Backblaze, Inc. Stock Price, News & Analysis

Backblaze (Nasdaq: BLZE) will present a theater session at Gartner IT Infrastructure, Operations, & Cloud Strategies Conference 2025 in Las Vegas on December 11, 2025, 9:50–10:10 AM PST. Patrick Thomas, head of GTM, will outline a strategic playbook for building an independent, S3-compatible data layer to address data sprawl, vendor lock-in, and egress fees while enabling AI workloads like RAG, inference, and analytics.

The presentation will cite customer examples (Big Cartel, Decart, urlscan.io, and a Fortune 100 media company) that reported up to 80% storage cost reductions. Attendees can visit Booth 244 for personalized storage playbooks and technical conversations.

Backblaze (NASDAQ: BLZE) will present a theater session at the Gartner IT Infrastructure, Operations & Cloud Strategies Conference 2025 on Dec 11, 2025, 9:50–10:10 AM PST. Head of GTM Patrick Thomas will outline a playbook for building an independent, vendor-neutral S3-compatible data layer to address data sprawl, reduce storage economics friction, and enable AI workloads like RAG, inference, and multi-cloud compute.

The release cites customer examples (Big Cartel, Decart, urlscan.io, a Fortune 100 media company) that reportedly cut storage costs by up to 80%. Attendees can visit Booth 244 in the Cloud Solution Village for personalized architecture playbooks and tactical discussions.

Backblaze (Nasdaq: BLZE) announced on November 18, 2025 a strategic integration between its B2 Cloud Storage platform and Shareio’s creator monetization and DRM tools. The combined offering lets creators store large assets cost-effectively on B2 while managing distribution, access and revenue through Shareio’s platform.

Key features include transparent B2 pricing, Shareio-managed monetization options (downloads, rentals, subscriptions), and free egress from B2 when delivering content to CDN partners or end users. The integration targets photographers, videographers, studios and generative-media creators seeking control over IP and payments.

Backblaze (Nasdaq: BLZE) published its first quarterly Performance Stats benchmarking report on November 12, 2025, comparing upload and download performance for Backblaze B2, AWS S3, Cloudflare R2, and Wasabi from an external Vultr test VM and Catchpoint monitors.

Key Q3 2025 findings: Backblaze won 6 of 8 sustained-throughput categories; Wasabi won 1; AWS had the lowest average download times but won only 1 of 8 sustained tests. Small-file multi-threaded upload top throughput was Backblaze 163.80 MiB/s vs Cloudflare 24.10 MiB/s (580% gap). Full methodology and raw data are published and testing will expand to more providers, regions, and file sizes.

Backblaze (Nasdaq: BLZE) released its Q3 2025 Drive Stats covering 328,348 drives. Key metrics: quarterly AFR rose to 1.55% from 1.36% in Q2 and aligns with the 2024 annualized AFR of 1.57%. Lifetime AFR held at 1.31%. Four drive models recorded zero failures this quarter, and high-capacity drives (20TB+) increased by ~8,000 units to represent 21% of the active pool. An outlier Toshiba 16TB model showed a 16.95% AFR due to temporary removals during an upgrade project; Backblaze expects normalization in future reports.

The report explains failure definitions and detection methods using SMART, monitoring tools, and work-tracking.

Backblaze (NASDAQ: BLZE) released its Q3 2025 Network Stats Report showing that AI-related traffic now represents nearly one-quarter of total ingress and egress across its global network.

The company introduced a new metric called "magnitude" to measure how much traffic each endpoint carries and reported AI flows are an order of magnitude more intense than traditional patterns. Backblaze will begin publishing raw network telemetry quarterly to support independent research and transparency into AI-driven data movement.

Backblaze (Nasdaq: BLZE) reported Q3 2025 results on November 6, 2025. Revenue $37.2M, +14% YoY; B2 Cloud Storage $20.7M, +28% YoY. Gross profit was $23.1M (62% margin), up ~700 bps YoY. Adjusted EBITDA was $8.4M (23% margin); non-GAAP net income was $1.9M versus a prior non-GAAP loss. Net loss narrowed to $3.8M from $12.8M. ARR totaled $147.2M, +13% YoY; B2 ARR was $81.8M, +26% YoY. Cash and equivalents were $50.3M. Company reiterated Q4 2025 revenue guidance of $37.3–$37.9M and adjusted EBITDA margin guide of 20–22%.

Backblaze (Nasdaq: BLZE) and Dimensional Research released a study showing cloud storage cost surprises are reshaping enterprise infrastructure as AI data demands grow. The survey of 403 leaders managing >250TB found 95% experienced unexpected cloud storage charges, with egress fees and opaque billing cited most often. 58% say data movement costs are the biggest barrier to multi-cloud. Larger enterprises (>5PB) report greater budget overruns. Reported coping actions include dataset shrinkage (56%), tightened retention (46%), and diverting funds from other projects (40%). The study highlights rising interest in transparent, independent storage options but notes 97% see cost and complexity as primary migration barriers.

Backblaze (Nasdaq: BLZE) will be a Silver sponsor at KubeCon + CloudNativeCon North America in Atlanta on November 10–13, 2025. Backblaze plans to engage engineers and technical leaders, highlight its B2 Overdrive high-throughput cloud object storage, and promote cloud-agnostic storage for Kubernetes and AI workloads.

The company cited the conference's focus on AI and ML and the expected ~9,000 attendees as an opportunity to show portable, scalable storage that integrates with Kubernetes deployments. Backblaze CEO Gleb Budman will appear on SiliconAngle’s theCUBE to discuss scalable storage for cloud-native and AI applications.