Short answer
Blaize Holdings, Inc. (BZAI) filed its Q2 2026 10-Q quarterly report on Aug 13, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $12M (up 504.7% year over year) with net income of −$29M.
Q2 2026 key financials · XBRL
- Revenue
- $12M
- +504.7% YoY · +337.7% QoQ
- Net income
- −$29M
- +2.6% YoY · −27.2% QoQ
- Operating margin
- -255.4%
- Gross margin
- 7.7%
- EPS (diluted)
- −$0.21
- −10.5% YoY · −10.5% QoQ
Source: XBRL data from the Blaize Holdings, Inc. (BZAI) Q2 2026 10-Q on SEC EDGAR. USD.
Blaize Holdings, Inc. Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $11.985M, up $10.003M YoY from $1.982M, primarily complementary third-party hardware
- Gross margin 7.7% vs 59.4% YoY, with gross profit $0.918M versus $1.178M
- China revenue $11.941M, up from $6K; weakest geography United States revenue $28K versus $1.974M
- Adjusted EBITDA loss $20.863M versus $12.933M, a 61.3% deterioration
- Liquidity dependent on financing; management cites substantial doubt about continuing as a going concern over the next twelve months
Risk Factors
- Securities litigation: August 4, 2026 class action alleges misleading Starshine and NeoTensr contract disclosures
- Contract manufacturing: primary manufacturer termination effective December 14, 2026, threatening hardware supply continuity
- China currency controls: $12.4 million, or 34% of $36.8 million cash, subject to repatriation restrictions
- Customer concentration: key contracts lack minimum purchase commitments, allowing order reductions without penalty or notice
- Liquidity: management identified substantial doubt about continuing as a going concern through one year from issuance
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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