NASDAQ$BLZE

Backblaze Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Announced results for the second quarter ended June 30, 2022, demonstrating revenue growth and strategic advancements.

Backblaze reported a 28% year-over-year increase in revenue, reaching $20.7 million in Q2 2022. B2 Cloud Storage revenue grew by 45% year-over-year. The company experienced a net loss of $(11.6) million, and a non-GAAP net loss of $(7.2) million.

  • Revenue increased by 28% year-over-year, reaching $20.7 million.
  • B2 Cloud Storage revenue grew by 45% year-over-year, totaling $7.7 million.
  • Computer Backup revenue increased by 20% year-over-year, amounting to $12.8 million.
  • The company hired Kevin Gavin as the new Chief Marketing Officer.

Headline financials

Total Revenue

$20.7M

Previous: $16.2M+28.1%
EPS (adj)

-$0.23

Previous: -$0.27+16.2%
Annual Recurring Revenue

$82.7M

Previous: $64.6M+28.0%
B2 Cloud Storage ARR

$31.3M

Previous: $21.7M+44.2%
Computer Backup ARR

$51.4M

Previous: $42.9M+19.8%
Net Revenue Retention Rate

113.0%

Previous: 110.0%+2.7%
B2 Cloud Storage NRR

126.0%

Previous: 132.0%-4.5%
Computer Backup NRR

107.0%

Previous: 102.0%+4.9%
Gross Customer Retention

91.0%

Previous: 91.0%+0.0%
Adjusted EBITDA Margin

-9.0%

Previous: 9.0%-200.0%
Capital Expenditures

-$1.5M

Previous: $1.85M-181.3%
Free Cash Flow

-$13.1M

Previous: -$1.78M-635.0%
Net Income

-$11.6M

Previous: -$2.42M-378.7%
Operating Income

-$10.8M

Previous: -$3.73M-189.7%
Gross Profit

$11.1M

Previous: $8.22M+35.4%
Cash & Equivalents

$7.24M

Previous: $1.31M+454.1%
Total Assets

$160M

No prior period
Stock-Based Comp

$4.35M

Previous: $1.26M+246.3%

Revenue & EPS history

Backblaze · Revenue · Quarterly

$20.7M

Q2 2022+28.1%vs Q2 2021
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Backblaze · $20.5M total across 2 segments · Q2 2022

  • Computer Backup
    $12.8M+19.6%
  • B2 Cloud Storage
    $7.7M+45.3%

Forward guidance

For the third quarter of 2022, Backblaze expects revenue between $21.4 million and $21.8 million, and an adjusted EBITDA margin between (18)% and (14)%. For the full year 2022, the company expects revenue between $83 million and $86 million, and an adjusted EBITDA margin between (17)% and (13)%.

Tailwinds

  • Revenue between $21.4 million to $21.8 million for Q3 2022.
  • Adjusted EBITDA margin between (18)% to (14)% for Q3 2022.
  • Basic weighted average shares outstanding of 31.9 million to 32.9 million shares for Q3 2022.
  • Revenue between $83 million to $86 million for full year 2022.
  • Adjusted EBITDA margin between (17)% to (13)% for full year 2022.

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 Q2 2022

Historical avgQ2 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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