{"filings":[{"id":92960,"accession_number":"0001628280-26-029795","cik":1462056,"company_name":"Backblaze, Inc.","ticker":"BLZE","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Backblaze Q1 revenue $38.7M (+12% YoY); raised FY2026 revenue guidance to $161.5-$163.5M","event_type":"earnings","confidence":"high","bullets":["Revenue $38.7M (+12% YoY); B2 Cloud Storage revenue $22.4M (+24% YoY).","Net loss $6.1M ($0.10/shr) improved from $9.3M loss ($0.17/shr) in Q1 2025.","Adjusted EBITDA $10.1M (26% margin), vs $6.4M (18%) YoY; Non-GAAP net income $2.7M ($0.04/shr).","AI customer count up 76% YoY; two AI wins contributed ~$1.5M in annual contract value.","Q2 2026 revenue guidance $39.8M-$40.2M; FY2026 revenue guidance raised to $161.5M-$163.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":38666000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104224,"accession_number":"0001628280-26-010594","cik":1462056,"company_name":"Backblaze, Inc.","ticker":"BLZE","form_type":"8-K","filed_at":"2026-02-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Backblaze Q4 revenue $37.8M (+12% YoY); first adjusted FCF positive since IPO","event_type":"earnings","confidence":"high","bullets":["B2 Cloud Storage revenue $21.3M (+24% YoY); Computer Backup $16.5M (flat).","Net loss narrowed to $5.4M from $14.4M; adjusted EBITDA $10.4M (28% margin).","Adjusted free cash flow $4.1M vs ($4.5M) in Q4 2024, first positive quarter since going public.","Signed record eight-figure TCV neocloud agreement; ARR $154.4M (+13% YoY).","Q1 2026 guidance: revenue $37.6-38.0M; FY 2026 revenue $156.5-158.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":145835000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120515,"accession_number":"0001628280-25-049848","cik":1462056,"company_name":"Backblaze, Inc.","ticker":"BLZE","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01","8.01"],"status":"ready","headline":"Backblaze Q3 beats revenue guidance; margins expand, but announces restructuring charges of $4.4-6.0M","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $37.2M (+14% YoY); B2 storage revenue $20.7M (+28%); net loss narrowed to $3.8M from $12.8M.","Adjusted EBITDA $8.4M (23% margin) vs $3.7M (12%); non-GAAP net income $1.9M vs loss $4.1M.","Full-year revenue guidance narrowed to $145.4-146.0M; Adj. EBITDA margin raised to 18-20%; Q4 rev $37.3-37.9M.","Restructuring plan: total charges of $4.4-6.0M in Q4 2025, incl. facility impairment of $0.9-1.2M and employee costs.","B2 ARR $81.8M (+26% YoY); signed 7-figure expansion with AI video customer; gross margin expanded ~700 bps to 62%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":108073000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137085,"accession_number":"0001628280-25-038582","cik":1462056,"company_name":"Backblaze, Inc.","ticker":"BLZE","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["1.01","8.01","2.02","9.01"],"status":"ready","headline":"Backblaze Q2 revenue $36.3M (+16% YoY); B2 storage growth accelerates to 29%; raises FY2025 guidance","event_type":"earnings","confidence":"high","bullets":["Revenue $36.3M (+16% YoY); B2 Cloud Storage revenue $19.8M (+29% YoY); Computer Backup revenue $16.5M (+4% YoY).","Adjusted EBITDA $6.6M (18% margin) vs $2.7M (9%) in Q2 2024; non-GAAP net income $0.8M vs loss $4.8M.","Full-year 2025 revenue guidance raised to $145-147M from $144-146M; Q3 revenue guidance $36.7-37.1M.","Board authorized $10M stock repurchase program over 12 months, cash-neutral (funded by option exercises and ESPP).","Customers >$50K ARR grew 53% YoY; first six-figure B2 Overdrive customer signed in early Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":70911000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137084,"accession_number":"0001628280-25-038639","cik":1462056,"company_name":"Backblaze, Inc.","ticker":"BLZE","form_type":"8-K/A","filed_at":"2025-08-07T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Backblaze Q2 revenue up 16% to $36.3M; B2 growth accelerates to 29%; raises FY2025 revenue guidance","event_type":"earnings","confidence":"high","bullets":["Revenue $36.3M (+16% YoY); B2 Cloud Storage $19.8M (+29% YoY); Computer Backup $16.5M (+4% YoY).","Net loss narrowed to $7.1M ($0.13 loss/share) from $10.3M ($0.25 loss) in Q2 2024; Adjusted EBITDA $6.6M (18% margin) vs $2.7M (9%).","FY2025 revenue guidance raised to $145-147M (from $144-146M); Q3 revenue guided $36.7-37.1M with 17-19% adjusted EBITDA margin.","ARR $145.9M (+16% YoY); B2 ARR $80.7M (+29% YoY); NRR 109% overall, B2 NRR 112%.","Authorized $10M stock repurchase program (cash-neutral from employee options) and secured new $20M credit facility."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":70911000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154364,"accession_number":"0001628280-25-031146","cik":1462056,"company_name":"Backblaze, Inc.","ticker":"BLZE","form_type":"8-K","filed_at":"2025-06-13T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Backblaze SVP Engineering Tina Cessna to step down; CTO Brian Beach interim","event_type":"leadership","confidence":"high","bullets":["Tina Cessna, SVP of Engineering, will step down at end of August 2025 after a transition period.","Company has begun a search for a new SVP of Engineering.","CTO Brian Beach will assume interim responsibility for the engineering organization during transition.","Cessna expected to receive severance per existing agreement dated May 18, 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.45,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154363,"accession_number":"0001628280-25-029519","cik":1462056,"company_name":"Backblaze, Inc.","ticker":"BLZE","form_type":"8-K","filed_at":"2025-06-05T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Backblaze enters $20M senior secured revolving credit facility with Citizens Bank","event_type":"debt","confidence":"high","bullets":["Facility matures June 2027 with optional 12-month extension; SOFR+3.25% or ABR+2.25% interest.","Up to $3M available for letters of credit; commitment fee of 0.35% on unused portion.","Proceeds for working capital and general corporate purposes; secured by substantially all assets.","Financial covenants include minimum liquidity, minimum consolidated EBITDA, and max leverage.","Customary negative covenants limit additional debt, liens, investments, and mergers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154362,"accession_number":"0001628280-25-028814","cik":1462056,"company_name":"Backblaze, Inc.","ticker":"BLZE","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Backblaze stockholders elect two Class I directors and ratify auditor at 2025 annual meeting","event_type":"other","confidence":"high","bullets":["Barbara Nelson elected director with 16.2M for, 6.1M withheld; Earl E. Fry with 16.6M for, 5.7M withheld.","Ratification of Deloitte & Touche as independent auditor for FY2025: 36.7M for, 641.7K against, 166.3K abstain.","Quorum of 37.5M shares (over 68% voting power) present at the May 27, 2025 meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}