Blaize Holdings reported strong revenue growth and significant contract wins, reflecting robust demand for its AI platform. However, the company also reported a substantial net loss and anticipates a short-term dip in gross margins due to contract fulfillment costs. The outlook remains positive with a growing pipeline and new platform deployments.

Company Guidance

During the second quarter of fiscal year 2025, Blaize Holdings, Inc. presented a robust financial outlook, highlighted by securing contracts worth $176 million to be fulfilled through 2026. These include a $120 million contract with Starshine for hybrid AI systems across Asia and a $56 million purchase order for smart infrastructure in South Asia. The company reported $2 million in revenue for the quarter, marking an almost double increase from the previous quarter, with a gross margin of 64%. Despite expecting margins to dip in the short term due to third-party hardware components in the Starshine contract, Blaize Holdings, Inc. maintains a strong pipeline of over $725 million in opportunities through 2027, with $300 million in advanced discussions. The company's hybrid AI platform, designed to complement existing GPU systems, is pivotal in its strategy to expand in data centers and edge applications, capitalizing on the growing demand for efficient AI solutions.

Major Contract Wins

Blaize Holdings secured two major contracts worth $176 million to be fulfilled through 2026, including a $120 million contract with Starshine and a $56 million order in South Asia.

Strong Revenue Growth

Revenue for the second quarter was $2 million, nearly double the previous quarter's revenue, and above the high end of their guidance range.

Pipeline Growth

Pipeline growth is robust, now over $725 million, with $300 million in advanced discussions, showing strong potential for future revenue.

Launch of Blaize AI Platform

The introduction of the Blaize AI platform, which is designed to make deployment faster and easier, has been well-received and deployed in national and enterprise infrastructures.

High Gross Margin

Excluding inventory cost adjustments, the blended gross margin for the second quarter was 64%.

Blaize Holdings (BZAI) Earnings, Revenues Date & History

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BZAI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 26, 2026	2025 (Q4)	- / -	-0.381	―	―	―
Aug 14, 2025	2025 (Q2)	-0.16 / -0.28	-0.04	-600.00% (-0.24)
May 14, 2025	2025 (Q1)	-0.15 / -1.61	-0.001	-160900.00% (-1.61)	―
Mar 27, 2025	2024 (Q4)	-0.66 / -0.38	-0.022	-1631.82% (-0.36)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BZAI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 14, 2025	$3.78	$3.65	-3.44%
May 14, 2025	$2.78	$2.17	-21.94%
Mar 27, 2025	$2.78	$2.30	-17.27%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Blaize Holdings (BZAI) report earnings?

Blaize Holdings (BZAI) is schdueled to report earning on Mar 26, 2026, After Close (Confirmed).

What is Blaize Holdings (BZAI) earnings time?

Blaize Holdings (BZAI) earnings time is at Mar 26, 2026, After Close (Confirmed).

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