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Search fieldHome page Seeking Alpha - Power to InvestorsAbout PremiumCreate free accountSearch for Symbols, analysts, keywordsLog in Earnings Call Insights Braze forecasts $910M-$913M FY2027 revenue while expanding BrazeAI adoption and AWS co-sell Sep 08, 2026, 9:26 PM ETBraze, Inc. (BRZE) StockAI-Generated Earnings Calls Insights Earnings Call Insights: Braze (BRZE) Q2 2027 Management View "We delivered a strong second quarter, generating $227 million of revenue, up 26% year-over-year and 8% from the prior quarter" (Co-Founder, Chairman, President & CEO William Magnuson), alongside "record second quarter free cash flow of $22 million" and a positive inflection in large-customer retention, with "dollar-based net Seeking Alpha's Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of such articles cannot be guaranteed. This article is intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. Is this happening to you frequently? Please report it on our feedback forum. If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. Search fieldEntering text into the input field will update the search result below Quick Insights Raised guidance is driven by strong bookings from competitive takeaways, vendor consolidation, expanded AI tool adoption among large customers, channel expansion, and a new AWS strategic collaboration agreement. AI adoption contributed to improved retention (112% DBNR for large customers), growing revenue share, and higher paid usage, though monetization is still early with some effect on product mix and ongoing cost-management and messaging mix pressure affecting margins. Risks include high premium messaging mix pressure, cost-conscious customer behavior around AI adoption, stringent deliverability standards set by inbox providers, and anticipated seasonal costs from Forge affecting operating income. Recommended For You
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