NASDAQ$BLZE

Backblaze Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Backblaze's Q1 2022 financial results were announced, demonstrating a 27% overall revenue growth and a 48% revenue growth in B2 Cloud Storage.

Backblaze reported a 27% increase in revenue, reaching $19.5 million, with B2 Cloud Storage revenue growing by 48% year-over-year. The company's annual recurring revenue hit $79 million, a 28% increase year-over-year.

  • Revenue increased by 27% year-over-year, reaching $19.5 million.
  • B2 Cloud Storage revenue grew by 48% year-over-year, totaling $7.0 million.
  • Annual recurring revenue (ARR) increased by 28% year-over-year, reaching $79.0 million.
  • Net loss was $(12.5) million, or $(0.41) per share.

Headline financials

Total Revenue

$19.5M

Previous: $15.3M+27.3%
EPS (adj)

-$0.28

Previous: -$0.06-404.0%
Annual Recurring Revenue

$79M

No prior period
B2 Cloud Storage ARR

$28.4M

No prior period
Computer Backup ARR

$50.6M

No prior period
Net Revenue Retention Rate

112.0%

Previous: 111.0%+0.9%
B2 Cloud Storage NRR

129.0%

Previous: 133.0%-3.0%
Computer Backup NRR

104.0%

Previous: 104.0%+0.0%
Gross Customer Retention

91.0%

Previous: 91.0%+0.0%
B2 Cloud Storage Gross Retention

90.0%

Previous: 89.0%+1.1%
Computer Backup Gross Retention

91.0%

Previous: 90.0%+1.1%
Adjusted EBITDA Margin

-15.0%

No prior period
Capital Expenditures

-$516K

Previous: $2.61M-119.8%
Free Cash Flow

-$13M

Previous: -$95K-13632.6%
Net Income

-$12.5M

Previous: -$3.69M-239.8%
Operating Income

-$11.7M

Previous: -$2.82M-314.9%
Gross Profit

$9.81M

Previous: $7.48M+31.1%
Cash & Equivalents

$19.3M

Previous: $4.46M+332.6%
Total Assets

$164M

No prior period
Stock-Based Comp

$3.84M

Previous: $908K+322.4%

Revenue & EPS history

Backblaze · Revenue · Quarterly

$19.5M

Q1 2022+27.3%vs Q1 2021
Beat estimate in 7 of 10 quarters(70%)
ActualEstimate

Revenue by segment

Backblaze · $19.3M total across 2 segments · Q1 2022

  • Computer Backup
    $12.3M
  • B2 Cloud Storage
    $7M

Forward guidance

For the second quarter of 2022, Backblaze expects revenue between $20.2 million and $20.6 million and an adjusted EBITDA margin between (19)% and (15)%. For full-year 2022, the company continues to expect revenue between $83 million and $86 million and an adjusted EBITDA margin between (18)% and (14)%.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

-3.2%

Avg return

Earnings day

-1.9%

Avg return

5 days after

-5.3%

Avg return

30 days after

36%

8 / 22 earnings

Positive

+42.7%

Q4 2023

Best reaction

-35.7%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.5%+68.1%+78.4%
Q4 2025-15.3%-14.0%-19.7%
Q3 2025-6.3%-12.0%-19.3%
Q1 2025+16.0%+17.9%+25.7%
Q4 2024+5.5%-5.1%-21.5%
Q3 2024-14.1%-13.0%-13.9%
Q2 2024+26.4%+24.1%+12.5%
Q1 2024-23.3%-25.3%-38.4%
Q4 2023+42.7%+41.6%+21.1%
Q3 2023+1.8%+7.5%+43.3%
Q2 2023-14.8%-14.8%+34.4%
Q1 2023-1.4%+2.4%-2.2%
Q4 2022+13.8%+2.0%-17.0%
Q3 2022-5.5%+3.2%+11.2%
Q2 2021-3.6%-3.2%-17.9%
Q2 2022+1.6%+9.2%-11.2%
Q1 2021-7.8%-5.2%-9.8%
Q1 2022-24.7%-32.3%-40.1%
Q4 2021-35.7%-32.4%-25.9%
Q4 2020-12.8%-19.7%-36.7%
Q3 2020-12.8%-19.7%-36.7%
Q3 2021-4.6%-20.4%-33.2%
Q2 2020
Q1 2020

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