BZAI
Blaize Holdings, Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Blaize has 3 disclosed suppliers and 6 disclosed customers in SEC filings.
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−49.31%
vs ±24.6% implied · ×2.01
shaded = implied · ▲▼ = realized
Blaize Holdings, Inc.
0.20
Note…less than 10% of revenue each. (3) In 2025, "Others" included $3.4 million in revenue from a related party. 41 Costs and Expenses Cost of Revenu
| For the Year Ended December 31, | ||||
|---|---|---|---|---|
| Customer D | 23,750 | 61.5% | — | —% |
basisBZAI FY2025 revenue $39M
BZAI 10-Kaccession 0001871638-26-000011
Note…less than 10% of revenue each. (3) In 2025, "Others" included $3.4 million in revenue from a related party. 41 Costs and Expenses Cost of Revenu
| For the Year Ended December 31, | ||||
|---|---|---|---|---|
| Customer C | 10,444 | 27.0% | — | —% |
basisBZAI FY2025 revenue $39M
BZAI 10-Kaccession 0001871638-26-000011
SentenceFor the year ended December 31, 2025, two major customers located in China accounted for 61% and 27% of our total revenue, respectively.
basisBZAI FY2025 revenue $39M
BZAI 10-Kaccession 0001871638-26-000011
SentenceWe also have manufacturing contracts with Plexus, a contract manufacturer with a facility located in Penang, Malaysia, that provides new product introduction services and mass produces all of our products.
BZAI 10-Kaccession 0001871638-26-000011
SentenceSamsung Foundry is our foundry for the current generation SoC.
BZAI 10-Kaccession 0001871638-26-000011
SentenceAdditionally, we have a design, manufacturing and sales agreement with VeriSilicon, Inc. ("VeriSilicon") that provides us with design expertise, support and assistance, and certain deliverables, prototypes, products and services from VeriSilicon.
BZAI 10-Kaccession 0001871638-26-000011
| For the Year Ended December 31, | ||||
|---|---|---|---|---|
| Customer A (1) | $— | —% | $1,193 | 76.8% |
BZAI 10-Kaccession 0001871638-26-000011
SentenceStarshine agreed to deliver a minimum of $120.0 million in revenue to us over the first 18 months of the Starshine Agreement.
BZAI 10-Kaccession 0001871638-26-000011
SentenceFor the year ended December 31, 2025, two major customers located in China accounted for 61% and 27% of our total revenue, respectively.
BZAI 10-Kaccession 0001871638-26-000011
Expected move
No implied move.