BE did $1B in revenue last quarter. One customer was 44% of it

That $1.07B was up from $401M a year ago. Operating margin improved from -0.9% to 17.1%, and full-year revenue guidance is now $3.9B-$4.2B.

The 10-Q says one customer accounted for 44% of Q2 revenue. Another was 21%.

Bloom (BE) uses “customer” to mean the company it sells the equipment to. Sometimes that’s a financing partner, not whoever ends up using it.

BE is around $206 now, or roughly 76x the midpoint of its non-GAAP EPS guide.

Does anyone know what sits behind that 44%? One end customer, or several projects going through the same financing partner?