{"schema_version":"secwatch.filing_event.v1","accession":"0001871638-26-000019","form_type":"8-K","ticker":"BZAI","cik":"0001871638","company_name":"Blaize Holdings, Inc.","filed_at":"2026-04-14T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.196084+00:00","generated_at":"2026-05-15T06:26:21.364313+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Blaize Q1 rev expected $2.7M (miss); FY26 guide $130M; wins $50M NeoTensr contract","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001871638-26-000019","json":"https://secwatch.observer/filing/0001871638-26-000019.json","markdown":"https://secwatch.observer/filing/0001871638-26-000019.md","text":"https://secwatch.observer/filing/0001871638-26-000019.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1871638/000187163826000019/0001871638-26-000019-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1871638/000187163826000019/blz-20260414.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T06:26:21.364313+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"b2b8e14b36f85fa042dd82c4b7a0d5164c05c857","claim":"Blaize Holdings, Inc. reported first quarter of 2026 results: revenue approximately $2.7 million. Guidance reaffirmed.","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1871638/000187163826000019/0001871638-26-000019-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter of 2026"},{"label":"Revenue","value":"approximately $2.7 million"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"preliminary results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}