Backblaze Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
1.2%projected annual EPS growth
Analyst Coverage
6analysts covering
FY Revenue (est.)
$173Mnext fiscal year
FY EPS (est.)
$0.21next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 5 Nov 2026 |
Monitoring Framework
Key Performance Indicators
B2 Cloud Storage Annual Recurring Revenue (ARR) Quarterly93MTarget: Continued double-digit growth to expand share of total revenue
B2 Cloud Storage Net Revenue Retention (NRR) Quarterly1.1Target: Maintain or exceed 1.10 through upmarket expansion and increased wallet share
Adjusted EBITDA Margin Quarterly26.0%Target: 23 to 25 for Full-Year 2026%
Total Annual Recurring Revenue (ARR) Quarterly158.2MTarget: Sustained expansion driven by enterprise and AI workloads
Watch Items
- Computer Backup Segment PerformanceTrigger: Segment revenue decline exceeding 5% year-over-yearAction: Re-evaluate marketing spend and customer acquisition strategies for the legacy SaaS backup business.
- AI Customer Growth and Bookings MomentumTrigger: AI customer year-over-year growth falling below 50%Action: Review go-to-market execution under the new Chief Revenue Officer and adjust neocloud partnership incentives.
- Adjusted Free Cash Flow MarginTrigger: Adjusted free cash flow remaining negative in the second half of 2026Action: Audit capital expenditure pull-forwards and optimize hardware lease utilization.
Research as of 20 Jun 2026