Every material Form 8-K Blaize Holdings, Inc. has filed with the SEC since October 05, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Blaize Holdings appointed Martin Costas as Chief Operations Officer and Chief Financial Officer, effective November 2, 2026, replacing CFO Harminder Sehmi, who is retiring and will assist with the transition through November 30, 2026. The filing discloses Costas's pay, including a $425,000 base salary and option grants, and the bonus he can earn tied to raising $10 million and $50 million in net financing proceeds, which links his incentive to capital raising.
Martin Costas appointed COO and CFO effective November 2, 2026; he reports to CEO Dinakar Munagala.
Harminder Sehmi retiring as CFO; transition expected to be completed by November 30, 2026.
Costas base salary is $425,000, with a target bonus of 50% of base salary tied to Qualified Financings: $10 million by December 31, 2026, and $50 million between January 1 and June 30, 2027.
Costas receives options on 4,787,837 time-vesting shares and 2,393,918 performance-vesting shares, the latter vesting if market capitalization is at least $500 million for 60 consecutive days.
Blaize's board declared a dividend of one one-thousandth of a share of Series B Preferred Stock on each outstanding common share, with a record date of October 26, 2026. The preferred carries votes only on a proposed reverse stock split and related adjournment proposals, and any shares not present or voted at the relevant meeting are automatically redeemed, so the dividend is a mechanism tied to that vote rather than a cash or income payout.
Record date for the Series B Preferred Stock dividend is October 26, 2026; the certificate of designations became effective October 21, 2026
Each Series B share carries 1,000,000 votes, so each one-thousandth share carries 1,000 votes, voting only on a reverse stock split proposal and adjournment proposals
Series B holders receive no dividends and a liquidation preference of $0.0001 per share; shares are not convertible and have no stated maturity
Blaize Holdings said preliminary third-quarter 2026 revenue is about $0.5 million, earned from one European hardware customer in August, and revised full-year 2026 revenue guidance to $32.0 million to $36.0 million. The filing also discloses a DOJ investigation and SEC inquiry, a class action filed September 17, 2026, and an agreed extension of a $13.3 million NeoTensr receivable, which shareholders should weigh alongside the revenue outlook.
Preliminary Q3 2026 revenue of approximately $0.5 million, subject to quarter-end closing procedures that are not complete.
Full-year 2026 revenue guidance revised to $32.0 million to $36.0 million; the filing does not state the prior guidance range.
NeoTensr paid $0.2 million on September 30, 2026 toward a $13.3 million receivable that was due September 24, 2026; payment terms were extended to the fourth quarter of 2026.
DOJ subpoenas and SEC inquiries received in July and August 2026; a class action was filed September 17, 2026 in the U.S. District Court for the Central District of California.
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