Backblaze Inc. (BLZE)
NASDAQ (NMS) NASDAQ (NMS) Primary 
Backblaze: The Backup Drag Is Fading
Backblaze is accelerating top line growth, driven by its B2 Cloud Storage segment, now 62% of revenue after 34% YoY growth in Q2'26. AI model training and robotics foundational models are fueling sustained demand for BLZE's cost-effective storage, with broad-based customer growth and increased spending. The CoreWeave contract, worth $313M net over five years, is set to ramp significantly by mid-2027, providing substantial incremental revenue.
BLZE Q2 Earnings Call Focuses on CoreWeave and AI Storage
Backblaze's Q2 beat and higher 2026 outlook highlight AI storage growth, with the $335M CoreWeave deal adding multi-year visibility.
Backblaze Q2 Earnings Call Highlights
Backblaze NASDAQ: BLZE reported second-quarter 2026 results that exceeded its guidance, supported by accelerating B2 cloud-storage growth, improved profitability and a new multi-year agreement with AI cloud provider CoreWeave.
Backblaze, Inc. (BLZE) Discusses Hard Drive Failure Rates and Deployment Trends in Latest Device Metrics Analysis Transcript
Backblaze, Inc. (BLZE) Discusses Hard Drive Failure Rates and Deployment Trends in Latest Device Metrics Analysis Transcript
Backblaze Tops 340,000 Drives as AI Fuels Rising Storage Demand
Backblaze NASDAQ: BLZE reported that its hard drive fleet exceeded 340,000 drives in the first quarter of 2026, with about 1,000 drive failures recorded during the period, according to a company webinar discussing its latest Drive Stats report.
Backblaze: Wall Street Is Waking Up To The Backup Company It Once Left Behind
Backblaze (BLZE) is transforming from a legacy backup provider into a critical AI infrastructure player, highlighted by a $335M CoreWeave deal. B2 Cloud Storage, offering low-cost, egress-free object storage, is driving growth and margin expansion as AI workloads demand multi-cloud flexibility. Operating leverage is accelerating: revenue grew 12% while adjusted EBITDA surged 60%, with margin gains from scale, depreciation changes, and cost discipline.
Backblaze (BLZE) Soars 43.6%: Is Further Upside Left in the Stock?
Backblaze (BLZE) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Jim Cramer found a real AI storage play, then told you not to buy it
Jim Cramer used a recent Mad Money segment to dissect a small-cap cloud storage name that most generalist investors have never opened a tab for.
Backblaze Sees AI Boom Fueling Cloud Storage Demand and Neocloud Deals
Backblaze NASDAQ: BLZE Chief Executive Gleb Budman said the cloud storage company is seeing a material shift in demand tied to artificial intelligence workloads, as customers seek alternatives to hyperscaler platforms and newer AI-focused cloud providers look to add storage capabilities.
Backblaze: Operating Leverage And Revenue Explosion Incoming
Backblaze is transitioning from legacy backup to a high-growth, AI-driven Infrastructure-as-a-Service provider, targeting the neocloud data-lake layer. BLZE's B2 Cloud Storage ARR grew 28% YoY, now comprising 58% of revenue, with AI customers up 76% and driving accelerating growth. Valuation is compelling at 3.4x ARR, with operating leverage boosting margins (adjusted EBITDA margin raised to 23–25%) and no anticipated equity raises.
Backblaze, Inc. (BLZE) Presents at Bank of America 2026 Global Technology Conference Transcript
Backblaze, Inc. (BLZE) Presents at Bank of America 2026 Global Technology Conference Transcript
Are You Looking for a Top Momentum Pick? Why Backblaze, Inc. (BLZE) is a Great Choice
Does Backblaze, Inc. (BLZE) have what it takes to be a top stock pick for momentum investors? Let's find out.
