Blaize Holdings, Inc. (BZAI) Q2 2026 Earnings Call Transcript

Good afternoon, everyone, and thank you for joining Blaize's Second Quarter 2026 Conference Call. Before management begins the prepared remarks, we would like to remind everyone that earlier today, Blaize Holdings issued a press release announcing its Second Quarter 2026 Results. Earnings materials are available on the Investor Relations section of the Blaize Holdings website. Today's earnings call and press release reflect management's views as of today only and include statements related to the company's 2026 financial guidance, revenue, gross margin, competitive position, anticipated industry trends, market opportunities, products, and financing opportunities, all of which constitute forward-looking statements under the federal securities laws. Actual results may differ materially from those contained or implied by these forward-looking statements due to risks and uncertainties associated with Blaize Holdings' business. For a discussion of the material risk and other important factors that could cause the company's actual results, please refer to the company's Form 10-K and Amendment No. 1 on Form 10-K, for the year ended December 31, 2025, and our Form 10-Q for the period ending June 30, 2026, including the risk factor section therein and today's press release. Any forward-looking statements that management makes on this call are based on assumptions as of today, and other than as may be required by law, we undertake no obligation to update these statements as a result of new information or future events.