Braze Sets New Standards for Growth and Innovation in Fiscal Q4 2026
The latest fiscal quarter from Braze has brought about outstanding results that further solidify the company's position as a leader in customer engagement. In a recent conference call, Braze officials reported $205 million of revenue, representing an 8% increase from the prior quarter and a 28% year-over-year growth.
This impressive performance is a testament to the effectiveness of Braze's go-to-market approach and financial strategy. The company has successfully accelerated organic revenue growth for the third consecutive quarter, while also driving operating efficiency in its business. As a result, trailing 12-month dollar-based net retention showed strength, inflecting positively during the quarter to reach 109%.
Two significant milestones highlight Braze's momentum: surpassing $1 billion in remaining performance obligations and passing $800 million in annual recurring revenue. These achievements demonstrate customers' increasing commitment to Braze for their long-term customer engagement needs and strong demand for the high return on investment (ROI) delivered by the company's platform.
Braze officials expressed pride in these accomplishments, attributing them to the hard work of the team across the world. The full fiscal year 2026 saw a 24% year-over-year revenue growth, with Braze delivering $28 million of non-GAAP operating income and expanding operating margins nearly 400 basis points over the prior year.
This performance demonstrates Braze's ability to deliver on its profitability framework even while accelerating investments in BrazeAI and completing the successful transformation of last summer's acquisition of OfferFit into the rapidly growing BrazeAI Decisioning Studio. Additionally, Braze realized $42 million of non-GAAP net income in FY 2026, up from $18 million last year, and generated $58 million free cash flow, providing the company with financial flexibility to invest thoughtfully in shaping the future of customer engagement.
The financial strength enabled by this performance has also allowed Braze to initiate its first share repurchase program, a milestone that reflects the company's high conviction in its long-term growth opportunity. With these accomplishments, Braze solidifies its position as a leader in the industry and sets new standards for growth and innovation.
