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Jul 31, 2025
Braze Q2 2026 Earnings Report
Braze reported strong Q2 2026 results with solid revenue growth, improved non-GAAP profitability, and continued AI-driven platform momentum.
Key Takeaways
Braze delivered Q2 2026 results featuring 23.8% revenue growth and positive non-GAAP net income, supported by customer expansion and upsell momentum. Despite a GAAP net loss, operational efficiency and free cash flow were maintained.
Revenue by Segment
Forward Guidance
Braze expects continued revenue and non-GAAP profitability growth in Q3 and FY 2026, driven by AI-powered platform adoption and customer expansion.
Positive Outlook
- Q3 revenue guidance between $183.5M and $184.5M
- FY 2026 revenue guidance raised to $717M–$720M
- Non-GAAP net income guidance of $6.5M–$7.5M for Q3
- Non-GAAP EPS guidance of $0.06–$0.07 for Q3
- Strong customer momentum and ARR expansion
Challenges Ahead
- GAAP operating loss continues
- Free cash flow declined YoY
- GAAP gross margin decreased YoY
- Non-GAAP gross margin slightly down YoY
- Dollar-based net retention rate declined vs. prior year
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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