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Braze

Braze (BRZE) Q2 2026 Earnings

Reported Sep 4, 2025 at 4:10 PM ET · SEC Source

Q2 26 EPS

$0.15

BEAT +398.34%

Est. $0.03

Q2 26 Revenue

$180.1M

BEAT +4.94%

Est. $171.6M

vs S&P Since Q2 26

-40.5%

TRAILING MARKET

BRZE -25.5% vs S&P +15.1%

Market Reaction

Did BRZE Beat Earnings? Q2 2026 Results

Braze delivered a standout fiscal second quarter for 2026, posting results that left Wall Street estimates well behind as the customer engagement platform reported earnings per share of $0.15 against a consensus of $0.03, a beat of 398.34%, while rev… Read more Braze delivered a standout fiscal second quarter for 2026, posting results that left Wall Street estimates well behind as the customer engagement platform reported earnings per share of $0.15 against a consensus of $0.03, a beat of 398.34%, while revenue of $180.11 million topped forecasts by 4.94% and grew 23.8% year over year. The headline growth was powered by new customer additions, upsells, and renewals, with total customers expanding to 2,422 from 2,163 a year ago and high-value accounts with ARR of at least $500,000 rising to 282 from 222, underscoring broadening enterprise traction. Subscription revenue climbed to $171.80 million from $140.00 million, forming the durable core of that top-line momentum. Non-GAAP operating income widened to $6.04 million as the company demonstrated improving operating leverage, even as GAAP net losses persisted amid $39.55 million in stock-based compensation. Looking ahead, Braze guided fiscal Q3 revenue of $183.50 to $184.50 million and raised its full-year FY2026 revenue outlook to $717.00 to $720.00 million, with non-GAAP EPS of $0.41 to $0.42.

Key Takeaways

  • • 23.8% year-over-year revenue growth driven by new customers, upsells, and renewals
  • • Total customers increased to 2,422 from 2,163 year-over-year
  • • Customers with ARR of $500,000 or more grew to 282 from 222 year-over-year
  • • Non-GAAP operating income expanded to $6.0 million from $4.2 million year-over-year
  • • Non-GAAP operating margin improved to 3.4% from 2.9%
24/7 Wall St

BRZE YoY Financials

Q2 2026 vs Q2 2025, source: SEC Filings

24/7 Wall St

BRZE Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 26 Q1 27

“We reported a strong second quarter, delivering 24% year-over-year revenue growth while driving continued efficiency in our business, expanding our non-GAAP operating income and net income profitability, and generating strong free cash flow. Our results also demonstrate our solid execution and continued demand for our AI-powered customer engagement platform.”

— Bill Magnuson, Q2 2026 Earnings Press Release

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