The earnings call presented a positive outlook with strong revenue growth, improved operating margins, and successful customer and large account growth. However, challenges remain with the macroeconomic environment and churn levels. The acquisition of OfferFit provides a strategic advantage, suggesting potential for future growth.

Company Guidance

The recent earnings call for Braze provided detailed guidance for the fiscal year 2026, highlighting several key metrics. The company reported a 20% year-over-year revenue increase for the first quarter, reaching $162.1 million. Non-GAAP operating margin improved by over 900 basis points compared to the previous year, and the company achieved a non-GAAP net income of over $7 million, alongside nearly $23 million in free cash flow. Braze's customer base grew to 2,342, with a 24% increase in large customers (those with $500,000+ ARR), totaling 262. The dollar-based net retention rate was 109% across all customers and 112% for large customers. For the full fiscal year 2026, Braze expects revenue ranging from $702 million to $706 million, representing a 19% growth at the midpoint, and anticipates a non-GAAP operating income of $5.5 million to $9.5 million. Additionally, the recent acquisition of OfferFit is expected to contribute approximately $11 million to $12 million in revenue for the full year.

Strong Revenue Growth

Braze reported a 20% year-over-year increase in revenue, reaching $162.1 million for the fiscal first quarter 2026.

Improved Operating Margins

Non-GAAP operating margin increased by over 900 basis points year-over-year, with the company achieving its fourth consecutive quarter of non-GAAP net income profitability.

Customer and Large Account Growth

Braze's customer count rose to 2,342, with a 24% year-over-year increase in customers with $500,000+ ARR, highlighting strong demand for AI-based solutions.

Successful Acquisition of OfferFit

The acquisition of OfferFit, an AI decisioning company, was closed, expected to enhance Braze's capabilities in personalized customer engagement.

Braze (BRZE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

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.