Blaize Reports 59 Percent Margin in Q2
Blaize (NASDAQ:BZAI), a maker of artificial intelligence (AI) hardware and software for edge computing, released its second quarter 2025 results on August 14, 2025. The earnings report showed a nearly twofold sequential revenue increase to $2.0 million (GAAP and non-GAAP), fueled by initial shipments from major contract wins, but still short of analysts’ expectations of $2.11 million (non-GAAP). Gross margin (GAAP) improved sharply, reaching 59%, a move from negative territory in the prior-year period. Management’s guidance calls for a substantial revenue ramp over the coming quarters and FY2025, supported by large backlogs from recent multi-year deals. The quarter reflected marked commercial momentum but also ongoing cash consumption and costs that remain large relative to current revenue.
Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report.
Blaize (NASDAQ:BZAI) develops AI-focused processors and software designed for real-time data analysis at the "edge"—meaning outside of traditional data centers. Its core products, including AI-focused chips based on its custom Graph Streaming Processor (GSP) architecture and software platforms, power AI tasks in smart infrastructure, industrial automation, defense, and public safety.
Source Fool.com
