Amaze Holdings Issues Shareholder Letter from Chief Executive Officer Aaron Day
Rhea-AI Summary
Amaze Holdings (NYSE American: AMZE) issued a Q2 2026 shareholder letter highlighting momentum across creator commerce, live shopping, media and partnerships. The company launched the AI-driven Amaze Commerce platform, introduced Amaze Live for live shopping, and built the Amaze Media DSP and creator data model.
Amaze reported a roughly $4 million pipeline increase from VidCon, new partnerships including BBR Records and The Food Channel, extension of convertible debt to year-end 2026, improved shareholder equity, reduced accounts payable, and targeted about $400,000 per month in COGS and OPEX savings.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Positive
- Amaze Commerce launched with subscriptions, live shopping and affiliate revenue streams
- Amaze Live added live shopping integrated with Shopify and Amazon
- Amaze Media DSP built on data from 15 million stores, 350 million fans
- VidCon 2026 activity added roughly $4 million to sales pipeline
- Convertible debt maturity extended to year-end 2026 without penalty
- Targeting about $400,000 per month COGS and OPEX reductions
Negative
- None.
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Jun 22 | Creator event partnership | Positive | +7.3% | Exclusive creator and brand dinner ahead of VidCon focused on monetization. |
| Jun 10 | Product showcase news | Positive | -0.1% | Showcase of creator-commerce ecosystem and Amaze Commerce at VidCon 2026. |
| Jun 03 | Music merch partnership | Positive | -7.0% | New BBR Music Group partnership to launch scalable merch storefront. |
| May 08 | Market activity comment | Neutral | +1.9% | Company stated no undisclosed material developments behind unusual trading. |
| May 06 | Brand supply partnership | Positive | -12.1% | All Media Solutions partnership to provide brand inventory for Amaze Live. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Recent positive partnership and ecosystem news has often seen mixed to negative next-day price reactions for Amaze.
Regulatory & Risk Context
Reported short interest appears relatively low, suggesting limited squeeze dynamics and only moderate incremental volatility risk from short covering alone.
Key Terms
demand-side platform technical
creator data model technical
return on ad spend financial
cost of goods sold financial
operating expense financial
AI-generated analysis. How Rhea-AI works. Not financial advice.
Highlights Second Quarter 2026 Momentum Across Creator Commerce, Live Shopping, Media, and Strategic Partnerships
NEWPORT BEACH, Calif., July 07, 2026 (GLOBE NEWSWIRE) -- Amaze Holdings, Inc. (NYSE American: AMZE), the company building the operating system behind the next generation of creator-led businesses, today issued the following letter to shareholders from Chief Executive Officer Aaron Day.
Dear Fellow Shareholders,
The second quarter of 2026 was a period of meaningful progress for Amaze. We launched new platforms, forged important partnerships, showed up in person with our creators and brands, and continued building the infrastructure we believe will define the future of creator-led commerce. This letter is intended to give you a direct and candid view of what we accomplished, what we are building toward, and where we see the opportunity ahead.
Amaze Commerce Platform
Earlier this quarter, we launched the new Amaze Commerce platform, the foundation of an expanded business model that now includes subscriptions, live shopping, and affiliate programs. This is not an incremental update to our existing offering. It is a new system designed from the ground up around how creators actually build businesses today.
The platform is built on three AI-driven capabilities: Brand Analysis, which surfaces what audiences are most likely to buy; Trending Moments, which connects creators to timely cultural and commercial signals; and Suggested Themes, which helps translate those signals into product and content that converts. Early data shows meaningfully improved conversion rates versus traditional merchandise models. We expect to continue evolving this offering through Q3 and beyond.
Our diversified revenue model now spans four streams:
- Revenue sharing on GMV generated across the Amaze ecosystem
- Subscription revenue for advanced features and AI usage
- Affiliate revenue from brand deals and partnerships
- Advertising revenue from brands and third parties
Amaze Live
In April 2026, we launched Amaze Live, adding a robust, production-ready live shopping capability to the Amaze platform. Amaze Live integrates directly with Shopify and Amazon, enabling creators to sell live from any venue, free from the proprietary, walled-garden ecosystems that have historically limited live commerce to a single platform or channel.
This is a capability we believe is still early in its adoption curve in the United States. We are investing now to establish Amaze as the infrastructure layer for live selling across social media, text, websites, and owned channels.
Amaze Media
In May 2026, we launched a new Demand-Side Platform (DSP) and Creator Data Model, aggregating behavioral and commerce data from more than 15 million creator stores and more than 350 million active fans. This data layer is what allows us to serve brand advertising with a level of intent-based precision that general-purpose ad platforms cannot match.
Early pilots are showing extremely positive return on ad spend (ROAS) and click-through rates. We expect Amaze Media to begin generating revenue in Q3 2026. We see this as one of the most significant long-term revenue opportunities in our portfolio.
Market Presence and Strategic Partnerships
This quarter, we made deliberate investments in showing up where our creators, brand partners, and fans are. The results speak for themselves:
- VidCon Anaheim: We unveiled Amaze Commerce and The Food Channel at VidCon 2026, generating 850+ registered leads in three days, 500+ new stores built during the show, approximately 100 brand connections made, and a roughly
$4 million increase in pipeline, matching our 2023 results in a significantly more competitive environment. - CMA Fest, Nashville: We showcased the BBR Music Group integration, demonstrating Amaze’s growing footprint in the music and entertainment verticals.
- Third Studios, Culver City, CA: We hosted three live-selling days at our professional studio facility, providing creators with a broadcast-quality environment to drive commerce from live content.
On the partnership front, we secured a relationship with BBR Records (BMG), home to Broken Bow Records, Stoney Creek Records, and Wheelhouse Records, validating our platform technology with a high-tier media organization. We also relaunched FoodChannel.com with Moments AI integration, enhancing creator monetization in the culinary sector and positioning The Food Channel as the first proof point of a vertical distribution model we intend to replicate across Music, Gaming, Health, and Lifestyle.
Balance Sheet Improvements
We also made meaningful progress on our balance sheet during the quarter:
- Convertible debt: Maturing convertible debt notes were extended to year-end 2026 without penalty, removing a near-term maturity pressure from the balance sheet.
- Accounts payable: We materially reduced accounts payable through a combination of negotiated settlements and scheduled payments.
- Shareholder equity: Shareholder equity levels improved significantly during the quarter.
Cost Optimization
Alongside our growth investments, we have been disciplined about reducing our cost base. We are targeting approximately
Looking Ahead
What you saw in Q2 was a company moving with intention. We launched Amaze Commerce. We brought Amaze Live to market. We built Amaze Media’s data infrastructure. We showed up at the industry’s most important venues and generated real pipeline. And we did it while strengthening our balance sheet and reducing costs.
The second half of 2026 is about converting that momentum into revenue. Amaze Media is expected to begin generating revenue in Q3. Our COGS reductions are expected to deliver fuller impact in H2. And our growing roster of creator, brand, and media partnerships positions us to continue building on the foundation we laid this quarter.
We are grateful for your continued confidence in Amaze. We will continue to communicate our progress directly and transparently, and we look forward to updating you as the business continues to develop.
Sincerely,
Aaron Day
Chief Executive Officer
Amaze Holdings, Inc.
About Amaze Holdings, Inc.
Amaze Holdings, Inc. (NYSE American: AMZE) is building the operating system behind the next generation of creator-led businesses. Through its growing ecosystem of commerce, live selling, media, and creator monetization solutions, Amaze helps creators, brands, and entrepreneurs build deeper audience relationships and unlock new revenue opportunities.
Learn more at amaze.co.
For investor information, please contact IR@amaze.co.
For press inquiries, please contact PR@amaze.co.
Safe Harbor Statement
This press release contains “forward-looking statements” within the meaning of Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1934. These statements relate to future events and developments or to our future operating or financial performance, are subject to risks and uncertainties and are based on estimates and assumptions. Forward-looking statements may include, but are not limited to, our expectations regarding the expected launch timing of Amaze Live campaigns, creator participation, brand participation, commissions, studio availability, future expansion, and related business opportunities. These statements can be identified by words such as “may,” “might,” “should,” “would,” “could,” “expect,” “plan,” “anticipate,” “intend,” “believe,” “estimate,” “predict,” “potential” or “continue,” and are based on our current expectations and views concerning future events and developments and their potential effects on us. Some or all of these forward-looking statements may not occur. These statements are subject to known and unknown risks, uncertainties and assumptions that could cause actual results to differ materially from those projected or otherwise implied by the forward-looking statement. Factors that affect our ability to achieve these results include unexpected issues arising from implementation of our new venture, our need to raise additional capital, our reliance on third parties to provide key services for our business, including cloud hosting, marketing platforms, payment providers and network providers, and our inability to agree upon the terms of a definitive agreement. Other risks include the Risk Factors contained in our Form S-1 filed on February 12, 2026 and our ability to stay the recent court order disclosed in our Form 8-K filed on February 20, 2026. Factors or events that could cause our actual results to differ may emerge from time to time, and it is not possible for us to predict all of them. Any forward-looking statement made by us herein speaks only as of the date on which it is made. We undertake no obligation to update any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by law.
Source: Amaze Holdings, Inc.
