earnings
confidence high
sentiment positive
materiality 0.80
Braze Q2 FY2027 revenue $227.2M (+26.2% YoY), non-GAAP EPS $0.19, raises FY guidance
Braze, Inc.
- Revenue $227.2M vs $180.1M prior year, +26.2% YoY; subscription revenue $207.7M, services $19.6M.
- GAAP EPS loss $0.17; non-GAAP EPS $0.19; GAAP operating loss $18.1M vs $38.8M; non-GAAP op income $22.0M.
- Record Q2 cash from ops $24.2M and free cash flow $21.7M; cash and marketable securities $413.9M.
- Dollar-based net retention 110% overall, 112% for customers with ARR ≥$500K; total customers 2,789, up from 2,422.
- FY2027 guidance raised: revenue $910-913M, non-GAAP op income $75.5-76.5M, non-GAAP EPS $0.64-0.65.