Braze, Inc. Reports Strong Q1 Fiscal 2027 Earnings with Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 39 minutes ago
0mins
Source: seekingalpha
- Significant Revenue Growth: Braze reported $211 million in revenue for Q1, marking a 30% year-over-year increase and a 3% quarter-over-quarter rise, indicating strong market performance that is likely to enhance shareholder confidence and market share.
- Record Cash Flow: The company achieved a record free cash flow of $27 million this quarter, highlighting successful financial management and operational efficiency, which strengthens its financial flexibility for future investments and expansions.
- Expanded Customer Base: The number of large customers grew by 33% year-over-year to 349, demonstrating Braze's competitiveness and appeal in the enterprise market, further solidifying its position in the rapidly evolving digital marketing sector.
- Optimistic Outlook: Management expects Q2 revenue to range between $219.5 million and $220.5 million, with full-year revenue guidance raised to $895 million to $899 million, reflecting confidence in future growth and the effectiveness of strategic planning.
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Analyst Views on BRZE
Wall Street analysts forecast BRZE stock price to rise
16 Analyst Rating
16 Buy
0 Hold
0 Sell
Strong Buy
Current: 25.450
Low
38.00
Averages
45.00
High
53.00
Current: 25.450
Low
38.00
Averages
45.00
High
53.00
About BRZE
Braze, Inc. operates a customer engagement platform that enables brands to be engaging. The Company's platform offers first-party context, transforms context with composable intelligence (models, agents, and operators), and delivers relevant interactions across channels. It provides professional services which enable customers to go onboard and use its platform, including certain professional services such as email deliverability support and technical support staff. Its Industry solutions include retail & ecommerce, financial services, travel & hospitality, media & entertainment, gaming, on demand, and QSR. Its products include BrazeAI and Braze Data Platform. Its BrazeAI features include BrazeAI decisioning studio, agent console, operator, liquid assistant and AI copywriter, personalized variant, BrazeAI item recommendations, BrazeAI predictive suite, and MCP server. Its BrazeAI Decisioning Studio is a multi-agent decisioning engine that personalizes communication.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Braze, Inc. Reports Strong Q1 Fiscal 2027 Earnings with Revenue Growth
- Significant Revenue Growth: Braze reported $211 million in revenue for Q1, marking a 30% year-over-year increase and a 3% quarter-over-quarter rise, indicating strong market performance that is likely to enhance shareholder confidence and market share.
- Record Cash Flow: The company achieved a record free cash flow of $27 million this quarter, highlighting successful financial management and operational efficiency, which strengthens its financial flexibility for future investments and expansions.
- Expanded Customer Base: The number of large customers grew by 33% year-over-year to 349, demonstrating Braze's competitiveness and appeal in the enterprise market, further solidifying its position in the rapidly evolving digital marketing sector.
- Optimistic Outlook: Management expects Q2 revenue to range between $219.5 million and $220.5 million, with full-year revenue guidance raised to $895 million to $899 million, reflecting confidence in future growth and the effectiveness of strategic planning.
See More
Braze (BRZE) Q1 2027 Earnings Transcript
See More
Multiple Companies Report Earnings Beats, Stock Movements
- Salesforce Guidance Adjustment: Salesforce guided for current-quarter revenue between $11.27 billion and $11.35 billion, slightly below analysts' expectations of $11.36 billion, although the company raised its full-year earnings guidance, indicating confidence in future growth.
- Nutanix Strong Earnings: Nutanix reported fiscal third-quarter adjusted earnings and revenue beats, with a non-GAAP operating margin of 22.3%, significantly exceeding analysts' call for 16.9%, reflecting the company's robust performance in the cloud computing sector.
- Agilent Raises Earnings Outlook: Agilent Technologies shares surged 11% after raising its full-year adjusted earnings guidance to between $6 and $6.10 per share, higher than previous estimates of $5.90 to $6.04, demonstrating strong demand in the healthcare equipment market.
- Snowflake Soars: Snowflake's stock jumped 33% in after-hours trading after announcing a $6 billion investment plan in Amazon Web Services over five years, alongside first-quarter results that surpassed estimates, showcasing its enhanced market competitiveness.
See More
Braze Q1 Earnings Beat Expectations with Strong Revenue Growth
- Significant Revenue Growth: Braze reported Q1 revenue of $211 million, reflecting a 30.2% year-over-year increase, surpassing market expectations by $5.8 million, indicating the company's strong capacity for expansion amid robust customer demand.
- Margin Fluctuations: The GAAP gross margin was 65.7%, down from 68.6% year-over-year, while the non-GAAP gross margin stood at 67.4%, also lower than 69.3%, highlighting the impact of cost pressures on profitability.
- Customer Base Expansion: As of April 30, 2026, Braze's total customer count rose to 2,713 from 2,342 a year earlier, marking a 15.9% increase, with a notable rise in customers with annual recurring revenue (ARR) over $500,000, indicating enhanced penetration in high-value customer segments.
- Reduced Operating Loss: The GAAP operating loss was $27.5 million, an improvement from $40.2 million in the prior year, primarily driven by an increase in non-GAAP operating income to $10.5 million, demonstrating the company's effectiveness in cost control and operational efficiency improvements.
See More
Braze Q1 Earnings Announcement Scheduled
- Earnings Release Date: Braze (BRZE) is set to announce its Q1 earnings on May 27th after market close, with a consensus EPS estimate of $0.10, reflecting a 42.9% year-over-year increase, indicating ongoing improvement in profitability.
- Revenue Expectations: The revenue estimate stands at $205.2 million, representing a 26.6% year-over-year growth, showcasing Braze's strong performance in customer demand and market expansion, further solidifying its position in the industry.
- Historical Performance: Over the past two years, Braze has beaten EPS estimates 75% of the time and has achieved a 100% success rate in surpassing revenue estimates, demonstrating the reliability and execution strength of its financial forecasts.
- Estimate Revision Trends: In the last three months, EPS estimates have seen five upward revisions and 15 downward adjustments, while revenue estimates have experienced 19 upward revisions with no downward changes, indicating growing market confidence in Braze's future growth.
See More
ShawSpring Partners Exits Entire Position in monday.com Amid 73% Stock Drop
- Complete Exit: On May 14, 2026, ShawSpring Partners disclosed in an SEC filing that it sold its entire position of 253,959 shares in monday.com, with an estimated transaction value of $24.37 million, indicating a pessimistic outlook on the company's future performance.
- Significant Market Value Decline: The sale resulted in a $37.47 million decrease in monday.com's quarter-end position value, reflecting a 73% drop in stock price over the past year, significantly underperforming the S&P 500's 28% gain, highlighting market concerns about its prospects.
- Strong Performance Growth: Despite the steep decline in stock price, monday.com reported a 24% year-over-year revenue increase to $351.3 million in Q1, with GAAP operating income doubling to $19.8 million, suggesting that the company's fundamentals remain robust and may attract value investors.
- Aggressive Buyback Plan: The company authorized a stock repurchase of approximately $553 million during the quarter, demonstrating management's confidence in future growth, as it continues to enhance profitability and market share despite intense competition.
See More
Braze, Inc. Reports Strong Q1 Fiscal 2027 Earnings with Revenue Growth
- Significant Revenue Growth: Braze reported $211 million in revenue for Q1, marking a 30% year-over-year increase and a 3% quarter-over-quarter rise, indicating strong market performance that is likely to enhance shareholder confidence and market share.
- Record Cash Flow: The company achieved a record free cash flow of $27 million this quarter, highlighting successful financial management and operational efficiency, which strengthens its financial flexibility for future investments and expansions.
- Expanded Customer Base: The number of large customers grew by 33% year-over-year to 349, demonstrating Braze's competitiveness and appeal in the enterprise market, further solidifying its position in the rapidly evolving digital marketing sector.
- Optimistic Outlook: Management expects Q2 revenue to range between $219.5 million and $220.5 million, with full-year revenue guidance raised to $895 million to $899 million, reflecting confidence in future growth and the effectiveness of strategic planning.
See More
Braze (BRZE) Q1 2027 Earnings Transcript
See More
Multiple Companies Report Earnings Beats, Stock Movements
- Salesforce Guidance Adjustment: Salesforce guided for current-quarter revenue between $11.27 billion and $11.35 billion, slightly below analysts' expectations of $11.36 billion, although the company raised its full-year earnings guidance, indicating confidence in future growth.
- Nutanix Strong Earnings: Nutanix reported fiscal third-quarter adjusted earnings and revenue beats, with a non-GAAP operating margin of 22.3%, significantly exceeding analysts' call for 16.9%, reflecting the company's robust performance in the cloud computing sector.
- Agilent Raises Earnings Outlook: Agilent Technologies shares surged 11% after raising its full-year adjusted earnings guidance to between $6 and $6.10 per share, higher than previous estimates of $5.90 to $6.04, demonstrating strong demand in the healthcare equipment market.
- Snowflake Soars: Snowflake's stock jumped 33% in after-hours trading after announcing a $6 billion investment plan in Amazon Web Services over five years, alongside first-quarter results that surpassed estimates, showcasing its enhanced market competitiveness.
See More
Braze Q1 Earnings Beat Expectations with Strong Revenue Growth
- Significant Revenue Growth: Braze reported Q1 revenue of $211 million, reflecting a 30.2% year-over-year increase, surpassing market expectations by $5.8 million, indicating the company's strong capacity for expansion amid robust customer demand.
- Margin Fluctuations: The GAAP gross margin was 65.7%, down from 68.6% year-over-year, while the non-GAAP gross margin stood at 67.4%, also lower than 69.3%, highlighting the impact of cost pressures on profitability.
- Customer Base Expansion: As of April 30, 2026, Braze's total customer count rose to 2,713 from 2,342 a year earlier, marking a 15.9% increase, with a notable rise in customers with annual recurring revenue (ARR) over $500,000, indicating enhanced penetration in high-value customer segments.
- Reduced Operating Loss: The GAAP operating loss was $27.5 million, an improvement from $40.2 million in the prior year, primarily driven by an increase in non-GAAP operating income to $10.5 million, demonstrating the company's effectiveness in cost control and operational efficiency improvements.
See More
Braze Q1 Earnings Announcement Scheduled
- Earnings Release Date: Braze (BRZE) is set to announce its Q1 earnings on May 27th after market close, with a consensus EPS estimate of $0.10, reflecting a 42.9% year-over-year increase, indicating ongoing improvement in profitability.
- Revenue Expectations: The revenue estimate stands at $205.2 million, representing a 26.6% year-over-year growth, showcasing Braze's strong performance in customer demand and market expansion, further solidifying its position in the industry.
- Historical Performance: Over the past two years, Braze has beaten EPS estimates 75% of the time and has achieved a 100% success rate in surpassing revenue estimates, demonstrating the reliability and execution strength of its financial forecasts.
- Estimate Revision Trends: In the last three months, EPS estimates have seen five upward revisions and 15 downward adjustments, while revenue estimates have experienced 19 upward revisions with no downward changes, indicating growing market confidence in Braze's future growth.
See More
ShawSpring Partners Exits Entire Position in monday.com Amid 73% Stock Drop
- Complete Exit: On May 14, 2026, ShawSpring Partners disclosed in an SEC filing that it sold its entire position of 253,959 shares in monday.com, with an estimated transaction value of $24.37 million, indicating a pessimistic outlook on the company's future performance.
- Significant Market Value Decline: The sale resulted in a $37.47 million decrease in monday.com's quarter-end position value, reflecting a 73% drop in stock price over the past year, significantly underperforming the S&P 500's 28% gain, highlighting market concerns about its prospects.
- Strong Performance Growth: Despite the steep decline in stock price, monday.com reported a 24% year-over-year revenue increase to $351.3 million in Q1, with GAAP operating income doubling to $19.8 million, suggesting that the company's fundamentals remain robust and may attract value investors.
- Aggressive Buyback Plan: The company authorized a stock repurchase of approximately $553 million during the quarter, demonstrating management's confidence in future growth, as it continues to enhance profitability and market share despite intense competition.
See More
