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Braze (BRZE)

Research analysts who have asked questions during Braze earnings calls.

Brian Peterson

Raymond James Financial

5 questions for BRZE

Also covers: BIGC, BLKB, BOX +18 more

Arjun Bhatia

William Blair

4 questions for BRZE

Also covers: AMPL, BAND, CXM +19 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

Derrick Wood

TD Cowen

4 questions for BRZE

Also covers: APPN, AVPT, CFLT +13 more

Gabriela Borges

Goldman Sachs

4 questions for BRZE

Also covers: AVPT, BIGC, CCCS +20 more

Michael Berg

Wells Fargo & Company

4 questions for BRZE

Also covers: CSGS, CXM, DOCU +5 more

Scott Berg

Needham & Company, LLC

4 questions for BRZE

Also covers: AMPL, BILL, DAY +21 more

Tyler Radke

Citigroup Inc.

4 questions for BRZE

Also covers: ADBE, ADSK, AMPL +21 more

Nicholas Altmann

Scotiabank

3 questions for BRZE

Also covers: AMPL, APPN, GTLB +8 more

Pinjalim Bora

JPMorgan Chase & Co.

3 questions for BRZE

Also covers: ASAN, BL, BOX +17 more

Ryan MacWilliams

Barclays

3 questions for BRZE

Also covers: AUDC, BAND, CFLT +15 more

Taylor McGinnis

UBS

3 questions for BRZE

Also covers: ADSK, AMPL, ASAN +15 more

David Hynes

Canaccord Genuity Group Inc.

2 questions for BRZE

Also covers: BIGC, EVCM, FIVN +17 more

Matthew VanVliet

BTIG, LLC

2 questions for BRZE

Also covers: AGYS, BLKB, CXM +4 more

Yun Kim

Loop Capital Markets

2 questions for BRZE

Also covers: CWAN, IAS, MTTR +3 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

Brett Huff

Stephens Inc.

1 question for BRZE

Also covers: CSGP, DOMO, HUBS +2 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, FRSH, PCTY +5 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

Patrick Walravens

Citizens JMP

1 question for BRZE

Also covers: AI, ALKT, ASAN +26 more

Raimo Lenschow

Barclays

1 question for BRZE

Also covers: APPN, BASE, BIGC +34 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 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
Braze Reports FY2025 Q4 Results and Acquisition Announcement
BRZE
Earnings
M&A
Guidance Update
  • Braze reported strong financial performance for fiscal 2025 with 26% revenue growth and three consecutive quarters of non-GAAP net income profitability.
  • The company announced a definitive agreement to acquire OfferFit for $325 million to enhance its AI-driven customer engagement platform.
  • Guidance for fiscal 2026 was provided, including Q1 revenue of $158–159 million and full-year revenue of $686–691 million.
Mar 27, 2025, 12:00 AM

Recent SEC filings and earnings call transcripts for BRZE.

No recent filings or transcripts found for BRZE.