Blaize Holdings (BZAI) Q2 FY26 earnings call

Blaize Holdings revised its full-year revenue outlook downward for FY26, citing slower customer deployments, non-conversion of pilot programs, and rising memory costs. The company is re-evaluating its commercial relationships and focusing on the economics of AI inference, where its architecture is designed to excel. Management emphasized a shift towards higher-margin AI services and a more disciplined approach to guidance, with a significant portion of the revised outlook already secured by binding orders.