Backblaze vs Shopify
Side-by-side comparison of AI visibility scores, market position, and capabilities
NASDAQ-listed cloud storage with Backblaze B2 at $6/TB/month; $127.6M FY2024 revenue with 40x AI data storage growth competing with AWS S3 on price for object storage.
About
Backblaze is a cloud storage and backup company providing two primary services: Backblaze Computer Backup (unlimited personal computer backup for $99/year) and B2 Cloud Storage (S3-compatible object storage at $6/TB/month, significantly cheaper than AWS S3). Listed on NASDAQ (NASDAQ: BLZE) and headquartered in San Mateo, California, Backblaze generated $127.6 million in revenue in FY2024 (up 25% year-over-year) with B2 Cloud Storage contributing $63.3 million (up 36%) as the faster-growing segment driving the business.\n\nBackblaze B2 Cloud Storage is an S3-compatible API object storage service priced significantly below AWS S3, Google Cloud Storage, and Azure Blob Storage — making it the cost-preferred option for AI/ML data storage, media storage, and backup repositories where storage costs are significant. The AI tailwind has accelerated B2 growth: AI customers grew 70% year-over-year and AI data stored on B2 grew 40x year-over-year through 2025, as AI training datasets and model artifacts require large-scale, affordable object storage. The Computer Backup product serves 417,000+ consumers and small businesses backing up files.\n\nIn 2025, Backblaze's B2 ARR reached $81.8 million (up 26% YoY) with total ARR at $147.2 million, and the company targeted Q4 2025 free cash flow positivity as the business scales toward sustainable profitability. B2 Cloud Storage competes directly with AWS S3 (Backblaze charges no egress fees for data transferred to Cloudflare, a key differentiator), Wasabi, and DigitalOcean Spaces for the price-sensitive object storage market. The 2025-2026 strategy focuses on capturing AI infrastructure storage demand, expanding B2 as the storage backend for content delivery and media workflows, and continuing the transition from a backup-centric to a cloud storage platform company.
NYSE: SHOP e-commerce platform at $8.88B FY2024 revenue with $292.28B GMV across 4.82M stores; Black Friday $11.5B processing competing with WooCommerce and BigCommerce for small-to-enterprise direct-to-consumer commerce.
About
Shopify Inc. is an Ottawa, Canada-based e-commerce platform — listed on NYSE (NYSE: SHOP) — providing 4.82+ million active merchant stores of all sizes (from solo entrepreneurs to enterprise brands) with tools for online store creation, multi-channel selling (web, mobile, social, in-person), payment processing (Shopify Payments, Shop Pay), inventory management, fulfillment, and marketing analytics, generating $8.88 billion in revenue in fiscal year 2024 (+26% year-over-year) with $292.28 billion in gross merchandise volume (GMV, +24%) and 875+ million customers who have purchased from Shopify merchant stores. Founded in 2006 by Tobias Lütke, Daniel Weinand, and Scott Lake (started as a snowboard equipment store, pivoted to become the platform), Shopify has become the operating system for independent commerce — the default e-commerce infrastructure for the direct-to-consumer brand economy.
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