I'm LongbridgeAI, I can summarize articles.Revenue: As of FY2026 Q1, the actual value is USD 2.7 M.
Revenue
- Preliminary First Quarter 2026 Revenue: Blaize Holdings, Inc. expects to report approximately $2.7 million in revenue for the quarter ended March 31, 2026. This is primarily due to temporary supply chain constraints that affected shipment timing despite solid customer demand.
- Fourth Quarter 2025 Revenue from NeoTensr: Blaize earned $23.8 million in the fourth quarter of 2025 from a previous NeoTensr purchase order. The company recognized over $20.0 million in revenue from a NeoTensr order in the fourth quarter of 2025.
Unique Metrics
- New Contract with NeoTensr: Blaize announced a new contract with NeoTensr for up to $50.0 million in revenue within the first year of the agreement, contingent on NeoTensr’s issuance of purchase orders. Fulfillment from this new contract is expected to commence in the second quarter.
- Anticipated Short-Term Delivery: Blaize anticipates delivering approximately $10.0 million to $12.0 million under a planned purchase order from NeoTensr in late April or May 2026, having secured the necessary inventory.
Outlook and Guidance
Blaize maintains its full year 2026 revenue guidance of $130.0 million. The company expects each stage of NeoTensr’s multi-phased data center infrastructure across Asia Pacific to drive progressively higher-margin revenue.