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Braze (BRZE) Reports Q4 Earnings: What Key Metrics Have to Say

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For the quarter ended January 2026, Braze, Inc. (BRZE - Free Report) reported revenue of $205.17 million, up 27.9% over the same period last year. EPS came in at $0.10, compared to $0.12 in the year-ago quarter.

The reported revenue represents a surprise of +3.52% over the Zacks Consensus Estimate of $198.19 million. With the consensus EPS estimate being $0.14, the EPS surprise was -27.85%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Braze performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Current Remaining performance obligations: $642.1 million compared to the $613.21 million average estimate based on two analysts.
  • Total Customers: 2,609 compared to the 2,611 average estimate based on two analysts.
  • Dollar Based Net Retention (TTM): 109% compared to the 107.8% average estimate based on two analysts.
  • Revenue- Professional services and other: $11.7 million versus $9.16 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +80% change.
  • Revenue- Subscription: $193.5 million versus $188.95 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +25.7% change.

View all Key Company Metrics for Braze here>>>

Shares of Braze have returned +19.8% over the past month versus the Zacks S&P 500 composite's -3.7% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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