<div><div></div><div>Braze reported fiscal year 2026 revenue of $738.2 million, up 24.4% year-over-year, and fourth-quarter revenue of $205.2 million, up 27.9% year-over-year. The company posted a GAAP net loss per share of $1.22 for FY26 and non-GAAP diluted EPS of $0.38 for the year; non-GAAP operating income for FY26 was $28.5 million. Braze also authorized a $100 million share repurchase program, including an imminent $50 million accelerated buyback. Financial Highlights <ul><li>Revenue: FY2026 revenue $738.2 million (up 24.4% vs FY2025); Q4 FY2026 revenue $205.2 million (up 27.9% vs Q4 FY2025).</li><li>Gross profit and margin: GAAP gross margin FY2026 67.1%; Q4 GAAP gross margin 65.5%. Non-GAAP gross margin FY2026 68.7%; Q4 non-GAAP gross margin 67.2%.</li><li>Operating results: GAAP operating loss FY2026 $144.8 million; Q4 GAAP operating loss $28.2 million. Non-GAAP operating income FY2026 $28.5 million; Q4 non-GAAP operating income $14.5 million.</li><li>Net income (loss) per share: FY2026 GAAP net loss per share attributable to common stockholders, basic and diluted, $(1.22); FY2026 non-GAAP net income per share, diluted, $0.38. Q4 GAAP net loss per share $(0.29); Q4 non-GAAP diluted EPS $0.10.</li><li>Cash and cash equivalents, restricted cash, and marketable securities totaled $415.9 million as of January 31, 2026; net cash provided by operating activities was $71.4 million for FY2026 (free cash flow $58.1 million).</li></ul> Business Highlights <ul><li>Customer and retention momentum: Total customers increased to 2,609 as of January 31, 2026 (from 2,296 a year earlier); trailing twelve-month dollar-based net retention was 109% for the period ended January 31, 2026.</li><li>Enterprise strength: Customers with ARR ≥ $500,000 grew to 333 (from 247), and quarterly bookings increased by more than 50% year-over-year, driven by enterprise segment strength.</li><li>Product and AI rollout: Rapid delivery of AI products — BrazeAI Decisioning Studio scaled, and BrazeAI Agent Console and BrazeAI Operator were made generally available in February ahead of schedule.</li><li>Platform scale and operations: During calendar 2025, the platform executed trillions of events and inferences (e.g., 4.5 trillion messages and Canvas actions; 3.1 trillion AI decisioning inferences), supporting large-scale, global customer programs.</li><li>Partnerships and integrations: Expanded integrations and data partnerships, including enhancements with Snowflake, Shopify, The Trade Desk (Audience Sync), and LinkedIn to improve analytics, segmentation, and ad targeting capabilities.</li></ul>Original SEC Filing: Braze, Inc. [ BRZE ] - 8-K - Mar. 24, 2026<section>Disclaimer<div>This is an AI-powered summary. It may contain inaccuracies. Consider verifying important information with the source. Please note this summary is solely based on documents filed with the SEC.</div></section></div></div>

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Braze reported FY26 revenue of $738.2M, a 24.4% increase year-over-year, with Q4 revenue at $205.2M, up 27.9%. The company had a GAAP net loss per share of $1.22 and authorized a $100M share buyback. Customer growth reached 2,609, with a dollar-based net retention of 109%. The company also launched new AI products and expanded partnerships with major platforms.

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Braze reports FY26 revenue $738.2M, Q4 revenue $205.2M; announces $100M buyback