secwatch.observer — SEC 8-K summary
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Issuer:     Braze, Inc. (BRZE)
CIK:        0001676238
Form:       8-K
Filed at:   2026-09-08T20:07:05+00:00
Accession:  0001676238-26-000039
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Braze Q2 FY2027 revenue $227.2M (+26.2% YoY), non-GAAP EPS $0.19, raises FY guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1676238/000167623826000039/0001676238-26-000039-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1676238/000167623826000039/brz-20260908.htm
  HTML page:      https://secwatch.observer/filing/0001676238-26-000039

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