BLZE amends 8-K: 30% YoY growth in >$50K ARR customers clarified

Backblaze, Inc. (BLZE) filed an 8-K/A on 7 Aug 2025 to amend its original current report.

Rhea-AI Filing Summary

Backblaze, Inc. (BLZE) filed an 8-K/A on 7 Aug 2025 to amend its original current report. The sole change is a corrected Exhibit 99.1 press release, which now states that customers contributing more than $50,000 in annual recurring revenue grew 30 % year-over-year in Q2 under the “Up-Market Momentum” section. No other revisions were made. The exhibit is furnished under Item 9.01 and is not deemed “filed” for Exchange Act purposes, limiting its legal incorporation into future Securities Act or Exchange Act filings.

Positive

• 30 % YoY growth in customers generating more than $50 k ARR indicates strengthening traction with higher-value accounts.

Negative

• Need for correction of previously issued press release may raise minor questions about internal review accuracy.

Insights

Financial Analyst

TL;DR — Minor amendment; highlights 30 % YoY growth in larger-ticket customers, no other financial impact.

The 8-K/A merely corrects one metric within the Q2 business highlights. A 30 % YoY increase in >$50 k ARR accounts signals traction with mid-market and enterprise segments, but the filing provides no revenue, margin or guidance data to validate broader growth. Because the change is furnished, it carries minimal regulatory weight and should not affect consensus models materially.

Corporate Governance Specialist

TL;DR — Administrative correction; limited governance or compliance risk.

The company promptly issued an amended 8-K to rectify a single figure, demonstrating adherence to disclosure best practices. The error was non-financial and does not alter prior statements, mitigating potential liability. Investors should view this as routine housekeeping rather than a red flag.

8-K Event Classification

Item 9.01 — Financial Statements and Exhibits

1 item

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

FAQ

Why did Backblaze (BLZE) file an 8-K/A on August 7, 2025?

To furnish a corrected press release (Exhibit 99.1) that updates the growth figure for customers contributing over $50 k in ARR.

What metric was corrected in Backblaze’s press release?

The company clarified that customers with >$50 k in annual recurring revenue grew 30 % year-over-year in Q2.

Does the 8-K/A introduce any other changes?

No. Management states that no other revisions were made to the original 8-K.

Is the corrected exhibit considered "filed" under the Exchange Act?

No. It is furnished under Item 9.01 and is not deemed filed for Sections 18 or 13(a) purposes.

Will this amendment affect Backblaze’s financial statements?

The filing is strictly a disclosure correction and does not modify any previously reported financials.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 08/07/2025 - 09:23 AM Learn about SEC filing dates

0001462056TRUE00014620562025-08-072025-08-07

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 205490

FORM 8-K/A

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

August 7, 2025

Date of Report (date of earliest event reported)

Backblaze, Inc.

(Exact name of registrant as specified in its charter)

Delaware

001-41026

20-8893125

(State or other jurisdiction of incorporation or organization)

(Commission File Number)

(I.R.S. Employer Identification No.)

201 Baldwin Ave., San Mateo, California

94401

(Address of Principal Executive Offices)

(Zip Code)

(650) 352-3738

Registrant's telephone number, including area code

Not Applicable

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR240.14d-2(b))
☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Class A Common Stock, par value $0.0001 per share			BLZE			The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

☐

EXPLANATORY NOTE

Backblaze, Inc. (the “Company”) is filing this amendment to its Form 8-K as filed on August 7, 2025 (the “Original 8-K”). This amendment is being filed solely for the purpose of furnishing a corrected Exhibit 99.1 under Item 9.01. The updated press release solely corrects Up-Market Momentum under Recent Business Highlights to report that customers contributing over $50,000 in ARR grew 30% year over year in Q2. No other revisions are being made to the Original 8-K. A copy of the corrected press release is attached hereto as Exhibit 99.1, and is incorporated herein by reference.

This information is intended to be furnished under Item 9.01 of Form 8-K/A and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No.						Description
99.1						Press release issued by Backblaze, Inc., dated August 7, 2025 (corrected)
104						Cover Page Interactive Data File (formatted as Inline XBRL)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date:			August 7, 2025			Backblaze, Inc.
						By:			/s/ Marc Suidan
									Marc Suidan, Chief Financial Officer