NASDAQ$BLZE

Backblaze Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Backblaze reported strong revenue growth and margin expansion in Q2 2024.

Backblaze announced a 27% year-over-year increase in revenue, reaching $31.3 million for Q2 2024. B2 Cloud Storage revenue grew by 43% year-over-year. The company also reported a net loss of $10.3 million, which is an improvement compared to the previous year's net loss of $14.3 million.

  • Revenue increased by 27% year-over-year to $31.3 million.
  • B2 Cloud Storage revenue grew by 43% year-over-year, reaching $15.4 million.
  • Gross profit was $17.2 million, representing 55% of revenue.
  • The company launched Backblaze B2 Live Read, enabling customers to use data during the upload process.

Headline financials

Total Revenue

$31.3M

Previous: $24.6M+27.2%
EPS

-$0.25

Previous: -$0.24-4.2%
Annual Recurring Revenue

$126M

No prior period
B2 Cloud Storage ARR

$62.6M

No prior period
Computer Backup ARR

$63.3M

No prior period
Net Revenue Retention Rate

114.0%

Previous: 110.0%+3.6%
B2 Cloud Storage NRR

126.0%

No prior period
Computer Backup NRR

105.0%

No prior period
Gross Customer Retention

90.0%

Previous: 91.0%-1.1%
B2 Cloud Storage Gross Retention

89.0%

No prior period
Computer Backup Gross Retention

90.0%

No prior period
Adjusted Gross Profit

$24.5M

No prior period
Adjusted Gross Margin

78.0%

No prior period
Adjusted EBITDA

$2.74M

No prior period
Adjusted EBITDA Margin

9.0%

No prior period
Capital Expenditures

-$694K

Previous: -$4.72M+85.3%
Free Cash Flow

-$11M

Previous: -$19.1M+42.1%
Net Income

-$10.3M

Previous: -$14.3M+27.8%
Operating Income

-$9.81M

Previous: -$13.9M+29.5%
Gross Profit

$17.2M

Previous: $12.1M+43.0%
R&D Expense

$9.59M

No prior period
Stock-Based Comp

$5.53M

Previous: $4.88M+13.2%

Revenue & EPS history

Backblaze · Revenue · Quarterly

$31.3M

Q2 2024+27.2%vs Q2 2023
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

For the third quarter of 2024, Backblaze expects revenue between $32.4 million and $32.8 million, and an adjusted EBITDA margin between 9% and 11%. For the full year 2024, Backblaze expects revenue between $126.5 million and $128.5 million, and an adjusted EBITDA margin between 9% and 11%.

Tailwinds

  • Revenue between $32.4 million to $32.8 million for Q3 2024.
  • Adjusted EBITDA margin between 9% to 11% for Q3 2024.
  • Basic shares outstanding of 43.0 million to 43.5 million shares for Q3 2024.
  • Revenue between $126.5 million to $128.5 million for full-year 2024.
  • Adjusted EBITDA margin between 9% to 11% for full-year 2024.

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 2024

Historical avgQ2 2024

-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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