secwatch.observer — SEC 8-K summary
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Issuer:     Backblaze, Inc. (BLZE)
CIK:        0001462056
Form:       8-K
Filed at:   2026-08-03T20:06:18+00:00
Accession:  0001628280-26-051812
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Backblaze Q2 revenue $42.7M (+18% YoY); signs $335M CoreWeave deal; raises FY guidance
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- Revenue $42.7M (+18% YoY); B2 Cloud Storage revenue $26.6M (+34% YoY); Computer Backup $16.1M (-2% YoY).
- Adjusted EBITDA $12.8M (30% of revenue) vs $6.6M (18%) in Q2 2025; net loss narrowed to $5.1M from $7.1M.
- Signed 5+ year, $335M strategic agreement with CoreWeave, including ~$22M in warrants.
- Raised FY 2026 revenue guidance to $172-174M (from $161.5-163.5M); Q3 revenue expected $44.4-44.8M.
- ARR $177.3M (+21% YoY); B2 ARR $113.3M (+39% YoY); RPO $396M, up $319.5M QoQ.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1462056/000162828026051812/0001628280-26-051812-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1462056/000162828026051812/blze-20260803.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-051812

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer