earnings
confidence high
sentiment positive
materiality 0.80
Blaize Q2 revenue $2M (+97% QoQ); secures $120M Starshine and $56M Asia contracts
Blaize Holdings, Inc.
2025-Q2 EPS reported
-$1.80
revenue$2,989,000
- Q2 revenue $2.0M, up 97% QoQ, above guidance; net loss $29.6M; adjusted EBITDA loss $12.9M; cash $29.1M.
- Signed $120M agreement with Starshine for sovereign Hybrid AI deployments across multiple Asian countries, starting Q3 2025.
- Received $56M purchase order for smart infrastructure in South Asia; 250,000 cameras for traffic management; $4.6M backlog remains.
- Total active pipeline exceeds $725M through 2027, with over $300M in advanced discussions.
- Launched Blaize AI Platform—programmable edge-to-cloud AI infrastructure stack for faster deployment.
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