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Braze Earnings Calls
| Release date | May 27, 2026 |
| EPS estimate | $0.100 |
| EPS actual | $0.100 |
| Revenue estimate | 205.188M |
| Revenue actual | 210.999M |
| Revenue Surprise | 2.83% |
| Release date | Mar 24, 2026 |
| EPS estimate | $0.140 |
| EPS actual | $0.100 |
| EPS Surprise | -28.57% |
| Revenue estimate | 198.244M |
| Revenue actual | 205.17M |
| Revenue Surprise | 3.49% |
| Release date | Dec 09, 2025 |
| EPS estimate | $0.0623 |
| EPS actual | $0.0600 |
| EPS Surprise | -3.65% |
| Revenue estimate | 184.616M |
| Revenue actual | 190.842M |
| Revenue Surprise | 3.37% |
| Release date | Sep 04, 2025 |
| EPS estimate | $0.0300 |
| EPS actual | $0.150 |
| EPS Surprise | 400.00% |
| Revenue estimate | 184.234M |
| Revenue actual | 180.111M |
| Revenue Surprise | -2.24% |
Last 4 Quarters for Braze
Below you can see how BRZE performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Sep 04, 2025 |
| Price on release | $27.66 |
| EPS estimate | $0.0300 |
| EPS actual | $0.150 |
| EPS surprise | 400.00% |
| Date | Price |
|---|---|
| Aug 28, 2025 | $27.40 |
| Aug 29, 2025 | $27.70 |
| Sep 02, 2025 | $27.04 |
| Sep 03, 2025 | $26.99 |
| Sep 04, 2025 | $27.66 |
| Sep 05, 2025 | $31.42 |
| Sep 08, 2025 | $32.30 |
| Sep 09, 2025 | $31.31 |
| Sep 10, 2025 | $30.08 |
| 4 days before | 0.95% |
| 4 days after | 8.75% |
| On release day | 13.59% |
| Change in period | 9.78% |
| Release date | Dec 09, 2025 |
| Price on release | $30.69 |
| EPS estimate | $0.0623 |
| EPS actual | $0.0600 |
| EPS surprise | -3.65% |
| Date | Price |
|---|---|
| Dec 03, 2025 | $29.38 |
| Dec 04, 2025 | $29.87 |
| Dec 05, 2025 | $30.30 |
| Dec 08, 2025 | $30.03 |
| Dec 09, 2025 | $30.69 |
| Dec 10, 2025 | $36.19 |
| Dec 11, 2025 | $34.95 |
| Dec 12, 2025 | $33.14 |
| Dec 15, 2025 | $33.13 |
| 4 days before | 4.47% |
| 4 days after | 7.94% |
| On release day | 17.91% |
| Change in period | 12.76% |
| Release date | Mar 24, 2026 |
| Price on release | $18.02 |
| EPS estimate | $0.140 |
| EPS actual | $0.100 |
| EPS surprise | -28.57% |
| Date | Price |
|---|---|
| Mar 18, 2026 | $18.88 |
| Mar 19, 2026 | $19.21 |
| Mar 20, 2026 | $18.33 |
| Mar 23, 2026 | $18.92 |
| Mar 24, 2026 | $18.02 |
| Mar 25, 2026 | $21.60 |
| Mar 26, 2026 | $23.31 |
| Mar 27, 2026 | $23.00 |
| Mar 30, 2026 | $23.49 |
| 4 days before | -4.56% |
| 4 days after | 30.36% |
| On release day | 19.87% |
| Change in period | 24.42% |
| Release date | May 27, 2026 |
| Price on release | $24.58 |
| EPS estimate | $0.100 |
| EPS actual | $0.100 |
| Date | Price |
|---|---|
| May 20, 2026 | $22.82 |
| May 21, 2026 | $23.41 |
| May 22, 2026 | $24.35 |
| May 26, 2026 | $25.45 |
| May 27, 2026 | $24.58 |
| May 28, 2026 | $23.36 |
| May 29, 2026 | $25.63 |
| Jun 01, 2026 | $28.27 |
| Jun 02, 2026 | $25.69 |
| 4 days before | 7.71% |
| 4 days after | 4.52% |
| On release day | -4.96% |
| Change in period | 12.58% |
Braze Earnings Call Transcript Summary of Q2 2026
Braze reported a strong fiscal Q2 2026: revenue of $180M, up 24% YoY (organic +22%), and committed ARR surpassed $700M. Customer count rose to 2,422 (+259 YoY), with large customers ($500k+ ARR) up 27% YoY to 282 and contributing ~62% of ARR. Dollar-based net retention (DBNR) was 108% overall and 111% for large customers; management said in-period DBNR has stabilized (~slightly above 107% in Q2). CRPO/RPO grew ~25–27% YoY. Non-GAAP operating income was $6M and non-GAAP net income $17M; free cash flow was $4M. OfferFit (acquired June 2) contributed ~$2.8M to Q2 revenue and is expected to add ~2 percentage points to FY revenue growth (~$11–$12M contribution for the year). Management emphasized AI and OfferFit integration as a key strategic driver—deploying reinforcement learning and generative AI to enable one-to-one personalization—and highlighted continued momentum in competitive win rates and enterprise replacement cycles. Guidance: Q3 revenue $183.5M–$184.5M (~21% YoY at midpoint); Q3 non-GAAP operating income $3.5M–$4.5M. Full-year FY26 revenue guide $717M–$720M (~21% YoY at midpoint); non-GAAP operating income $24.5M–$25.5M (margin ~3.5% at midpoint). Cash balance ~ $368M (includes OfferFit purchase cash), and management expects continued focus on profitability while investing in AI, product, and GTM.
