NASDAQ$BLZE

Backblaze Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Announced Q1 2023 financial results with strong revenue growth in B2 Cloud Storage and overall.

Backblaze reported a 20% year-over-year increase in revenue, reaching $23.4 million. B2 Cloud Storage revenue grew by 42% year-over-year to $10.0 million. The company aims to approach Adjusted EBITDA breakeven in Q4 2023.

  • Revenue increased by 20% year-over-year, reaching $23.4 million.
  • B2 Cloud Storage revenue grew by 42% year-over-year, totaling $10.0 million.
  • Computer Backup revenue increased by 8% year-over-year, reaching $13.4 million.
  • Gross profit was $11.0 million, representing 47% of revenue.

Headline financials

Total Revenue

$23.4M

Previous: $19.5M+20.0%
EPS (adj)

-$0.26

Previous: -$0.28+7.1%
Net Revenue Retention Rate

111.0%

Previous: 112.0%-0.9%
Gross Customer Retention

91.0%

Previous: 91.0%+0.0%
Capital Expenditures

-$3.02M

Previous: -$516K-485.9%
Free Cash Flow

-$20.1M

Previous: -$13M-54.3%
Net Income

-$17.1M

Previous: -$12.5M-36.6%
Operating Income

-$16.8M

Previous: -$11.7M-43.7%
Gross Profit

$11M

Previous: $9.81M+11.8%
Cash & Equivalents

$4.05M

Previous: $19.3M-79.0%
Total Assets

$143M

Previous: $164M-13.0%
Stock-Based Comp

$5.83M

Previous: $3.84M+52.0%

Revenue & EPS history

Backblaze · Revenue · Quarterly

$23.4M

Q1 2023+20%vs Q1 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Backblaze · $23.4M total across 2 segments · Q1 2023

  • Computer Backup
    $13.4M+8.9%
  • B2 Cloud Storage
    $10M+42.9%

Forward guidance

For the second quarter of 2023, Backblaze expects revenue between $24.1 million and $24.5 million, and an Adjusted EBITDA margin between (11)% and (7)%. For the full year 2023, the company continues to expect revenue between $98 million and $102 million, and an Adjusted EBITDA margin between (10)% and (6)%.

Tailwinds

  • Revenue between $24.1 million to $24.5 million for Q2 2023
  • Adjusted EBITDA margin between (11)% to (7)% for Q2 2023
  • Revenue between $98 million to $102 million for full year 2023
  • Adjusted EBITDA margin between (10)% to (6)% for full year 2023

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 2023

Historical avgQ1 2023

-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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