secwatch.observer — SEC 8-K summary
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Issuer:     Braze, Inc. (BRZE)
CIK:        0001676238
Form:       8-K
Filed at:   2025-09-04T23:59:59+00:00
Accession:  0001676238-25-000132
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Braze Q2 FY2026 rev $180.1M (+24% YoY); non-GAAP EPS $0.15 vs $0.09; guides Q3 above consensus
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- Revenue $180.1M vs $145.5M a year ago, up 23.8% YoY; subscription revenue $171.8M.
- GAAP net loss per share $0.26; non-GAAP net income per share $0.15 (diluted) vs $0.09.
- Non-GAAP operating income $6.0M vs $4.2M; free cash flow $3.5M vs $7.2M.
- Dollar-based net retention 108% (overall) and 111% for $500k+ ARR customers, down from 114% and 117%.
- Q3 FY2026 guidance: revenue $183.5-184.5M; full-year guidance: rev $717-720M, non-GAAP EPS $0.41-0.42.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1676238/000167623825000132/0001676238-25-000132-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1676238/000167623825000132/brz-20250904.htm
  HTML page:      https://secwatch.observer/filing/0001676238-25-000132

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer