{"schema_version":"secwatch.filing_event.v1","accession":"0001871638-26-000063","form_type":"8-K","ticker":"BZAI","cik":"0001871638","company_name":"Blaize Holdings, Inc.","filed_at":"2026-10-06T00:32:15+00:00","discovered_at":"2026-10-06T10:05:00.284538+00:00","generated_at":"2026-10-12T16:38:32.534330+00:00","sec_items":["2.02","7.01","8.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Blaize prelim Q3 revenue ~$0.5M; FY26 guidance revised to $32-36M; DOJ/SEC probes, class action","bullets":["Preliminary Q3 2026 revenue of ~$0.5M, earned entirely in August 2026 from hardware sales to one European customer; quarter-end closing not complete.","FY2026 revenue guidance revised to $32.0M-$36.0M, based on binding non-cancellable NeoTensr orders under the April 2026 contract worth up to $50.0M, plus a new purchase order in process of signature.","NeoTensr receivable of $13.3M was due Sept 24, 2026; NeoTensr paid only $0.2M on Sept 30, and Blaize extended repayment to Q4 2026, citing working-capital and inventory timing risk.","DOJ subpoenas and SEC requests for information received July-August 2026 regarding Blaize's business and agreements with certain counterparties; company is cooperating and cannot predict the outcome.","Alyahya v. Blaize Holdings class action filed Sept 17, 2026 (C.D. Cal., No. 2:26-cv-10609) alleges false statements on Starshine and NeoTensr contracts; no reasonable loss estimate possible."],"urls":{"canonical":"https://secwatch.observer/filing/0001871638-26-000063","json":"https://secwatch.observer/filing/0001871638-26-000063.json","markdown":"https://secwatch.observer/filing/0001871638-26-000063.md","text":"https://secwatch.observer/filing/0001871638-26-000063.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1871638/000187163826000063/0001871638-26-000063-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1871638/000187163826000063/blz-20261005.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-12T16:38:32.534330+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}