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
BRZE YoY Financials
Q4 2026 vs Q4 2025, source: SEC Filings
BRZE Revenue by Segment
With YoY comparisons, source: SEC Filings
“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
BRZE Earnings Trends
BRZE vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
BRZE EPS Trend
Earnings per share: estimate vs actual
BRZE Revenue Trend
Quarterly revenue: estimate vs actual
BRZE Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 27 MISS | $0.10 | $0.10 | -3.85% | $211.0M | +2.82% |
| Q4 26 MISS FY | $0.14 | $0.10 | -27.48% | $205.2M | +3.50% |
| FY Full Year | $0.42 | $0.38 | -9.70% | $738.2M | +0.95% |
| Q3 26 MISS | $0.07 | $0.06 | -8.26% | $190.8M | +3.67% |
| Q2 26 BEAT | $0.03 | $0.15 | +398.34% | $180.1M | +4.94% |
| Q1 26 BEAT | $0.05 | $0.07 | +50.86% | $162.1M | +2.17% |