--- title: "Braze reports FY26 revenue $738.2M, Q4 revenue $205.2M; announces $100M buyback" type: "News" locale: "en" url: "https://longbridge.com/en/news/280366441.md" description: "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." datetime: "2026-03-24T20:13:01.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280366441.md) - [en](https://longbridge.com/en/news/280366441.md) - [zh-HK](https://longbridge.com/zh-HK/news/280366441.md) --- # Braze reports FY26 revenue $738.2M, Q4 revenue $205.2M; announces $100M buyback 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** - Revenue: FY2026 revenue $738.2 million (up 24.4% vs FY2025); Q4 FY2026 revenue $205.2 million (up 27.9% vs Q4 FY2025). - 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%. - 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. - 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. - 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). **Business Highlights** - 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. - 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. - 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. - 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. - 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. Original SEC Filing: Braze, Inc. \[ BRZE \] - 8-K - Mar. 24, 2026 **Disclaimer** 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. ### Related Stocks - [IGV.US](https://longbridge.com/en/quote/IGV.US.md) - [CLOU.US](https://longbridge.com/en/quote/CLOU.US.md) - [IDGT.US](https://longbridge.com/en/quote/IDGT.US.md) - [BRZE.US](https://longbridge.com/en/quote/BRZE.US.md) - [DTCR.US](https://longbridge.com/en/quote/DTCR.US.md) - [XSW.US](https://longbridge.com/en/quote/XSW.US.md) - [DAT.US](https://longbridge.com/en/quote/DAT.US.md) - [XDAT.US](https://longbridge.com/en/quote/XDAT.US.md) ## Related News & Research - [Trump threatens to strike Iran's bridges and electric power plants](https://longbridge.com/en/news/281597476.md) - [Assessing Braze (BRZE) Valuation After Share Price Volatility And OfferFit Acquisition](https://longbridge.com/en/news/278808699.md) - [TikTok announces €1 billion investment to build second data center in Finland](https://longbridge.com/en/news/282123356.md) - [Visa Opens the Door to AI-Driven Shopping for Businesses Worldwide | V Stock News](https://longbridge.com/en/news/282068641.md) - [Oracle Introduces Fusion Agentic Applications for Finance and Supply Chain | ORCL Stock News](https://longbridge.com/en/news/282190086.md)