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    David Benjamin • Mizuho Securities USA LLC

    David Benjamin's questions to Bloom Energy Corp (BE) leadership

    David Benjamin's questions to Bloom Energy Corp (BE) leadership • Q2 2025

    Question

    David Benjamin of Mizuho Financial Group, Inc. asked about the potential for a guidance raise and whether the 2026 Investment Tax Credit (ITC) availability could cause customers to delay projects from 2025.

    Answer

    KR Sridhar, Founder, Chairman & CEO, clarified that there is "zero gap" in ITC benefits for customers in 2025 due to safe harbor provisions, removing any incentive to delay projects. He stated the current guidance range accounts for potential timing shifts based on customer site readiness, not the company's production capabilities.

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    David Benjamin's questions to Array Technologies Inc (ARRY) leadership

    David Benjamin's questions to Array Technologies Inc (ARRY) leadership • Q1 2025

    Question

    Speaking for Maheep Mandle, David Benjamin asked about the company's plans for using its cash, particularly regarding the potential to pay down term loans. He also questioned if there was any difference in commentary on project schedules between EPCs and developers.

    Answer

    CFO Keith Jennings explained that after extending its credit facility, Array is evaluating all options for its cash, including addressing converts, managing the term loan, and potential M&A, but is taking its time. CEO Kevin Hostetler confirmed that conversations with both EPCs and developers have been very similar, with both groups indicating that 2025 project schedules are expected to hold.

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    David Benjamin's questions to Array Technologies Inc (ARRY) leadership • Q3 2024

    Question

    David Benjamin, on behalf of Maheep Mandloi, asked if a competitor's acquisition of foundation companies impacts Array's ability to bid on projects.

    Answer

    CEO Kevin Hostetler stated that it does not, describing the acquisition as serving a niche market where Array remains certified to work with the provider. He expressed confidence in Array's position, noting they are evaluating their own solutions, like SkyLink, which are tailored for specific geographies and conditions, and feel no limitation from the acquisition.

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