Backblaze Inc. (BLZE)
NASDAQ (NMS) NASDAQ (NMS) Primary 
Backblaze Beats Estimates, But Slowing Growth And Margin Pressures Dampen Prospects
Backblaze, Inc. reported Q4 2025 results, beating revenue and EPS estimates, but top-line growth is decelerating and core operating leverage is weakening. Despite improved operating losses, BLZE faces gross margin headwinds in 2026 and must offset a declining computer backup segment with larger deals. Capital allocation is less shareholder-friendly, with high stock-based compensation (18.1% of revenue) and dilution, especially compared to peers like DigitalOcean.
Backblaze, Inc. (BLZE) Q4 2025 Earnings Call Transcript
Backblaze, Inc. (BLZE) Q4 2025 Earnings Call Transcript
Backblaze, Inc. (BLZE) Beats Q4 Earnings and Revenue Estimates
Backblaze, Inc. (BLZE) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to a loss of $0.06 per share a year ago.
Backblaze, Inc. (BLZE) Discusses 2025 Annual Hard Drive Failure Rates and Data Trends Prepared Remarks Transcript
Backblaze, Inc. (BLZE) Discusses 2025 Annual Hard Drive Failure Rates and Data Trends Prepared Remarks Transcript
Backblaze, Inc. (BLZE) Q3 2025 Earnings Call Transcript
Backblaze, Inc. ( BLZE ) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST Company Participants Mimi Kong - Senior Director of Investor Relations & Corporate Development Gleb Budman - Co-Founder, CEO & Chairman Marc Suidan - Chief Financial Officer Conference Call Participants Jeff Van Rhee - Craig-Hallum Capital Group LLC, Research Division Eric Martinuzzi - Lake Street Capital Markets, LLC, Research Division Simon Leopold - CGS International Simon Leopold - Raymond James & Associates, Inc., Research Division Zach Cummins - B. Riley Securities, Inc., Research Division Jeff Hopson Rustam Kanga - Citizens JMP Securities, LLC, Research Division Presentation Operator Hello, and thank you for standing by.
BLZE Set to Report Q3 Earnings: How Should Investors Play the Stock?
B2 Cloud growth, AI traction and enterprise tools keep BLZE in focus as it heads into Q3 earnings with steady momentum.
Backblaze vs. Snowflake: Which Cloud Data Stock Is the Better Buy?
As BLZE pivots to enterprise storage, SNOW's scale and AI focus cement its lead in the booming cloud data market.
Will AI and Data-Heavy Workloads Fuel Backblaze's Next Growth Leg?
Backblaze bets on AI and rising data volumes to power its next growth leg amid shifting enterprise storage needs.
3 Reasons to Hold BLZE Stock Now Despite a 56.8% Year-to-Date Rally
BLZE stock soars on B2 Cloud momentum and AI-linked growth, yet valuation pressures suggest a cautious hold.
Backblaze: Demand Surge Is Giving This Stock The Recognition It Deserves
Backblaze remains a "Buy," benefiting from strong demand for its data storage solutions amid data center growth and AI-driven tailwinds. BLZE's B2 Cloud Storage segment is accelerating, with 29% growth in Q2 and projections of 30%+ growth in Q4, fueled by AI customer expansion. Valuation remains attractive at 3.3x EV/FY25 revenue and 14.5x EV/FY26 EBITDA, despite the recent stock rally and improved financial outlook.
Can Cybersecurity Innovations Help Backblaze Sustain Growth Ahead?
BLZE's pivot to AI-driven cybersecurity tools positions it for strong enterprise growth and rising B2 demand.
Strength Seen in Backblaze (BLZE): Can Its 7.6% Jump Turn into More Strength?
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.
