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Backblaze, Inc. BLZE Change in Deferred Revenue

Change in Deferred Revenue at other companies

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$215M-28.3%
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$355M-51.2%
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Cloudflare, Inc.NET
$69.68M+94.7%
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Dell TechnologiesDELL
$664M+389%
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DigitalOceanDOCN
$400K+63.3%

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:IncreaseDecreaseInContractWithCustomerLiability.

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 change in deferred revenue?
Backblaze, Inc. (BLZE) reported change in deferred revenue of $415K in Q1 2026.
How has Backblaze, Inc.'s change in deferred revenue changed year-over-year?
Backblaze, Inc.'s change in deferred revenue decreased by 48.0% year-over-year, from $798K to $415K.
What does change in deferred revenue mean?
Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.