Every 10-Q that Blaize Holdings, Inc. Warrants (BZAIW) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow BZAIW and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BZAIW filings page.
Blaize Holdings, Inc. reported sharply higher revenue but continuing large losses and serious liquidity risks for the quarter and six months ended June 30, 2026. Revenue rose to $11.99 million for the quarter and $14.72 million year‑to‑date, driven mainly by third‑party hardware sales to a single customer in China. Gross profit was modest at $0.92 million for the quarter, reflecting low margins on resale hardware.
The company recorded a six‑month net loss of $51.46 million and used $41.30 million in operating cash, leaving $36.85 million in cash and cash equivalents. Management concluded that its liquidity position and cash burn create substantial doubt about continued going concern without additional financing. A committed equity facility with $15.5 million remaining is currently constrained by a sub‑$1 share price.
Accounts receivable are highly concentrated in China, with a $9.55 million allowance tied largely to one customer, highlighting collection risk. Manufacturing risk is elevated as the primary contract manufacturer plans to terminate its agreement by December 14, 2026, while the company has inventory purchase commitments of roughly $12.7 million. Blaize also disclosed a newly filed putative securities class action related to certain customer contracts, which is at an early stage.
Blaize Holdings, Inc. filed an amended quarterly report mainly to correct officer certifications, while reaffirming its original first-quarter 2026 results. Revenue rose to $2.7 million, driven largely by related-party hardware sales under a referral agreement, but the company posted a net loss of $22.7 million and negative operating cash flow of $12.6 million.
Blaize ended the quarter with $33.2 million of cash and cash equivalents and disclosed that its liquidity position and ongoing losses "raise substantial doubt" about its ability to continue as a going concern. In May 2026 it issued 18.9 million shares at $1.85, generating about $32.8 million in net proceeds and amended Polar warrants to lower their exercise price, adding further equity overhang.
Blaize Holdings, Inc. reported first‑quarter 2026 revenue of $2.7 million, up from $1.0 million a year earlier, driven mainly by hardware sales to a related‑party customer. Despite this growth, the company posted a net loss of $22.7 million and negative operating cash flow of $12.6 million.
Management discloses that recurring losses and cash burn raise “substantial doubt” about Blaize’s ability to continue as a going concern without additional financing. To bolster liquidity, Blaize completed a May 2026 underwritten equity offering of 18.9 million shares at $1.85 per share, generating about $32.8 million in net proceeds.
At March 31, 2026, Blaize held $33.2 million of cash and cash equivalents and reported $16.7 million of net accounts receivable, with significant customer concentration in China. Adjusted EBITDA was a loss of $13.9 million, reflecting high research, development, and selling costs as the company scales its AI edge computing platform.
Blaize Holdings disclosed a mix of financing, equity-based contingent payments and operational risks in its quarterly filing. The company notes it will dissolve a recently formed 35% owned LC where no operating agreement made it the primary beneficiary and the entity incurred only insignificant expenses. Management records an $0.4 million allowance for credit losses and reports $4.95 million of estimated liabilities related to the Jefferies engagement, which may change as the matter develops. Financing items include $9.3 million of proceeds from P2P Notes, a $1.5 million outstanding working capital loan that may convert into common stock at $10.00 per share, and a Shareholder Note bearing 7.0% interest secured by 2,000,000 shares. Equity dilution features include up to 15,000,000 Earnout Shares contingent on stock-price tranches, an anti-dilution Reset provision potentially issuing up to 300,000 additional shares if the Reset Price is below $10.00, and a Purchase Agreement authorizing sales of up to 50,000,000 new shares to B. Riley. The filing highlights a $120 million revenue commitment under the Starshine Agreement over 18 months and details supply-chain and geopolitical risks affecting manufacturing and deliveries.