earnings
confidence high
sentiment positive
materiality 0.85
Braze Q4 revenue $205M, +28% YoY; initiates FY27 guidance; authorizes $100M buyback
Braze, Inc.
2026-FY EPS reported
-$1.22
revenue$738,182,000
- Q4 revenue $205.2M (+28% YoY); FY revenue $738.2M (+24%). Subscription $193.5M.
- Non-GAAP op income Q4 $14.5M (vs $7.9M); FY $28.5M (vs $0.0M loss). Non-GAAP EPS $0.10/Q4, $0.38/FY.
- Dollar-based net retention 109% (trailing 12M); customers 2,609 (+313 YoY); 333 customers with ARR ≥$500k.
- Board authorized $100M share repurchase, including $50M accelerated buyback.
- FY2027 guidance: revenue $884-889M, non-GAAP op income $69-73M, non-GAAP EPS $0.61-0.65.
item 2.02item 9.01