Status update
Logotype for Backblaze Inc

Backblaze (BLZE) Status update summary

Event summary combining transcript, slides, and related documents.

Logotype for Backblaze Inc

Status update summary

4 May, 2026

Quarterly 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  • US West remains the primary region for historical content and ISP regional traffic.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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