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Backblaze (BLZE)
NASDAQ:BLZE
Earnings Data
Report Date
Feb 12, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.01Last Year’s EPS
-0.06Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call highlighted strong revenue growth and industry recognition, particularly in the AI sector. However, B2 growth fell short of the ambitious targets, and there were challenges with customer variability and flat growth in the Computer Backup segment. The financial performance showed significant year-over-year improvements, but the company faces some hurdles in maintaining its growth momentum.Company Guidance
Revenue and Growth Exceed Expectations
Total revenue for Q3 2025 came in at $37.2 million, surpassing the high end of guidance ($37.1 million), representing 14% year-over-year growth. B2 Cloud Storage grew 28% year-over-year.
Industry Recognition for Technology Innovation
Backblaze received industry recognition in cloud security and technology innovation, including an award for B2 Overdrive.
Success with AI Customers
Backblaze signed multiple six-figure and seven-figure deals with AI startups, including a new six-figure deal with an AI startup focused on vision language models and a seven-figure deal with a surveillance company.
Increasing Gross Margins
Gross margin improved to 62% from 55% a year ago, with adjusted gross margin at 79%, up from 78% last year.
Improved Financial Performance
Adjusted EBITDA margin reached 23%, almost double from a year ago. Non-GAAP net income was $1.9 million compared to a loss of $4.1 million last year.
Strong Customer Base
Backblaze continues to attract a diversified customer base, including AI startups, with 100,000 customers using the platform.
BLZE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BLZE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 06, 2025 | $9.34 | $6.18 | -33.83% |
Aug 07, 2025 | $5.35 | $6.68 | +24.86% |
May 07, 2025 | $4.52 | $5.25 | +16.15% |
Feb 25, 2025 | $6.33 | $6.68 | +5.53% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Backblaze (BLZE) report earnings?
Backblaze (BLZE) is schdueled to report earning on Feb 12, 2026, After Close (Confirmed).
What is Backblaze (BLZE) earnings time?
Backblaze (BLZE) earnings time is at Feb 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BLZE EPS forecast?
BLZE EPS forecast for the fiscal quarter 2025 (Q4) is 0.01.