cust.co / Compare / Backblaze vs SoundHound AI

Backblaze vs SoundHound AI - 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.

Backblaze leads by +15pp on latest NRR (105% vs 90%).

NRR over time

85%96%107%117%128% FY2023-Q4FY2024-Q1FY2024-Q3FY2024-Q4FY2025-Q2FY2025-Q4FY2026-Q2FY2026-Q3 NRR Backblaze SoundHound AI 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: 107% Backblaze - FY2025-Q4: 105% Backblaze - FY2026-Q1: 103% Backblaze - FY2026-Q2: 103% Backblaze - FY2026-Q3: 105% SoundHound AI - FY2024-Q2: 120% SoundHound AI - FY2025-Q2: 90%

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

Stat-by-stat

Metric Backblaze SoundHound AI
Latest NRR 105% 90%
All-time peak NRR 123% 120%
All-time low NRR 103% 90%
QoQ change +2pp -30pp
YoY change -2pp -
3-year change -18pp -
Disclosures tracked 14 2

Customer cohorts

MetricBackblazeSoundHound AI
Total customers 500,000 14,000
Over $100K ARR - -
Over $1M ARR - -
Top-10 concentration - -
Average ACV $268 -
US revenue mix 72.6% 58.8%

Commercial structure

MetricBackblazeSoundHound AI
Total RPO $400M $60M
Current RPO (12mo) $90M $37M
Multi-year contracts - -
Avg contract length - -
Subscription rev mix 35.7% 75.9%
New customers added - 100

Post-sales motion

MetricBackblazeSoundHound AI
CS team size - -
Customers per CSM - -
Pricing model consumption hybrid
Renewal cadence consumption annual
CSM coverage model hybrid hybrid
Top customer exec Unnamed -

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