BLZE Backblaze Inc - Ordinary Shares - Class A

$BLZE This was the craziest rug pull I've seen in recent months, and I've seen quite a few.

$BLZE This is what AI is all about and thats it. 1]Chips 2]Electricity 3]Data centers BLZE is in their. glty

$BLZE 47% growth in B2 cloud storage is the number I care about. Real usage matters more than another AI headline.

$BLZE omg lmao this was up 34% 15 minutes ago. market is ruthless. great earnings and a chance to buy this dip.

$BLZE I bought a bit yesterday below 7 for a second go around with this company. I thought the earnings call was extremely bullish as they've yet to monetize neocloud and current revenue ramp is almost entirely AI startups. I was hoping to add more if the run faded. It looks like I'll get my chance. I'm hoping to ride this up to the 20s again over the coming months. We'll see if the market agrees with me.

$BLZE I wish I could be happy about this pop. Still needs to move another 100% to get back to highs. And with this market, that doesn’t seem likely rn unless big news comes out. However, I will keep holding forever because I like this company

$BLZE Weak free cash flow relative to growth: Adjusted free cash flow was only $0.5 million in Q3, about 1% of revenue. Slowing customer expansion within existing accounts: Overall net revenue retention declined from 107% to 105%. Legacy business shrinking: Computer Backup revenue decreased 2% year over year.

$BLZE there had to have been some institutional unloading here. This drop looks like a large shareholder unloading like crazy . Definitely seems like it’s more than just “no buyers”. I hope it drops down under $8. Earnings in a few weeks. I’ll add before then. Only bad thing is the earnings are the day before mid term elections

$BLZE Revenue of $46.7 million, an increase of 26% year-over-year (YoY). B2 Cloud Storage revenue was $30.5 million, an increase of 47% YoY. Computer Backup revenue was $16.2 million, a decrease of 2% YoY. Gross profit of $29.8 million, or 64% of revenue, compared to $23.1 million, or 62% of revenue, in Q3 2025. Net loss was $2.4 million compared to a net loss of $3.8 million in Q3 2025. Net loss per share was $0.04 compared to a net loss per share of $0.07 in Q3 2025. Adjusted EBITDA was $15.2 million, or 33% of revenue, compared to $8.4 million, or 23% of revenue, in Q3 2025. Non-GAAP net income of $6.7 million compared to non-GAAP net income of $1.9 million in Q3 2025. Cash flow from operations during the nine months ended September 30, 2026 was $22.8 million, compared to $14.2 million for the same period in 2025. Adjusted free cash flow during the nine months ended September 30, 2026 was $1.9 million, compared to $(9.5) million for the same period in 2025. Cash, cash equivalents, and marketable securities totaled $230.2 million as of September 30, 2026.

$BLZE I hope this drops back to $7 so I can buy again . Sold on the pop to $9. Had 22k shares at$7.90

$BLZE Signed four large agreements, including a $4 million AI builder expansion: Three agreements supported AI workloads, while the fourth supported a core workload. Delivered broad-based customer growth: Net new B2 self-serve customer additions reached a record, quadrupling year over year, while the number of customers each contributing over $50,000 in ARR grew 57% year over year to 254. Established a collaboration with WEKA, the AI data and memory infrastructure company: Pairs WEKA’s high-performance data storage with extended GPU memory with Backblaze B2’s scalable capacity to simplify AI storage and reduce integration work for customers. Introduced the Backblaze B2 MCP Server: Enables AI agents to use B2 storage directly within developers’ existing tools, positioning Backblaze(BLZE) for the growth of agent-driven workflows.

$BLZE folks dont know how massive this stock will be worth a year from now. This stock will create the next wave of Ai bottleneck, in the coming months.

$BLZE Two other nuggets from the call I really liked. First, NRR improved to 115%. Second, in the Q and A they said they have so much business coming their way that they can be selective as to who they take on as customers. Both point to a company building a strong position.

I’ve been watching $BLZE from the sidelines for a while. Naturally, the stock waited until after I finished saying “it needs to prove the B2 growth is real” to put up 47% B2 growth.

$BLZE the current bear market doesnt allow that kind of gains and punish it. It doesnt care the good earnings or numbers or predictions, just burn it down like there is no tomorrow without any sense. So make a big green candle to 20s before the bears ruin it. 😂🤣😂🤣

$BLZE For the fourth quarter of 2026, we expect: Revenue between $49.8 million and $50.2 million. Adjusted EBITDA margin between 32% and 34%. Basic weighted average shares outstanding of 63.6 million to 63.8 million shares. For full-year 2026, we have raised our outlook: Revenue between $177.8 million and $178.2 million, raised from $172.0 million to $174.0 million. Adjusted EBITDA margin range of 30% to 31%, raised from 27% to 29%.

$BLZE alot of tech has been cut in half if not more, from their high this year. Tell me this is not one massive plan, to manipulte prices so that the big boys can get in cheap. They will ride this to newer highs over the next 9 months.

$BLZE remember private offering. 175 million. Conversion rate is about $21.7 per share. It will get there soon

$BLZE I do firmly believe that Sever companys that sell serv. to Companys through out the world is huge. They are going to be, and are in BIG demand. BLZE is just too small not good financial spread, in fact I don't think they made any $ last qrt. so, i look at docn. gla

$BLZE Oppenheimer analyst Ittai Kidron maintained a Buy rating on Backblaze yesterday and set a price target of $25.00. The company’s shares closed yesterday at $8.38.