Will the strong quarterly results lead to any changes in the company's guidance for FY2025 revenue and cash flow?

Answer

Based on the information released in the Business Wire announcement, Backblaze, Inc. highlighted the following points about its second‑quarter 2025 performance:

What the release does not mention

• No explicit revision of FY 2025 guidance – The press release does not state that Backblaze has raised or lowered its previously‑issued FY 2025 revenue or cash‑flow targets.
• No new guidance figures – There are no updated revenue or cash‑flow numbers provided for the full‑year (FY 2025) outlook.
• No forward‑looking statement about guidance – The only forward‑looking comment relates to the expectation of becoming Adjusted Free Cash Flow positive in the fourth quarter of 2025, not to the entire fiscal year.

Implications

• Guidance likely unchanged – In the absence of a specific announcement, the safest inference is that Backblaze’s FY 2025 guidance remains as previously communicated. Companies typically would announce a guidance change in the same release if the quarterly results warranted an adjustment.
• Potential for future updates – The strong sequential growth (29 % vs. 23 % in the prior quarter) and the cash‑flow momentum could lead the company to re‑evaluate its FY 2025 outlook in a later update (e.g., at the end‑of‑quarter earnings call or in a subsequent press release). However, that has not been disclosed at this time.

Conclusion

From the content of the news release, there is no indication that the strong Q2 2025 results have prompted a change—upward or downward—to Backblaze’s FY 2025 revenue or cash‑flow guidance. The company simply reported the current quarter’s performance and reiterated its plan to achieve positive adjusted free cash flow by Q4 2025, without revising its full‑year outlook. If Backblaze later decides to adjust its FY 2025 guidance, it would be communicated in a separate announcement.