---
schema_version: "secwatch.filing_event.v1"
accession: "0001871638-26-000044"
form_type: "8-K"
ticker: "BZAI"
cik: "0001871638"
company_name: "Blaize Holdings, Inc."
filed_at: "2026-08-13T20:17:14+00:00"
generated_at: "2026-08-13T20:19:19.419861+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001871638-26-000044
- form_type: 8-K
- ticker: BZAI
- cik: 0001871638
- company_name: Blaize Holdings, Inc.
- filed_at: 2026-08-13T20:17:14+00:00
- event_type: earnings
- sentiment: negative
- 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/1871638/000187163826000044/0001871638-26-000044-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1871638/000187163826000044/blz-20260813.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001871638-26-000044
- JSON: https://secwatch.observer/filing/0001871638-26-000044.json
- Plain text: https://secwatch.observer/filing/0001871638-26-000044.txt

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