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Braze (BRZE) Reports Q2 Earnings: What Key Metrics Have to Say

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Braze, Inc. (BRZE - Free Report) reported $227.23 million in revenue for the quarter ended July 2026, representing a year-over-year increase of 26.2%. EPS of $0.19 for the same period compares to $0.15 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $220.21 million, representing a surprise of +3.19%. The company delivered an EPS surprise of +18.75%, with the consensus EPS estimate being $0.16.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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: $691.1 million versus the two-analyst average estimate of $690.21 million.
  • Total Customers: 2,789 compared to the 2,773 average estimate based on two analysts.
  • Dollar Based Net Retention (TTM): 110% versus 110.7% estimated by two analysts on average.
  • Revenue- Professional services and other: $19.6 million versus $15.93 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +136.1% change.
  • Revenue- Subscription: $207.7 million compared to the $204.21 million average estimate based on five analysts. The reported number represents a change of +20.9% year over year.

View all Key Company Metrics for Braze here>>>

Shares of Braze have returned +11.2% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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