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Apr 30, 2022

Braze Q1 2023 Earnings Report

Braze's Q1 2023 revenue increased by 61.9% year-over-year, reaching $77.5 million, and the company achieved a dollar-based net retention rate of 127%.

Key Takeaways

Braze reported strong first quarter fiscal 2023 results, with revenue growing 61.9% year-over-year to $77.5 million. The company's dollar-based net retention rate was 127% for the trailing 12 months, and it generated $15.7 million in free cash flow.

Revenue was $77.5 million, up 61.9% year-over-year.

Subscription revenue reached $72.8 million, compared to $44.7 million in the same quarter of the previous year.

Dollar-based net retention rate was 127% for the trailing 12 months.

Free cash flow was $15.7 million, compared to $(4.6) million in the same quarter of the previous year.

Total Revenue
$77.5M
Previous year: $47.9M
+61.9%
EPS
-$0.19
Previous year: -$0.65
-70.8%
Net Retention Rate
127%
Previous year: 124%
+2.4%
Total Customers
1.5K
Previous year: 1K
+50.0%
Customers >$500K ARR
129
Previous year: 78
+65.4%
Gross Profit
$51.6M
Previous year: $32.1M
+60.9%
Cash and Equivalents
$90.6M
Previous year: $48.2M
+88.0%
Free Cash Flow
$15.7M
Previous year: -$4.11M
-482.5%
Total Assets
$716M

Braze

Braze

Braze Revenue by Segment

Forward Guidance

Braze is initiating guidance for the fiscal second quarter ending July 31, 2022 and updating guidance for the fiscal year ending January 31, 2023.

Positive Outlook

  • Revenue for Q2 2023 is expected to be between $80.5 million and $81.5 million.
  • Revenue for the full year 2023 is projected to be between $345.0 million and $349.0 million.
  • Non-GAAP operating loss for Q2 2023 is anticipated to be between $(19.5) million and $(20.5) million.
  • Non-GAAP operating loss for the full year 2023 is expected to be between $(77.0) million and $(81.0) million.
  • Non-GAAP net loss per share for the full year 2023 is projected to be between $(0.78) and $(0.82).

Challenges Ahead

  • Non-GAAP operating loss for Q2 2023 is expected to be between $(19.5) million and $(20.5) million.
  • Non-GAAP net loss for Q2 2023 is anticipated to be between $(18.5) million and $(19.5) million.
  • Non-GAAP net loss per share for Q2 2023 is projected to be between $(0.19) and $(0.20).
  • Non-GAAP operating loss for the full year 2023 is expected to be between $(77.0) million and $(81.0) million.
  • Non-GAAP net loss for the full year 2023 is anticipated to be between $(74.5) million and $(78.5) million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income