Braze Inc Q2 2026 Earnings Call Transcript

Braze Inc reported Q2 2026 earnings, with results to be discussed during the earnings call. The company's Vice President of Investor Relations, Christopher Ferris, will lead the call. The event transcript will be available on Refinitiv StreetEvents.

Title: Braze Inc. Reports Q2 2026 Earnings, Exceeds Market Expectations

Braze Inc. (BRZE) reported its second quarter (Q2) 2026 earnings, showcasing a robust financial performance that surpassed market expectations. The company's Vice President of Investor Relations, Christopher Ferris, led the earnings call, with the transcript available on Refinitiv StreetEvents. Key highlights include a significant increase in earnings per share (EPS) and revenue, as well as strategic investments in artificial intelligence (AI) and customer engagement technologies.

Financial Performance:
- Earnings per Share (EPS): Braze reported an EPS of $0.15, a substantial 400% beat over the forecasted $0.03, indicating strong market performance.
- Revenue: Revenue reached $180.1 million, up 24% year-over-year and 11% from the prior quarter, surpassing projections by nearly 5%.
- Operating Income: The company generated $6 million in non-GAAP operating income, up from $3.7 million in the same period last year.
- Net Income: Non-GAAP net income stood at $17 million, a significant improvement from the $12.5 million reported in the same period last year.

Market Reaction:
Despite the positive earnings report, Braze's stock experienced a slight decline of 0.55% in aftermarket trading, closing at $26.84. This movement continues a broader trend, with the stock down nearly 23% over the past six months. Based on InvestingPro's Fair Value analysis, the stock appears undervalued at current levels.

Outlook & Guidance:
Looking ahead, Braze forecasts Q3 revenue between $183.5 million and $184.5 million, with full fiscal year revenue expected to reach between $717 million and $720 million. The company plans to continue investing in AI and customer engagement technologies, with the recent acquisition of OfferFit anticipated to contribute approximately 2% to revenue growth.

Executive Commentary:
CEO Bill Magnuson emphasized the company's focus on AI and customer engagement, stating, "We are harnessing composable intelligence to enhance both the marketer and customer engagement experiences." CFO Isabelle Winkles highlighted the company's commitment to providing leading customer engagement solutions.

Risks and Challenges:
Potential market saturation, competitive pressures, uncertain global economic conditions, and the need to maintain high growth and innovation pace are among the risks Braze faces. Integration challenges with new acquisitions like OfferFit and dependence on continued demand in key sectors like retail and e-commerce also pose potential hurdles.

Conclusion:
Braze Inc. delivered strong Q2 2026 earnings, demonstrating robust financial performance and strategic growth initiatives. While the stock experienced a slight decline post-earnings, the company's commitment to innovation and market leadership positions it well for future growth.

References:
[1] https://www.investing.com/news/transcripts/earnings-call-transcript-braze-beats-q2-2026-forecasts-stock-dips-93CH-4225725