What Backblaze, Inc. told the SEC could break it.

Backblaze depends on third-party software for essential financial and operational functions — including Stripe (customer card payments), HubSpot, NetSuite, FireHydrant and Zendesk — so a failure or disruption at these vendors could impair its ability to run the business.

“We rely on third-party software to provide many essential financial, enterprise risk planning and operational services to support our business, including Stripe, HubSpot, NetSuite, FireHydrant, and Zendesk.”

Backblaze buys infrastructure equipment (hard drives, storage hardware) from third-party vendors that may have limited equipment sources; a few vendors represented ~23% of cash disbursements, exposing it to supply-chain disruption.

“The Company acquires infrastructure equipment from third party vendors. Vendors may have limited sources of equipment and supplies, which may expose the Company to potential supply-chain and service disruptions that could harm the Company's business.”

Backblaze sources some components from foreign countries and relies on global hardware vendors/data-center partners, so tariffs, export controls and trade tensions could impair its ability to acquire hard drives and semiconductors and raise costs.

“While a significant portion of our purchases of material or equipment is purchased from entities located in the United States (or otherwise assembled in the United States), we source some products or components from foreign countries that may be subject to new tariffs.”