NASDAQ$BLZE

Backblaze Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Backblaze reported strong fourth-quarter 2024 results with significant revenue growth in B2 Cloud Storage and overall, alongside improved profitability.

Backblaze announced robust financial results for Q4 2024, with total revenue increasing by 18% year-over-year to $33.8 million. B2 Cloud Storage revenue grew by 22%, and the company achieved a more than doubled Adjusted EBITDA margin of 14%.

  • Total revenue for Q4 2024 reached $33.8 million, an 18% increase year-over-year.
  • B2 Cloud Storage revenue grew by 22% year-over-year to $17.1 million, demonstrating strong segment performance.
  • Adjusted EBITDA margin more than doubled to 14% in Q4 2024, up from 6% in Q4 2023, indicating improved operational efficiency.
  • The company reported a net loss of $14.4 million, or $0.30 per share, in Q4 2024.

Headline financials

Total Revenue

$33.8M

Previous: $28.7M+17.6%
EPS (adj)

-$0.06

Previous: -$0.15+60.0%
Annual Recurring Revenue

$137M

Previous: $118M+16.0%
B2 Cloud Storage ARR

$70M

Previous: $57.5M+21.7%
Computer Backup ARR

$66.7M

Previous: $60.1M+11.0%
Net Revenue Retention Rate

116.0%

Previous: 109.0%+6.4%
B2 Cloud Storage NRR

123.0%

Previous: 122.0%+0.8%
Computer Backup NRR

109.0%

Previous: 100.0%+9.0%
Gross Customer Retention

90.0%

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

89.0%

Previous: 90.0%-1.1%
Computer Backup Gross Retention

90.0%

Previous: 91.0%-1.1%
Adjusted Gross Profit

$26.3M

No prior period
Adjusted Gross Margin

78.0%

No prior period
Adjusted EBITDA

$4.63M

No prior period
Adjusted EBITDA Margin

14.0%

No prior period
Capital Expenditures

-$3.4M

Previous: -$4.1M+17.1%
Net Income

-$14.4M

Previous: -$11.4M-26.6%
Operating Income

-$13.8M

Previous: -$10.8M-27.8%
Gross Profit

$18.5M

Previous: $15.2M+21.9%
R&D Expense

$12M

Previous: $9.11M+32.1%

Revenue & EPS history

Backblaze · Revenue · Quarterly

$33.8M

Q4 2024+17.6%vs Q4 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 Q1 2025, Backblaze expects revenue between $34.1 million and $34.5 million, with an Adjusted EBITDA margin of 13% to 15%. For the full year 2025, revenue is projected to be between $144.0 million and $146.0 million, and Adjusted EBITDA margin between 16% and 18%.

Tailwinds

  • Projected Q1 2025 revenue of $34.1 million to $34.5 million.
  • Anticipated Q1 2025 Adjusted EBITDA margin of 13% to 15%.
  • Full-year 2025 revenue guidance of $144.0 million to $146.0 million.
  • Full-year 2025 Adjusted EBITDA margin expected to be 16% to 18%.
  • Strong YoY growth in B2 business projected for 2025, reaching 30%+ in Q4 2025.

Headwinds

  • No specific negative forward guidance was provided in the report.
  • The report does not detail potential challenges or risks that could impact future performance.
  • No explicit mention of potential market headwinds or competitive pressures.
  • No specific warnings about economic downturns or their impact on guidance.
  • The guidance does not include any potential impacts from unforeseen operational issues.

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 2024

Historical avgQ4 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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