Q2 2026 Braze Inc Earnings Call Transcript

Sep 4, 2025 / 08:30 PM GMT

Release Date Price: €22.39 (-2.27%)

Transcript 10-Q8-K

Key Points

Positve

Braze Inc (BRZE) reported a strong second quarter with a 24% year-over-year revenue increase to $180 million.
The company achieved $700 million in committed annual recurring revenue, indicating strong demand for its customer engagement platform.
Braze Inc (BRZE) has posted three consecutive quarters of positive non-GAAP operating income and free cash flow.
The acquisition of OfferFit has been successfully integrated, contributing to new business wins across major geographic regions.
Braze Inc (BRZE) continues to see strong adoption of its AI-driven solutions, enhancing customer engagement and marketer productivity.

Negative

Despite strong performance, the demand environment remains challenging with limited expansionary investments from customers.
The company faces ongoing switching costs and deal cycle drags due to the current economic climate.
There is a noted decrease in non-GAAP gross margin year-over-year, primarily due to higher premium messaging volumes.
The OfferFit acquisition, while beneficial, initially mixed negatively into operating income.
Dollar-based net retention has seen a slight decline, though it shows signs of stabilization.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BRZE.OQ - Braze Inc
Q2 2026 Braze Inc Earnings Call
Sep 04, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the Braves fiscal 2nd quarter 2026 earnings conference call. My name is Luke, and I'll be your operator for today's call. At this time, all participants are in a listen-only mode. After the speaker's presentation, we'll conduct a question and answer session.

I'll now turn the call over to Christopher Ferris, Vice President of Bra's Investor Relations.

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Unidentified_2 [2]
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Thank you, operator. Good afternoon and thank you for joining us today to review Brace's results for the fiscal 2nd quarter 2026. I'm joined by our co-founder and Chief Executive Officer

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