secwatch.observer — SEC 8-K summary
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Issuer:     Blaize Holdings, Inc. (BZAI)
CIK:        0001871638
Form:       8-K
Filed at:   2026-05-14T20:07:18+00:00
Accession:  0001871638-26-000030
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1871638/000187163826000030/0001871638-26-000030-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1871638/000187163826000030/blz-20260514.htm
  HTML page:      https://secwatch.observer/filing/0001871638-26-000030

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer