NASDAQ$BLZE

Backblaze Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Announced third quarter 2022 financial results with 27% revenue growth overall and 48% in B2 Cloud Storage.

Backblaze reported a strong Q3 with a 27% increase in overall revenue and a 48% increase in B2 Cloud Storage revenue. The company also made progress in its channel program by launching a partner portal and signing new national resellers.

  • Revenue increased by 27% year-over-year to $22.1 million.
  • B2 Cloud Storage revenue grew by 48% year-over-year to $8.8 million.
  • Computer Backup revenue increased by 17% year-over-year to $13.1 million.
  • Gross profit was $11.2 million, representing 51% of revenue.

Headline financials

Total Revenue

$22.1M

Previous: $17.3M+27.3%
EPS (adj)

-$0.25

Previous: -$0.32+21.9%
Annual Recurring Revenue

$88M

Previous: $70.8M+24.3%
B2 Cloud Storage ARR

$35.7M

Previous: $24.6M+45.1%
Computer Backup ARR

$52.3M

Previous: $46.2M+13.2%
Net Revenue Retention Rate

114.0%

Previous: 110.0%+3.6%
B2 Cloud Storage NRR

123.0%

Previous: 129.0%-4.7%
Computer Backup NRR

108.0%

Previous: 103.0%+4.9%
Gross Customer Retention

91.0%

Previous: 91.0%+0.0%
B2 Cloud Storage Gross Retention

90.0%

Previous: 92.0%-2.2%
Computer Backup Gross Retention

90.0%

Previous: 91.0%-1.1%
Capital Expenditures

-$4.06M

Previous: -$6.89M+41.1%
Free Cash Flow

-$16.9M

Previous: -$12.9M-30.8%
Net Income

-$12.8M

Previous: -$5.99M-113.6%
Operating Income

-$12.1M

Previous: -$4.67M-158.5%
Gross Profit

$11.2M

Previous: $8.8M+27.4%
Cash & Equivalents

$24.8M

Previous: $4.68M+429.7%
Total Assets

$157M

Previous: $60.4M+159.8%
Stock-Based Comp

$4.83M

Previous: $1.45M+233.6%

Revenue & EPS history

Backblaze · Revenue · Quarterly

$22.1M

Q3 2022+27.3%vs Q3 2021
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Backblaze · $21.9M total across 2 segments · Q3 2022

  • Computer Backup
    $13.1M+17.0%
  • B2 Cloud Storage
    $8.8M+46.7%

Forward guidance

For the fourth quarter of 2022, Backblaze expects revenue between $22.5 million and $22.9 million, and an adjusted EBITDA margin between (14)% and (10)%. For the full year 2022, they expect revenue between $84.7 million and $85.1 million, and an adjusted EBITDA margin between (12)% and (11)%.

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 Q3 2022

Historical avgQ3 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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