---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-023793"
form_type: "8-K"
ticker: "BZAI"
cik: "0001871638"
company_name: "Blaize Holdings, Inc."
filed_at: "2025-02-11T23:59:59+00:00"
generated_at: "2026-05-26T23:35:37.427055+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Blaize issues FY2025 revenue guidance $19M–$50M, FY2026 $105M–$140M

## Summary
- FY2025 revenue estimated at $19M–$50M; FY2026 at $105M–$140M as solutions deploy.
- Non-GAAP gross margins projected at 46%–50% for both years.
- FY2025 non-GAAP R&D expense $49M–$52M ($18M–$20M third-party); FY2026 $85M–$89M.
- Product pipeline spans defense (localized AI compute), smart city (turnkey gen-AI), and automotive (chiplet Denso/Mercedes partnerships).
- Software & solutions revenue expected 15%–25% of FY2025 rev, rising to 20%–30% in FY2026.

## SEC filing metadata
- accession: 0001193125-25-023793
- form_type: 8-K
- ticker: BZAI
- cik: 0001871638
- company_name: Blaize Holdings, Inc.
- filed_at: 2025-02-11T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1871638/000119312525023793/0001193125-25-023793-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1871638/000119312525023793/d906523d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-023793
- JSON: https://secwatch.observer/filing/0001193125-25-023793.json
- Plain text: https://secwatch.observer/filing/0001193125-25-023793.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.