{"filing":{"accession_number":"0001628280-26-044804","cik":"0001462056","ticker":"BLZE","company_name":"Backblaze, Inc.","form":"8-K","filing_date":"2026-06-23","report_date":null,"primary_document":"blze-20260616.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1462056/000162828026044804/blze-20260616.htm"},"events":[{"id":13021,"run_id":11555,"accession_number":"0001628280-26-044804","anchor_item_number":"1.01","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.85,"summary":"Backblaze entered into a Master Strategic Agreement with CoreWeave effective June 16, 2026, representing a material multi-year commercial arrangement valued at approximately $335 million over five to seven years. The agreement establishes a significant strategic partnership for HDD-based storage capacity supporting CoreWeave's AI infrastructure and includes equity consideration through warrant issuance of 4.2 million shares.","company_name":"Backblaze, Inc.","ticker":"BLZE","filing_date":"2026-06-23","form":"8-K","submitted_at":null,"items":[{"id":10041,"accession_number":"0001628280-26-044804","item_number":"1.01","item_title":"Entry into a Material Definitive Agreement.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.85,"reasoning":"Backblaze entered into a Master Strategic Agreement with CoreWeave effective June 16, 2026, representing a material multi-year commercial arrangement valued at approximately $335 million over the initial order forms' five- to seven-year terms. While this is a service agreement rather than a traditional M\u0026A transaction, it constitutes a material definitive agreement under Item 1.01 that establishes a significant strategic partnership with substantial revenue implications and includes equity consideration (warrant issuance of 4.2 million shares). The agreement's magnitude, duration, and strategic importance to Backblaze's AI-focused growth strategy make it a material event affecting the registrant's financial position and business prospects.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-06-23T12:29:42.754970+00:00","company_name":"","ticker":null,"filing_date":""},{"id":10042,"accession_number":"0001628280-26-044804","item_number":"3.02","item_title":"Unregistered Sales of Equity Securities.","event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.92,"reasoning":"Backblaze issued unregistered Warrants and future Warrant Shares to CoreWeave, a single accredited investor, in reliance on Section 4(a)(2) of the Securities Act and Regulation D Rule 506(b). The Item 3.02 disclosure explicitly states the securities were issued without registration and describes the exemption relied upon, which is the hallmark of a private placement. The $335M strategic agreement context indicates material economic significance to the registrant.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-06-23T12:29:42.754970+00:00","company_name":"","ticker":null,"filing_date":""},{"id":10043,"accession_number":"0001628280-26-044804","item_number":"7.01","item_title":"Regulation FD Disclosure.","event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.75,"reasoning":"Backblaze announced entry into a five-year, $335 million multi-exabyte data storage agreement with CoreWeave to provide HDD-based storage capacity supporting CoreWeave's AI infrastructure. This is a material strategic partnership and revenue-generating contract that does not fit the M\u0026A taxonomy (no acquisition, merger, or change of control) but represents a significant operational and commercial milestone for the company's AI-focused business strategy.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-06-23T12:29:42.754970+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":10041,"accession_number":"0001628280-26-044804","item_number":"1.01","item_title":"Entry into a Material Definitive Agreement.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.85,"reasoning":"Backblaze entered into a Master Strategic Agreement with CoreWeave effective June 16, 2026, representing a material multi-year commercial arrangement valued at approximately $335 million over the initial order forms' five- to seven-year terms. While this is a service agreement rather than a traditional M\u0026A transaction, it constitutes a material definitive agreement under Item 1.01 that establishes a significant strategic partnership with substantial revenue implications and includes equity consideration (warrant issuance of 4.2 million shares). The agreement's magnitude, duration, and strategic importance to Backblaze's AI-focused growth strategy make it a material event affecting the registrant's financial position and business prospects.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-06-23T12:29:42.754970+00:00","company_name":"Backblaze, Inc.","ticker":"BLZE","filing_date":"2026-06-23"},{"id":10042,"accession_number":"0001628280-26-044804","item_number":"3.02","item_title":"Unregistered Sales of Equity Securities.","event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.92,"reasoning":"Backblaze issued unregistered Warrants and future Warrant Shares to CoreWeave, a single accredited investor, in reliance on Section 4(a)(2) of the Securities Act and Regulation D Rule 506(b). The Item 3.02 disclosure explicitly states the securities were issued without registration and describes the exemption relied upon, which is the hallmark of a private placement. The $335M strategic agreement context indicates material economic significance to the registrant.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-06-23T12:29:42.754970+00:00","company_name":"Backblaze, Inc.","ticker":"BLZE","filing_date":"2026-06-23"},{"id":10043,"accession_number":"0001628280-26-044804","item_number":"7.01","item_title":"Regulation FD Disclosure.","event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.75,"reasoning":"Backblaze announced entry into a five-year, $335 million multi-exabyte data storage agreement with CoreWeave to provide HDD-based storage capacity supporting CoreWeave's AI infrastructure. This is a material strategic partnership and revenue-generating contract that does not fit the M\u0026A taxonomy (no acquisition, merger, or change of control) but represents a significant operational and commercial milestone for the company's AI-focused business strategy.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-06-23T12:29:42.754970+00:00","company_name":"Backblaze, Inc.","ticker":"BLZE","filing_date":"2026-06-23"}]}