Blaize Holdings Inc (NAS:BZAI)

Q2 2026 Blaize Holdings Inc Earnings Call Transcript

Aug 13, 2026 / 09:00 PM GMT

Release Date Price: $1.17 (+1.74%)

Transcript 10-Q8-K

Key Points

Positve

Blaize Holdings Inc (BZAI) holds a signed agreement covering 2,000 servers worth approximately $70 million, providing a strong committed backlog into 2027.
The company has successfully opened the European market with its first purchase order for several thousand units, expanding its geographic footprint.
Revenue for the first half of 2026 totaled $14.7 million, a 390% year-over-year increase, demonstrating significant growth.
The company is seeing strong demand across its business, with a broader and more diversified pipeline than ever before, including national-scale programs in Southeast Asia.
Management expects 2027 revenue to be 2.5 to 3 times the revised 2026 guidance, supported by the $50 million backlog entering the year.

Negative

Blaize Holdings Inc (BZAI) significantly reduced its full-year 2026 revenue guidance from $130 million to a range of $40 million to $43 million.
Several commercial opportunities, including some with successfully completed pilots, did not convert into orders as expected, leading to delays.
The company fully reserved a $7.1 million receivable from customer Starshine and has paused engagement until the outstanding balance is paid, creating uncertainty.
Supply chain cost inflation, particularly for DRAM and LPDDR memory, has materially increased costs and is expected to persist, pressuring margins.
Gross margin fell sharply to 8% in Q2 from 58% in Q1 due to a revenue mix weighted heavily toward lower-margin third-party hardware.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BZAI.OQ - Blaize Holdings Inc
Q2 2026 Blaize Holdings Inc Earnings Call
Aug 13, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, everyone, and thank you for joining Blaze's second quarter 2026 conference call.

Before management begins the prepared remarks, we would like to remind everyone that earlier today, Blaze Holdings issued a press release announcing its second quarter 2026 results.

Earnings materials are available on the Investor Relations section of the Blaze Holdings website.

Today's earnings call and press release reflect management's views as of today only and include statements related to the company's 2026 financial guidance, revenue, gross margin, competitive position, anticipated industry trends, market opportunities, products, and financing opportunities, all of which constitute forward-looking

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