NASDAQ$BLZE

Backblaze Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Achieved strong revenue growth driven by the increasing proportion of B2 Cloud Storage service.

Backblaze's Q4 2021 revenue increased by 28% year-over-year, driven by a 56% increase in B2 Cloud Storage revenue and a 16% increase in Computer Backup revenue. The company's accelerating growth rate sets the stage for increased sales and marketing investments in 2022.

  • Revenue of $18.7 million, an increase of 28% year-over-year.
  • B2 Cloud Storage revenue was $6.6 million, an increase of 56% year-over-year.
  • Computer Backup revenue was $11.9 million, an increase of 16% year-over-year.
  • Cash and cash equivalents were $104.8 million as of December 31, 2021.

Headline financials

Total Revenue

$18.7M

Previous: $14.6M+28.2%
EPS (adj)

-$0.38

Previous: -$0.05-620.0%
Annual Recurring Revenue

$75.4M

Previous: $0.00
B2 Cloud Storage ARR

$26.8M

Previous: $0.00
Computer Backup ARR

$48.6M

Previous: $0.00
Net Revenue Retention Rate

110.0%

Previous: 114.0%-3.5%
B2 Cloud Storage NRR

130.0%

Previous: 136.0%-4.4%
Computer Backup NRR

102.0%

Previous: 107.0%-4.7%
Gross Customer Retention

91.0%

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

89.0%

Previous: 89.0%+0.0%
Computer Backup Gross Retention

91.0%

Previous: 90.0%+1.1%
Capital Expenditures

$686K

Previous: $349K+96.6%
Free Cash Flow

-$3.13M

Previous: $2.9M-207.8%
Net Income

-$9.61M

Previous: -$3.42M-181.0%
Operating Income

-$7.58M

Previous: -$2.49M-204.9%
Gross Profit

$9.83M

Previous: $7.56M+30.0%
Cash & Equivalents

$105M

Previous: $6.08M+1625.5%
Total Assets

$164M

Previous: $54.5M+200.3%
Stock-Based Comp

$2.02M

Previous: $665K+203.5%

Revenue & EPS history

Backblaze · Revenue · Quarterly

$18.7M

Q4 2021+28.2%vs Q4 2020
Beat estimate in 7 of 10 quarters(70%)
ActualEstimate

Revenue by segment

Backblaze · $18.5M total across 2 segments · Q4 2021

  • Computer Backup
    $11.9M
  • B2 Cloud Storage
    $6.6M

Forward guidance

For the first quarter of 2022, Backblaze expects revenue between $19.0 million to $19.5 million and an Adjusted EBITDA margin between -20% to -16%. For full-year 2022, the company expects revenue between $83 million to $86 million and an Adjusted EBITDA margin between -18% to -14%.

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 Q4 2021

Historical avgQ4 2021

-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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