Braze (BRZE) Q1 2026 Earnings Call Transcript
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Braze's (NASDAQ:BRZE) Non-GAAP gross margin increased to 69.3% in the first quarter, up from 67.9% in the prior year quarter. Non-GAAP operating income and net income also turned positive in the first quarter, while executing a pricing overhaul and major AI-driven product integration. Management highlighted the completed acquisition of OfferFit, expected to accelerate both technology development and revenue, even as it places near-term pressure on operating margins and resource allocation. Global customer acquisition continued, with notable progress in large enterprise accounts and international geographies, balanced against persistent churn from prior periods and regional softness in Southeast Asia. Updated guidance for FY2026 incorporates OfferFit’s financial contribution, and signals management’s more conservative risk-adjusted approach for the remainder of the fiscal year.
Source Fool.com
