公司调查事件 - 罗森律师事务所宣布对Backblaze公司可能存在的证券索赔进行调查 指控其向投资者发布 materially misleading business information [1] - 调查源于2024年4月24日Morpheus Research发布的做空报告 该报告详细指控公司自2021年11月IPO以来存在财务操作不当行为 [3] - 做空报告指出公司存在可疑会计操作 包括财务操纵和夸大预测以通过审计门槛 [3] 市场反应 - 做空报告发布当日 Backblaze股价下跌2 1% [3] - 股价下跌直接关联于Investing com发布的标题为"Backblaze stock plunges amid Morpheus Research report"的报道 [3] 法律行动进展 - 罗森律师事务所正在筹备集体诉讼 旨在为投资者挽回损失 [2] - 投资者可通过指定链接或电话加入潜在集体诉讼 无需预先支付费用 [2] - 该律所2017年因证券集体诉讼和解数量被ISS评为第一 2019年单年为投资者追回4 38亿美元 [4]

Backblaze, Inc. (BLZE) closed the last trading session at $5.70, gaining 25.6% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $10.83 indicates a 90% upside potential.The average comprises six short-term price targets ranging from a low of $8 to a high of $14, with a standard deviation of $1.94. While the lowest estimate indicates an increase of 40.4% from the current price level, ...

NEW YORK, May 21, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Backblaze, Inc. (NASDAQ: BLZE) resulting from allegations that Backblaze may have issued materially misleading business information to the investing public. SO WHAT: If you purchased Backblaze securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangem ...

Backblaze, Inc. (BLZE) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual inv ...

Shares of Backblaze, Inc. (BLZE) have gained 13.4% over the past four weeks to close the last trading session at $5.32, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $10.83 indicates a potential upside of 103.6%.The average comprises six short-term price targets ranging from a low of $8 to a high of $14, with a standard deviation of $1.94. While the lowest estimate indicates a ...

With the S&P 500 clawing itself back into the green for the year, I continue to be wary of stretched valuations amid a shaky macro. One major pocket of value, however, is in small-cap stocks, where in my view, valuation discountsWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor o ...

纪要涉及的行业和公司 - 行业：云存储行业 - 公司：Backblaze（BLZE），竞争对手包括亚马逊、谷歌、微软等传统云存储提供商；合作伙伴有PureNodal、Iconic、Suite Studios等 [2][3][36][43] 纪要提到的核心观点和论据 公司业务与定位 - Backblaze是一家云存储公司，为企业提供低成本、高性能的云存储服务，专注于对象存储，与传统云存储提供商竞争 [2][3] - 对象存储是互联网默认的底层存储方式，适合大规模非结构化数据存储，成本效益高 [4] - 与传统云存储提供商相比，Backblaze成本低80%，提供免费出口流量，上传速度快30%，还推出了b two cloud storage overdrive以满足大数据集和高性能需求 [5][6] 产品与技术 - OverDrive旨在处理高吞吐量工作负载，是基于客户对AI大数据集快速移动的需求而推出，无需大量额外研发和资本支出，通过优化平台实现 [8] - Shard Stash是一项专利技术，可加快数据上传速度，适用于企业备份场景 [10][11] - OverDrive注重数据整体吞吐量，优化了从硬盘到服务器、网络和数据中心的整个数据传输流程 [12] 客户与市场 - 公司有多种获客渠道，包括自助服务、直销、渠道销售和OEM合作，销售周期约三个月，客户通常签订一年合同，客户留存率达90%，本季度b two净收入留存率为17% [23][24][25] - 公司最大合同价值客户从AWS切换到Backblaze，先签订六位数一年合同，后签订多年合同并扩大业务规模 [26][27] - 自去年年中开始进行市场拓展转型，已完成计划招聘，销售团队约处于爬坡中期 [32][33] - 直销是主要收入贡献渠道，渠道销售处于发展阶段，OEM合作于去年第一季度推出，有较大规模交易 [35] 行业趋势与影响 - AI客户数量增长66%，数据量增长25倍，AI是公司第一季度增长的主要驱动力 [58] - 宏观经济环境对公司影响不大，自助服务客户未受影响，现有客户净收入留存率为17%，部分直销新客户决策放缓，但已逐渐恢复 [46][47][50] 财务与运营 - 公司第一季度营收和EBITDA超预期，市场拓展转型和AI用例带来积极影响 [50][51] - 若实施10%关税，对毛利率的最大影响为1.5%，且在六年内逐步显现，目前影响不大 [66] - 第一季度非GAAP毛利率同比提高2个百分点，第二季度GAAP毛利率预计提高200 - 300个基点，公司通过优化硬件使用寿命和推出新功能提高毛利率 [69][70][72] 数据中心与扩张 - 公司在选择新数据中心位置时，会寻找锚定租户合作，共同开拓市场，如在加拿大与合作伙伴推出数据中心 [73][74] - 数据主权是行业的长期趋势，对公司有一定推动作用，但小于AI的影响 [75][76] 其他重要但可能被忽略的内容 - 公司客户使用场景广泛，包括流媒体、监控、应用搜索、分析等 [8] - 企业备份常用工具如Veeam、Rubrik、Cohesity、Commvault等，会将数据集分割成小文件上传到云端 [11] - 客户对GPU提供商的选择更加多样化，需要数据能够自由传输到不同位置 [14] - 媒体和娱乐行业中，Backblaze支持从内容创作、管理到分发的整个媒体工作流程，与Iconic、Suite Studios等合作 [41][43]

Backblaze, Inc. (BLZE) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of a loss of $0.06. This compares to loss of $0.14 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 50%. A quarter ago, it was expected that this company would post a loss of $0.08 per share when it actually produced a loss of $0.06, delivering a surprise of 25%. There are no easy answers to this key question, but one ...

Q1 2025 Results Gleb Budman CEO and Co-Founder Backblaze Marc Suidan CFO May 7, 2025 Backblaze ©2024 Confidential | 1 Important Information About This Presentation Cautionary Note Regarding Forward-Looking Statements This presentation contains forward-looking statements, which involve risks and uncertainties. These forward-looking statements are generally identified by the use of forward-looking terminology, including the terms "anticipate," "believe," "continue," "could," "estimate," "expect," "intend," "l ...

Backblaze (BLZE) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Company Participants Mimi Kong - Sr. Director - Investor Relations & Corporate DevelopmentGleb Budman - Co-founder, Chief Executive Officer, ChairpersonMarc Suidan - Chief Financial OfficerEthan Widell - Senior Equity Research AssociateMax Michaelis - Equity Research AssociateJason Ader - Co-Group Head - Technology, Media & CommunicationsVictor Chiu - Equity Research Associate - Telecom & Technology Conference Call Participants Jeff Van Rhee - ...