BZAI
Blaize Holdings, Inc.2.2400
+0.0900+4.19%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
271.34MP/E (TTM)
-Basic EPS (TTM)
-1.44Dividend Yield
0%Recent Filings
8-K
New exec severance agreements
Blaize Holdings entered change-in-control severance agreements with VP Santiago Fernandez-Gomez on December 26, 2025, and CFO Harminder Sehmi on January 4, 2026, approved by the board November 5. Standard terms offer 6 months base salary for non-CIC terminations, doubling to 12 months plus full equity vesting in CIC windows. Board greenlit similar pacts for CEO Dinakar Munagala and Chief Software Architect Val Cook. Retention secured. Payments hinge on releases.
8-K
Annual meeting elects directors
Blaize Holdings held its 2025 Annual Meeting on December 3, electing all seven director nominees—Lane Bess, Dinakar Munagala, and others—with ~40M shares for each amid 26.8M broker non-votes. Stockholders rejected amending the certificate for director removal under Delaware law, 41.7M for vs. 271K against. They ratified UHY LLP as auditors for fiscal 2025. Governance holds steady.
10-Q
Q3 FY2025 results
Blaize's Q3 revenue jumped to $11.9M from $0.8M y/y (derived), driven by $10.5M hardware sales to Asia Pacific (88% of total), yet Q3 operating loss widened to $22.6M from $11.4M amid $24.4M opex fueled by $9.5M stock comp. Cash burned $57.3M YTD on ops, leaving $24.0M at quarter-end, with $1.5M related-party working loan and $4.4M related-party advances; no debt after convertible notes converted to equity in Jan 2025 Merger. Merger closed Jan 13, 2025 as reverse recap with no goodwill. Customer concentration persists.
8-K
Q3 revenue beats big
Blaize crushed Q3 revenue expectations with $11.9M, up 499% QoQ from $2.0M, fueled by Hybrid AI rollouts in Asia and Middle East partnerships with Yotta, Starshine, TCC, and REACH. Revenue exploded. Post-quarter, it secured $30M financing from Polar, bolstering cash for expansion. Guides Q4 revenue to $21.1M-$23.1M.
8-K
Blaize raises $30M PIPE
Blaize Holdings secured $30.0 million in a private placement with Polar Asset Management Partners, selling 9,375,000 shares at $3.20 each plus matching warrants exercisable at $5.00 over five years, closing November 12. Funds target AI platform commercialization and next-gen chip development amid accelerating demand. Q3 revenue hit ~$11.9 million, including $10.4 million from first Starshine shipment, yet net loss reached $26.3 million. Proceeds extend core operations into H2 2026.
BBAI
BigBear.ai, Inc.
5.86-0.11
BBLR
Bubblr Inc.
0.01+0.00
BILL
BILL Holdings, Inc.
54.21+0.04
BLIV
BeLive Holdings
3.39-0.06
BLZE
Backblaze, Inc.
4.54-0.04
BNZI
Banzai International, Inc.
1.10-0.12
JTAI
Jet.AI Inc.
1.17-0.07
MSAI
MultiSensor AI Holdings, Inc.
0.44+0.03
TSPH
CreateAI Holdings Inc.
0.14-0.02
VSBGF
VSBLTY GROUPE TECHNOLOGIES CORP
0.07+0.00