---
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"
generated_at: "2026-05-15T06:26:21.364313+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: negative
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 8.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001871638-26-000019
- JSON: https://secwatch.observer/filing/0001871638-26-000019.json
- Plain text: https://secwatch.observer/filing/0001871638-26-000019.txt

## Key facts
- Earnings Releases
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1871638/000187163826000019/0001871638-26-000019-index.htm

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