Latest revenue
$38.7M
as of 2026-03-31
Latest net income
$-6.1M
as of 2026-03-31
Net margin
-15.9%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $463.9M
- Enterprise value
- $463.9M
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $10.86
- 52-wk low
- $3.26
- Beta
- —
- Shares out
- 60.5M
5-year trend
What this company does
Table of Contents Part I Item 1. Business Overview We are a high-performance cloud storage platform for data-intensive use cases in the artificial intelligence (“AI”) era and across a broad range of modern cloud workloads, designed to help customers address complex storage needs by reducing the barriers of lock-in, complexity, and cost. Our mission is to make customers succeed by solving their toughest data storage challenges. We aim to achieve this mission through our purpose-built, web-scale software infrastructure, which is essential to the global data center and compute infrastructure buildout. We provide cloud services through a purpose-built, web-scale software infrastructure built on…
AI summary unavailable — showing raw filing excerpt
Generated from BLZE's filing dated 2026-03-10
Key risks
Item 1A. Risk Factors Certain factors may have a material adverse effect on our business, financial condition, and results of operations. You should carefully consider the risks and uncertainties described below, together with all of the other information in this Annual Report on Form 10-K, including the section titled “Management’s Discussion and Analysis of Financial Condition and Results of Operations” and our consolidated financial statements and the accompanying notes, included elsewhere in this Annual Report on Form 10-K. Our business, financial condition, results of operations, or prospects could also be harmed by risks and uncertainties not currently known to us or that we currently…
AI summary unavailable — showing raw filing excerpt
Generated from BLZE's filing dated 2026-03-10
Profitability
Gross margin
60.9%
12.1%Operating margin
-16.2%
55.3%Net margin
-17.6%
53.8%Return on equity
-30.8%
50.8%Return on assets
-13.4%
53.6%Leverage
Debt / equity
1.31×
11.4%Debt / assets
56.6%
4.9%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $38.7M | +11.7% | $-6.1M | +34.1% | -15.9% |
Q4 2025 2025-12-31 | $37.8M | +11.8% | $-5.4M | +62.3% | -14.3% |
Q3 2025 2025-09-30 | $37.2M | +14.0% | $-3.8M | +70.4% | -10.2% |
Q2 2025 2025-06-30 | $36.3M | +16.0% | $-7.1M | +31.4% | -19.6% |
Q1 2025 2025-03-31 | $34.6M | +15.5% | $-9.3M | +15.6% | -26.9% |
Q4 2024 2024-12-31 | $33.8M | — | $-14.4M | — | -42.6% |
Q3 2024 2024-09-30 | $32.6M | +28.8% | $-12.8M | +20.6% | -39.1% |
Q2 2024 2024-06-30 | $31.3M | +27.2% | $-10.3M | +27.8% | -33.1% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Prepackaged Software · SIC 7372
Your notes
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Insider activity
Insider buying
$0
Insider selling
$0
Net activity
+$0
Distinct insiders
0
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns BLZE
Institutional value
$36.8M
Total shares held
12.6M
Distinct holders
62
-82 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.7M | $12.7M | -56.1K (-1.5%) | Trimmed |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $8.1M | — | New |
| 3 | Connor, Clark & Lunn Investment Management Ltd. | 833.3K | $2.9M | -122.4K (-12.8%) | Trimmed |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 707.9K | $2.4M | — | New |
| 5 | DIMENSIONAL FUND ADVISORS LP | 517.6K | $1.8M | +312.5K (+152.3%) | Added |
| 6 | VANGUARD FIDUCIARY TRUST CO | 388.6K | $1.3M | — | New |
| 7 | P.A.W. CAPITAL CORP | 360.0K | $1.2M | +60.0K (+20.0%) | Added |
| 8 | PERKINS CAPITAL MANAGEMENT INC | 339.0K | $1.2M | +60.3K (+21.6%) | Added |
| 9 | UBS Group AG | 304.1K | $1.0M | +130.5K (+75.2%) | Added |
| 10 | Bank of New York Mellon Corp | 180.5K | $622.8K | -11.2K (-5.8%) | Trimmed |
| 11 | JPMORGAN CHASE & CO | 135.5K | $448.4K | -470.5K (-77.6%) | Trimmed |
| 12 | JANE STREET GROUP, LLC | 76.0K | $262.1K | -223.9K (-74.7%) | Trimmed |
| 13 | Penbrook Management LLC | 72.2K | $248.9K | +800 (+1.1%) | Added |
| 14 | Nuveen, LLC | 71.1K | $245.4K | +0 (+0.0%) | No change |
| 15 | Russell Investments Group, Ltd. | 68.0K | $234.6K | +639 (+0.9%) | Added |
| 16 | RHUMBLINE ADVISERS | 66.9K | $230.9K | +786 (+1.2%) | Added |
| 17 | DEUTSCHE BANK AG\ | 58.7K | $202.6K | +7.0K (+13.4%) | Added |
| 18 | BNP PARIBAS FINANCIAL MARKETS | 49.2K | $169.9K | -23.4K (-32.2%) | Trimmed |
| 19 | Invesco Ltd. | 45.5K | $156.9K | +1.4K (+3.1%) | Added |
| 20 | Mariner, LLC | 42.1K | $145.2K | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once BLZE's latest filing finishes processing.