{"schema_version":"secwatch.filing_event.v1","accession":"0001676238-26-000011","form_type":"8-K","ticker":"BRZE","cik":"0001676238","company_name":"Braze, Inc.","filed_at":"2026-03-24T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.863565+00:00","generated_at":"2026-05-15T09:13:46.284537+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Braze Q4 revenue $205M, +28% YoY; initiates FY27 guidance; authorizes $100M buyback","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001676238-26-000011","json":"https://secwatch.observer/filing/0001676238-26-000011.json","markdown":"https://secwatch.observer/filing/0001676238-26-000011.md","text":"https://secwatch.observer/filing/0001676238-26-000011.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1676238/000167623826000011/0001676238-26-000011-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1676238/000167623826000011/brz-20260324.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T09:13:46.284537+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"5126503317b4844d0ef30b940dd035a7e0ecd324","claim":"Braze, Inc. reported the fiscal year ended January 31, 2026 results: revenue $738.2 million, net income GAAP net loss per share attributable to Braze common stockholders, basic and diluted, of $1.22, EPS $1.22.","evidence_excerpt":"Revenue was $738.2 million compared to $593.4 million in the fiscal year ended January 31, 2025, up 24.4% year-over year, driven primarily by new customers, upsells, and renewals.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1676238/000167623826000011/0001676238-26-000011-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal year ended January 31, 2026"},{"label":"Revenue","value":"$738.2 million"},{"label":"Net income","value":"GAAP net loss per share attributable to Braze common stockholders, basic and diluted, of $1.22"},{"label":"EPS","value":"$1.22"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"68b4de6e612c09127ca4f6859b08cd3f2807bc9c","claim":"Braze, Inc. reported the quarter ended January 31, 2026 results: revenue $205.2 million, net income GAAP net loss per share attributable to Braze common stockholders, basic and diluted, of $0.29, EPS $0.29.","evidence_excerpt":"Revenue was $205.2 million compared to $160.4 million in the fourth quarter of the fiscal year ended January 31, 2025, up 27.9% year-over year, driven primarily by new customers, upsells, and renewals.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1676238/000167623826000011/0001676238-26-000011-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended January 31, 2026"},{"label":"Revenue","value":"$205.2 million"},{"label":"Net income","value":"GAAP net loss per share attributable to Braze common stockholders, basic and diluted, of $0.29"},{"label":"EPS","value":"$0.29"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}