Braze (BRZE)
NASDAQ:BRZE
Earnings Data
Report Date
Jun 04, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.1Last Year’s EPS
0.07Same Quarter Last Year
Strong Buy
Based on 18 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and commercial momentum: accelerating organic growth, robust bookings (particularly in enterprise), major platform scale metrics, and rapid adoption of AI products (Operator, Agent Console, Decisioning Studio). Management also delivered improved profitability (expanded operating margins FY2026) and a confident FY2027 guide with an increased operating margin target. Near-term margin pressure from premium messaging, OfferFit integration costs, and some free cash flow variability were acknowledged, but management presented clear plans (self-service tiers, sales productivity gains, disciplined OpEx) to manage these. Overall, the positive revenue and product momentum plus sizable milestones (ARR, RPO, share repurchase) outweigh the manageable near-term margin and mix headwinds.Company Guidance
Strong Q4 Revenue Growth
Reported Q4 revenue of $205,000,000, up 28% year-over-year and 8% sequentially, demonstrating accelerated organic growth for a third straight quarter.
Full-Year Revenue and Profitability Progress
FY2026 revenue grew 24% year-over-year; non-GAAP operating income for FY2026 was $28,000,000 with operating margins expanding ~400 basis points versus prior year; non-GAAP net income rose to $42,000,000 (from $18,000,000 prior year).
Robust ARR and RPO Milestones
Surpassed $1,000,000,000 in remaining performance obligations (RPO) during the quarter (RPO up 30% YoY) and passed $800,000,000 in annual recurring revenue (ARR) early in fiscal 2027.
Bookings, Large Deals, and Enterprise Strength
Q4 bookings rose over 50% year-over-year; signed 29 deals ≥ $500,000 (including 7 deals > $1,000,000); million-dollar-plus customers grew 28% YoY and $500k+ customers grew 35% YoY to 333, contributing 64% of ARR.
Customer and Usage Momentum
Total customers reached 2,609, up 14% YoY (+313); net customer additions were +81 sequentially; strong upsells and land-and-expand traction, including notable new logos and expansions (e.g., Shell Mobility, Mytheresa, ID.me, ThriftBooks).
AI Product Launches and Rapid Adoption
Braze AI Operator and Agent Console launched to general availability months ahead of schedule; Operator saw immediate uptake (more than two-thirds of customers using Operator within weeks) and Flexible Credits consumption started immediately.
Decisioning Studio Contribution
Decisioning Studio (OfferFit) contributed $5,700,000 of revenue in Q4, supporting AI-driven product monetization and cross-sell into the installed base.
Scale and Execution Metrics
Demonstrated platform scale: powered 4.5 trillion messages/Canvas actions, processed over 25 trillion data points, executed 3.1 trillion AI decisioning inferences, and made 8.7 trillion profile updates during calendar 2025—underscoring operational capability for large customers.
Strong Cash Generation & Capital Allocation
FY2026 free cash flow of $58,000,000 and cash balance of ~$416,000,000 at quarter-end; Board authorized a $100,000,000 share repurchase program (including a $50,000,000 ASR).
Fiscal 2027 Guidance
Q1 FY2027 revenue guidance of $204.5M–$205.5M (~26% YoY at midpoint); full-year FY2027 revenue guidance of $884M–$889M (~20% YoY at midpoint) with non-GAAP operating income guidance of $69M–$73M (implying ~8% operating margin, +400 bps vs FY2026).
BRZE Earnings History
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 |
|---|---|---|---|
Mar 24, 2026 | $18.02 | $21.60 | +19.87% |
Dec 09, 2025 | $30.65 | $36.19 | +18.08% |
Sep 04, 2025 | $27.66 | $31.42 | +13.59% |
Jun 05, 2025 | $36.10 | $29.73 | -17.65% |
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.
FAQ
When does Braze (BRZE) report earnings?
Braze (BRZE) is schdueled to report earning on Jun 04, 2026, After Close (Confirmed).
What is Braze (BRZE) earnings time?
Braze (BRZE) earnings time is at Jun 04, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BRZE EPS forecast?
BRZE EPS forecast for the fiscal quarter 2027 (Q1) is 0.1.
