Blaize Q1 rev expected $2.7M (miss); FY26 guide $130M; wins $50M NeoTensr contract

Blaize Holdings, Inc.

2026-Q1 EPS reported -$0.19 revenue$2,738,000

Preliminary Q1 2026 revenue ~$2.7M, impacted by memory supply chain delays.
Full-year 2026 revenue guidance maintained at $130M.
New NeoTensr contract valued up to $50M in first year; fulfillment starts Q2.
Inventory secured for $10M-$12M delivery to a customer in late April/May 2026.
NeoTensr order recognized over $20M in revenue in Q4 2025.

item 2.02 item 8.01 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

Blaize Holdings, Inc. reported first quarter of 2026 results: revenue approximately $2.7 million. Guidance reaffirmed.

Period: first quarter of 2026
Revenue: approximately $2.7 million
Guidance: reaffirmed
Result: preliminary results

Exact text from the filing

Expected First Quarter 2026 Revenue and Newly Awarded Contract with NeoTensr Anticipated to Generate $50.0 Million in Revenue • First quarter 2026 revenue expected to be $2.7 million, impacted by memory inventory and supply chain delays • Blaize maintains full year 2026 revenue guidance of $130.0 million • New NeoTensr contract expected to generate up to

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Source: SEC EDGAR

accession 0001871638-26-000019

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