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Blaize Holdings (BZAI) investor relations material
Blaize Holdings Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary14 Aug, 2025
Executive summary
Transitioned from technology validation to execution, securing $176M in foundational contracts, including $120M in Asia and $56M in South Asia, and launching the Blaze AI platform for scalable edge-to-cloud deployments.
Achieved a critical inflection point with a robust $725M+ pipeline and focus on high-growth sectors such as smart cities, defense, and industrial automation.
Completed a merger and began trading on NASDAQ in January 2025, targeting a $112B+ total addressable market.
Strategic partnerships and equity facilities established, including a $120M agreement with Starshine and a $50M facility with B. Riley.
Financial highlights
Q2 2025 revenue reached $2.0M, up 97% sequentially and 789% year-over-year, exceeding guidance.
Net loss for Q2 2025 was $29.6M, a significant improvement from $147.8M in Q1 2025, but higher than Q2 2024 due to stock-based compensation and fair value changes.
GAAP gross margin was 59% in Q2 2025; non-GAAP gross margin improved to 64% from 5% sequentially.
Adjusted EBITDA loss narrowed to $12.9M in Q2 2025 from $15.4M in Q1 2025.
Cash and cash equivalents as of June 30, 2025, totaled $29.1M, including escrow.
Outlook and guidance
Most major contract deliveries expected to be paid within the year, derisking FY25 and FY26 revenue outlook.
Q3 2025 revenue guidance: $11.0M–$11.5M; FY 2025: $35.0M–$38.0M; adjusted EBITDA loss: $55.0M–$58.0M.
Gross margins may dip short-term due to hardware mix but are expected to improve with software growth in 2026.
No supply chain issues anticipated; manufacturing capacity secured.
Additional capital raises planned to address liquidity concerns.
Detail the Starshine contract's architecture.
Explain the gross margin dip in coming quarters.
How does the defense pipeline look?
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Next Blaize Holdings earnings date
Q3 202513 Nov, 2025
Next Blaize Holdings earnings date
Q3 202513 Nov, 2025
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