Braze delivered a robust fiscal second quarter 2027, with revenue growing 26.2% year-over-year to $227.2 million. The performance was characterized by improved operating leverage, resulting in record quarterly free cash flow and a significant beat on non-GAAP profitability as the company expanded its enterprise customer base and AI product adoption.
Key Highlights
- Revenue outperformed expectations at $227.2 million, driven by subscription growth and professional services which more than doubled year-over-year.
- Non-GAAP operating income reached $22.0 million, representing a 9.7% margin, a substantial expansion from the 3.4% margin reported in the same period last year.
- The company raised its full-year fiscal 2027 revenue outlook to a range of $910.0 to $913.0 million, surpassing the previous estimate midpoint of $897 million.
- Enterprise momentum continued as the count of customers with ARR over $500,000 grew 28% year-over-year to 361 total accounts.