NASDAQ$BLZE

Backblaze Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Reported strong Q3 growth, driven by a 59% increase in B2 Cloud Storage revenue and a 13% increase in Computer Backup revenue. The company's IPO in November was a significant milestone.

Backblaze announced strong Q3 2021 financial results, highlighted by a 25% year-over-year revenue increase, driven by significant growth in B2 Cloud Storage and Computer Backup. The company's successful IPO in November provided additional capital to accelerate future growth.

  • Revenue increased by 25% year-over-year to $17.3 million.
  • B2 Cloud Storage revenue grew by 59% year-over-year to $6.0 million.
  • Computer Backup revenue increased by 13% year-over-year to $11.2 million.
  • Net loss was $6.0 million, compared to $1.9 million in Q3 2020.

Headline financials

Total Revenue

$17.3M

Previous: $39.2M-55.8%
EPS (adj)

-$0.32

Previous: -$0.05-577.7%
Annual Recurring Revenue

$70.8M

Previous: $0.00
B2 Cloud Storage ARR

$24.6M

Previous: $0.00
Computer Backup ARR

$46.2M

Previous: $0.00
Net Revenue Retention Rate

110.0%

Previous: 116.0%-5.2%
B2 Cloud Storage NRR

129.0%

Previous: 139.0%-7.2%
Computer Backup NRR

103.0%

Previous: 109.0%-5.5%
Gross Customer Retention

91.0%

Previous: 90.0%+1.1%
B2 Cloud Storage Gross Retention

92.0%

Previous: 92.0%+0.0%
Computer Backup Gross Retention

91.0%

Previous: 90.0%+1.1%
Capital Expenditures

-$6.89M

Previous: $1.78M-488.1%
Free Cash Flow

-$12.9M

Previous: $7.79M-265.4%
Net Income

-$5.99M

Previous: -$1.86M-222.2%
Operating Income

-$4.67M

Previous: -$1.06M-342.3%
Gross Profit

$8.8M

Previous: $6.72M+31.0%
Cash & Equivalents

$4.68M

Previous: $7.2M-34.9%
Total Assets

$60.4M

No prior period
Stock-Based Comp

$1.45M

Previous: $1.21M+19.3%

Revenue & EPS history

Backblaze · Revenue · Quarterly

$17.3M

Q3 2021-55.8%vs Q3 2020
Beat estimate in 7 of 10 quarters(70%)
ActualEstimate

Revenue by segment

Backblaze · $17.2M total across 2 segments · Q3 2021

  • Computer Backup
    $11.2M
  • B2 Cloud Storage
    $6M

Forward guidance

For the fourth quarter of 2021, Backblaze expects revenue between $17.7 million and $18.2 million, and an adjusted EBITDA margin between -10% and -6%.

Tailwinds

  • Revenue between $17.7 million to $18.2 million

Headwinds

  • Adjusted EBITDA margin between -10% to -6%

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
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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro