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Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
Blaize Holdings (BZAI) investor relations material
Blaize Holdings Direct listing filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Direct listing filing summary28 Nov, 2025
Company overview and business model
Provides AI-enabled edge computing solutions with proprietary hardware and software for real-time, low-power AI processing from edge to core.
Focuses on smart city, defense, retail, and enterprise markets, with a programmable processor architecture and low-code/no-code software platform.
Operates a fabless model, outsourcing manufacturing to global partners, allowing scalability and focus on R&D.
Revenue historically concentrated among a small number of customers, with a shift from engineering services to hardware/software sales in 2025.
Developing next-generation chips and expanding into new verticals and geographies, including a major contract opportunity in the Persian Gulf region.
Financial performance and metrics
FY 2024 revenue: $1.6M, down 60% from $3.9M in 2023, primarily due to the end of a major development contract.
Net loss for FY 2024: $61.2M, improved from $87.6M in 2023; accumulated deficit of $429.3M as of Dec 31, 2024.
Q3 2025 revenue surged to $11.9M (up 1,419% YoY), driven by hardware sales to a new Asia Pacific customer.
Cash and equivalents: $24.0M as of Sep 30, 2025; net cash used in operations for nine months ended Sep 30, 2025: $57.3M.
Gross margin improved in 2025 due to shift to hardware/software sales; R&D and SG&A expenses increased significantly due to stock-based compensation and new chip development.
Use of proceeds and capital allocation
No proceeds from the resale of shares by selling stockholders; company may receive up to $46.9M from warrant exercises.
Recent $50M Committed Equity Facility with B. Riley and $30M Polar Private Placement to fund commercialization, chip development, and working capital.
Cash used primarily for R&D, sales and marketing, and general corporate purposes.
Recent financing impact on next-gen chip timeline?
Customer concentration risk mitigation strategy?
Persian Gulf contract: current status and outlook?
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Next Blaize Holdings earnings date
Q4 202527 Mar, 2026
Next Blaize Holdings earnings date
Q4 202527 Mar, 2026
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