{"schema_version":"secwatch.filing_event.v1","accession":"0001871638-26-000030","form_type":"8-K","ticker":"BZAI","cik":"0001871638","company_name":"Blaize Holdings, Inc.","filed_at":"2026-05-14T20:07:18+00:00","discovered_at":"2026-05-14T20:09:00.303422+00:00","generated_at":"2026-05-14T20:59:21.946610+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Blaize Q1 revenue $2.7M (+172% YoY); FY26 guide reaffirmed at $130M; partnerships","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001871638-26-000030","json":"https://secwatch.observer/filing/0001871638-26-000030.json","markdown":"https://secwatch.observer/filing/0001871638-26-000030.md","text":"https://secwatch.observer/filing/0001871638-26-000030.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1871638/000187163826000030/0001871638-26-000030-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1871638/000187163826000030/blz-20260514.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T20:59:21.946610+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":"c56433fc6c6bf0a4675b13df5ac6e7d3533fb72c","claim":"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.","evidence_excerpt":"First quarter 2026 revenue was $2.7 million, an increase of 172% year over year .","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1871638/000187163826000030/0001871638-26-000030-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"$2.7 million"},{"label":"Net income","value":"Net loss was $22.7 million"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}