The earnings call reflects a strong financial performance with significant revenue growth, profitability, and customer expansion. The strategic acquisition of OfferFit is expected to enhance AI capabilities and contribute to revenue. However, challenges include elevated churn due to macroeconomic factors and regional growth issues in Southeast Asia. The OfferFit acquisition also impacts margins in the short term.

Company Guidance -

Q2 2026

During the Braze fiscal first-quarter 2026 earnings call, the company provided robust guidance, showcasing its strong financial performance and strategic direction. Braze reported $162.1 million in revenue, marking a 20% year-over-year increase, with a notable improvement in non-GAAP operating margin by over 900 basis points. The company achieved a non-GAAP net income of over $7 million and nearly $23 million in free cash flow for the quarter. The customer base expanded, with total customers rising to 2,342, including a 24% increase in customers with $500,000-plus ARR, totaling 262. The dollar-based net retention rate was 109%, and the large customer segment's rate was 112%. Braze's total remaining performance obligation increased to $829.3 million, up 26% year-over-year. For fiscal 2026, Braze projects revenue between $702 million and $706 million, anticipating a 19% year-over-year growth at the midpoint. The acquisition of OfferFit, expected to contribute roughly $11 million to $12 million in revenue, is set to enhance Braze's AI capabilities and drive further growth.

Strong Revenue Growth

Braze achieved $162.1 million in revenue, marking a nearly 20% year-over-year increase.

Profitability and Cash Flow

The company realized its fourth straight quarter of non-GAAP net income profitability with over $7 million in net income and nearly $23 million in free cash flow.

Customer Expansion

Customer count rose to 2,342, an increase of 46 sequentially and 240 year-over-year. Large customers with $500,000+ ARR grew 24% year-over-year.

Strategic Acquisition of OfferFit

Braze successfully closed the acquisition of OfferFit, enhancing its AI capabilities and expected to add approximately $11 million to $12 million in revenue for fiscal year 2026.

Expansion of Global Data Centers

New data centers were launched in Australia and Indonesia, supporting global expansion and data residency requirements.

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
Sep 04, 2025	2026 (Q2)	0.03 / -	0.09	―	―	―
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)
Jun 08, 2023	2024 (Q1)	-0.18 / -0.13	-0.19	31.58% (+0.06)

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
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%
Sep 05, 2024	$44.13	$35.57	-19.40%

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.