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Braze (BRZE)
NASDAQ:BRZE
Earnings Data
Report Date
Jun 05, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
0.05Last Year’s EPS
-0.05Same Quarter Last Year
Strong Buy
Based on 20 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 27, 2025
|% Change Since: -14.93%
|Next Earnings Date:Jun 05, 2025
Earnings Call Sentiment|Positive
The earnings call was marked by strong revenue growth, profitability, and strategic advancements through the OfferFit acquisition. While there are macroeconomic challenges and extended sales cycles, the positive financial performance and customer growth indicate a strong position in the market.Company Guidance
During the Braze Fiscal Fourth Quarter 2025 Earnings Conference Call, the company provided several key metrics and guidance for the future. Braze reported a revenue of $160.4 million for the quarter, reflecting a 22% year-over-year growth and a 5% increase from the previous quarter. The company achieved a non-GAAP operating income of $8 million, with a non-GAAP operating margin of 5.0%, an improvement from negative 5.7% in the same quarter last year. Braze also noted a non-GAAP net income of over $12 million and free cash flow of over $15 million. The total customer count rose to 2,296, a 12% year-over-year increase, with significant expansion in large customers, defined as those spending at least $500,000 annually, which grew by 22% to 247. Looking ahead, Braze provided guidance for the first quarter of fiscal 2026 with expected revenue between $158 million and $159 million, indicating a 17% year-over-year growth at the midpoint. For the full fiscal year 2026, the company anticipates revenue in the range of $686 million to $691 million, representing a 16% growth at the midpoint. These projections exclude the impact of the anticipated acquisition of OfferFit, which is expected to add approximately 2 percentage points to year-over-year revenue growth.Strong Revenue Growth
Braze reported a 22% year-over-year increase in revenue for the fourth quarter, reaching $160.4 million, with subscription revenue contributing 96%.
Non-GAAP Profitability Achieved
The company achieved a non-GAAP operating income of $8 million, marking a non-GAAP operating margin of 5.0%, up from negative 5.7% in the previous year.
Increase in Large Customers
Customers with $500,000+ ARR increased by 22% year-over-year to 247, indicating strong enterprise demand for Braze's services.
Record Net New Customers
Braze added 85 net new customers in Q4, bringing the total to 2,296, an increase of 252 year-over-year.
OfferFit Acquisition
Braze announced a $325 million cash and stock deal to acquire OfferFit, enhancing AI-driven customer engagement capabilities.
Positive Cash Flow
The company generated $15 million of free cash flow for the quarter, compared to negative free cash flow in the prior year.
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BRZE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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BRZE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 27, 2025 | $36.70 | $37.51 | +2.21% |
| Dec 09, 2024 | $41.80 | $40.95 | -2.03% |
| Sep 05, 2024 | $44.13 | $35.57 | -19.40% |
| Jun 06, 2024 | $36.78 | $36.65 | -0.35% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Braze (BRZE) report earnings?
Braze (BRZE) is schdueled to report earning on Jun 05, 2025, TBA Not Confirmed.
What is Braze (BRZE) earnings time?
Braze (BRZE) earnings time is at Jun 05, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BRZE EPS forecast?
BRZE EPS forecast for the fiscal quarter 2026 (Q1) is 0.05.
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