Backblaze (BLZE) Status update summary
Event summary combining transcript, slides, and related documents.
Status update summary
4 May, 2026Quarterly network traffic highlights
Added geo-location data to traffic analysis, revealing new insights on where data flows globally and regionally.
Observed a seasonal dip in traffic during December and January, with a resurgence in February and March.
Elephant flows—large, high-bandwidth transfers—are increasingly prevalent, driving network innovation and capacity planning.
NeoCloud and hyperscaler traffic is highly dynamic and bursty, requiring flexible network scaling.
CDN, hosting, and ISP regional traffic remain steady and predictable, aiding in operational planning.
Regional and network type analysis
US West remains the primary region for historical content and ISP regional traffic.
NeoCloud activity is concentrated in US East, correlating with hyperscaler and GPU provider locations.
Excluding US data, significant traffic is seen in Germany, Netherlands, Singapore, Finland, and the UK.
Within the US, California and Virginia are major hubs for NeoCloud and hyperscaler activity, with emerging concentrations in Illinois, Georgia, and New Jersey.
Regional traffic patterns inform decisions on port capacity and network expansion.
Network operations and planning
Magnitude metric (bits per IP address) highlights intense NeoCloud activity, especially in US East.
Network upgrades are underway, moving from 100Gbps to 400Gbps and higher to support demand.
Dynamic NeoCloud landscape requires ongoing adaptation and innovation in connectivity.
sFlow sampling and network classification enable detailed traffic analysis without exposing customer data.
Data-driven insights guide business decisions on where to expand and how to optimize network resources.
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