AI brief of an SEC Form 8-K · Backblaze, Inc. (BLZE)

Backblaze Q3 revenue rises 26% to $46.7 million; full-year revenue outlook raised

Positive Impact 4 of 5 earnings Written later

Backblaze reported third-quarter 2026 results on November 2, 2026, with revenue of $46.7 million, up 26% from a year earlier, and a net loss of $2.4 million, narrowed from $3.8 million a year earlier. The company raised its full-year 2026 revenue outlook to $177.8 million to $178.2 million, from $172.0 million to $174.0 million, and its adjusted EBITDA margin outlook to 30% to 31%.

Key points

  • B2 Cloud Storage revenue rose 47% to $30.5 million, while Computer Backup revenue fell 2% to $16.2 million.
  • Net loss per share was $0.04, compared with $0.07 in Q3 2025; adjusted EBITDA was $15.2 million, or 33% of revenue.
  • Fourth-quarter 2026 revenue is expected between $49.8 million and $50.2 million.
  • Backblaze completed a $201 million offering of 0% convertible senior notes due 2031.

The filing

CompanyBackblaze, Inc. (BLZE)
Form8-K, current report
Filed with the SECNov 2, 2026, 4:05 PM ET
Accession number0001628280-26-068866

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 10:08 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 02, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.