AI Earnings Predictions for Blaize Holdings Inc. (BZAI)

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Exhibit 99.1

Blaize Reports Second Quarter 2026 Financial Results

El Dorado Hills, Calif. – August 13, 2026 – Blaize Holdings, Inc. (NASDAQ: BZAI, NASDAQ: BZAIW) (“Blaize,” the “Company,” “we,” “us,” and “our”) , a leader in programmable, energy-efficient edge AI computing, today reported financial results for the second quarter ended June 30, 2026.

Second-quarter revenue was $12.0 million, compared with $2.7 million in the first quarter of 2026. Blaize also updated its full-year 2026 revenue outlook to a range of $40.0 million to $43.0 million, reflecting engagements that did not convert into orders, and supply chain cost inflation driven by materially higher memory pricing.

Commercial activity continues across Blaize’s two primary revenue engines: physical AI, spanning autonomous systems, robotics and ruggedized equipment, and the Company’s Hybrid AI Platform. Recent progress includes a first purchase order from Europe for several thousand units and increased activity across the Asia-Pacific region.

Blaize closed a binding agreement covering 2,000 servers, representing approximately $70.0 million at current memory pricing. The Company expects approximately $20.0 million of the agreement to be recognized as revenue in the second half of 2026, with the remaining approximately $50.0 million representing contracted backlog expected to be fulfilled in 2027. The total value of the agreement will vary with memory pricing.

Management Commentary

“While we delivered solid sequential revenue growth in the second quarter, we have reduced our full-year revenue outlook,” said Dinakar Munagala, co-founder and CEO of Blaize. “What changed is the pace at which opportunity converts into orders, alongside materially higher memory pricing.”

“At the same time, we are seeing broader commercial engagement across our target markets and customer base. We opened Europe this year and activity across Asia-Pacific has increased. We believe that diversification, together with more disciplined forecasting and execution, can provide a stronger foundation for more predictable growth over time.”

Harminder Sehmi, CFO of Blaize, added, “Our revised full-year revenue outlook is weighted toward revenue from our largest customer and is based on binding, non-cancellable purchase orders that we believe we can fulfill with inventory commitments already made or planned. We have excluded opportunities that are still advancing, regardless of how far along they may be. This provides a more disciplined basis for our outlook for the remainder of 2026.”

“We are also reviewing our cost structure against our revenue priorities, with an emphasis on operating discipline, optimizing cash consumption and preserving the core capabilities required to execute our strategy.”

Business and Operational Highlights

•Received a first purchase order from Europe for several thousand Blaize-branded units.

•Actively pursuing four national-scale Hybrid AI Platform programs at different stages of development, including applications for facility supervision, production quality grading and fuel-retail monitoring.

•Advancing development of Blaize AI Services in response to requirements from active customer programs, with additional capabilities planned across document processing, quality grading, compliance scoring, video analytics, small language model assistants and industry-specific services.

•Advanced customer qualifications in aerial robotics and ruggedized platforms, supporting potential higher-volume deployments.

Second Quarter 2026 Financials

•Revenue was $12.0 million, compared with $2.0 million in the second quarter of 2025.

•Gross margin was 8%, compared with 58% in the first quarter of 2026 and 59% in the second quarter of 2025. The sequential decline primarily reflects a revenue mix weighted toward lower-margin third-party server hardware.

•Net loss was $28.8 million, compared with a net loss of $22.7 million in the first quarter of 2026 and $29.6 million in the second quarter of 2025.

•Adjusted EBITDA loss, a non-GAAP financial measure, was $20.9 million, compared with an Adjusted EBITDA loss of $13.9 million in the first quarter of 2026 and $12.9 million in the second quarter of 2025.

•Cash and cash equivalents were $36.8 million as of June 30, 2026, compared with $33.2 million as of March 31, 2026.

First Six Months of 2026 Financials

•Revenue was $14.7 million, compared with $3.0 million in the first six months of 2025.

•Gross margin was 17%, compared with 62% in the first six months of 2025.

•Net loss was $51.5 million, compared with a net loss of $177.4 million in the first six months of 2025.

•Adjusted EBITDA loss was $34.8 million, compared with an Adjusted EBITDA loss of $28.3 million in the first six months of 2025.

2026 Financial Outlook

The following forward-looking statements are based on current expectations, and actual results may differ materially, as described bel

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EXHIBIT 99.1

Blaize Announces First Quarter 2026 Financial Results

•Four new strategic partnerships announced with NeoTensr, Nokia, Datacomm Diangraha, and Winmate

•Blaize AI Services platform announced at GITEX AI 2026, with face recognition being the first application-level AI service

•Strengthened capitalization through $35 million registered equity offering supported by large institutional investors

•Full year 2026 revenue guidance reaffirmed at $130 million

El Dorado Hills, Calif. – May 14, 2026 – Blaize Holdings, Inc. (NASDAQ: BZAI, NASDAQ: BZAIW) (“Blaize,” the “Company,” “we,” “us,” and “our”), a leader in programmable, energy-efficient edge AI computing, today announced financial results for the first quarter ended March 31, 2026, reflecting continued strong and focused execution as edge AI infrastructure draws increased global attention.

Blaize reflected a breakout growth year in 2025, and expects 2026 to continue that trend, anchored by four new strategic partnerships, the rollout of the Blaize AI Services platform, and a strengthened capital position. These developments are anticipated to bring a diversified and expanded customer pipeline geographically and broaden Blaize’s exposure across data center, sovereign AI, and rugged edge markets.

“Our recent commercial engagements each mark something specific about where Blaize is heading. Our new NeoTensr contract has recently resulted in an $11 million purchase order, which we expect to fulfill in the second quarter. Nokia brings us into the global AI infrastructure space through its AI cloud provider business, with Datacomm as the first reference cloud service provider customer of that joint engagement. We expect our partnership with Winmate to result in Blaize chips in rugged platforms at commercial scale across public safety and critical infrastructure. The rollout of Blaize AI Services, starting with face recognition, marks a shift in our model toward additional recurring, API-based revenue,” said Dinakar Munagala, co-founder and CEO of Blaize. “Together these extend our reach, deepen the pipeline, and shape a more durable long-term revenue mix.”

Business and Operational Highlights

•Asia Pacific Edge Data Center Expansion with NeoTensr. Blaize signed a contract with NeoTensr valued at up to $50 million for co-branded edge AI, building upon Blaize’s fourth quarter 2025 order from NeoTensr of over $20 million. The partnership targets multi-edge inference deployment across Asia Pacific using Blaize’s hybrid architecture and the new Blaize AI Services stack.

•Announcement of Blaize AI Services and Face Recognition. At GITEX AI 2026, Blaize introduced Blaize AI Services, a platform designed to help cloud providers, data center operators, system integrators, and enterprises deploy application-level AI services faster and at lower cost. Blaize AI Services is expected to create recurring and higher margin revenue. Face recognition, as the first application service on the platform, has now been released,

signifying the Company’s addition of recurring, API-based, per-query revenue to its hardware revenue. Additional services are expected to follow.

•Blaize, Nokia, and Datacomm Strategic Alliance. Blaize, Nokia, and Datacomm announced a strategic alliance to deliver hybrid AI inference infrastructure across Southeast Asia, with the joint architecture designed for pre-integrated deployment combining AI Services and compute, network, security, and lifecycle automation. The parties are exploring AI inference solutions across Indonesia, with initial focus on physical AI, public safety, surveillance, and industrial AI applications. Datacomm has cited a 50% surge in regional AI inference demand over the past six months.

•Winmate Strategic Partnership. Blaize and Winmate signed a strategic partnership agreement to bring AI to rugged defense and critical infrastructure systems, with the parties intending to close approximately $15 million in business during the first year and expectations to scale meaningfully in subsequent years. Joint solutions combining Blaize’s energy-efficient, industrial-grade AI chips with Winmate’s rugged platforms are expected to include drones, handhelds, vehicle mounted units, and embedded edge devices used by border security, maritime, defense, and healthcare operations.

“Our recent equity raise strengthened the balance sheet and drew strong participation from high-quality institutional investors, including marquee names with deep exposure to the data center and AI infrastructure ecosystem. The well-subscribed offering extends our financial runway and supports the growth initiatives ahead,” said Harminder Sehmi, Chief Financial Officer of Blaize. “We remain focused on disciplined execution, with particular emphasis on building the inventory needed to fulfill our contracted pipeline.”

First Quarter 2026 Financials

•First quarter 2026 revenue was $2.7 million, an

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Exhibit 99.1

Blaize Announces Expected First Quarter 2026 Revenue and Newly Awarded Contract with NeoTensr Anticipated to Generate $50.0 Million in Revenue

•First quarter 2026 revenue expected to be $2.7 million, impacted by memory inventory and supply chain delays

•Blaize maintains full year 2026 revenue guidance of $130.0 million

•New NeoTensr contract expected to generate up to $50.0 million in revenue

EL DORADO HILLS, Calif., April 14, 2026 /PRNewswire/ -- Blaize Holdings, Inc. (Nasdaq: BZAI, Nasdaq: BZAIW) (“Blaize,” the “Company,” “we,” “our,” or “us”), a leader in programmable, energy-efficient AI computing, announced today expected revenue for the first fiscal quarter ending March 31, 2026, and a newly awarded contract with NeoTensr, a system integrator and software company, expected to generate $50.0 million in revenue, following last week’s previously announced launch of Blaize AI Services.

Preliminary First Quarter Revenue

Expected revenue for the first quarter of 2026 was approximately $2.7 million. Results were primarily impacted by temporary supply chain constraints that affected shipment timing, despite solid underlying customer demand.

“The global memory shortage reduced server purchase availability from our primary supplier in the first quarter of 2026, which prevented us from fulfilling customer demand,” said Harminder Sehmi, CFO of Blaize. “We have secured the inventory needed to deliver $10.0 - $12.0 million to our customer in late April and May, and we remain on track with our full year 2026 revenue guidance.”

Business Updates

Blaize also announced today that it has entered into a new contract with NeoTensr for up to $50.0 million in revenue within the first year of the agreement, with fulfillment expected to begin in the second quarter. This is in addition to over $20.0 million in revenue that Blaize recognized from a NeoTensr order in the fourth quarter of 2025.

“Our agreement covers hybrid systems across edge and enterprise data center environments,” said Dinakar Munagala, Co-Founder and CEO of Blaize. “NeoTensr is building a multi-phased data center infrastructure across Asia Pacific, validating our Hybrid AI architecture, scaling into multi-city edge inference deployments, and incorporating the full Blaize AI Services stack. We expect each stage to drive progressively higher-margin revenue.”

“We chose Blaize because their Hybrid AI platform gives us the foundation to build and monetize AI infrastructure at scale across the Asia Pacific region,” said Liang Wang, CEO of NeoTensr. “From edge inference to full AI Services deployment, this partnership positions NeoTensr to capture a significant share of the growing demand for efficient, production-ready AI across our markets, and we are just getting started.”

Last week at GITEX Asia, Blaize announced the launch of Blaize AI Services to transform AI infrastructure into production-ready APIs. The new platform is designed to help cloud providers, data center operators, system integrators, and enterprises deploy application-level AI services faster, reduce cost per query, and create recurring AI service revenue.

“We continue to meet the demand for sector innovation, as evidenced by the significant interest from cloud service providers and data center operators with our recent launch of Blaize AI Services,” said Dinakar Munagala, Co-Founder and CEO of Blaize. “Blaize AI Services is differentiated by the delivery of quicker and highly efficient deployment of application-level AI services, which we believe represents repeat monetization.”

About Blaize

Blaize delivers a programmable AI platform, purpose-built for AI inference workloads in real-world environments. Its Hybrid AI architecture combines the Blaize GSP (Graph Streaming Processor), an efficient AI processor, with GPU-based infrastructure, enabling AI inference workloads to run across edge, cloud, and data center. Blaize solutions support computer vision, multimodal AI, and sensor-driven applications across smart cities, industrial automation, telecommunications, retail, logistics, and defense. Blaize is headquartered in El Dorado Hills, California, with a global presence across North America, Europe, the Middle East, and Asia. To learn more, visit www.blaize.com or follow us on LinkedIn @blaizeinc.

About NeoTensr

NeoTensr is a technology company specializing in hardware and software system development for edge, enterprise and data center environments. For more information, visit www.neotensr.com.

Cautionary Statement Regarding Forward Looking Statements

This press release contains forward-looking statements within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the U.S. Securities Exchange Act of 1934, as amended (the “Exchange Act”) that are based on beliefs and assumptions and on information currently available to Blaize, including expe