cust.co / Compare / Backblaze vs Elastic

Backblaze vs Elastic - NRR head-to-head

Side-by-side Net Revenue Retention comparison sourced from SEC filings and earnings releases. Both compete in AI Infrastructure. Both at Public stage.

Elastic leads by +17pp on latest NRR (112% vs 95%).

NRR over time

91%100%109%118%127% FY2023-Q4FY2024-Q1FY2024-Q3FY2024-Q4FY2025-Q2FY-2025FY2026-Q1FY2026-Q3FY-2026 NRR Backblaze Elastic Backblaze - FY2023-Q4: 123% Backblaze - FY-2023: 109% Backblaze - FY2024-Q1: 112% Backblaze - FY2024-Q2: 114% Backblaze - FY2024-Q3: 118% Backblaze - FY-2024: 116% Backblaze - FY2024-Q4: 116% Backblaze - FY2025-Q1: 105% Backblaze - FY2025-Q2: 109% Backblaze - FY2025-Q3: 106% Backblaze - FY-2025: 105% Backblaze - FY2025-Q4: 111% Backblaze - FY2026-Q1: 95% Elastic - FY2024-Q2: 112% Elastic - FY2025-Q2: 112% Elastic - FY2025-Q3: 112% Elastic - FY2026-Q1: 112% Elastic - FY2026-Q2: 112% Elastic - FY2026-Q3: 112% Elastic - FY-2026: 112%

Backblaze hit a higher all-time peak (123% in FY2023-Q4).

Stat-by-stat

Metric Backblaze Elastic
Latest NRR 95% 112%
All-time peak NRR 123% 112%
All-time low NRR 95% 112%
QoQ change -16pp +0pp
YoY change -14pp +0pp
3-year change -28pp -
Disclosures tracked 13 7

Customer cohorts

MetricBackblazeElastic
Total customers 119,000 24,000
Over $100K ARR - 1,720
Over $1M ARR - 240
Top-10 concentration - -
Average ACV $307 -
US revenue mix 72% 54%

Commercial structure

MetricBackblazeElastic
Total RPO $66M $2.0B
Current RPO (12mo) - $1.2B
Multi-year contracts - -
Avg contract length 108 mo -
Subscription rev mix - 94%
New customers added 12,000 2,500

Post-sales motion

MetricBackblazeElastic
CS team size - -
Customers per CSM - -
Pricing model hybrid consumption
Renewal cadence consumption annual
CSM coverage model hybrid hybrid
Top customer exec Not Disclosed Ashutosh Kulkarni

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