Braze Exceeds Q4 2026 Revenue Expectations, Sets New ARR and RPO Records

Braze (BRZE) Q4 2026 earnings call highlights: Total revenue of $205 million, up 28% YoY and 8% sequentially. Organic revenue growth at 24.3% YoY. ARR exceeded $800 million, RPO surpassed $1 billion, and DBNR was 109%. Customer count rose 14% YoY and large customers grew 35% YoY. Q4 bookings increased over 50% YoY, with a new high for average sales price and strong enterprise momentum. Non-GAAP gross profit was $138 million, and non-GAAP net income was $11 million ($0.10 per share). Full-year non-GAAP net income increased to $42 million.