Robust Revenue Growth

Braze Inc. (NASDAQ:BRZE) announced fiscal 2026 second‑quarter revenue of $227.2 million, a 26.2 % increase year‑over‑year and 8 % from the prior quarter. Subscription revenue reached $207.7 million, up 20.9 %, while professional services and other revenue grew 135 % to $19.6 million. Subscription revenue represented 91 % of the quarter’s top line. Net revenue retention held steady at 110 % for all customers and 112 % for accounts with an annual recurring revenue of $500,000 or more, an improvement of 100 basis points. The company added 2,789 customers, up from 2,422 a year earlier, and 361 large‑account customers. Cash generation was strong: cash from operations totaled $24–24.2 million, free cash flow $22–24 million, and non‑GAAP operating income rose to $22 million from $6 million a year earlier. Non‑GAAP gross margin fell slightly to 68.6 % due to premium messaging volumes and headcount additions for the Decisioning Studio, whereas GAAP operating loss improved to $18.1 million from $38.8 million.