secwatch.observer — SEC 8-K summary
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Issuer:     Blaize Holdings, Inc. (BZAI)
CIK:        0001871638
Form:       8-K
Filed at:   2026-08-13T20:17:14+00:00
Accession:  0001871638-26-000044
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1871638/000187163826000044/0001871638-26-000044-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1871638/000187163826000044/blz-20260813.htm
  HTML page:      https://secwatch.observer/filing/0001871638-26-000044

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