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Braze (BRZE)
NASDAQ:BRZE
Earnings Data
Report Date
Sep 04, 2025TBA Not Confirmed
Period Ending
2026 (Q2)Consensus EPS Forecast
0.03Last Year’s EPS
0.09Same Quarter Last Year
Strong Buy
Based on 21 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Jun 05, 2025
|% Change Since: 1.41%
|Next Earnings Date:Sep 04, 2025
Earnings Call Sentiment|Positive
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
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.
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 |
|---|---|---|---|
Jun 05, 2025 | $36.10 | ― | ― |
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.
FAQ
When does Braze (BRZE) report earnings?
Braze (BRZE) is schdueled to report earning on Sep 04, 2025, TBA Not Confirmed.
What is Braze (BRZE) earnings time?
Braze (BRZE) earnings time is at Sep 04, 2025, TBA Not 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 2026 (Q2) is 0.03.
