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Blaize (BZAI) investor relations material
Blaize Registration Filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and business model
Provides AI-enabled edge computing solutions with hardware and software for real-time insights and decision-making at low power, high efficiency, and low cost.
Offers programmable AI processors and a low-code/no-code platform for deployment in smart city, defense, retail, and enterprise markets.
Revenue is concentrated among a small number of significant customers, with a shift from services to hardware/software product sales in 2025.
Entered a $104 million contract in the Persian Gulf region for defense solutions, though no revenue has been recognized from this contract as of January 2026.
Completed a business combination in January 2025, resulting in a reverse merger and recapitalization.
Financial performance and metrics
In the first nine months of 2025, 70% of revenue came from a non-related Asia Pacific customer and 20% from a related North American customer.
In 2024, 98% of revenue was from two related parties in North America and Asia Pacific, primarily from services contracts that have since expired.
All 2025 revenue was from hardware and software product sales; no services revenue was recognized.
Auditors have included a going concern explanatory paragraph in their reports for both Blaize, Inc. and Blaize Holdings, Inc.
Use of proceeds and capital allocation
Net proceeds from securities sales will be used as set forth in the applicable prospectus supplement.
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- AGCO
Q4 2025 delivered higher margins and record cash flow, with 2026 outlook stable and focused on efficiency. - 531768
Q3 FY26 revenue and profit rose strongly YoY, supported by global expansion and steady margins. - AURIONPRO
26% revenue growth, strong margins, major wins, and AI-driven expansion mark the period. - 513023
Net profit rose 83.5% QoQ to ₹325.7 Cr, driven by strong energy and mining results. - APOTEA
Q4 revenue rose 7% but margins fell; full-year growth strong, driven by Rx and new investments. - HSY
2026 outlook targets 4%-5% sales growth, margin recovery, and 30%-35% EPS growth. - MTSI
Revenue up 24.5% year-over-year, with strong margins and positive Q2 outlook. - BSIG
Record AUM, strong net inflows, and margin expansion led to all-time high ENI EPS. - SPH
Q1 FY2026 net income and Adjusted EBITDA surged on higher volumes, acquisitions, and colder weather. - AFL
Adjusted EPS and ROE stable; strong capital, high persistency, and 2026 guidance reaffirmed.
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