Earnings summaries and quarterly performance for Braze.
Executive leadership at Braze.
Board of directors at Braze.
Research analysts who have asked questions during Braze earnings calls.
Brian Peterson
Raymond James Financial
7 questions for BRZE
Also covers: BIGC, BLKB, BOX +18 more
Arjun Bhatia
William Blair
6 questions for BRZE
Also covers: AMPL, BAND, CXM +19 more
Derrick Wood
TD Cowen
6 questions for BRZE
Also covers: APPN, AVPT, CFLT +13 more
Gabriela Borges
Goldman Sachs
6 questions for BRZE
Also covers: AVPT, BIGC, CCCS +20 more
Scott Berg
Needham & Company, LLC
6 questions for BRZE
Also covers: AMPL, BILL, DAY +22 more
Tyler Radke
Citigroup Inc.
6 questions for BRZE
Also covers: ADBE, ADSK, AMPL +22 more
Ryan MacWilliams
Barclays
5 questions for BRZE
Also covers: AUDC, BAND, CFLT +16 more
Taylor McGinnis
UBS
5 questions for BRZE
Also covers: ADSK, AMPL, ASAN +15 more
Brent Bracelin
Piper Sandler Companies
4 questions for BRZE
Also covers: ADBE, AMPL, ASAN +20 more
Brian Schwartz
Oppenheimer & Co.
4 questions for BRZE
Also covers: AGYS, CWAN, CXM +10 more
Matthew VanVliet
BTIG, LLC
4 questions for BRZE
Also covers: AGYS, BLKB, CXM +4 more
Michael Berg
Wells Fargo & Company
4 questions for BRZE
Also covers: CSGS, CXM, DOCU +5 more
Yun Kim
Loop Capital Markets
4 questions for BRZE
Also covers: CWAN, IAS, MTTR +3 more
Brett Huff
Stephens Inc.
3 questions for BRZE
Also covers: CSGP, DOMO, HUBS +2 more
Nicholas Altmann
Scotiabank
3 questions for BRZE
Also covers: AMPL, APPN, GTLB +8 more
Patrick Walravens
Citizens JMP
3 questions for BRZE
Also covers: AI, ALKT, ASAN +26 more
Pinjalim Bora
JPMorgan Chase & Co.
3 questions for BRZE
Also covers: ASAN, BL, BOX +17 more
Raimo Lenschow
Barclays
3 questions for BRZE
Also covers: APPN, BASE, BIGC +35 more
David Hynes
Canaccord Genuity Group Inc.
2 questions for BRZE
Also covers: BIGC, EVCM, FIVN +17 more
Yun Suk Kim
Loop Capital Markets LLC
2 questions for BRZE
Also covers: CWAN, QLYS, TTAN
Ashley Kim
Citigroup Inc.
1 question for BRZE
Also covers: SMWB
Austin Cole
Citizens JMP Securities, LLC
1 question for BRZE
Also covers: ALKT, CXM, DOCU +6 more
David Hynes Jr.
Canaccord Genuity
1 question for BRZE
Also covers: FRSH, TTAN
James Wood
TD Cowen
1 question for BRZE
Also covers: CFLT, DOMO, IOT +4 more
Kincaid
Citizens Bank
1 question for BRZE
Also covers: PCTY
Matt Vanvliet
Cantor Fitzgerald
1 question for BRZE
Also covers: AGYS, CXM, FRSH +7 more
Nick Altmann
Scotiabank
1 question for BRZE
Also covers: AMPL, GTLB, HCP +3 more
Parker Lane
Stifel Financial Corp.
1 question for BRZE
Also covers: BLKB, CXM, GTM +15 more
Seti Pendegree
Mizuho
1 question for BRZE
Willow Miller
William Blair & Company, L.L.C.
1 question for BRZE
Also covers: AMPL, CXM, GDDY +2 more
Recent press releases and 8-K filings for BRZE.
Braze Discusses Strong Performance, AI Momentum, and Profitability Outlook
BRZE
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Braze reported strong numbers, attributing success to improvements in product health, customer health, pricing, and packaging, alongside significant advancements in its AI roadmap and new product launches like the Decisioning Studio, which is already driving revenue.
- During the Cyber Week period, Braze successfully processed 100 billion messages with 100% uptime and high performance, observing a trend where Cyber Monday volumes surpassed Black Friday for the first time. The company highlighted its diversified customer base and the durability of lifecycle CRM in volatile market conditions.
- The company is experiencing rapid growth in SMS and WhatsApp channels, which are proving effective for marketers further down the sales funnel. CEO Bill Magnuson emphasized that AI is a critical pivot point in purchasing decisions, noting Braze's 25.5% year-over-year growth compared to Salesforce Marketing and Commerce Cloud's 1%.
- CFO Isabelle Winkles indicated improvements in sales efficiency and productivity and a successful strategy to reduce downsell, directly benefiting the top line. Braze is also returning to its profitability framework, targeting an 8% margin for the full year next year.
1 day ago
Braze Discusses Strong Performance and AI-Driven Growth
BRZE
Revenue Acceleration/Inflection
Product Launch
New Projects/Investments
- Braze reported strong numbers for the quarter, attributing success to improvements in product health, customer health, strategic pricing and packaging changes, and the launch of new AI-powered products such as Operator, Agent Console, and Decisioning Studio.
- The company observed stabilization and slight pickups in in-quarter Net Revenue Retention (NRR) and organic revenue growth, driven by reduced downsell activity, less customer churn, and improved net customer adds.
- During Cyber Week, Braze successfully processed 100 billion messages with 100% uptime, noting a trend of higher volumes on Cyber Monday and increased usage of advanced personalization features across its diversified customer base.
- Braze's 25.5% year-over-year growth significantly outpaces competitors like Salesforce Marketing and Commerce Cloud (1% growth), with AI investments being a critical factor in customer purchasing decisions and future growth.
1 day ago
Braze Reports Strong Performance, Highlights AI-Driven Growth and Profitability Outlook
BRZE
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Braze reported strong numbers and successfully handled 100 billion messages during Cyber Week with 100% uptime, indicating robust operational performance and increased usage of advanced personalization features.
- AI is a critical driver for new customer acquisition and revenue, with products like Decisioning Studio contributing to growth, and the company is optimistic about its competitive position against slower-growing rivals.
- Strategic changes to pricing and packaging (credits model) are lowering customer activation energy and increasing stickiness, while improved sales efficiency and proactive downsell mitigation are positively impacting the top line.
- The company announced a return to its profitability framework, with an expectation to add 8% to margins for the full year next year, reflecting a judicious capital deployment strategy.
1 day ago
Braze Reports Strong Q3 2026 Results and Provides FY 2026 Guidance
BRZE
Earnings
Guidance Update
New Projects/Investments
- Braze reported strong Q3 2026 results, with revenue of $191 million, representing a 25.5% year-over-year increase, and generated $18 million in free cash flow.
- The company achieved improved profitability, reporting $5 million in non-GAAP operating income and $7 million (or $0.06 per share) in non-GAAP net income for Q3 2026.
- Customer growth was robust, with 106 sequential customer additions, bringing the total to 2,528 (up 14% year-over-year), and 21 new large customers ($500k+ ARR) sequentially, totaling 303 (up 29% year-over-year).
- Braze provided Q4 2026 revenue guidance in the range of $197.5 million – $198.5 million and full fiscal year 2026 revenue guidance of $730.5 million – $731.5 million, both representing approximately 23% year-over-year growth at the midpoint.
- The company continues to focus on AI-driven solutions, with Braze AI Decisioning Studio contributing $4.8 million in Q3 revenue, and new integrations such as SDK support for native apps in ChatGPT.
3 days ago
Braze Reports Strong Q3 2026 Results with Revenue Up 25.5%
BRZE
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Braze reported Q3 2026 revenue of $191 million, marking a 25.5% year-over-year increase, with organic revenue growth at 22.3% year-over-year.
- The company achieved non-GAAP operating income of $5 million (2.7% of revenue) and non-GAAP net income of $7 million (or $0.06 per share), generating $18 million in free cash flow.
- Customer growth was strong, with 106 sequential customer additions bringing the total to 2,528, and large customers ($500k+ ARR) increasing 29% year-over-year to 303.
- For Q4 2026, Braze projects revenue between $197.5 million and $198.5 million (midpoint 23% year-over-year growth) and non-GAAP net income per share of $0.13-$0.14.
- The Braze AI Decisioning Studio contributed $4.8 million in Q3 2026 revenue and is anticipated to add approximately 2 percentage points to full fiscal year 2026 revenue growth.
3 days ago
Braze Reports Strong Q3 2026 Results and Provides Q4 and Full-Year Guidance
BRZE
Earnings
Guidance Update
Product Launch
- Braze reported strong Q3 2026 results with revenue of $191 million, a 25.5% year-over-year increase, and improved non-GAAP operating margins by over 400 basis points year-over-year, generating $18 million in free cash flow.
- The company achieved its strongest quarter of customer additions in three years, adding 106 sequentially to reach 2,528 total customers, and saw a 29% year-over-year increase in large customers (those spending $500,000+ annually) to 303. Dollar-based net retention was 108% overall and 110% for large customers.
- Braze AI Decisioning Studio contributed $4.8 million to Q3 2026 revenue, with organic revenue growth at 22.3% year-over-year. The company highlighted strong customer adoption of new AI-driven features like Agent Console and Braze Operator, emphasizing their role in driving customer engagement and efficiency.
- For Q4 2026, Braze expects revenue between $197.5 million and $198.5 million and non-GAAP net income per share in the range of $0.13 to $0.14. Full fiscal year 2026 revenue is projected to be between $730.5 million and $731.5 million, with non-GAAP net income per share of $0.42 to $0.43.
3 days ago
Braze Announces Q3 2026 Earnings Results
BRZE
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Braze reported Q3 2026 revenue of $190.8 million, marking a 25.5% year-over-year increase. The quarterly revenue run rate was $763 million.
- The company achieved a non-GAAP net income per share (diluted) of $0.06 for Q3 2026, while reporting a GAAP net loss of $36 million.
- Free cash flow for Q3 2026 was $17.8 million.
- Braze's customer count increased to 2,528 as of October 31, 2025, and its dollar-based net retention rate was 108%.
- For Q4 2026, Braze projects revenue between $197.5 million and $198.5 million and non-GAAP net income per share of $0.13 to $0.14.
3 days ago
Braze Reports Strong Fiscal Third Quarter 2026 Results and Updates Full-Year Guidance
BRZE
Earnings
Guidance Update
Product Launch
- Braze reported revenue of $190.8 million for the fiscal third quarter ended October 31, 2025, representing a 25.5% year-over-year growth.
- The company achieved Non-GAAP operating income of $5.1 million and Non-GAAP net income per share (diluted) of $0.06 for Q3 2026.
- Total customers grew by 14% to 2,528 as of October 31, 2025, and the trailing twelve-month dollar-based net retention stabilized at 108%.
- Braze initiated guidance for fiscal Q4 2026, projecting revenue between $197.5 million and $198.5 million, and updated its full fiscal year 2026 revenue guidance to $730.5 million to $731.5 million.
- During the quarter, Braze unveiled new AI innovations, including BrazeAI Operator™, BrazeAI Agent Console™, and BrazeAI Decisioning Studio™.
3 days ago
Braze Reports Strong Fiscal Third Quarter 2026 Results and Updates Guidance
BRZE
Earnings
Guidance Update
- Braze reported revenue of $190.8 million for the fiscal third quarter ended October 31, 2025, marking a 25.5% year-over-year growth.
- The company achieved non-GAAP operating income of $5.1 million and non-GAAP net income per share, diluted, of $0.06 for the quarter ended October 31, 2025.
- Total customer count increased to 2,528, and customers with annual recurring revenue of $500,000 or more grew by 29% to 303 as of October 31, 2025.
- Braze provided guidance for the fiscal fourth quarter ending January 31, 2026, anticipating revenue between $197.5 million and $198.5 million and non-GAAP net income per share, diluted, between $0.13 and $0.14.
3 days ago
Braze Inc Q4 2025 Financial & Operational Update
BRZE
Earnings
Guidance Update
M&A
Revenue Acceleration/Inflection
- Revenue reached $160.4M in Q4 2025, up ~22% YoY
- Operating performance improved with non-GAAP margins turning positive at 5% and GAAP operating loss narrowing to $21.6M
- Free cash flow turned positive at $15.2M (exceeding $15M) with non-GAAP net income over $12M
- Customer growth was strong with net new customers at 2,296 and large customers (>$500K ARR) rising by 22% to 247
- Future guidance projects Q1 fiscal 2026 revenue between $158-159M and FY2026 total revenue of $686-691M, alongside the acquisition of OfferFit, a strategic Shopify partnership, and the beta release for Project Catalyst
Mar 27, 2025, 8:31 PM
Quarterly earnings call transcripts for Braze.
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