Short answer
Blaize Holdings, Inc. (BZAI) filed its Q1 2026 10-Q quarterly report on May 14, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $3M (up 171.9% year over year) with net income of −$23M.
Q1 2026 key financials · XBRL
- Revenue
- $3M
- +171.9% YoY
- Net income
- −$23M
- +84.7% YoY
- Operating margin
- -854.2%
- Gross margin
- 57.6%
- EPS (diluted)
- −$0.19
- +88.2% YoY
Source: XBRL data from the Blaize Holdings, Inc. (BZAI) Q1 2026 10-Q on SEC EDGAR. USD.
Blaize Holdings, Inc. Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Quarterly revenue $2.738M, up 171.9% YoY from $1.007M, driven by hardware sales
- Net loss $22.653M vs $147.761M; adjusted EBITDA loss $13.926M vs $15.380M
- Hardware revenue strongest contributor at $2.738M; software and consulting revenue amounts not disclosed
- R&D expense $9.675M, down 26.2% YoY; SG&A expense $15.069M, up 15.0%
- Net offering proceeds $32.8M; management expects financing needs because expenses exceed revenues and operations cannot fund cash requirements
Risk Factors
- Newly added risk: short-selling activity, including negative or misleading publications harming reputation, customers, and capital access
- Most materially updated risk: liquidity vulnerability, with ongoing capital raising needed to fund operations and business objectives
- Regulatory and compliance risk: $250.0 million universal registration statement enabling recurring securities offerings
- Customer concentration risk: key contracts lack minimum purchase commitments, allowing orders to stop without penalty or notice
- Financial market risk: future equity sales or issuances could depress share price and impair additional capital raising
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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