Braze shares tumble 9% as earnings guidance disappoints

Published 05/06/2025, 21:24
Braze shares tumble 9% as earnings guidance disappoints

NEW YORK - Braze , Inc. (NASDAQ:BRZE) reported better-than-expected first quarter results but saw its shares plunge 9.3% in after-hours trading as the company’s full-year earnings guidance fell short of analyst expectations.

The customer engagement platform provider posted adjusted earnings per share of $0.07 for Q1, beating the analyst consensus of $0.05. Revenue came in at $162.1 million, up 19.6% YoY and ahead of estimates of $158.66 million.

However, Braze’s outlook for fiscal 2026 earnings disappointed investors. The company forecast full-year adjusted EPS of $0.15-$0.18, well below the $0.34 analysts were expecting. Revenue guidance of $702-706 million was more upbeat, topping the consensus of $689 million.

"We are off to a good start in fiscal year 2026, delivering strong revenue growth, profitability, and free cash flow in an ever-changing environment," said Bill Magnuson, Cofounder and CEO of Braze.

For the second quarter, Braze expects revenue between $171-172 million and adjusted operating income of $0.5-1.5 million.

The company also announced it has completed the acquisition of OfferFit, an AI decisioning company, and hired Ed McDonnell as its new Chief Revenue Officer effective July.

Despite the earnings guidance miss, Braze maintained its focus on growth, with customer count rising to 2,342 from 2,102 a year ago. The company’s dollar-based net retention rate was 109% for the trailing 12 months.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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