Backblaze Q1 2026 Earnings Call Summary
Backblaze reported strong performance in its first quarter of 2026 driven by growth in B2 Cloud Storage and stability in legacy Computer Backup. The company is capitalizing on AI-driven demand, with a significant portion of new bookings coming from the AI sector. Management raised full-year revenue guidance due to organic strength and upcoming pricing changes.
Topics: ai adoption capex planning cloud storage neoclouds revenue guidance