Every 8-K that Braze, Inc. (BRZE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow BRZE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BRZE filings page.
Braze, Inc. (BRZE) reported strong results for its fiscal second quarter 2027, with revenue of $227.2 million, up 26.2% from $180.1 million a year earlier, driven by new customers, upsells and renewals. Subscription revenue reached $207.7 million and professional services and other revenue were $19.6 million.
GAAP gross margin was 66.8%, while non-GAAP gross margin was 68.6%. GAAP operating loss narrowed to $18.1 million, and non-GAAP operating income rose to $22.0 million, a 9.7% non-GAAP operating margin. GAAP net loss per share improved to $(0.17) and non-GAAP diluted EPS was $0.19.
The company generated record fiscal second-quarter cash from operations of $24.2 million and free cash flow of $21.7 million. Remaining performance obligations were $1.09 billion, with $691.1 million current. Braze ended July 31, 2026 with 2,789 customers, including 361 with ARR of $500,000 or more, and total cash, cash equivalents, restricted cash, and marketable securities of $413.9 million. Braze issued guidance for fiscal Q3 2027 revenue of $229.0–$230.0 million and full-year fiscal 2027 revenue of $910.0–$913.0 million, with positive non-GAAP operating income and net income expected.
Braze, Inc. reported the results of its Annual Meeting of Stockholders and changes to its charter. Stockholders re-elected Neeraj Agrawal and Yvonne Wassenaar as Class II directors, with Agrawal receiving 53,707,228 votes for and Wassenaar 67,108,903 votes for, each with broker non-votes recorded.
Stockholders approved, on a non-binding advisory basis, the compensation of the company’s named executive officers with 50,250,483 votes for and 17,942,060 against. They also ratified Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending January 31, 2027. In addition, stockholders approved an amendment to the Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law, after which Braze filed an Amended and Restated Certificate of Incorporation to implement these governance updates.
Braze, Inc. reported strong fiscal first quarter 2027 results with revenue of $211.0 million, up 30.2% from $162.1 million a year earlier, driven by new customers, upsells, and renewals. Subscription revenue reached $195.2 million, and remaining performance obligations were $1,079.2 million, including $670.3 million current.
GAAP gross margin was 65.7%, while non-GAAP gross margin was 67.4%. The company recorded a GAAP operating loss of $27.5 million, including $33.6 million of stock-based compensation, but generated non-GAAP operating income of $10.5 million. Non-GAAP diluted EPS was $0.10, and free cash flow was $26.8 million.
Total customers grew to 2,713, with 349 customers at or above $500,000 in ARR, and trailing twelve month dollar-based net retention was 110%. Braze guided fiscal Q2 2027 revenue to $219.5–220.5 million and full-year fiscal 2027 revenue to $895.0–899.0 million, with expected non-GAAP operating income of $70.0–74.0 million. The board also appointed Chief Accounting Officer Pankaj Malik as Interim Chief Financial Officer effective May 29, 2026.
Braze, Inc. announced a planned finance leadership transition and upcoming earnings timing. Chief Financial Officer Isabelle Winkles will resign effective May 29, 2026, then serve as a consultant providing advisory services through August 17, 2026 under a Consulting Agreement that allows continued vesting of certain restricted stock units.
The company plans to appoint Pankaj Malik, currently Chief Accounting Officer, as Interim CFO and has begun a search for a permanent CFO. Braze reaffirmed the financial guidance it provided on March 24, 2026 for both the first quarter and full fiscal year ending January 31, 2027. It will release fiscal first quarter 2027 results after market close on May 27, 2026 and host a webcast that day. Braze also named Nick Rockwell as Chief Information Officer effective June 1, 2026, reporting to its Chief Technology Officer.
Braze, Inc. disclosed that Susan Wiseman, the company’s general counsel and secretary, intends to retire. The announcement was made on April 7, 2026, and her retirement is expected to occur on or before June 30, 2026. This reflects a planned legal and corporate secretary leadership transition at the software company, which remains listed on The Nasdaq Stock Market under the Class A common stock symbol BRZE.
Braze, Inc. reported strong growth for the quarter and fiscal year ended January 31, 2026 and announced a new share repurchase program. Fiscal Q4 revenue was $205.2 million, up 27.9% year over year, with subscription revenue of $193.5 million. Non-GAAP operating income rose to $14.5 million, while GAAP operating loss was $28.2 million due largely to $37.3 million of stock-based compensation.
For fiscal 2026, revenue reached $738.2 million, up 24.4%, and Braze generated $58.1 million of free cash flow and $71.4 million of net cash from operating activities. Non-GAAP operating income improved to $28.5 million from break-even, and non-GAAP diluted EPS increased to $0.38, while GAAP diluted EPS was a loss of $1.22.
Dollar-based net retention for all customers was 109%, and customers with ARR of $500,000 or more grew from 247 to 333 year over year. The Board authorized a $100 million share repurchase program, including an imminent $50 million accelerated buyback. Guidance for fiscal 2027 calls for revenue of $884.0–$889.0 million and non-GAAP diluted EPS of $0.61–$0.65.
Braze, Inc. eliminated its dual-class share structure by automatically converting every outstanding share of Class B common stock into one share of Class A common stock on January 30, 2026, under its certificate of incorporation.
After the conversion, there were approximately 112,689,870 shares of Class A common stock outstanding, and all converted Class B shares were retired and removed from the company’s authorized capital. Former Class B holders now have one vote per share instead of ten, aligning all stockholders under a single class with identical economic rights. The company’s equity awards tied to Class B stock now reference Class A stock, and the Class A shares continue to trade on Nasdaq under the “BRZE” ticker with the same CUSIP.
Braze, Inc. disclosed that on September 4, 2025 it issued a press release announcing its financial results for the second fiscal quarter ended July 31, 2025. The press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference. The company clarifies that the Item 2.02/Item 9.01 information, including Exhibit 99.1, is not "filed" under Section 18 of the Exchange Act and is not incorporated by reference into other filings unless expressly stated.
Braze (Nasdaq: BRZE) filed a Form 8-K reporting results of its 26 June 2025 Annual Meeting. Stockholders re-elected Phillip Fernandez and Fernando Machado as Class I directors through 2028, with 171.0 M and 171.7 M votes in favor, respectively. The say-on-pay proposal passed decisively (182.1 M for; 2.2 M against) and holders ratified Ernst & Young as independent auditor by 205.7 M votes for versus 88 K against. No other matters were presented and there were no unexpected outcomes or material corporate changes.