NASDAQ$BLZE

Backblaze Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Backblaze reported Q1 2026 revenue of $38.7M and a net loss of $6.1M, or $0.10 per share.

For the quarter ended March 31, 2026, Backblaze posted revenue of $38.7 million versus $34.6 million on cloud storage and backup subscriptions. Net loss was $6.1 million ($0.10 per share), improved from $9.3 million, as gross profit expanded and operating loss narrowed.

  • Revenue $38.7M (+12% YoY).
  • Net loss $6.1M; EPS $(0.10).
  • B2 cloud storage growth and consumer backup mix.
  • Operating loss narrowed to $5.4M.

Headline financials

Total Revenue

$38.7M

Previous: $34.6M+11.7%
EPS (adj)

-$0.10

Previous: -$0.24+58.3%
Capital Expenditures

-$651K

Previous: -$503K-29.4%
Net Income

-$6.15M

Previous: -$9.32M+34.1%
Operating Income

-$5.35M

Previous: -$8.92M+40.0%
Gross Profit

$23.5M

Previous: $19.3M+22.2%

Revenue & EPS history

Backblaze · Revenue · Quarterly

$38.7M

Q1 2026+11.7%vs Q1 2025
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Backblaze · $25.3M total across 2 segments · Q3 2023

  • Computer Backup
    $13.7M+4.6%
  • B2 Cloud Storage
    $11.6M+31.8%

Forward guidance

Cloud storage company discusses customer additions, ARPU, and infrastructure capex on earnings calls.

Tailwinds

  • Revenue growth and smaller net loss YoY.
  • High gross margins on subscription model.

Headwinds

  • Still unprofitable on GAAP basis.
  • Competitive cloud pricing pressure.

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 2026

Historical avgQ1 2026

-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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