Braze, Inc. (BRZE)
NASDAQ:BRZE
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Earnings Data
Report Date
Sep 03, 2026After Close (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
0.16Last Year’s EPS
0.15Same Quarter Last Year
Strong Buy
Based on 19 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call painted a distinctly positive operational and commercial picture: strong top‑line growth (30% YoY), improving profitability metrics, record free cash flow, robust customer expansion and notable AI product traction with measurable customer outcomes. Headwinds were localized—gross margin pressure from premium messaging and earlier Decisioning Studio supply constraints—and management is addressing them with hiring, product self‑service improvements and pricing/operational adjustments. The positives (revenue acceleration, retention improvement, cash generation, AI adoption and raised guidance) substantially outweigh the manageable execution and margin challenges.Company Guidance
Strong Revenue Growth
Revenue of $211 million in Q1 FY27, up 30% year-over-year and up 3% sequentially; fourth straight quarter of organic and total revenue growth acceleration.
Improved Profitability and Cash Generation
Non‑GAAP operating margin improved by over 300 basis points year-over-year; non‑GAAP operating income $10.5 million (5% of revenue) vs $2.8 million (2%) prior year; record free cash flow of $27 million and operating cash flow of $28 million for the quarter.
Strong Customer Retention and Expansion
Dollar‑based net retention (DBNR) improved to 110% (up ~100 bps sequentially); large customer DBNR rose to 111% (up ~100 bps); total customer count grew 16% YoY to 2,170; net customer additions +104 sequentially (16% YoY).
Enterprise & Large Deal Momentum
Customers spending $500k+ annually grew to 349 (up 33% YoY) and increased by 16 sequentially; $1M+ customer count rose 27% YoY; expanded 8‑figure customer count to five and closed $6M+ deals.
Decisioning Studio and AI Product Traction
Braze AI Decisioning Studio contributed $5.7 million of revenue in the quarter; hundreds of customers adopting Braze AI Operator and Agent Console; case studies show material lifts (e.g., Clio: unsubscribes fell 81%, opt‑outs on first email dropped 97%, app opens increased 284%; Luxury Escapes: 10% lift in revenue per user, +7% transaction value, +6% purchase volume).
Backlog and Contract Visibility
Total remaining performance obligation (RPO) $1.1 billion, up 30% YoY; current RPO $670 million, accelerating to 28% YoY (from 27% prior quarter).
Raised Guidance and Fiscal Year Targets
Raised Q2 revenue guidance to $219.5M–$220.5M (~22% YoY at midpoint); full‑year revenue guidance $895M–$899M (~22% YoY at midpoint); full‑year non‑GAAP operating margin target implies ~8% (non‑GAAP operating income $70M–$74M).
High Recurring Revenue Mix
Subscription revenue comprised 93% of Q1 revenue; company stated ~99% of total revenue is recurring when including recurring professional services.
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 |
|---|---|---|---|
May 27, 2026 | $24.58 | $23.36 | -4.96% |
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% |
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, Inc. (BRZE) report earnings?
Braze, Inc. (BRZE) is schdueled to report earning on Sep 03, 2026, After Close (Confirmed).
What is Braze, Inc. (BRZE) earnings time?
Braze, Inc. (BRZE) earnings time is at Sep 03, 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 (Q2) is 0.16.
