{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-25-049848","form_type":"8-K","ticker":"BLZE","cik":"0001462056","company_name":"Backblaze, Inc.","filed_at":"2025-11-06T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.452761+00:00","generated_at":"2026-05-16T23:36:41.972837+00:00","sec_items":["2.02","9.01","8.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Backblaze Q3 beats revenue guidance; margins expand, but announces restructuring charges of $4.4-6.0M","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%."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-25-049848","json":"https://secwatch.observer/filing/0001628280-25-049848.json","markdown":"https://secwatch.observer/filing/0001628280-25-049848.md","text":"https://secwatch.observer/filing/0001628280-25-049848.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1462056/000162828025049848/0001628280-25-049848-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1462056/000162828025049848/blze-20251106.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T23:36:41.972837+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}