Blaize Q2 revenue $12M, cuts FY26 outlook to $40-43M, gross margin 8%

Blaize Holdings, Inc.

Q2 revenue $12.0M vs $2.7M Q1 and $2.0M YoY; gross margin 8% vs 58% Q1.
Net loss $28.8M vs $22.7M Q1; Adjusted EBITDA loss $20.9M vs $13.9M Q1.
FY26 revenue outlook cut to $40-43M, citing slower order conversion and memory cost inflation.
Binding 2,000-server agreement ~$70M; $20M expected H2 2026, $50M backlog for 2027.
First European PO for several thousand units; cash $36.8M as of June 30.

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