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Backblaze, Inc. (BLZE) Q3 2024 Earnings Call Transcript Summary

Backblaze, Inc. (BLZE) Q3 2024 Earnings Call Transcript Summary

Backblaze, Inc. (BLZE) 2024年第三季度業績會成績單摘要
富途資訊 ·  11/10 01:38  · 電話會議

The following is a summary of the Backblaze, Inc. (BLZE) Q3 2024 Earnings Call Transcript:

以下是Backblaze, Inc. (BLZE) 2024年第三季度業績會議通話摘要:

Financial Performance:

財務表現:

  • Backblaze reported Q3 revenue of $32.6 million, a 29% increase year-over-year, with B2 Cloud Storage contributing $16.2 million, marking a 39% increase.

  • Adjusted EBITDA was $3.7 million or 12% of revenue, showing significant improvement from -3% the previous year.

  • The company aims for strong financial positioning with cash, investments, and restricted cash totaling $25.6 million at quarter end.

  • Backblaze報告第三季度營業收入爲3260萬美元,同比增長29%,其中B2雲存儲貢獻1620萬美元,增長39%。

  • 調整後的EBITDA爲370萬美元,佔營業收入的12%,與前一年的-3%相比顯著改善。

  • 公司旨在在季末現金、投資和限制性現金累計2560萬美元,以獲得強大的財務地位。

Business Progress:

業務進展:

  • New data center region announced for Canada to boost data sovereignty for Canadian customers.

  • Opti9 partnership to leverage the largest Veeam Managed Service Provider in Canada for enhanced service delivery.

  • Significant growth in data stored by AI customers, doubling year-over-year with significant revenue contributions from this segment.

  • 宣佈爲加拿大建立新的idc概念地域,以提升加拿大客戶的數據主權。

  • Opti9合作伙伴關係將利用加拿大最大的Veeam託管服務提供商,以增強服務交付。

  • 人工智能客戶存儲的數據顯著增長,年增率翻番,這一板塊對營業收入貢獻巨大。

Opportunities:

機會:

  • Expansion into the Canadian market presents opportunities for increased data sovereignty services for regional customers.

  • Aggressive cost-cutting and strategic restructuring of their go-to-market strategy to fuel growth and profitability.

  • 進軍加拿大市場爲區域型客戶提供增加數據主權服務的機會。

  • 積極削減成本並戰略性重組其市場推廣策略,以推動增長和盈利能力。

Risks:

風險:

  • Churn seen early in the quarter, affecting B2 Cloud Storage revenue.

  • Cost-cutting measures include a 12% reduction in workforce, which could impact operational efficiency if not managed carefully.

  • 本季度初出現客戶流失情況,對B2雲存儲收入產生影響。

  • 成本削減措施包括裁員12%,若不謹慎管理可能影響運營效率。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


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