Braze

Braze (BRZE) Q4 2026 Earnings

Reported Mar 24, 2026 at 4:06 PM ET · SEC Source

Q4 26 EPS

$0.10

MISS 27.48%

Est. $0.14

Q4 26 Revenue

$205.2M

BEAT +3.50%

Est. $198.2M

vs S&P Since Q4 26

-2.9%

TRAILING MARKET

BRZE +10.5% vs S&P +13.4%

Full Year 2026 Results

FY 26 EPS

$0.38

MISS 9.70%

Est. $0.42

FY 26 Revenue

$738.2M

BEAT +0.95%

Est. $731.2M

Market Reaction

Did BRZE Beat Earnings? Q4 2026 Results

Braze closed out fiscal Q4 2026 with a decisive revenue beat, posting $205.17 million in quarterly revenue, up 27.9% year-over-year and ahead of the $198.23 million consensus estimate by 3.50%, while delivering non-GAAP EPS of $0.10. The headline dri… Read more Braze closed out fiscal Q4 2026 with a decisive revenue beat, posting $205.17 million in quarterly revenue, up 27.9% year-over-year and ahead of the $198.23 million consensus estimate by 3.50%, while delivering non-GAAP EPS of $0.10. The headline driver was a surge in enterprise momentum, with customers generating at least $500,000 in ARR growing 34.8% to 333, and quarterly bookings climbing over 50% year-over-year, propelling remaining performance obligations past the $1.00 billion threshold. Profitability inflected meaningfully as well, with non-GAAP operating income expanding to $14.51 million at a 7.1% margin, more than doubling from $7.95 million a year prior. Adding further confidence to the growth narrative, the board authorized a $100.00 million share repurchase program, including an imminent $50.00 million accelerated buyback, signaling management's conviction in cash generation durability. Looking ahead, Braze guided full fiscal year 2027 revenue of $884.00 million to $889.00 million alongside non-GAAP operating income of $69.00 million to $73.00 million, implying continued operating leverage as the platform scales.

Key Takeaways

  • 27.9% year-over-year revenue growth in Q4 driven by new customers, upsells, and renewals
  • Over 50% year-over-year increase in quarterly bookings
  • Significant strength in the enterprise segment
  • Accelerating organic revenue growth for the third consecutive quarter
  • Strong operating leverage with non-GAAP operating margin of 7.1% in Q4 vs 5.0% a year ago
24/7 Wall St

BRZE YoY Financials

Q4 2026 vs Q4 2025, source: SEC Filings

24/7 Wall St

BRZE Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 26 Q1 27

“We finished the fiscal year with an exceptional Q4, accelerating year-over-year organic revenue growth for the third straight quarter while continuing to drive strong operating leverage across our global business. In addition, we achieved an over 50% year-over-year increase in quarterly bookings, driven by significant strength in our enterprise segment and underscoring a fundamental market shift: the world's largest and most sophisticated brands are choosing Braze as a foundational partner to drive their AI transformation during this period of intense disruption and opportunity.”

— Bill Magnuson, Q4 2026 Earnings Press Release