NASDAQ$BLZE

Backblaze Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Backblaze Inc reported Q2 2025 revenue of $36.3 million with a narrowed net loss of $7.1 million.

Backblaze delivered 16% year-over-year revenue growth in Q2 2025 driven by strong B2 Cloud Storage performance. The company narrowed its net loss and operating loss compared to the prior year while maintaining high customer retention rates. Gross margin improved to 63% supported by operational efficiencies.

  • Total revenue reached $36.3 million, up 16% year-over-year, with B2 Cloud Storage contributing $19.8 million.
  • Net loss narrowed to $7.1 million from $10.3 million in Q2 2024, and loss per share improved to $(0.13).
  • B2 Cloud Storage ARR grew to $80.7 million and total company ARR reached $145.9 million as of quarter end.
  • Gross margin expanded to 63% and net revenue retention rate stood at 109%.

Headline financials

Total Revenue

$36.3M

Previous: $31.3M+16.0%
EPS (adj)

-$0.13

Previous: -$0.25+48.0%
Total ARR

$146M

Previous: $126M+16.0%
B2 Cloud Storage ARR

$80.7M

Previous: $62.6M+29.0%
Computer Backup ARR

$65.2M

Previous: $63.3M+3.0%
Net Revenue Retention Rate

109.0%

Previous: 114.0%-4.4%
Gross Customer Retention Rate

90.0%

Previous: 90.0%+0.0%
Capital Expenditures

-$1.29M

Previous: -$694K-85.4%
Net Income

-$7.1M

Previous: -$10.3M+31.4%
Operating Income

-$6.72M

Previous: -$9.81M+31.5%
Gross Profit

$23M

Previous: $17.2M+33.7%
Cash & Equivalents

$32.2M

No prior period
Total Assets

$186M

No prior period

Revenue & EPS history

Backblaze · Revenue · Quarterly

$36.3M

Q2 2025+16%vs Q2 2024
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Backblaze · $36.3M total across 2 segments · Q2 2025

  • B2 Cloud Storage
    $19.8M
  • Computer Backup
    $16.5M

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-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
Q2 2025
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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