8-K current report · filed Aug 13, 2026

Blaize Holdings, Inc. (BZAI) 8-K Current Report: August 13, 2026

Item 2.02Item EX-99.1BZAI overview

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Blaize Holdings, Inc. (BZAI) filed an 8-K current report with the SEC on August 13, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Q2 fiscal 2026 results covered the quarter ended June 30, 2026.

Blaize Holdings, Inc. 8-K event analysis

AI summary of each reported item and its exhibits

Item 2.02 · Results of Operations and Financial Condition

  • Q2 fiscal 2026 results covered the quarter ended June 30, 2026
  • Results announced August 13, 2026, with detailed financial information in Exhibit 99.1
  • Investor focus: operating performance and outlook disclosed in the furnished earnings release

Item EX-99.1 · Exhibit EX-99.1

  • Q2 revenue $12.0M, up from $2.0M year over year but gross margin fell to 8% from 59%
  • FY2026 revenue outlook reduced to $40.0M–$43.0M amid slower order conversion and higher memory costs
  • Binding 2,000-server agreement worth approximately $70.0M, with $20.0M expected as 2026 revenue
  • Remaining approximately $50.0M contracted backlog expected for 2027, subject to memory-price variability
  • Net loss $28.8M and Adjusted EBITDA loss $20.9M, while cash increased to $36.8M as of June 30, 2026

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