Backblaze, Inc. filed its quarterly report on Form 10-Q for the period ended September 30, 2026 with the U.S. Securities and Exchange Commission on November 2, 2026, disclosing financial statements and related information for the third quarter of fiscal year 2026.

Key Highlights

  • Shares outstanding: As of October 26, 2026, 63.2 million shares of Class A common stock were outstanding, according to the filing.
  • Stock exchange listing: Backblaze Class A Common Stock, $0.0001 par value per share, trades under the symbol BLZE on NASDAQ:BLZE.
  • Filer status: The company is classified as an accelerated filer and an emerging growth company under the Exchange Act definitions.
  • Strategic agreement noted: The filing identifies the company's ability to perform under a strategic agreement with CoreWeave, Inc. as a forward-looking risk factor, including the timing, ramp, and concentration of related revenue.
  • Convertible notes referenced: The filing cites convertible senior notes due 2031 and associated capped call transactions as factors bearing on future capital and dilution considerations.
  • Shell company status: The registrant confirmed it is not a shell company as defined under Rule 12b-2 of the Exchange Act.

Backblaze Q3 2026 Quarterly Report: Filing Details and Company Context

Backblaze, Inc., a cloud storage and data protection company headquartered at 2261 Market Street, Suite 81006, San Francisco, California 94114, submitted its Form 10-Q for the quarterly period ended September 30, 2026. The filing covers the company's condensed consolidated financial statements, management's discussion and analysis, and other disclosures required under Sections 13 and 15(d) of the Securities Exchange Act of 1934. As reported in the filing, the company holds Commission file number 001-41026 and is incorporated in Delaware with IRS Employer Identification Number 20-8893125.

According to the filing, Backblaze confirmed that all required reports under the Exchange Act were filed during the preceding 12 months and that all required Interactive Data Files were submitted electronically. The registrant is classified as an accelerated filer and an emerging growth company, and the filing indicates that the company has not elected to use the extended transition period for complying with new or revised financial accounting standards under Section 13(a) of the Exchange Act.

The filing identifies several forward-looking risk areas specific to Backblaze's business model, including its ability to retain and expand customers on its cloud storage platform, maintain security and privacy of customer data, expand its partner ecosystem, and manage obligations under its convertible senior notes due 2031. The company's forward-looking statements, as noted in the filing, are subject to its cautionary language and "involve known and unknown risks, uncertainties, and other important factors" that could cause actual results to differ materially.

What Was Disclosed

Backblaze, Inc. filed a Form 10-Q for the quarter ended September 30, 2026, reporting 63.2 million Class A shares outstanding as of October 26, 2026, confirming its status as an accelerated filer and emerging growth company, and identifying key business and financial risk factors including a strategic agreement with CoreWeave, Inc. and outstanding convertible notes due 2031.