M&A
confidence high
sentiment positive
materiality 0.85
Braze Q4 revenue $160.4M (+22.5% YoY); acquires OfferFit for $325M
Braze, Inc.
- Q4 revenue $160.4M, up 22.5% YoY; non-GAAP EPS $0.12 vs loss $0.04 prior year.
- Full year revenue $593.4M (+25.8%); non-GAAP net income per share $0.17 (diluted).
- Acquires OfferFit (AI decisioning) for $325M cash+stock; expected close Q2 FY2026.
- Issues Q1 FY2026 revenue guidance $158-159M; FY2026 revenue guidance $686-691M.
- Dollar-based net retention 111%; total customers 2,296 (+252 YoY).