BLZE as of Nov 1 · 10:42 ET

BLZENasdaqServices-Prepackaged Software

Backblaze, Inc. · Brief

Next report

4 days

Nov 5 · before openest.Q3 FY26

Earnings

Expected move

Inputs

±20.2%implied · report alone

6.059.13

straddle ±24.1%

spot 7.59exp Nov 20ATM strike 7.5ATM straddle 2.15IV 148%

Oct 30 closereport share · term structure

Expected move

Inputs

Implied vs realized

8 reportsHistory

5 of 8≥ implied

avg implied: ±19.4%
avg realized: ±24.8%

Nov 7 '24±16.2%▼−13.71%×0.84

Feb 25 '25±22.3%▲+5.53%×0.25

May 7 '25±16.1%▲+16.15%×1.01

Aug 7 '25±13.9%▲+24.86%×1.79

Nov 6 '25±17.5%▼−33.83%×1.94

Feb 23 '26±24.0%▼−13.96%×0.58

Q1 FY26±19.5%▲+63.58%×3.25

Q2 FY26±25.6%▲+26.94%×1.05

quarterimplied−65%0+65%realized×

Q2 FY26±25.6%▲+26.94%×1.05

Q1 FY26±19.5%▲+63.58%×3.25

Feb '26±24.0%▼−13.96%×0.58

Nov '25±17.5%▼−33.83%×1.94

Aug '25±13.9%▲+24.86%×1.79

May '25±16.1%▲+16.15%×1.01

2 older reports

Feb '25±22.3%▲+5.53%×0.25

Nov '24±16.2%▼−13.71%×0.84

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 5 report · est.

Bull2

+13.40%change in shares held by the ten largest reporting managers over the latest quarter13F · Jun 30 '26

171managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2 of 3

3 of 8recent reports where the move came in under the options-implied rangeEarnings history

3 of 22of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Sep 28 '26once per report · top 2 per case

Linked exposure

BLZE report session

No linked exposure.

Latest changes

30 daysAll changes

Oct 22impliedImplied move: ±23.4% into Nov 5 earnings (Oct 22 close).Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.