The earnings call reflected strong revenue growth, positive operating income, and successful customer and product expansions, particularly with the integration of OfferFit and advancements in AI technology. Although there was a decrease in gross margin and a moderate net retention rate, the overall performance and future outlook were optimistic.

Company Guidance

In Braze's fiscal second quarter 2026 earnings call, the company reported $180 million in revenue, marking a 24% year-over-year increase and an 11% rise from the previous quarter. The committed annual recurring revenue surpassed $700 million. The non-GAAP figures included an operating income of $6 million, net income of $17 million, and free cash flow of $4 million. Braze achieved three consecutive quarters of positive non-GAAP operating income and free cash flow, alongside five quarters of positive non-GAAP net income. The company expanded its customer base by 80 sequentially and 259 year-over-year, reaching a total of 2,422 customers. Large customers, defined as those with $500,000+ ARR, grew 27% year-over-year to 282. The CRPO stood at $558 million, up 27% year-over-year. Looking forward, Braze's guidance for fiscal year 2026 predicts revenue between $717 million and $720 million, with a non-GAAP operating income range of $24.5 million to $25.5 million. The company aims to leverage AI-driven innovations to enhance customer engagement and continues to see competitive strength and robust market opportunities.

Strong Revenue Growth

Braze reported $180 million in revenue for Q2 2026, representing a 24% year-over-year increase and an 11% increase from the previous quarter. The company also surpassed $700 million in committed annual recurring revenue.

Positive Operating Income

The company delivered $6 million of non-GAAP operating income and $17 million of non-GAAP net income for the quarter. This marks three consecutive quarters of positive non-GAAP operating income and free cash flow.

Customer Expansion

Braze increased its customer count by 80 sequentially and 259 year-over-year to a total of 2,422 customers. The number of large customers spending $500,000 or more annually grew by 27% year-over-year to 282.

Successful Integration of OfferFit

Following the acquisition of OfferFit, the integration process has been smooth, contributing approximately $12 million to RPO and approximately $10.5 million to CRPO.

AI and Technology Advancements

Braze is investing heavily in AI, deploying new AI solutions, and integrating OfferFit's AI decisioning engine to enhance customer engagement strategies.

Braze (BRZE) Earnings, Revenues Date & History

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BRZE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 16, 2025	2026 (Q3)	0.06 / -	0.02	―	―	―
Sep 04, 2025	2026 (Q2)	0.03 / 0.15	0.09	66.67% (+0.06)
Jun 05, 2025	2026 (Q1)	0.05 / 0.07	-0.05	240.00% (+0.12)
Mar 27, 2025	2025 (Q4)	0.05 / 0.12	-0.04	400.00% (+0.16)
Dec 09, 2024	2025 (Q3)	>-0.01 / 0.02	-0.05	140.00% (+0.07)
Sep 05, 2024	2025 (Q2)	-0.03 / 0.09	-0.04	325.00% (+0.13)
Jun 06, 2024	2025 (Q1)	-0.10 / -0.05	-0.13	61.54% (+0.08)
Mar 27, 2024	2024 (Q4)	-0.05 / -0.04	-0.14	71.43% (+0.10)
Dec 06, 2023	2024 (Q3)	-0.13 / -0.05	-0.15	66.67% (+0.10)
Sep 07, 2023	2024 (Q2)	-0.14 / -0.04	-0.16	75.00% (+0.12)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BRZE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 04, 2025	$27.66	$31.42	+13.59%
Jun 05, 2025	$36.10	$29.73	-17.65%
Mar 27, 2025	$36.70	$37.51	+2.21%
Dec 09, 2024	$41.80	$40.95	-2.03%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.