Executive leadership at Blaize Holdings.
Board of directors at Blaize Holdings.
Research analysts who have asked questions during Blaize Holdings earnings calls.
Gil Luria
D.A. Davidson Companies
2 questions for BZAI
Also covers: SOUN
Kevin Cassidy
Rosenblatt Securities
2 questions for BZAI
Also covers: ADEA, AMBA, BTDR +13 more
RS
Richard Shannon
Craig-Hallum Capital Group LLC
2 questions for BZAI
Also covers: AEVA, ALAB, AMBA +21 more
SS
Scott Searle
ROTH MKM
2 questions for BZAI
Also covers: ADEA, AIOT, AIRG +22 more
Recent press releases and 8-K filings for BZAI.
Blaize CEO Discusses Edge AI Strategy, Market Focus, and Financial Outlook
BZAI
New Projects/Investments
Guidance Update
Revenue Acceleration/Inflection
- Blaize's core innovation is a novel processor architecture for edge AI, delivered as a complete hardware and software platform, designed for efficiency and lower power.
- The company targets key markets such as smart city, defense, industrial automation, and is seeing early traction in retail.
- Blaize differentiates itself with a future-proof, programmable processor that offers high efficiency, positioning it against more fixed-function AI chip competitors.
- Blaize has a significant pipeline of $700 million-$800 million and has announced specific contracts, including a $120 million contract in Asia. The company has provided public guidance of $130 million plus in revenue.
- The revenue model is primarily product-centric (hardware), with a growing opportunity for software recurring revenue through a platformization approach.
Nov 19, 2025, 8:45 PM
Blaize (BZAI) Discusses Edge AI Strategy, Pipeline, and Financial Outlook
BZAI
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Blaize (BZAI) specializes in edge AI, offering a complete hardware and software platform built on a novel, efficient, and programmable processor architecture, targeting markets such as smart cities, defense, and industrial automation.
- The company reported a substantial $700 million-$800 million pipeline, with announced contracts including a $120 million deal in Asia and partnerships in India and the Middle East, typically converting to revenue within six months to a year.
- Blaize has provided revenue guidance of $130 million+ for 2026. The company is well-capitalized to fund current contracts and next-generation chip development, with good revenue visibility for the upcoming year.
- Future margin expansion is anticipated through the high-margin software platform layer and the adoption of a more leading-edge node for its next-generation silicon products.
Nov 19, 2025, 8:45 PM
Blaize Discusses Edge AI Strategy, Pipeline, and Revenue Outlook
BZAI
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Blaize specializes in edge AI and inference, offering a platform (hardware plus software) with a novel, efficient, and programmable processor architecture for key markets including smart city, defense, industrial automation, and retail.
- The company reported a $700 million-$800 million pipeline as of approximately August 2025, spanning the US, Asia, Middle East, and Europe, with specific announced contracts including a $120 million deal in Asia.
- Blaize has provided public guidance for over $130 million in revenue for the current year (2025) and anticipates margin improvement from its high-margin software platform layer and future silicon products built on more leading-edge nodes.
- The company is well-capitalized to fund current contracts and next-generation chip development, with a typical six-month to one-year duration from announced contracts to revenue.
Nov 19, 2025, 8:45 PM
Blaize Reports Strong Q3 2025 Results and Provides Q4 2025 and 2026 Guidance
BZAI
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Blaize reported Q3 2025 revenue of $11.9 million, marking a 499% sequential increase from Q2.
- The company expects Q4 2025 revenue to be between $21.1 million and $23.1 million, nearly doubling its Q3 performance, and projects a minimum of $130 million in revenue for 2026.
- Blaize secured a $30 million investment from Polar Asset Management Partners, significantly improving its cash balance to over $60 million.
- The company anticipates approximately $160 million in revenue from the Yota and Starshine deals over the next six quarters, starting from Q4 2025.
Nov 13, 2025, 10:00 PM
Blaize Reports Strong Q3 2025 Revenue Growth and Secures $30 Million Investment
BZAI
Earnings
Guidance Update
New Projects/Investments
- Blaize reported Q3 2025 revenue of $11.9 million, marking a 499% sequential increase from Q2 and exceeding the upper end of its guidance by $400,000.
- The company secured a $30 million investment from Polar Asset Management Partners and reported a cash balance of over $60 million.
- For Q4 2025, Blaize anticipates revenue between $21.1 million and $23.1 million, nearly doubling its Q3 performance, and an Adjusted EBITDA loss in the range of $15.6 million to $18.6 million.
- Initial shipments under the $120 million Starshine Hybrid AI Infrastructure collaboration began in Q3 2025, contributing to revenue, and the TCC partnership is expected to generate revenue in 2026.
Nov 13, 2025, 10:00 PM
Blaize Announces Strong Q3 2025 Results and Positive Q4 2025 Guidance
BZAI
Earnings
Guidance Update
New Projects/Investments
- Blaize reported Q3 2025 revenue of $11.9 million, a 499% sequential increase, surpassing guidance by $400,000, and an adjusted EBITDA loss of $11.1 million, beating guidance by $2 million.
- The company projects Q4 2025 revenue between $21.1 million and $23.1 million and reiterated a minimum of $130 million in revenue for 2026. Blaize also secured a $30 million investment from Polar Asset Management Partners, boosting its cash balance to over $60 million.
- Blaize anticipates approximately $160 million from Starshine and Yoda deals over the next six quarters (Q4 2025 to Q1 2027). New partnerships with Technology Control Company (TCC) and Reach Digital are set to expand its presence in the Middle East, with initial TCC revenues anticipated in 2026.
Nov 13, 2025, 10:00 PM
Blaize Holdings, Inc. Announces Q3 2025 Financial Results and Outlook
BZAI
Earnings
Guidance Update
New Projects/Investments
- Blaize Holdings, Inc. reported Q3 2025 revenue of $11.9 million, exceeding its guidance, and a net loss of $(26.3) million. The company's Adjusted EBITDA loss was $(11.1) million for the quarter.
- The company achieved 499% sequential revenue growth in Q3 2025 and secured $30.0 million in financing from Polar Asset Management Partners.
- Key business developments include initiating fulfillment of a $120 million multi-year contract with Starshine in Asia and forming strategic partnerships in South Asia and the Middle East for Hybrid AI deployments.
- For Q4 2025, Blaize forecasts revenue between $21.1 million and $23.1 million and an Adjusted EBITDA loss of $15.6 million to $18.6 million. The full-year 2025 revenue guidance is $36.0 million to $38.0 million, with an Adjusted EBITDA loss of $55.0 million to $58.0 million.
Nov 13, 2025, 9:26 PM
Blaize Announces $30 Million Private Placement and Preliminary Q3 2025 Results
BZAI
Guidance Update
New Projects/Investments
- Blaize Holdings, Inc. announced a $30.0 million private placement with Polar Asset Management Partners, involving the sale of 9,375,000 shares of common stock at $3.20 per share and warrants to purchase an equal number of shares at an exercise price of $5.00.
- The net proceeds from this offering will be used for working capital and general corporate purposes, including advancing the commercialization of the Blaize AI platform and developing the company's next-generation chip. These funds, combined with other receipts, are expected to finance core operations (excluding next-gen chip investments) well into the second half of 2026.
- For the three months ended September 30, 2025, Blaize reported preliminary results including approximately $11.9 million in revenue, a net loss of approximately $26.3 million, and an Adjusted EBITDA Loss between $11.0 million and $12.0 million.
- Approximately $10.4 million of the Q3 2025 revenue was recognized from the first product shipments to Starshine Computing Power Technology Limited.
Nov 12, 2025, 11:08 AM
Quarterly earnings call transcripts for Blaize Holdings.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more