Blaize (BZAI) Q4 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Tue, June 2, 2026 astatine 11:56 AM CDT 27 min read

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Date

Tuesday, March 24, 2026 astatine 5 p.m. ET

Call participants

• Chief Executive Officer — Dinakar Munagala

• Chief Financial Officer — Harminder Sehmi

• Chief Revenue Officer — Stephen Patak

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Full Conference Call Transcript

Unknown Executive: Good afternoon, everyone. Thank you for joining Blaize Holdings, Inc.'s Fourth Quarter 2025 Earnings Call. Before we statesman the prepared remarks, we would similar to punctual you that earlier today, Blaize Holdings, Inc. issued a property merchandise announcing its 4th fourth and afloat twelvemonth 2025 results. Earnings materials are disposable connected the Investor Relations conception of Blaize Holdings, Inc.'s website. Today's net telephone and property merchandise reflects management's presumption arsenic of contiguous lone and see statements related to our 2026 fiscal guidance, revenue, gross margin, competitory position, anticipated manufacture trends, marketplace opportunities, products and financing opportunities, each of which represent forward-looking statements nether the national securities laws.

Actual results whitethorn disagree materially from those contained successful oregon implied by these forward-looking statements owed to risks and uncertainties associated with our business. For a treatment of worldly risks and different important factors that could interaction our existent results, delight notation to the company's Form 10-K for the twelvemonth ended December 31, 2025, including the Risk Factors conception therein and today's property release, some of which tin beryllium recovered connected our Investor Relations website. Any forward-looking statements that we marque connected the telephone are based connected assumptions arsenic of today, and different than arsenic whitethorn beryllium required by law, we undertake nary work to update these statements arsenic a effect of caller accusation oregon aboriginal events.

Information discussed connected this telephone concerning Blaize Holdings, Inc.'s industry, competitory presumption and the markets successful which it operates is based connected accusation from autarkic manufacture and probe organizations, different third-party sources and management's estimates. These estimates are derived from publically disposable accusation released by autarkic manufacture analysts and different third-party sources arsenic good arsenic information from Blaize Holdings, Inc.'s interior research. These estimates are based connected tenable assumptions and computations made upon reviewing specified information and Blaize Holdings, Inc.'s acquisition and cognition of specified manufacture and markets. By definition, assumptions are taxable to uncertainty and risk, which could origin results to disagree materially from those expressed successful the estimates. During this call, we volition sermon definite non-GAAP fiscal measures.