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Backblaze, Inc. BLZE Point in time arrangements — Revenue

Other product segments

B2 Cloud Storage
$22.43M+24.3%
Consumption-based arrangements
$21.74M+24.8%
Subscription-based arrangements
$16.8M-1.8%
Computer Backup
$16.24M-2.0%

Similar metrics at other companies

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AVAVRevenue Performance Obligation Satisfied Over Time
100%0.0pp
Cadence Design Systems logo
CDNSRevenue from contract with customer, timing of goods or service
100%0.0pp
Blackbaud logo
BLKBOne-time services and other — Revenue
$4.66M-29.6%
Spire Global logo
SPIRNon Subscription Based Contracts — Revenue
$2.61M-40.2%
Blackbaud logo
BLKBContractual recurring — Revenue
$182.31M+3.9%
Adeia logo
ADEANonrecurring Revenue — Revenue
$38.51M+1,081%

Other financials

Income statement

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Revenue$38.7M+11.7%
Gross profit$23.5M+22.2%
Operating income-$5.4M+39.0%
Net income-$6.1M+34.1%
EPS (diluted)-$0.10+41.2%

Balance sheet

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Cash & equivalents$26.3M-35.3%
Total debt$62.0M+35.7%
Total equity$84.6M+8.8%
Total assets$192.7M+13.2%

Cash flow

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Operating cash flow$3.4M-32.0%
CapEx$651.0K+29.4%
Free cash flow$2.7M-39.0%

Valuation

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Market cap$805.4M+194%
Enterprise value$841.15M+201%
P/S5.4×+3.3×

Profitability

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Gross margin62.1%+7.1pp
Operating margin-13.4%-5.0pp
Net margin-15%-5.5pp
FCF margin11.4%+2.2pp

Returns & leverage

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Return on equity-27.6%-10.7pp
Debt / equity0.7×+0.1×
Current ratio0.0×

Where this comes from

Reported directly by Backblaze, Inc. in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Backblaze, Inc.’s 10-Q, filed May 4, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Backblaze, Inc.'s point in time arrangements — revenue?
Backblaze, Inc. (BLZE) reported point in time arrangements — revenue of $126K in Q1 2026.
How has Backblaze, Inc.'s point in time arrangements — revenue changed year-over-year?
Backblaze, Inc.'s point in time arrangements — revenue increased by 37.0% year-over-year, from $92K to $126K.
What does point in time arrangements — revenue mean?
This metric represents revenue recognized from service contracts or product deliveries where the performance obligation is satisfied at a specific point in time rather than over the duration of a subscription period. It captures transactional income streams that do not rely on recurring service delivery models. Investors use this to distinguish between stable, ratable subscription revenue and more variable, event-driven service or product sales.