A Multibillion-Dollar Opportunity in Korea and More; What to Watch When Bloom Energy Reports Earnings

With earnings season in full swing, investors who have a particular interest in fuel cells and the burgeoning hydrogen economy will surely be focused on Bloom Energy (NYSE: BE) this Thursday when the company is set to report its third-quarter earnings. Surely, most investors are interested in whether the company -- as it did last quarter -- will beat the analysts' revenue and earnings estimates of $199 million and negative $0.18 per share.

But those are far from the most important details investors should focus on when the company reports earnings. Instead, investors would be better off looking to see whether management comments on the company's projects in South Korea and with the maritime industry. Though they won't move the needle for the company in Q3, success in these endeavors may portend a future boon for the fledgling fuel cell company. Moreover, instead of the income statement, investors should be acutely focused on the company's cash flow in the quarter.

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Source Fool.com