Jun 2026 (Q2 FY26) — Aug 13, 2026
Blaize Holdings Q2 FY26 — Revenue Outlook Reduced Amidst Market Delays and Cost Pressures, Focus Shifts to AI Inference Economics
Read the full callBlaize Holdings (BZAI) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Blaize Holdings earnings: last reported Thu, 13 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 12.0 | +504.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -255.3 | +848.7 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -28.8 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$0.25 0.00% · $0
Performance −94.7% 1Y
1Y: $4.68 on 17 Oct 2025 → $0.25. High $4.95 (20 Oct 2025), low $0.24 (14 Oct 2026).
- Previous close
- $0.25
- 52-week range
- $0.24 – $4.95
- One year
- −94.95%
Overview
- Symbol
- BZAI
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Blaize Holdings earnings calls (BZAI)
Financials
What the filings say
Net profit, year on year: +3% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1 | 0 | 1 | 2 | 12 | 24 | 3 | 12 |
| Operating profit | -11 | -2 | -38 | -22 | -23 | -21 | -23 | -31 |
| Operating margin | −1455.6% | −245026.3% | −3775.7% | −1104.1% | −190.3% | −89.8% | −854.2% | −255.3% |
| Other income | -14 | -0 | -110 | -8 | -4 | 18 | 1 | 2 |
| Profit before tax | -26 | -3 | -148 | -30 | -26 | -3 | -23 | -29 |
| Tax rate | −0.2% | −4.4% | −0.1% | −0.1% | −0.1% | 0.1% | −0.4% | −0.9% |
| Net profit | -26 | -3 | -148 | -30 | -26 | -3 | -23 | -29 |
| EPS ($ per share) | -1.47 | — | -1.61 | -0.28 | -0.25 | — | -0.19 | -0.21 |
| Line item | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Equity capital | — | — | 0 | 0 |
| Reserves | -10 | -16 | -429 | -636 |
| Total liabilities | 11 | 41 | 189 | 63 |
| Fixed assets | — | — | 2 | 1 |
| Total assets | 296 | 73 | 78 | 102 |
| Line item | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Cash from operations | -1 | -2 | -54 | -74 |
| Cash from investing | — | 230 | -1 | -1 |
| Cash from financing | -0 | -227 | 102 | 70 |
| Net cash flow | -2 | 1 | -0 | — |
| Capital expenditure | — | — | -1 | -1 |
| Free cash flow | — | — | -54 | -75 |
Insider filings
32 filings between Dec 3, 2025 and Oct 12, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$949.5K
9 sales by 3 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 5
- Award — granted as compensation
- 10
- Option exercise — converted options into shares
- 4
- Tax withheld — shares kept back by the company to cover tax
Also filed: 4 other filings.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Sehmi Harminder | — | $491.0K | Jul 1, 2026 |
| Cannestra Anthony | — | $331.5K | Jul 6, 2026 |
| Munagala Dinakar | — | $127.0K | Apr 17, 2026 |
Latest filings (49)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 12, 2026 | Patak Stephen Paul Chief Revenue Officer | Option exercise | 2,500 | $0 |
| Oct 12, 2026 | Patak Stephen Paul Chief Revenue Officer | Tax withheld | 609 | $177 |
| Sep 1, 2026 | Evans Kimberly Peterson General Counsel | Tax withheld | 6,728 | $3.3K |
| Sep 1, 2026 | Evans Kimberly Peterson General Counsel | Option exercise | 18,750 | $0 |
| Jul 12, 2026 | Patak Stephen Paul Chief Revenue Officer | Option exercise | 2,500 | $0 |
| Jul 12, 2026 | Patak Stephen Paul Chief Revenue Officer | Tax withheld | 609 | $749 |
| Jul 7, 2026 | Bess Lane Director | Other | 2,000,000 | $0 |
| Jul 6, 2026 | Cannestra Anthony Director | Sale 10b5-1 plan | 50,000 | $67.5K |
| Jul 6, 2026 | Cannestra Anthony Director | Option exercise 10b5-1 plan | 50,000 | $28.5K |
| Jul 1, 2026 | Sehmi Harminder Chief Financial Officer | Sale 10b5-1 plan | 40,609 | $55.6K |
| Jun 8, 2026 | Cannestra Anthony Director | Sale 10b5-1 plan | 50,000 | $84.0K |
| Jun 8, 2026 | Cannestra Anthony Director | Option exercise 10b5-1 plan | 50,000 | $28.5K |
| Jun 1, 2026 | Evans Kimberly Peterson General Counsel | Option exercise | 75,000 | — |
| Jun 1, 2026 | Sehmi Harminder Chief Financial Officer | Sale 10b5-1 plan | 40,609 | $73.9K |
| Jun 1, 2026 | Evans Kimberly Peterson General Counsel | Tax withheld | 26,989 | $47.5K |
| May 11, 2026 | Cannestra Anthony Director | Option exercise 10b5-1 plan | 50,000 | $28.5K |
| May 11, 2026 | Cannestra Anthony Director | Sale 10b5-1 plan | 50,000 | $92.5K |
| May 8, 2026 | Bess Ventures & Advisory, LLC 10% owner | Other | 2,000,000 | $3.66M |
| May 8, 2026 | Bess Lane Director | Other | 2,000,000 | — |
| May 1, 2026 | Sehmi Harminder Chief Financial Officer | Sale 10b5-1 plan | 40,609 | $80.0K |
| Apr 20, 2026 | Sehmi Harminder Chief Financial Officer | Sale 10b5-1 plan | 123,460 | $281.5K |
| Apr 20, 2026 | Sehmi Harminder Chief Financial Officer | Option exercise 10b5-1 plan | 505,060 | $287.9K |
| Apr 17, 2026 | Munagala Dinakar Chief Executive Officer | Sale 10b5-1 plan | 50,000 | $127.0K |
| Apr 12, 2026 | Patak Stephen Paul Chief Revenue Officer | Option exercise | 2,500 | — |
| Apr 6, 2026 | Cannestra Anthony Director | Sale 10b5-1 plan | 50,000 | $87.5K |
| Apr 6, 2026 | Cannestra Anthony Director | Option exercise 10b5-1 plan | 50,000 | $28.5K |
| Mar 31, 2026 | Ava Investors SA 10% owner | Other | 5,145,638 | — |
| Dec 3, 2025 | FUJIMORI YOSHIAKI Director | Award | 75,258 | $0 |
| Dec 3, 2025 | Frank Edward H. Director | Award | 75,258 | $0 |
| Dec 3, 2025 | Hambrecht Juergen Director | Award | 75,258 | $0 |
| Dec 3, 2025 | Cannestra Anthony Director | Award | 75,258 | $0 |
| Dec 3, 2025 | de Urioste George Director | Award | 75,258 | $0 |
| Jun 28, 2025 | FUJIMORI YOSHIAKI Director | Award | 94,361 | $0 |
| Jun 28, 2025 | Hambrecht Juergen Director | Award | 212,500 | $0 |
| Jun 28, 2025 | de Urioste George Director | Award | 94,361 | $0 |
| Jun 28, 2025 | Bess Lane Director | Award | 159,250 | $0 |
| Jun 28, 2025 | Cannestra Anthony Director | Award | 212,500 | $0 |
| Jun 28, 2025 | Frank Edward H. Director | Award | 212,500 | $0 |
| Jun 24, 2025 | Sehmi Harminder Chief Financial Officer | Award | 362,081 | $0 |
| Jun 24, 2025 | Munagala Dinakar Chief Executive Officer | Award | 2,421,971 | $0 |
| Apr 21, 2025 | Munagala Dinakar Chief Executive Officer | Gift | 2,000 | $0 |
| Jan 13, 2025 | Bess Lane Director | Award | 442,587 | — |
| Jan 13, 2025 | Sehmi Harminder Chief Financial Officer | Award | 212,155 | — |
| Jan 13, 2025 | Cannestra Anthony Director | Award | 91,327 | — |
| Jan 13, 2025 | Hambrecht Juergen Director | Award | 90,999 | — |
| Jan 13, 2025 | Bess Lane Director | Award | 11,653,976 | — |
| Jan 13, 2025 | Bess Lane Director | Award | 47,341 | — |
| Jan 13, 2025 | Munagala Dinakar Chief Executive Officer | Award | 1,924,725 | — |
| Jan 13, 2025 | Frank Edward H. Director | Award | 90,999 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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