secwatch.observer — SEC 8-K summary
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Issuer:     Braze, Inc. (BRZE)
CIK:        0001676238
Form:       8-K
Filed at:   2025-12-09T23:59:59+00:00
Accession:  0001676238-25-000145
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Braze Q3 revenue $190.8M (+25.5% YoY); non-GAAP operating income turns positive at $5.1M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1676238/000167623825000145/0001676238-25-000145-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1676238/000167623825000145/brz-20251209.htm
  HTML page:      https://secwatch.observer/filing/0001676238-25-000145

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