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Backblaze, Inc. (BLZE) filed an 8-K current report with the SEC on August 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Q2 fiscal 2026 results for quarter ended June 30, 2026.
Backblaze, Inc. 8-K event analysis
AI summary of each reported item and its exhibits
Item 2.02 · Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended June 30, 2026
- Press release and supplemental earnings presentation furnished as Exhibits 99.1 and 99.2
- Investors should review the exhibits for revenue, profitability, guidance, and operating metrics
Item EX-99.1 · Exhibit EX-99.1
- Q2 revenue $42.7M, up 18% YoY; B2 Cloud Storage grew 34% to $26.6M while Computer Backup declined 2% to $16.1M
- Adjusted EBITDA $12.8M, 30% margin, versus $6.6M and 18% in Q2 2025; non-GAAP net income reached $5.0M
- CoreWeave agreement worth $335M over 5+ years, including approximately $22M in warrants, materially increasing strategic and execution exposure
- RPO surged to $396M, up $319.5M quarter over quarter, primarily reflecting CoreWeave and AI-native customer demand
- Full-year revenue outlook raised to $172.0M-$174.0M and adjusted EBITDA margin to 27%-29%; B2 ARR grew 39% to $113.3M
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