---
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"
generated_at: "2026-05-14T20:59:21.946610+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001871638-26-000030
- JSON: https://secwatch.observer/filing/0001871638-26-000030.json
- Plain text: https://secwatch.observer/filing/0001871638-26-000030.txt

## Key facts
- Earnings Releases
  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
  source text: First quarter 2026 revenue was $2.7 million, an increase of 172% year over year .
  evidence_url: https://www.sec.gov/Archives/edgar/data/1871638/000187163826000030/0001871638-26-000030-index.htm

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