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.

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