Cross-Channel Messaging

Braze (NASDAQ: BRZE) — Q2 FY2027 Post Earnings

by
Braze q2 27 post earnings note

Operations

Q2 2027
Q2 Revenue ↑ 26.2% YoY $227.2M
Segments
Subscription 91.4%
Professional services and other 8.6%

Key Earnings Driver

Professional Services and Other Subscription revenue increased 20.9% year over year to $207.7M, and Professional services and other revenue increased 134.6% to $19.6M. Management said adoption of BrazeAI Decisioning Studio, BrazeAI Operator and Agent Console was accelerating.

Key Operating Metrics¹

METRIC

STATUS

Subscription↑ 20.9%

BrazeAI Decisioning Studio

BrazeAI Operator

Agent Console

Professional services and other↑ 134.6%

🟢 Scaling

Key Financial Metrics

Gross Margin 66.80% -0.9 pp YoY
Backlog / Revenue 480.9% 4.80x Qtr Rev
CapEx Intensity 1.09% 0.01x Revenue

Sources: Braze Q2 FY2027 Earnings Release — Company Website

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

Braze (NASDAQ: BRZE) — Q2 FY2027 Pre Earnings

by
Braze q2 27 pre earnings fn1

Operations

Q1 2027
Q1 Revenue ↑ 30.2% YoY $211M
Segments
Subscription 92.5%
Professional services and other 7.5%

Key Earnings Driver

Professional Services and Other Subscription revenue increased 26.0% year over year to $195.2M, driven by strong demand for its AI-powered customer engagement platform. Within the customer engagement platform, BrazeAI Decisioning Studio contributed $5.7M, up 26.7% organically. Management said the company had successfully accelerated the hiring and ramp of its forward deployed delivery personnel, which has enabled the company to accelerate the pace and timing of decisioning studio start dates. Professional services and other revenue increased 121.0% to $15.8M.

Key Operating Metrics¹

METRIC

STATUS

Subscription↑ 26.0%

Customer engagement platform

BrazeAI Decisioning Studio

Professional services and other↑ 121.0%

🟢 Scaling

Key Financial Metrics

Gross Margin 65.70% -2.9 pp YoY
Backlog / Revenue 511.5% 5.11x Qtr Rev
CapEx Intensity 0.63% 0.00x Revenue

Sources: Braze Q1 FY2027 Earnings Release — Company Website, Braze Q1 FY2027 Earnings Call Transcript — Company Website

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.