secwatch.observer — SEC 8-K summary
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Issuer:     Braze, Inc. (BRZE)
CIK:        0001676238
Form:       8-K
Filed at:   2026-03-24T23:59:59+00:00
Accession:  0001676238-26-000011
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Braze Q4 revenue $205M, +28% YoY; initiates FY27 guidance; authorizes $100M buyback
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1676238/000167623826000011/0001676238-26-000011-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1676238/000167623826000011/brz-20260324.htm
  HTML page:      https://secwatch.observer/filing/0001676238-26-000011

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