earnings
confidence high
sentiment positive
materiality 0.80
Braze Q3 revenue $190.8M (+25.5% YoY); non-GAAP operating income turns positive at $5.1M
Braze, Inc.
2026-Q3 EPS reported
-$0.93
revenue$533,012,000
- Revenue $190.8M (+25.5% YoY); subscription rev $181.6M; RPO $891.4M, current $572.7M.
- GAAP net loss $0.33/share; non-GAAP diluted EPS $0.06 vs $0.02 last year.
- Non-GAAP operating income $5.1M (first positive quarter) vs loss $2.2M a year ago; free cash flow $17.8M positive.
- Customers 2,528 (+14%); large customers (ARR $500k+) 303 (+29%); DBNR stable at 108%.
- Q4 guidance: rev $197.5-198.5M, non-GAAP EPS $0.13-0.14. FY26 guidance: rev $730.5-731.5M, non-GAAP EPS $0.42-0.43.