Blaize Q1 revenue $2.7M (+172% YoY); FY26 guide reaffirmed at $130M; partnerships

Blaize Holdings, Inc.

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

Q1 revenue $2.7M, up 172% YoY; gross margin 58% vs 11% Q4 2025.
Net loss $22.7M vs $147.8M Q1 2025; Adj EBITDA loss $13.9M vs $15.4M.
Four partnerships: NeoTensr ($50M contract, $11M PO), Nokia/Datacomm, Winmate (~$15M).
Launched Blaize AI Services with face recognition; expects recurring API revenue.
Completed $35M equity offering (18.9M shares at $1.85); FY26 revenue guide reaffirmed at $130M.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Blaize Holdings, Inc. reported first quarter ended March 31, 2026 results: revenue $2.7 million, net income Net loss was $22.7 million. Guidance reaffirmed.

Period: first quarter ended March 31, 2026
Revenue: $2.7 million
Net income: Net loss was $22.7 million
Guidance: reaffirmed
Result: reported results

Exact text from the filing

First quarter 2026 revenue was $2.7 million, an increase of 172% year over year .

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Source: SEC EDGAR

accession 0001871638-26-000030

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