement of claims includes allegations of infringement of U.S. Patent Nos. 8,802,328, 8,753,785 and 9,434,003. On April 3, 2022, we filed a complaint against Plansee/GTP in the Eastern District of Texas to address the dispute between Plansee/GTP and Bloom Energy Corporation in a proper forum before a U.S. Federal District Court. Our complaint seeks the correction of inventorship of U.S. Patent Nos. 8,802,328, 8,753,785 and 9,434,003 (the “Patents-in-Suit”); declaratory judgment of invalidity, unenforceability, and non-infringement of the Patents-in-Suit; and declaratory judgment of no misappropriation. Further, our complaint seeks to recover damages hawse have suffered in relation to Plansee/GTP’s business dealings that, as alleged, constitute acts of unfair competition, tortious interference contract, breach of contract, violations of the Racketeer Influenced and Corrupt Organizations (RICO) Act and violations of the Clayton Antitrust Act. On June 9, 2022, Plansee/GTP filed a motion to dismiss the complaint and compel arbitration (or alternatively to stay). We filed our opposition on June 30, 2022, Plansee/GTP’s filed its reply on July 14, 2022 and we filed our sur-reply on July 22, 2022. Given that the cases are still in their early stages, we are unable to predict the ultimate outcome of the arbitration and district court action at this time, and accordingly are not able to estimate a range of reasonably possible losses.

Income Taxes

Income Taxes	6 Months Ended
	Jun. 30, 2022
Income Tax Disclosure [Abstract]
Income Taxes	Income Taxes For the three and six months ended June 30, 2022, we recorded an income tax benefit and income tax provision of $12 thousand and $0.6 million, respectively, on pre-tax losses of $121.2 million and $203.4 million for effective tax rates of 0.01% and (0.3)%, respectively. For the three and six months ended June 30, 2021, we recorded income tax provisions of $0.3 million and $0.4 million on pre-tax losses of $58.1 million and $87.8 million for effective tax rates of (0.5)% and (0.5)%, respectively. The effective tax rate for the three and six months ended June 30, 2022 and 2021 is lower than the statutory federal tax rate primarily due to a full valuation allowance against U.S. deferred tax assets.

Net Loss per Share Available to

Net Loss per Share Available to Common Stockholders	6 Months Ended
	Jun. 30, 2022
Earnings Per Share [Abstract]
Net Loss per Share Available to Common Stockholders	Net Loss per Share Available to Common StockholdersPlease refer to the condensed consolidated statements of operations for computation of our net loss per share available to common stockholders, basic and diluted. The following common stock equivalents (in thousands) were excluded from the computation of our net loss per share available to common stockholders, diluted, for the three and six months presented as their inclusion would have been antidilutive (in thousands): Three Months Ended Six Months Ended 2022 2021 2022 2021 Convertible notes 14,187 14,187 14,187 14,187 Redeemable convertible preferred stock 11,000 — 11,000 — Stock options and awards 4,655 6,403 4,894 15,028 29,842 20,590 30,081 29,215

Subsequent Events

Subsequent Events	6 Months Ended
	Jun. 30, 2022
Subsequent Events [Abstract]
Subsequent Events	Subsequent Events There have been no subsequent events that occurred during the period subsequent to the date of these condensed consolidated financial statements that would require adjustment to our disclosure in the condensed consolidated financial statements as presented.

Summary of Significant Accoun_2

Summary of Significant Accounting Policies (Policies)	6 Months Ended
	Jun. 30, 2022
Accounting Policies [Abstract]
Basis of Presentation	Basis of Presentation We have prepared the condensed consolidated financial statements included herein pursuant to the rules and regulations of the U.S. Securities and Exchange Commission ("SEC"), and as permitted by those rules, including all disclosures required by generally accepted accounting principles as applied in the United States (“U.S. GAAP”). Certain prior period amounts have been reclassified to conform to the current period presentation.
Principles of Consolidation	Principles of Consolidation For information on principles of consolidation, see Part II, Item 8, Note 1 - Nature of Business, Liquidity and Basis of Presentation, Principles of Consolidation section in our Annual Report on Form 10-K for the fiscal year ended December 31, 2021.
Use of Estimates	Use of Estimates For information on the use of accounting estimates, see Part II, Item 8, Note 1 - Nature of Business, Liquidity and Basis of Presentation, Use of Estimates section in our Annual Report on Form 10-K for the fiscal year ended December 31, 2021.
Recent Accounting Pronouncements and Accounting Guidance Not Yet Adopted	Recent Accounting Pronouncements There have been no significant changes in our reported financial position or results of operations and cash flows resulting from the adoption of new accounting pronouncements. Accounting Guidance Not Yet Adopted Contract Assets and Contract Liabilities Acquired in a Business Combination - In October 2021, the FASB issued ASU 2021-08, Business Combinations (Topic 805): Accounting for Contract Assets and Contract Liabilities from Contracts with Customers ("ASU 2021-08"), which requires contract assets and contract liabilities acquired in a business combination to be recognized and measured by the acquirer on the acquisition date in accordance with ASC 606, Revenue from Contracts with Customers , as if it had originated the contracts. This approach differs from the current requirement to measure contract assets and contract liabilities acquired in a business combination at fair value. ASU 2021-08 will be effective for fiscal years, including interim periods within those fiscal years, beginning after December 15, 2022. Early adoption is permitted. The adoption impact of ASU 2021-08 will depend on the magnitude of any future acquisitions. The standard will not impact acquired contract assets or liabilities from business combinations occurring prior to the adoption date.

Revenue Recognition (Tables)

Revenue Recognition (Tables)	6 Months Ended
	Jun. 30, 2022
Revenue from Contract with Customer [Abstract]
Schedule of Contract with Customer, Asset and Liability	The following table provides information about accounts receivables, contract assets, customer deposits and deferred revenue from contracts with customers (in thousands): June 30, December 31, 2022 2021 Accounts receivable $ 77,972 $ 87,788 Contract assets 33,374 25,201 Customer deposits 73,750 64,809 Deferred revenue 96,377 115,476 Three Months Ended Six Months Ended 2022 2021 2022 2021 Beginning balance $ 13,533 $ 5,008 $ 25,201 $ 3,327 Transferred to accounts receivable from contract assets recognized at the beginning of the period (1,387) (556) (15,963) — Revenue recognized and not billed as of the end of the period 21,228 14,186 24,136 15,311 Ending balance $ 33,374 $ 18,638 $ 33,374 $ 18,638 Deferred revenue activity, including deferred incentive revenue activity, during the three and six months ended June 30, 2022 and 2021 consisted of the following (in thousands): Three Months Ended Six Months Ended 2022 2021 2022 2021 Beginning balance $ 103,489 $ 120,643 $ 115,476 $ 135,578 Additions 182,067 195,324 348,744 350,785 Revenue recognized (189,179) (199,712) (367,843) (370,108) Ending balance $ 96,377 $ 116,255 $ 96,377 $ 116,255
Schedule of Disaggregation of Revenue	We disaggregate revenue from contracts with customers into four revenue categories: product, installation, services and electricity (in thousands): Three Months Ended Six Months Ended 2022 2021 2022 2021 Revenue from contracts with customers: Product revenue $ 173,625 $ 146,867 $ 307,172 $ 284,797 Installation revenue 12,729 28,879 26,282 31,538 Services revenue 38,426 35,707 73,665 72,124 Electricity revenue 2,794 707 5,476 1,302 Total revenue from contract with customers 227,574 212,160 412,595 389,761 Revenue from contracts accounted for as leases: Electricity revenue 15,662 16,310 31,680 32,716 Total revenue $ 243,236 $ 228,470 $ 444,275 $ 422,477

Financial Instruments (Tables)

Financial Instruments (Tables)	6 Months Ended
	Jun. 30, 2022
Cash and Cash Equivalents [Abstract]
Schedule of Cash and Cash Equivalents	The carrying values of cash, cash equivalents and restricted cash approximate fair values and were as follows (in thousands): June 30, December 31, 2022 2021 As Held: Cash $ 241,700 $ 318,080 Money market funds 172,479 297,034 $ 414,179 $ 615,114 As Reported: Cash and cash equivalents $ 235,638 $ 396,035 Restricted cash 178,541 219,079 $ 414,179 $ 615,114
Schedule of Restrictions on Cash and Cash Equivalents	The carrying values of cash, cash equivalents and restricted cash approximate fair values and were as follows (in thousands): June 30, December 31, 2022 2021 As Held: Cash $ 241,700 $ 318,080 Money market funds 172,479 297,034 $ 414,179 $ 615,114 As Reported: Cash and cash equivalents $ 235,638 $ 396,035 Restricted cash 178,541 219,079 $ 414,179 $ 615,114 Restricted cash consisted of the following (in thousands): June 30, December 31, 2022 2021 Current: Restricted cash $ 48,563 $ 89,462 Restricted cash related to PPA Entities 1 1,730 3,078 $ 50,293 $ 92,540 Non-current: Restricted cash $ 110,908 $ 103,300 Restricted cash related to PPA Entities 1 17,340 23,239 128,248 126,539 $ 178,541 $ 219,079 1 We have VIEs that represent a portion of the consolidated balances recorded within the "restricted cash" and other financial statement line items in the condensed consolidated balance sheets (see Note 11 - Portfolio Financings ). In addition, the restricted cash held in the PPA II and PPA IIIb entities as of June 30, 2022 includes $41.1 million and $1.2 million of current restricted cash, respectively, and $42.9 million and $6.7 million of non-current restricted cash, respectively. The restricted cash held in the PPA II and PPA IIIb entities as of December 31, 2021, includes $41.7 million and $1.2 million of current restricted cash, respectively, and $57.7 million and $6.7 million of non-current restricted cash, respectively. These entities are not considered VIEs.

Fair Value (Tables)

Fair Value (Tables)	6 Months Ended
	Jun. 30, 2022
Fair Value Disclosures [Abstract]
Schedule of Fair Value, Assets and Liabilities Measured on Recurring Basis	The tables below set forth, by level, our financial assets that are accounted for at fair value for the respective periods. The table does not include assets and liabilities that are measured at historical cost or any basis other than fair value (in thousands): Fair Value Measured at Reporting Date Using June 30, 2022 Level 1 Level 2 Level 3 Total Assets Cash equivalents: Money market funds $ 172,479 $ — $ — $ 172,479 $ 172,479 $ — $ — $ 172,479 Liabilities Derivatives: Option to acquire a variable number of shares of Class A Common Stock $ — $ 12,089 $ — $ 12,089 Embedded EPP derivatives — — 5,892 5,892 $ — $ 12,089 $ 5,892 $ 17,981 Fair Value Measured at Reporting Date Using December 31, 2021 Level 1 Level 2 Level 3 Total Assets Cash equivalents: Money market funds $ 297,034 $ — $ — $ 297,034 $ 297,034 $ — $ — $ 297,034 Liabilities Derivatives: Option to acquire a variable number of shares of Class A Common Stock $ — $ 13,200 $ — $ 13,200 Embedded EPP derivatives — — 6,461 6,461 $ — $ 13,200 $ 6,461 $ 19,661
Schedule of Change in Level 3 Financial Liabilities	The changes in the Level 3 financial liabilities during the six months ended June 30, 2022 were as follows (in thousands): Embedded EPP Derivative Liability Liabilities at December 31, 2021 $ 6,461 Changes in fair value (569) Liabilities at June 30, 2022 $ 5,892
Schedule of Fair Values and Carrying Values of Customer Receivables and Debt Instruments	The following table presents the estimated fair values and carrying values of customer receivables and debt instruments (in thousands): June 30, 2022 December 31, 2021 Net Carrying Fair Value Net Carrying Fair Value Customer receivables Customer financing receivable $ — $ — $ 45,269 $ 38,334 Debt instruments Recourse: 10.25% Senior Secured Notes due March 2027 67,124 64,775 68,968 72,573 2.5% Green Convertible Senior Notes due August 2025 223,848 289,271 222,863 356,822 Non-recourse: 7.5% Term Loan due September 2028 (Note 7) — — 29,006 35,669 6.07% Senior Secured Notes due March 2030 71,060 73,691 73,262 83,251 3.04% Senior Secured Notes due June 2031 127,229 120,481 132,631 137,983

Balance Sheet Components (Table

Balance Sheet Components (Tables)	6 Months Ended
	Jun. 30, 2022
Organization, Consolidation and Presentation of Financial Statements [Abstract]
Schedule of Inventory	The components of inventory consist of the following (in thousands): June 30, December 31, 2022 2021 Raw materials $ 118,881 $ 80,809 Finished goods 47,108 30,668 Work-in-progress 40,718 31,893 $ 206,707 $ 143,370
Schedule of Prepaid Expense and Other Current Assets	Prepaid expenses and other current assets consist of the following (in thousands): June 30, December 31, 2022 2021 Receivables from employees $ 8,399 $ 5,463 Prepaid hardware and software maintenance 3,171 3,494 Tax receivables 2,998 1,518 Prepaid managed services 1,742 2,480 Deposits made 1,420 817 Prepaid workers compensation 1,090 5,330 Prepaid deferred commissions 642 724 State incentive receivable 203 427 Other prepaid expenses and other current assets 15,490 10,408 $ 35,155 $ 30,661
Schedule of Property, Plant and Equipment	Property, plant and equipment, net consists of the following (in thousands): June 30, December 31, 2022 2021 Energy Servers $ 669,606 $ 674,799 Machinery and equipment 125,371 110,600 Construction-in-progress 69,227 43,544 Leasehold improvements 65,572 52,936 Building 49,240 48,934 Computers, software and hardware 23,423 21,276 Furniture and fixtures 8,770 8,607 1,011,209 960,696 Less: accumulated depreciation (382,450) (356,590) $ 628,759 $ 604,106
Schedule of Other Long-Term Assets	Other long-term assets consist of the following (in thousands): June 30, December 31, 2022 2021 Prepaid insurance $ 8,490 $ 9,534 Long-term lease receivable 8,126 7,953 Deferred commissions 7,369 7,569 Prepaid managed services 2,693 3,010 Deposits made 2,319 1,923 Deferred tax asset 908 954 Investments in subsidiaries — 1,819 Prepaid and other long-term assets 9,000 8,311 $ 38,905 $ 41,073
Schedule of Accrued Other Current Liabilities	Accrued expenses and other current liabilities consist of the following (in thousands): June 30, December 31, 2022 2021 Compensation and benefits $ 35,114 $ 38,222 Option to acquire a variable number of shares of Class A Common Stock 12,089 13,200 Sales-related liabilities 7,482 6,040 Accrued legal expenses 5,397 1,765 Accrued installation 3,888 13,968 Current portion of derivative liabilities 2,959 6,059 Accrued consulting expenses 2,264 1,731 Interest payable 2,156 2,159 Sales tax liabilities 1,103 1,491 Other 28,752 29,503 $ 101,204 $ 114,138

Outstanding Loans and Securit_2

Outstanding Loans and Security Agreements (Tables)	6 Months Ended
	Jun. 30, 2022
Debt Disclosure [Abstract]
Schedule of Debt	The following is a summary of our debt as of June 30, 2022 (in thousands, except percentage data): Unpaid Net Carrying Value Interest Maturity Dates Entity Recourse Current Long- Total 10.25% Senior Secured Notes due March 2027 $ 67,980 $ 12,434 $ 54,690 $ 67,124 10.25% March 2027 Company Yes 2.5% Green Convertible Senior Notes due August 2025 230,000 — 223,848 223,848 2.5% August 2025 Company Yes Total recourse debt 297,980 12,434 278,538 290,972 3.04% Senior Secured Notes due June 30, 2031 129,061 9,643 117,586 127,229 3.04% June 2031 PPA V No 6.07% Senior Secured Notes due March 2030 71,687 5,091 65,969 71,060 6.07% March 2030 PPA IV No Total non-recourse debt 200,748 14,734 183,555 198,289 Total debt $ 498,728 $ 27,168 $ 462,093 $ 489,261 The following is a summary of our debt as of December 31, 2021 (in thousands, except percentage data): Unpaid Net Carrying Value Interest Maturity Dates Entity Recourse Current Long- Total 10.25% Senior Secured Notes due March 2027 $ 70,000 $ 8,348 $ 60,620 $ 68,968 10.25% March 2027 Company Yes 2.5% Green Convertible Senior Notes due August 2025 230,000 — 222,863 222,863 2.5% August 2025 Company Yes Total recourse debt 300,000 8,348 283,483 291,831 3.04% Senior Secured Notes due June 30, 2031 134,644 9,376 123,255 132,631 3.04% June 2031 PPA V No 7.5% Term Loan due September 2028 31,070 3,436 25,570 29,006 7.5% September PPA IIIa No 6.07% Senior Secured Notes due March 2030 73,955 4,671 68,591 73,262 6.07% March 2030 PPA IV No Total non-recourse debt 239,669 17,483 217,416 234,899 Total debt $ 539,669 $ 25,831 $ 500,899 $ 526,730 Both note purchase and credit agreements require us to maintain a debt service reserve, the balances of which are presented below (in millions): June 30, December 31, 2022 2021 3.04% Senior Secured Notes due June 30, 2031 $ 8.0 $ 8.0 7.5% Term Loan due September 2028 — 3.6 6.07% Senior Secured Notes due March 2030 9.3 9.1
Schedule of Repayment and Interest Expense	The following table presents details of our outstanding loan principal repayment schedule as of June 30, 2022 (in thousands): Remainder of 2022 $ 12,524 2023 28,503 2024 31,872 2025 265,494 2026 39,078 Thereafter 121,257 $ 498,728

Derivative Financial Instrume_2

Derivative Financial Instruments (Tables)	6 Months Ended
	Jun. 30, 2022
Derivative Instruments and Hedging Activities Disclosure [Abstract]
Schedule of Changes in Fair Value of Cash Flow Hedge Contracts	The changes in fair value of the interest rate swaps designated as cash flow hedges and the amounts recognized in accumulated other comprehensive loss and in earnings were as follows during the three and six months ended June 30, 2022 and 2021 (in thousands): Three Months Ended Six Months Ended 2022 2021 2022 2021 Beginning balance $ — $ 11,301 $ — $ 15,989 Loss (gain) recognized in other comprehensive loss — 1,880 — (2,284) Amounts reclassified from other comprehensive loss to earnings — (495) — (984) Net loss (gain) recognized in other comprehensive loss — 1,385 — (3,268) Gain recognized in earnings — (35) — (70) Ending balance $ — $ 12,651 $ — $ 12,651

Leases (Tables)

Leases (Tables)	6 Months Ended
	Jun. 30, 2022
Leases [Abstract]
Schedule of Assets and Liabilities Leases	Operating and finance lease right-of-use assets and lease liabilities for facilities, Energy Servers, and vehicles as of June 30, 2022 and December 31, 2021 were as follows (in thousands): June 30, December 31, 2022 2021 Operating Leases: Operating lease right-of-use assets, net 1, 2 $ 110,362 $ 106,660 Current operating lease liabilities (12,581) (13,101) Non-current operating lease liabilities (118,291) (106,187) Total operating lease liabilities $ (130,872) $ (119,288) Finance Leases: Finance lease right-of-use assets, net 2, 3, 4 $ 2,614 $ 2,944 Current finance lease liabilities (924) (863) Non-current finance lease liabilities (1,876) (2,157) Total finance lease liabilities $ (2,800) $ (3,020) Total lease liabilities $ (133,672) $ (122,308) 1 These assets primarily include leases for facilities, Energy Servers, and vehicles. 2 Net of accumulated amortization. 3 These assets primarily include leases for vehicles. 4 Included in property, plant and equipment, net in the condensed consolidated balance sheet.
Schedule of Lease, Cost	The components of our facilities, Energy Servers, and vehicles' lease costs for the three and six months ended June 30, 2022 and 2021 were as follows (in thousands): Three Months Ended Six Months Ended 2022 2021 2022 2021 Operating lease costs $ 6,049 $ 3,743 $ 11,885 $ 6,757 Finance lease costs: Amortization of finance lease right-of-use assets 263 174 521 881 Interest expense for finance lease liabilities 52 46 105 244 Total finance lease costs 315 220 626 1,125 Short-term lease costs 167 169 241 341 Total lease costs $ 6,531 $ 4,132 $ 12,752 $ 8,223 Weighted average remaining lease terms and discount rates for our facilities, Energy Servers and vehicles as of June 30, 2022 and December 31, 2021 were as follows: June 30, December 31, 2022 2021 Weighted average remaining lease term: Operating leases 9.2 years 8.9 years Finance leases 3.3 years 3.5 years Weighted average discount rate: Operating leases 9.8 % 9.6 % Finance leases 7.7 % 7.6 %
Schedule of Finance Lease, Liability, Fiscal Year Maturity	Future lease payments under lease agreements for our facilities, Energy Servers and vehicles as of June 30, 2022 were as follows (in thousands): Operating Leases Finance Leases Remainder of 2022 $ 9,456 $ 509 2023 19,496 1,013 2024 18,007 840 2025 18,246 369 2026 17,853 139 Thereafter 76,434 32 Total minimum lease payments 159,492 2,902 Less: amounts representing interest or imputed interest (28,620) (102) Present value of lease liabilities $ 130,872 $ 2,800 At June 30, 2022, future lease payments under the Managed Services Agreements financing obligations were as follows (in thousands): Financing Obligations Remainder of 2022 $ 21,687 2023 44,041 2024 41,967 2025 40,939 2026 36,339 Thereafter 55,427 Total minimum lease payments 240,400 Less: imputed interest (134,902) Present value of net minimum lease payments 105,498 Less: current financing obligations (16,159) Long-term financing obligations $ 89,339
Schedule of Lessee, Operating Lease, Liability, Maturity	Future lease payments under lease agreements for our facilities, Energy Servers and vehicles as of June 30, 2022 were as follows (in thousands): Operating Leases Finance Leases Remainder of 2022 $ 9,456 $ 509 2023 19,496 1,013 2024 18,007 840 2025 18,246 369 2026 17,853 139 Thereafter 76,434 32 Total minimum lease payments 159,492 2,902 Less: amounts representing interest or imputed interest (28,620) (102) Present value of lease liabilities $ 130,872 $ 2,800 At June 30, 2022, future lease payments under the Managed Services Agreements financing obligations were as follows (in thousands): Financing Obligations Remainder of 2022 $ 21,687 2023 44,041 2024 41,967 2025 40,939 2026 36,339 Thereafter 55,427 Total minimum lease payments 240,400 Less: imputed interest (134,902) Present value of net minimum lease payments 105,498 Less: current financing obligations (16,159) Long-term financing obligations $ 89,339
Schedule of Sales-type Lease, Net Investment in Lease	The components of our aggregate net investment in sales-type leases under our Portfolio Financings through PPA entities consisted of the following (in thousands): June 30, December 31, 2022 2021 Lease payment receivables, net 1 $ — $ 44,378 Estimated residual value of leased assets (unguaranteed) — 890 Net investment in sales-type leases — 45,268 Less: current portion — (5,784) Non-current portion of net investment in sales-type leases $ — $ 39,484 1 Net of current estimated credit losses of approximately $0.1 million as of December 31, 2021.
Schedule of Sales-type Leases, Lease Receivable, Maturity	As of June 30, 2022, future estimated operating minimum lease payments we expect to receive from Portfolio Financing arrangements through PPA Entities were as follows (in thousands): Operating Leases Remainder of 2022 $ 20,237 2023 43,620 2024 45,571 2025 46,609 2026 47,757 Thereafter 213,233 Total minimum lease payments $ 417,027

Stock-Based Compensation Expe_2

Stock-Based Compensation Expense and Employee Benefit Plans (Tables)	6 Months Ended
	Jun. 30, 2022
Compensation Related Costs [Abstract]
Schedule of Employee and Non-Employee Stock-Based Compensation Expense	The following table summarizes the components of stock-based compensation expense in the condensed consolidated statements of operations (in thousands): Three Months Ended Six Months Ended 2022 2021 2022 2021 Cost of revenue $ 4,767 $ 3,804 $ 8,627 $ 6,803 Research and development 13,213 5,291 20,295 10,199 Sales and marketing 4,805 4,010 9,580 8,095 General and administrative 9,814 6,028 20,405 11,246 $ 32,599 $ 19,133 $ 58,907 $ 36,343
Schedule of Stock Option Activity	The following table summarizes the stock option activity under our stock plans during the reporting period: Outstanding Options Number of Weighted Remaining Aggregate (in thousands) Balances at December 31, 2021 10,737,295 $ 21.23 5.2 $ 60,304 Exercised (243,062) 5.33 Forfeited (29,134) 8.27 Expired (226,635) 30.41 Balances at June 30, 2022 10,238,464 21.44 4.7 32,857 Vested and expected to vest at June 30, 2022 10,206,941 21.49 4.7 32,567 Exercisable at June 30, 2022 9,093,852 $ 22.86 4.4 24,841 The following table presents the stock activity for the six months ended June 30, 2022 and the total number of shares available for grant under our stock plans as of June 30, 2022: Plan Shares Available for Grant Balances at December 31, 2021 24,146,784 Added to plan 8,384,460 Granted (4,507,452) Cancelled/Forfeited 602,506 Expired (211,521) Balances at June 30, 2022 28,414,777
Schedule of Stock Award Activity	A summary of our stock awards activity and related information is as follows: Number of Weighted Unvested Balance at December 31, 2021 8,367,664 $ 20.52 Granted 4,440,721 19.12 Vested (1,789,639) 17.53 Forfeited (427,022) 22.70 Unvested Balance at June 30, 2022 10,591,724 19.70

Portfolio Financings (Tables)

Portfolio Financings (Tables)	6 Months Ended
	Jun. 30, 2022
Organization, Consolidation and Presentation of Financial Statements [Abstract]
Schedule of Variable Interest Entities	The following are the aggregate carrying values of our VIEs' assets and liabilities in our condensed consolidated balance sheets, after eliminations of intercompany transactions and balances, including as of June 30, 2022 each of the PPA Entities in the PPA IV transaction and the PPA V transaction, and as of December 31, 2021 each of the PPA Entities in the PPA IIIa transaction, the PPA IV transaction and the PPA V transaction (in thousands): June 30, December 31, 2022 2021 Assets Current assets: Cash and cash equivalents $ 1,575 $ 1,541 Restricted cash 1,729 3,078 Accounts receivable 3,664 5,112 Customer financing receivable — 5,784 Prepaid expenses and other current assets 806 3,071 Total current assets 7,774 18,586 Property, plant and equipment, net 213,999 228,546 Customer financing receivable — 39,484 Restricted cash 17,340 23,239 Other long-term assets 2,119 2,362 Total assets $ 241,232 $ 312,217 Liabilities Current liabilities: Accrued expenses and other current liabilities $ 108 $ 194 Deferred revenue and customer deposits 662 662 Non-recourse debt 14,734 17,483 Total current liabilities 15,504 18,339 Deferred revenue and customer deposits 5,082 5,410 Non-recourse debt 183,555 217,417 Total liabilities $ 204,141 $ 241,166

Related Party Transactions (Tab

Related Party Transactions (Tables)	6 Months Ended
	Jun. 30, 2022
Related Party Transactions [Abstract]
Schedule of Related Party Transactions	Our operations include the following related party transactions (in thousands): Three Months Ended Six Months Ended 2022 2021 2022 2021 Total revenue from related parties $ 10,233 $ 4,124 $ 17,699 $ 4,894 Below is the summary of outstanding related party balances as of June 30, 2022 and December 31, 2021 (in millions): June 30, December 31, 2022 2021 Accounts receivable $ 5.7 $ 4.4

Net Loss per Share Available _2

Net Loss per Share Available to Common Stockholders (Tables)	6 Months Ended
	Jun. 30, 2022
Earnings Per Share [Abstract]
Schedule of Antidilutive Securities Excluded from Computation of Diluted Net Loss Per Share	The following common stock equivalents (in thousands) were excluded from the computation of our net loss per share available to common stockholders, diluted, for the three and six months presented as their inclusion would have been antidilutive (in thousands): Three Months Ended Six Months Ended 2022 2021 2022 2021 Convertible notes 14,187 14,187 14,187 14,187 Redeemable convertible preferred stock 11,000 — 11,000 — Stock options and awards 4,655 6,403 4,894 15,028 29,842 20,590 30,081 29,215

Nature of Business, Liquidity_2

Nature of Business, Liquidity and Basis of Presentation (Details) $ in Thousands			3 Months Ended		6 Months Ended
	Jun. 30, 2022 USD ($) customer	Dec. 31, 2021 USD ($) customer	Jun. 30, 2022 USD ($) customer	Jun. 30, 2021 customer	Jun. 30, 2022 USD ($) customer	Jun. 30, 2021 customer
Subsidiary, Sale of Stock [Line Items]
Long-term debt	$ 489,261	$ 526,730	$ 489,261		$ 489,261
Non-recourse debt	$ 462,093	$ 500,899	$ 462,093		$ 462,093
Accounts Receivable | Customer Concentration Risk
Subsidiary, Sale of Stock [Line Items]
Number of customers | customer	1	1
Accounts Receivable | Customer Concentration Risk | Customer One
Subsidiary, Sale of Stock [Line Items]
Concentration risk, percentage	56%	60%
Sales Revenue, Net | Customer Concentration Risk
Subsidiary, Sale of Stock [Line Items]
Number of customers | customer			2	3	2	2
Sales Revenue, Net | Customer Concentration Risk | Customer One
Subsidiary, Sale of Stock [Line Items]
Concentration risk, percentage			57%	31%	45%	36%
Sales Revenue, Net | Customer Concentration Risk | Customer Two
Subsidiary, Sale of Stock [Line Items]
Concentration risk, percentage			16%	26%	15%	14%
Sales Revenue, Net | Customer Concentration Risk | Customer Three
Subsidiary, Sale of Stock [Line Items]
Concentration risk, percentage				12%
Asia Pacific | Sales Revenue, Net | Geographic Concentration Risk
Subsidiary, Sale of Stock [Line Items]
Concentration risk, percentage			62%	34%	63%	39%
Recourse Debt
Subsidiary, Sale of Stock [Line Items]
Long-term debt	$ 290,972	$ 291,831	$ 290,972		$ 290,972
Non-recourse debt	$ 278,538	$ 283,483	$ 278,538		$ 278,538

Revenue Recognition - Contract

Revenue Recognition - Contract Balances (Details) - USD ($) $ in Thousands	Jun. 30, 2022	Mar. 31, 2022	Dec. 31, 2021	Jun. 30, 2021	Mar. 31, 2021	Dec. 31, 2020
Revenue from Contract with Customer [Abstract]
Accounts receivable	$ 77,972		$ 87,788
Contract assets	33,374	$ 13,533	25,201	$ 18,638	$ 5,008	$ 3,327
Customer deposits	73,750		64,809
Deferred revenue	$ 96,377		$ 115,476

Revenue Recognition - Contrac_2

Revenue Recognition - Contract Assets (Details) - USD ($) $ in Thousands	3 Months Ended		6 Months Ended
	Jun. 30, 2022	Jun. 30, 2021	Jun. 30, 2022	Jun. 30, 2021
Contract With Customer, Asset, After Allowance for Credit Loss [Roll Forward]
Beginning balance	$ 13,533	$ 5,008	$ 25,201	$ 3,327
Transferred to accounts receivable from contract assets recognized at the beginning of the period	(1,387)	(556)	(15,963)	0
Revenue recognized and not billed as of the end of the period	21,228	14,186	24,136	15,311
Ending balance	$ 33,374	$ 18,638	$ 33,374	$ 18,638

Revenue Recognition - Contrac_3

Revenue Recognition - Contract Liabilities (Details) - USD ($) $ in Thousands	3 Months Ended		6 Months Ended
	Jun. 30, 2022	Jun. 30, 2021	Jun. 30, 2022	Jun. 30, 2021
Contract With Customer, Liability, Deferred Revenue [Roll Forward]
Beginning balance	$ 103,489	$ 120,643	$ 115,476	$ 135,578
Additions	182,067	195,324	348,744	350,785
Revenue recognized	(189,179)	(199,712)	(367,843)	(370,108)
Ending balance	$ 96,377	$ 116,255	$ 96,377	$ 116,255

Revenue Recognition - Revenue b

Revenue Recognition - Revenue by Source (Details) - USD ($) $ in Thousands	3 Months Ended		6 Months Ended
	Jun. 30, 2022	Jun. 30, 2021	Jun. 30, 2022	Jun. 30, 2021
Disaggregation of Revenue [Line Items]
Total revenue from contract with customers	$ 227,574	$ 212,160	$ 412,595	$ 389,761
Total revenue	243,236	228,470	444,275	422,477
Product
Disaggregation of Revenue [Line Items]
Total revenue from contract with customers	173,625	146,867	307,172	284,797
Total revenue	173,625	146,867	307,172	284,797
Installation
Disaggregation of Revenue [Line Items]
Total revenue from contract with customers	12,729	28,879	26,282	31,538
Total revenue	12,729	28,879	26,282	31,538
Service
Disaggregation of Revenue [Line Items]
Total revenue from contract with customers	38,426	35,707	73,665	72,124
Total revenue	38,426	35,707	73,665	72,124
Electricity
Disaggregation of Revenue [Line Items]
Total revenue from contract with customers	2,794	707	5,476	1,302
Electricity revenue	15,662	16,310	31,680	32,716
Total revenue	$ 18,456	$ 17,017	$ 37,156	$ 34,018

Financial Instruments - Cash an

Financial Instruments - Cash and Cash Equivalents and Restricted Cash (Details) - USD ($) $ in Thousands		Jun. 30, 2022	Dec. 31, 2021	Jun. 30, 2021	Dec. 31, 2020
Debt Securities, Available-for-sale [Line Items]
Cash and cash equivalents	[1]	$ 235,638	$ 396,035
Restricted cash		178,541	219,079
Cash, cash equivalents and restricted cash		414,179	615,114	$ 400,528	$ 416,710
Cash
Debt Securities, Available-for-sale [Line Items]
Cash, cash equivalents and restricted cash		241,700	318,080
Money market funds
Debt Securities, Available-for-sale [Line Items]
Cash, cash equivalents and restricted cash		$ 172,479	$ 297,034
[1] We have variable interest entities, which represent a portion of the consolidated balances recorded within these financial statement line items in the condensed consolidated balance sheets (see Note 11 - Portfolio F inancing s ).

Financial Instruments - Restric

Financial Instruments - Restricted Cash (Details) - USD ($) $ in Thousands		Jun. 30, 2022	Dec. 31, 2021	Dec. 31, 2019
Variable Interest Entity [Line Items]
Restricted cash, current	[1]	$ 50,293	$ 92,540
Restricted cash, noncurrent	[1]	128,248	126,539
Restricted cash		178,541	219,079
Consolidated Entity, Excluding Consolidated VIE
Variable Interest Entity [Line Items]
Restricted cash, current		48,563	89,462
Restricted cash, noncurrent		110,908	103,300
Variable Interest Entity, Primary Beneficiary
Variable Interest Entity [Line Items]
Restricted cash, current		1,729	3,078
Restricted cash, noncurrent		17,340	23,239
Variable Interest Entity, Primary Beneficiary | Power Purchase Agreements Entities
Variable Interest Entity [Line Items]
Restricted cash, current		1,730	3,078
Restricted cash, noncurrent		17,340	23,239
Variable Interest Entity, Primary Beneficiary | PPA II
Variable Interest Entity [Line Items]
Restricted cash, current		41,100	41,700
Restricted cash, noncurrent		42,900	57,700
Restricted cash		84,000	99,400
Variable Interest Entity, Primary Beneficiary | PPA IIIB
Variable Interest Entity [Line Items]
Restricted cash, current		1,200	1,200
Restricted cash, noncurrent		$ 6,700	$ 6,700
Restricted cash				$ 20,000
[1] We have variable interest entities, which represent a portion of the consolidated balances recorded within these financial statement line items in the condensed consolidated balance sheets (see Note 11 - Portfolio F inancing s ).

Financial Instruments - Narrati

Financial Instruments - Narrative (Details) - USD ($) $ in Millions	3 Months Ended	6 Months Ended
	Jun. 30, 2022	Jun. 30, 2022	Dec. 31, 2021
Cash and Cash Equivalents [Abstract]
Accounts receivable, derecognized	$ 90.9	$ 90.9	$ 116.3
Cost of factoring	$ 0.9	$ 1.2

Fair Value - Financial Assets a

Fair Value - Financial Assets and Liabilities Measured at Fair Value (Details) - USD ($) $ in Thousands	Jun. 30, 2022	Dec. 31, 2021
Assets
Total assets	$ 172,479	$ 297,034
Liabilities
Total liabilities	17,981	19,661
Money market funds
Assets
Money market funds	172,479	297,034
Option to acquire a variable number of shares of Class A Common Stock
Liabilities
Derivatives	12,089	13,200
Embedded EPP derivatives
Liabilities
Derivatives	5,892	6,461
Level 1
Assets
Total assets	172,479	297,034
Liabilities
Total liabilities	0	0
Level 1 | Money market funds
Assets
Money market funds	172,479	297,034
Level 1 | Option to acquire a variable number of shares of Class A Common Stock
Liabilities
Derivatives	0	0
Level 1 | Embedded EPP derivatives
Liabilities
Derivatives	0	0
Level 2
Assets
Total assets	0	0
Liabilities
Total liabilities	12,089	13,200
Level 2 | Money market funds
Assets
Money market funds	0	0
Level 2 | Option to acquire a variable number of shares of Class A Common Stock
Liabilities
Derivatives	12,089	13,200
Level 2 | Embedded EPP derivatives
Liabilities
Derivatives	0	0
Level 3
Assets
Total assets	0	0
Liabilities
Total liabilities	5,892	6,461
Level 3 | Money market funds
Assets
Money market funds	0	0
Level 3 | Option to acquire a variable number of shares of Class A Common Stock
Liabilities
Derivatives	0	0
Level 3 | Embedded EPP derivatives
Liabilities
Derivatives	$ 5,892	$ 6,461

Fair Value - Narrative (Details

Fair Value - Narrative (Details) - USD ($) $ in Millions	3 Months Ended		6 Months Ended
	Jun. 30, 2022	Jun. 30, 2021	Jun. 30, 2022	Jun. 30, 2021
Fair Value Disclosures [Abstract]
Gain (loss) on derivative	$ 0	$ (0.9)	$ 0.6	$ (1.5)

Fair Value - Change in Level 3

Fair Value - Change in Level 3 Financial Assets (Details) - Embedded EPP derivatives $ in Thousands	6 Months Ended
	Jun. 30, 2022 USD ($)
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation, Calculation [Roll Forward]
Beginning balance	$ 6,461
Changes in fair value	(569)
Ending balance	$ 5,892

Fair Value - Estimated Fair Val

Fair Value - Estimated Fair Values and Carrying Values for Customer Receivables and Debt Instruments (Details) - USD ($) $ in Thousands	Jun. 30, 2022	Dec. 31, 2021
10.25% Senior Secured Notes due March 2027 | Notes
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Interest rate percentage	10.25%	10.25%
2.5% Green Convertible Senior Notes due August 2025 | Senior Secured Notes
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Interest rate percentage	2.50%	2.50%
7.5% Term Loan due September 2028 | Term Loan
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Interest rate percentage	7.50%	7.50%
6.07% Senior Secured Notes due March 2030 | Senior Secured Notes
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Interest rate percentage	6.07%	6.07%
3.04% Senior Secured Notes due June 2031 | Senior Secured Notes
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Interest rate percentage		3.04%
Net Carrying Value | Notes | 10.25% Senior Secured Notes due March 2027
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Debt instrument	$ 67,124	$ 68,968
Net Carrying Value | Senior Secured Notes | 2.5% Green Convertible Senior Notes due August 2025
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Debt instrument	223,848	222,863
Net Carrying Value | Senior Secured Notes | 6.07% Senior Secured Notes due March 2030
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Debt instrument	71,060	73,262
Net Carrying Value | Senior Secured Notes | 3.04% Senior Secured Notes due June 2031
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Debt instrument	127,229	132,631
Net Carrying Value | Term Loan | 7.5% Term Loan due September 2028
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Debt instrument	0	29,006
Net Carrying Value | Customer financing receivable
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Customer financing receivable	0	45,269
Fair Value | Notes | 10.25% Senior Secured Notes due March 2027
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Debt instrument	64,775	72,573
Fair Value | Senior Secured Notes | 2.5% Green Convertible Senior Notes due August 2025
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Debt instrument	289,271	356,822
Fair Value | Senior Secured Notes | 6.07% Senior Secured Notes due March 2030
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Debt instrument		83,251
Fair Value | Senior Secured Notes | 3.04% Senior Secured Notes due June 2031
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Debt instrument		137,983
Fair Value | Term Loan | 7.5% Term Loan due September 2028
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Debt instrument	0	35,669
Fair Value | 6.07% Senior Secured Notes due March 2030 | Senior Secured Notes
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Debt instrument	73,691
Fair Value | 3.04% Senior Secured Notes due June 2031 | Senior Secured Notes
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Debt instrument	120,481
Fair Value | Customer financing receivable
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]
Customer financing receivable	$ 0	$ 38,334

Balance Sheet Components - Inve

Balance Sheet Components - Inventories, Net (Details) - USD ($) $ in Thousands	Jun. 30, 2022	Dec. 31, 2021
Organization, Consolidation and Presentation of Financial Statements [Abstract]
Raw materials	$ 118,881	$ 80,809
Finished goods	47,108	30,668
Work-in-progress	40,718	31,893
Inventory, net	206,707	143,370
Inventory reserves	$ 16,500	$ 13,900

Balance Sheet Components - Prep

Balance Sheet Components - Prepaid Expense and Other Current Assets (Details) - USD ($) $ in Thousands		Jun. 30, 2022	Dec. 31, 2021
Organization, Consolidation and Presentation of Financial Statements [Abstract]
Receivables from employees		$ 8,399	$ 5,463
Prepaid hardware and software maintenance		3,171	3,494
Tax receivables		2,998	1,518
Prepaid managed services		1,742	2,480
Deposits made		1,420	817
Prepaid workers compensation		1,090	5,330
Prepaid deferred commissions		642	724
State incentive receivable		203	427
Other prepaid expenses and other current assets		15,490	10,408
Prepaid expenses and other current assets	[1]	$ 35,155	$ 30,661
[1] We have variable interest entities, which represent a portion of the consolidated balances recorded within these financial statement line items in the condensed consolidated balance sheets (see Note 11 - Portfolio F inancing s ).

Balance Sheet Components - Prop

Balance Sheet Components - Property, Plant and Equipment (Details) - USD ($) $ in Thousands		Jun. 30, 2022	Dec. 31, 2021
Property, Plant and Equipment [Line Items]
Property, plant and equipment, gross		$ 1,011,209	$ 960,696
Less: accumulated depreciation		(382,450)	(356,590)
Property, plant and equipment, net	[1]	628,759	604,106
Energy Servers
Property, Plant and Equipment [Line Items]
Property, plant and equipment, gross		669,606	674,799
Machinery and equipment
Property, Plant and Equipment [Line Items]
Property, plant and equipment, gross		125,371	110,600
Construction-in-progress
Property, Plant and Equipment [Line Items]
Property, plant and equipment, gross		69,227	43,544
Leasehold improvements
Property, Plant and Equipment [Line Items]
Property, plant and equipment, gross		65,572	52,936
Building
Property, Plant and Equipment [Line Items]
Property, plant and equipment, gross		49,240	48,934
Computers, software and hardware
Property, Plant and Equipment [Line Items]
Property, plant and equipment, gross		23,423	21,276
Furniture and fixtures
Property, Plant and Equipment [Line Items]
Property, plant and equipment, gross		$ 8,770	$ 8,607
[1] We have variable interest entities, which represent a portion of the consolidated balances recorded within these financial statement line items in the condensed consolidated balance sheets (see Note 11 - Portfolio F inancing s ).

Balance Sheet Components - Pr_2

Balance Sheet Components - Property Plant and Equipment, Net Narrative (Details) $ in Thousands	1 Months Ended	3 Months Ended		5 Months Ended	6 Months Ended
	Jun. 30, 2022 USD ($) MW	Jun. 30, 2022 USD ($)	Jun. 30, 2021 USD ($)	May 31, 2022	Jun. 30, 2022 USD ($)	Jun. 30, 2021 USD ($)	Dec. 31, 2021 USD ($)
Property Subject to or Available for Operating Lease [Line Items]
Depreciation and amortization		$ 16,300			$ 30,697	$ 26,808
Operating leases, depreciation expense		5,600	$ 5,900		11,500	11,700
Variable Interest Entity, Primary Beneficiary
Property Subject to or Available for Operating Lease [Line Items]
Property, plant and equipment	$ 362,000	362,000			362,000		$ 368,000
Accumulated depreciation	148,000	$ 148,000			$ 148,000		$ 139,400
Variable Interest Entity, Primary Beneficiary | Old Energy Server | PPA Company IIIA
Property Subject to or Available for Operating Lease [Line Items]
Depreciation and amortization	$ 200
Energy servers power | MW	9.8
Estimated depreciable life	6 months			15 years
Property, plant and equipment
Property Subject to or Available for Operating Lease [Line Items]
Depreciation and amortization			$ 13,400			$ 26,800

Balance Sheet Components - Othe

Balance Sheet Components - Other Long-Term Assets (Details) - USD ($) $ in Thousands		Jun. 30, 2022	Dec. 31, 2021
Organization, Consolidation and Presentation of Financial Statements [Abstract]
Prepaid insurance		$ 8,490	$ 9,534
Long-term lease receivable		8,126	7,953
Deferred commissions		7,369	7,569
Prepaid managed services		2,693	3,010
Deposits made		2,319	1,923
Deferred tax asset		908	954
Investments in subsidiaries		0	1,819
Prepaid and other long-term assets		9,000	8,311
Other long-term assets	[1]	$ 38,905	$ 41,073
[1] We have variable interest entities, which represent a portion of the consolidated balances recorded within these financial statement line items in the condensed consolidated balance sheets (see Note 11 - Portfolio F inancing s ).

Balance Sheet Components - Accr

Balance Sheet Components - Accrued Other Current Liabilities (Details) - USD ($) $ in Thousands		Jun. 30, 2022	Dec. 31, 2021
Organization, Consolidation and Presentation of Financial Statements [Abstract]
Compensation and benefits		$ 35,114	$ 38,222
Option to acquire a variable number of shares of Class A Common Stock		12,089	13,200
Sales-related liabilities		7,482	6,040
Accrued legal expenses		5,397	1,765
Accrued installation		3,888	13,968
Current portion of derivative liabilities		2,959	6,059
Accrued consulting expenses		2,264	1,731
Interest payable		2,156	2,159
Sales tax liabilities		1,103	1,491
Other		28,752	29,503
Accrued other current liabilities	[1]	$ 101,204	$ 114,138
[1] We have variable interest entities, which represent a portion of the consolidated balances recorded within these financial statement line items in the condensed consolidated balance sheets (see Note 11 - Portfolio F inancing s ).

Outstanding Loans and Securit_3

Outstanding Loans and Security Agreements - Schedule of Debt (Details) - USD ($) $ in Thousands	Jun. 30, 2022	Dec. 31, 2021
Debt Instrument [Line Items]
Unpaid Principal Balance	$ 498,728	$ 539,669
Current portion of debt	27,168	25,831
Net carrying value, long-term	462,093	500,899
Total	489,261	526,730
Notes | 10.25% Senior Secured Notes due March 2027
Debt Instrument [Line Items]
Unpaid Principal Balance	67,980	70,000
Current portion of debt	12,434	8,348
Net carrying value, long-term	54,690	60,620
Total	$ 67,124	$ 68,968
Interest rate percentage	10.25%	10.25%
Senior Secured Notes | 2.5% Green Convertible Senior Notes due August 2025
Debt Instrument [Line Items]
Unpaid Principal Balance	$ 230,000	$ 230,000
Current portion of debt	0	0
Net carrying value, long-term	223,848	222,863
Total	$ 223,848	$ 222,863
Interest rate percentage	2.50%	2.50%
Senior Secured Notes | 3.04% Senior Secured Notes due June 30, 2031
Debt Instrument [Line Items]
Unpaid Principal Balance	$ 129,061	$ 134,644
Current portion of debt	9,643	9,376
Net carrying value, long-term	117,586	123,255
Total	$ 127,229	132,631
Interest rate percentage	3.04%
Senior Secured Notes | 6.07% Senior Secured Notes due March 2030
Debt Instrument [Line Items]
Unpaid Principal Balance	$ 71,687	73,955
Current portion of debt	5,091	4,671
Net carrying value, long-term	65,969	68,591
Total	$ 71,060	$ 73,262
Interest rate percentage	6.07%	6.07%
Recourse Debt
Debt Instrument [Line Items]
Unpaid Principal Balance	$ 297,980	$ 300,000
Current portion of debt	12,434	8,348
Net carrying value, long-term	278,538	283,483
Total	$ 290,972	291,831
Term Loan | 7.5% Term Loan due September 2028
Debt Instrument [Line Items]
Unpaid Principal Balance		31,070
Current portion of debt		3,436
Net carrying value, long-term		25,570
Total		$ 29,006
Interest rate percentage	7.50%	7.50%
Non-recourse Debt
Debt Instrument [Line Items]
Unpaid Principal Balance	$ 200,748	$ 239,669
Current portion of debt	14,734	17,483
Net carrying value, long-term	183,555	217,416
Total	$ 198,289	$ 234,899

Outstanding Loans and Securit_4

Outstanding Loans and Security Agreements - Recourse Debt Facilities Narrative (Details) - USD ($) $ in Thousands	3 Months Ended		6 Months Ended
	Jun. 30, 2022	Jun. 30, 2021	Jun. 30, 2022	Jun. 30, 2021	Dec. 31, 2021
Debt Instrument [Line Items]
Contractual interest expense	$ 13,814	$ 14,553	$ 27,901	$ 29,284
10.25% Senior Secured Notes due March 2027 | Notes
Debt Instrument [Line Items]
Interest rate percentage	10.25%		10.25%		10.25%
2.5% Green Convertible Senior Notes due August 2025 | Senior Secured Notes
Debt Instrument [Line Items]
Interest rate percentage	2.50%		2.50%		2.50%
Contractual interest expense	$ 2,000	1,900	$ 3,900	3,900
Amortization of debt issuance costs	$ 500	$ 500	$ 1,000	$ 1,000

Outstanding Loans and Securit_5

Outstanding Loans and Security Agreements - Non-recourse Debt Facilities (Details) - USD ($) $ in Thousands			3 Months Ended		6 Months Ended
		Jun. 14, 2022	Jun. 30, 2022	Jun. 30, 2021	Jun. 30, 2022	Jun. 30, 2021	Dec. 31, 2021
Debt Instrument [Line Items]
Loss on extinguishment of debt			$ 4,233	$ 0	$ 4,233	$ 0
Cash and cash equivalents	[1]		235,638		235,638		$ 396,035
Senior Secured Notes | 3.04% Senior Secured Notes due June 2031
Debt Instrument [Line Items]
Debt minimum debt service reserves required			8,000		8,000		$ 8,000
Interest rate percentage							3.04%
Senior Secured Notes | 7.5% Term Loan due September 2028
Debt Instrument [Line Items]
Debt minimum debt service reserves required			0		0		$ 3,600
Senior Secured Notes | 6.07% Senior Secured Notes due March 2030
Debt Instrument [Line Items]
Debt minimum debt service reserves required			$ 9,300		$ 9,300		$ 9,100
Interest rate percentage			6.07%		6.07%		6.07%
Term Loan | 7.5% Term Loan due September 2028
Debt Instrument [Line Items]
Interest rate percentage			7.50%		7.50%		7.50%
PPA Company IIIA | Senior Secured Notes | 7.5% Term Loan due September 2028
Debt Instrument [Line Items]
Repayments of debt		$ 30,200
Accrued interest		400
Loss on extinguishment of debt		$ 4,200
Cash and cash equivalents			$ 3,600		$ 3,600
[1] We have variable interest entities, which represent a portion of the consolidated balances recorded within these financial statement line items in the condensed consolidated balance sheets (see Note 11 - Portfolio F inancing s ).

Outstanding Loans and Securit_6

Outstanding Loans and Security Agreements - Schedule of Repayments (Details) - USD ($) $ in Thousands	3 Months Ended		6 Months Ended
	Jun. 30, 2022	Jun. 30, 2021	Jun. 30, 2022	Jun. 30, 2021	Dec. 31, 2021
Long-term Debt, Fiscal Year Maturity [Abstract]
Remainder of 2022	$ 12,524		$ 12,524
2023	28,503		28,503
2024	31,872		31,872
2025	265,494		265,494
2026	39,078		39,078
Thereafter	121,257		121,257
Total	498,728		498,728		$ 539,669
Interest expense	$ (13,800)	$ (14,600)	$ (27,900)	$ (29,300)

Derivative Financial Instrume_3

Derivative Financial Instruments - Changes in Fair Value of Derivative Contracts (Details) - USD ($) $ in Thousands	3 Months Ended		6 Months Ended
	Jun. 30, 2022	Jun. 30, 2021	Jun. 30, 2022	Jun. 30, 2021
AOCI Including Portion Attributable to Noncontrolling Interest, Net of Tax [Roll Forward]
Beginning balance	$ (54,756)	$ 64,046	$ (1,827)	$ 141,019
Net loss (gain) recognized in other comprehensive loss	594	(1,389)	747	3,492
Gain recognized in earnings	0	900	(600)	1,500
Ending balance	(144,921)	29,614	(144,921)	29,614
Interest rate swap agreements
AOCI Including Portion Attributable to Noncontrolling Interest, Net of Tax [Roll Forward]
Gain recognized in earnings	0	(35)	0	(70)
Derivative contracts
AOCI Including Portion Attributable to Noncontrolling Interest, Net of Tax [Roll Forward]
Beginning balance	0	11,301	0	15,989
Loss (gain) recognized in other comprehensive loss	0	1,880	0	(2,284)
Amounts reclassified from other comprehensive loss to earnings	0	(495)	0	(984)
Net loss (gain) recognized in other comprehensive loss	0	1,385	0	(3,268)
Ending balance	$ 0	$ 12,651	$ 0	$ 12,651

Leases - Narrative (Details)

Leases - Narrative (Details) - USD ($)	3 Months Ended		6 Months Ended
	Jun. 30, 2022	Jun. 30, 2021	Jun. 30, 2022	Jun. 30, 2021	Dec. 31, 2021
Leases [Abstract]
Rent expense	$ 4,700,000	$ 3,800,000	$ 9,200,000	$ 7,000,000
Financing obligations	447,595,000		447,595,000		$ 461,900,000
Net investment in sales-type leases	$ 0		$ 0		$ 45,268,000

Leases - Operating and Financin

Leases - Operating and Financing Lease Right-of-Use Assets and Lease Liabilities (Details) - USD ($) $ in Thousands	Jun. 30, 2022	Dec. 31, 2021
Assets and Liabilities, Lessee:
Operating lease right-of-use assets, net	$ 110,362	$ 106,660
Current operating lease liabilities	(12,581)	(13,101)
Non-current operating lease liabilities	(118,291)	(106,187)
Total operating lease liabilities	(130,872)	(119,288)
Finance lease right-of-use assets, net	$ 2,614	$ 2,944
Finance Lease, Liability, Current, Statement of Financial Position [Extensible Enumeration]	Other Liabilities, Current	Other Liabilities, Current
Less: current financing obligations	$ (924)	$ (863)
Non-current finance lease liabilities	(1,876)	(2,157)
Present value of net minimum lease payments	(2,800)	(3,020)
Total lease liabilities	$ (133,672)	$ (122,308)

Leases - Costs (Details)

Leases - Costs (Details) - USD ($) $ in Thousands	3 Months Ended		6 Months Ended
	Jun. 30, 2022	Jun. 30, 2021	Jun. 30, 2022	Jun. 30, 2021
Leases [Abstract]
Operating lease costs	$ 6,049	$ 3,743	$ 11,885	$ 6,757
Amortization of finance lease right-of-use assets	263	174	521	881
Interest expense for finance lease liabilities	52	46	105	244
Total finance lease costs	315	220	626	1,125
Short-term lease costs	167	169	241	341
Total lease costs	$ 6,531	$ 4,132	$ 12,752	$ 8,223

Leases - Weighted Average Remai

Leases - Weighted Average Remaining Lease Terms and Discount Rates (Details)	Jun. 30, 2022	Dec. 31, 2021
Weighted average remaining lease term:
Operating leases	9 years 2 months 12 days	8 years 10 months 24 days
Finance leases	3 years 3 months 18 days	3 years 6 months
Weighted average discount rate:
Operating leases	9.80%	9.60%
Finance leases	7.70%	7.60%

Leases - Future Minimum Lease P

Leases - Future Minimum Lease Payments (Details) - USD ($) $ in Thousands	Jun. 30, 2022	Dec. 31, 2021
Operating Leases
Remainder of 2022	$ 9,456
2023	19,496
2024	18,007
2025	18,246
2026	17,853
Thereafter	76,434
Total minimum lease payments	159,492
Less: amounts representing interest or imputed interest	(28,620)
Present value of lease liabilities	130,872	$ 119,288
Finance Leases
Remainder of 2022	509
2023	1,013
2024	840
2025	369
2026	139
Thereafter	32
Total minimum lease payments	2,902
Less: imputed interest	(102)
Present value of net minimum lease payments	2,800	3,020
Less: current financing obligations	(924)	(863)
Non-current finance lease liabilities	1,876	$ 2,157
Managed Services | Variable Interest Entity, Primary Beneficiary
Finance Leases
Remainder of 2022	21,687
2023	44,041
2024	41,967
2025	40,939
2026	36,339
Thereafter	55,427
Total minimum lease payments	240,400
Less: imputed interest	(134,902)
Present value of net minimum lease payments	105,498
Less: current financing obligations	(16,159)
Non-current finance lease liabilities	$ 89,339

Leases - Sales-Type Leases (Det

Leases - Sales-Type Leases (Details) - USD ($)		Jun. 30, 2022	Dec. 31, 2021
Net Investment in Lease [Abstract]
Lease payment receivables, net		$ 0	$ 44,378,000
Estimated residual value of leased assets (unguaranteed)		0	890,000
Net investment in sales-type leases		0	45,268,000
Less: current portion	[1]	0	(5,784,000)
Non-current portion of net investment in sales-type leases	[1]	$ 0	39,484,000
Current estimated credit losses			$ 100,000
[1] We have variable interest entities, which represent a portion of the consolidated balances recorded within these financial statement line items in the condensed consolidated balance sheets (see Note 11 - Portfolio F inancing s ).

Leases - Payment to be Received

Leases - Payment to be Received (Details) - Variable Interest Entity, Primary Beneficiary - Portfolio Financing $ in Thousands	Jun. 30, 2022 USD ($)
Lessor, Lease, Description [Line Items]
Remainder of 2022	$ 20,237
2023	43,620
2024	45,571
2025	46,609
2026	47,757
Thereafter	213,233
Total minimum lease payments	$ 417,027

Stock-Based Compensation Expe_3

Stock-Based Compensation Expense and Employee Benefit Plans - Stock-based Compensation Expense (Details) - USD ($) $ in Thousands	3 Months Ended		6 Months Ended
	Jun. 30, 2022	Jun. 30, 2021	Jun. 30, 2022	Jun. 30, 2021
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]
Share-based compensation expense	$ 32,599	$ 19,133	$ 58,907	$ 36,343
Cost of revenue
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]
Share-based compensation expense	4,767	3,804	8,627	6,803
Research and development
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]
Share-based compensation expense	13,213	5,291	20,295	10,199
Sales and marketing
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]
Share-based compensation expense	4,805	4,010	9,580	8,095
General and administrative
Share-based Compensation Arrangement by Share-based Payment Award, Compensation Cost [Line Items]
Share-based compensation expense	$ 9,814	$ 6,028	$ 20,405	$ 11,246

Stock-Based Compensation Expe_4

Stock-Based Compensation Expense and Employee Benefit Plans - Stock Option Activity (Details) - USD ($) $ / shares in Units, $ in Thousands	6 Months Ended	12 Months Ended
	Jun. 30, 2022	Dec. 31, 2021
Outstanding Options/RSUs, Number of Shares
Outstanding, beginning (in shares)	10,737,295
Exercised (in shares)	(243,062)
Forfeited (in shares)	(29,134)
Expired (in Shares)	(226,635)
Outstanding, ending (in shares)	10,238,464	10,737,295
Vested and expected to vest (in shares)	10,206,941
Exercisable (in shares)	9,093,852
Outstanding Options Weighted Average Exercise Price
Outstanding, beginning (in dollars per share)	$ 21.23
Exercised (in dollar per shares)	5.33
Forfeited (in dollars per share)	8.27
Expired (in dollar per shares)	30.41
Outstanding, ending (in dollars per share)	21.44	$ 21.23
Vested and expected to vest (in dollars per share)	21.49
Exercisable (in dollars per share)	$ 22.86
Share-based Compensation Arrangement by Share-based Payment Award, Options, Additional Disclosures [Abstract]
Outstanding, remaining contractual life	4 years 8 months 12 days	5 years 2 months 12 days
Outstanding, aggregate intrinsic value	$ 32,857	$ 60,304
Vested and expected to vest, remaining contractual life	4 years 8 months 12 days
Exercisable, remaining contractual life	4 years 4 months 24 days
Vested and expected to vest, aggregate intrinsic value	$ 32,567
Exercisable, aggregate intrinsic value	$ 24,841

Stock-Based Compensation Expe_5

Stock-Based Compensation Expense and Employee Benefit Plans - Stock Options Narrative (Details) - USD ($) $ in Millions	3 Months Ended		6 Months Ended		12 Months Ended
	Jun. 30, 2022	Jun. 30, 2021	Jun. 30, 2022	Jun. 30, 2021	Dec. 31, 2021
Share-based Arrangements with Employees and Nonemployees [Abstract]
Unrecognized compensation cost related to unvested stock options	$ 2		$ 2		$ 6.2
Expense expected to be recognized over remaining weighted-average period			4 months 24 days		10 months 24 days
Cash received from stock options exercised			$ 1.3	$ 60.9
Class A common stock
Share-based Arrangements with Employees and Nonemployees [Abstract]
Granted (in shares)	0	0	0	0
Employee Stock Option
Share-based Arrangements with Employees and Nonemployees [Abstract]
Allocated share-based compensation expense	$ 3.4	$ 3.4	$ 5.5	$ 7.3

Stock-Based Compensation Expe_6

Stock-Based Compensation Expense and Employee Benefit Plans - Stock Award Activity (Details) - Restricted Stock Units	6 Months Ended
	Jun. 30, 2022 $ / shares shares
Number of Awards Outstanding
Unvested balance (in shares) | shares	8,367,664
Granted (in shares) | shares	4,440,721
Vested (in shares) | shares	(1,789,639)
Forfeited (in shares) | shares	(427,022)
Unvested balance (in shares) | shares	10,591,724
Weighted Average Grant Date Fair Value
Unvested balance (in dollars per share) | $ / shares	$ 20.52
Granted (in dollars per share) | $ / shares	19.12
Vested (in dollars per share) | $ / shares	17.53
Forfeited (in dollars per share) | $ / shares	22.70
Unvested balance (in dollars per share) | $ / shares	$ 19.70

Stock-Based Compensation Expe_7

Stock-Based Compensation Expense and Employee Benefit Plans - Stock Awards Narrative (Details) - Restricted Stock Units - USD ($) $ in Millions	3 Months Ended		6 Months Ended		12 Months Ended
	Jun. 30, 2022	Jun. 30, 2021	Jun. 30, 2022	Jun. 30, 2021	Dec. 31, 2021
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Allocated share-based compensation expense	$ 25	$ 14.1	$ 46	$ 24.8
Unrecognized stock-based compensation cost	$ 172.3		$ 172.3		$ 114.9
Expense expected to be recognized over a weighted-average period			2 years 2 months 12 days		2 years 3 months 18 days

Stock-Based Compensation Expe_8

Stock-Based Compensation Expense and Employee Benefit Plans - Number of Shares Available for Grant (Details)	6 Months Ended
	Jun. 30, 2022 shares
Share-based Compensation Arrangement by Share-based Payment Award, Available for Grant [Roll Forward]
Beginning balance (in shares)	24,146,784
Added to plan (in shares)	8,384,460
Granted (in shares)	(4,507,452)
Cancelled/Forfeited (in shares)	602,506
Expired (in shares)	(211,521)
Ending Balance (in shares)	28,414,777

Stock-Based Compensation Expe_9

Stock-Based Compensation Expense and Employee Benefit Plans - Employee Stock Purchase Plan (Details) - 2018 ESPP - USD ($) $ in Millions	6 Months Ended
	Jun. 30, 2022	Jun. 30, 2021	Dec. 31, 2021
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Employee stock ownership plan (ESOP), compensation expense	$ 6.9	$ 2.2
Number of shares issued (in shares)	420,689	977,508
Number of additional shares authorized (in shares)	2,055,792	1,902,572
Number of common stock reserved for issuance (in shares)	4,179,771	3,512,465
Unrecognized stock-based compensation cost	$ 6.4		$ 9.8
Expense expected to be recognized over a weighted-average period	1 year 2 months 12 days	6 months

Portfolio Financings - Narrativ

Portfolio Financings - Narrative (Details) $ in Thousands				1 Months Ended	2 Months Ended	3 Months Ended		6 Months Ended
		Jun. 14, 2022 MW	Jun. 13, 2022	Jun. 30, 2022 USD ($)	Jun. 13, 2022 USD ($)	Jun. 30, 2022 USD ($)	Jun. 30, 2021 USD ($)	Jun. 30, 2022 USD ($) MW	Jun. 30, 2021 USD ($)	Dec. 31, 2021 USD ($)
Variable Interest Entity [Line Items]
Repayment of debt of PPA IIIa								$ 30,212	$ 0
Loss on extinguishment of debt						$ 4,233	$ 0	4,233	0
Customer financing receivable	[1]			$ 0		0		0		$ 5,784
Non-current portion of net investment in sales-type leases	[1]			0		0		0		39,484
Write-off of assets related to PPA IIIa								44,800	0
Depreciation and amortization						16,300		30,697	26,808
Increase in contract assets								8,173	15,311
Decrease in inventories								(62,824)	(21,026)
Total revenue						243,236	228,470	444,275	422,477
Cost of revenue						245,206	191,126	418,308	330,482
Net cash (used in) provided by financing activities								(56,946)	53,804
Debt extinguishment cost								2,413	0
Electricity
Variable Interest Entity [Line Items]
Total revenue						18,456	17,017	37,156	34,018
Cost of revenue						58,029	10,155	70,790	21,474
Product
Variable Interest Entity [Line Items]
Total revenue						173,625	146,867	307,172	284,797
Cost of revenue						129,419	108,891	235,161	196,185
Installation
Variable Interest Entity [Line Items]
Total revenue						12,729	28,879	26,282	31,538
Cost of revenue						16,730	$ 36,515	29,503	$ 41,140
Variable Interest Entity, Primary Beneficiary
Variable Interest Entity [Line Items]
Customer financing receivable				0		0		0		5,784
Non-current portion of net investment in sales-type leases				0		0		0		39,484
Property, plant and equipment, net				213,999		213,999		$ 213,999		$ 228,546
Variable Interest Entity, Primary Beneficiary | PPA Company IIIA
Variable Interest Entity [Line Items]
Energy servers power | MW		9.8						9.8
Repayment of debt of PPA IIIa					$ 30,600
Loss on extinguishment of debt					4,200
Write-off of debt discount					1,800
Make-whole payment					$ 2,400
Net cash (used in) provided by financing activities								$ 32,600
Repayments of debt								30,200
Debt extinguishment cost								2,400
Variable Interest Entity, Primary Beneficiary | PPA Company IIIA | PPA 3A Upgrade
Variable Interest Entity [Line Items]
Repayment of debt of PPA IIIa								30,600
Loss on extinguishment of debt								4,200
Cash and cash equivalents decrease from project				6,400
Cash receipts from sale of energy								26,600
Customer financing receivable				5,900		5,900		5,900
Non-current portion of net investment in sales-type leases				36,900		36,900		36,900
Property, plant and equipment, net				2,200		2,200		2,200
Write-off of assets related to PPA IIIa								44,800
Depreciation and amortization								200
Estimated depreciable life		6 months	15 years
Increase in contract assets				17,000
Decrease in inventories				16,700
Increase in other liabilities				$ 7,400
Variable Interest Entity, Primary Beneficiary | PPA Company IIIA | Net Product And Installation | PPA 3A Upgrade
Variable Interest Entity [Line Items]
Total revenue						$ 36,900		1,100
Variable Interest Entity, Primary Beneficiary | PPA Company IIIA | Electricity | PPA 3A Upgrade
Variable Interest Entity [Line Items]
Write-off of assets related to PPA IIIa								44,800
Depreciation and amortization								200
Cost of revenue								45,000
Variable Interest Entity, Primary Beneficiary | PPA Company IIIA | Product | PPA 3A Upgrade
Variable Interest Entity [Line Items]
Cost of revenue								15,900
Variable Interest Entity, Primary Beneficiary | PPA Company IIIA | Installation | PPA 3A Upgrade
Variable Interest Entity [Line Items]
Total revenue								$ 800
Variable Interest Entity, Primary Beneficiary | PPA Company IIIA | Sale Of Project Company | Disposal Group, Disposed of by Sale, Not Discontinued Operations
Variable Interest Entity [Line Items]
Percent interest sold		100%
[1] We have variable interest entities, which represent a portion of the consolidated balances recorded within these financial statement line items in the condensed consolidated balance sheets (see Note 11 - Portfolio F inancing s ).

Portfolio Financings - Schedule

Portfolio Financings - Schedule of PPA Entities' Assets and Liabilities (Details) - USD ($) $ in Thousands		Jun. 30, 2022	Dec. 31, 2021
Current assets:
Cash and cash equivalents	[1]	$ 235,638	$ 396,035
Restricted cash	[1]	50,293	92,540
Accounts receivable	[1]	77,972	87,789
Customer financing receivable	[1]	0	5,784
Prepaid expenses and other current assets	[1]	35,155	30,661
Total current assets		669,249	806,420
Customer financing receivable	[1]	0	39,484
Restricted cash	[1]	128,248	126,539
Other long-term assets	[1]	38,905	41,073
Total assets		1,580,833	1,725,571
Current liabilities:
Accrued expenses and other current liabilities	[1]	101,204	114,138
Deferred revenue and customer deposits	[1]	93,237	89,975
Non-recourse debt	[1]	14,734	17,483
Total current liabilities		393,688	342,479
Deferred revenue and customer deposits	[1]	76,890	90,310
Non-recourse debt	[1]	183,555	217,416
Total liabilities		1,517,203	1,518,547
Variable Interest Entity, Primary Beneficiary
Current assets:
Cash and cash equivalents		1,575	1,541
Restricted cash		1,729	3,078
Accounts receivable		3,664	5,112
Customer financing receivable		0	5,784
Prepaid expenses and other current assets		806	3,071
Total current assets		7,774	18,586
Property, plant and equipment, net		213,999	228,546
Customer financing receivable		0	39,484
Restricted cash		17,340	23,239
Other long-term assets		2,119	2,362
Total assets		241,232	312,217
Current liabilities:
Accrued expenses and other current liabilities		108	194
Deferred revenue and customer deposits		662	662
Non-recourse debt		14,734	17,483
Total current liabilities		15,504	18,339
Deferred revenue and customer deposits		5,082	5,410
Non-recourse debt		183,555	217,417
Total liabilities		$ 204,141	$ 241,166
[1] We have variable interest entities, which represent a portion of the consolidated balances recorded within these financial statement line items in the condensed consolidated balance sheets (see Note 11 - Portfolio F inancing s ).

Related Party Transactions - Sc

Related Party Transactions - Schedule of Related Party Transactions (Details) - USD ($) $ in Thousands	3 Months Ended		6 Months Ended
	Jun. 30, 2022	Jun. 30, 2021	Jun. 30, 2022	Jun. 30, 2021
Related Party Transaction [Line Items]
Total revenue from related parties	$ 10,233	$ 4,124	$ 17,699	$ 4,894
Equity Method Investee
Related Party Transaction [Line Items]
Total revenue from related parties	$ 0		$ 0

Related Party Transactions - Su

Related Party Transactions - Summary of Outstanding Related Party (Details) - USD ($) $ in Millions	Jun. 30, 2022	Dec. 31, 2021
Related Party Transactions [Abstract]
Accounts receivable	$ 5.7	$ 4.4

Commitments and Contingencies (

Commitments and Contingencies (Details) - USD ($) $ in Thousands			6 Months Ended		12 Months Ended
		Jan. 10, 2022	Jun. 30, 2022	Jun. 30, 2021	Dec. 31, 2019	Dec. 31, 2021	Mar. 31, 2012
Operating Leased Assets [Line Items]
Restricted cash			$ 178,541			$ 219,079
Restricted cash	[1]		50,293			92,540
Restricted cash	[1]		128,248			126,539
Grants receivable							$ 16,500
Deferred government grant obligation, noncurrent			9,500			9,500
Settlement amount		$ 1,000
Variable Interest Entity, Primary Beneficiary
Operating Leased Assets [Line Items]
Restricted cash			1,729			3,078
Restricted cash			17,340			23,239
PPA II | Variable Interest Entity, Primary Beneficiary
Operating Leased Assets [Line Items]
Restricted cash			84,000			99,400
Restricted cash			41,100			41,700
Restricted cash			42,900			57,700
PPA IIIB | Variable Interest Entity, Primary Beneficiary
Operating Leased Assets [Line Items]
Restricted cash					$ 20,000
Restricted cash			1,200			1,200
Restricted cash			6,700			$ 6,700
Pledged assets, term					7 years
Period to meet criteria					5 years
Additional period to fund release					2 years
PPA Company 5
Operating Leased Assets [Line Items]
PPA expenses			700	$ 100
NetJets
Operating Leased Assets [Line Items]
Purchase obligation			$ 3,400
[1] We have variable interest entities, which represent a portion of the consolidated balances recorded within these financial statement line items in the condensed consolidated balance sheets (see Note 11 - Portfolio F inancing s ).

Income Taxes (Details)

Income Taxes (Details) - USD ($) $ in Thousands	3 Months Ended		6 Months Ended
	Jun. 30, 2022	Jun. 30, 2021	Jun. 30, 2022	Jun. 30, 2021
Income Tax Disclosure [Abstract]
Income tax (benefit) provision	$ (12)	$ 313	$ 552	$ 437
Pre-tax loss	$ 121,177	$ 58,108	$ 203,360	$ 87,765
Effective income tax rate	0.01%	(0.50%)	(0.30%)	(0.50%)

Net Loss per Share Available _3

Net Loss per Share Available to Common Stockholders - Schedule of Antidilutive Securities (Details) - shares shares in Thousands	3 Months Ended		6 Months Ended
	Jun. 30, 2022	Jun. 30, 2021	Jun. 30, 2022	Jun. 30, 2021
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Antidilutive securities (in shares)	29,842	20,590	30,081	29,215
Convertible notes
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Antidilutive securities (in shares)	14,187	14,187	14,187	14,187
Redeemable convertible preferred stock
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Antidilutive securities (in shares)	11,000	0	11,000	0
Stock options and awards
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]
Antidilutive securities (in shares)	4,655	6,403	4,894	15,028

Uncategorized Items - be-202206

Label	Element	Value
Accounting Standards Update [Extensible Enumeration]	us-gaap_AccountingStandardsUpdateExtensibleList	Accounting Standards Update 2020-06 [Member]