Braze (NASDAQ:BRZE) reported fiscal 2Q2026 results on September 4, 2025, with revenue of $180 million, up 24% year-over-year, and non-GAAP operating income of $6 million. The company’s customer count rose to 2,422, including early contributions from OfferFit, and raised its full-year FY2026 guidance for both revenue and non-GAAP operating profit while emphasizing strong execution, improved sales productivity, and progress in AI-led product development and integration.

Annual recurring revenue (ARR) surpassed $700 million, supported by a 27% year-over-year increase in customers with $500,000-plus ARR to 282, which now represent 62% of total ARR. The company's total customer count grew by 12% year-over-year, aided by both organic wins and the addition of OfferFit’s customer portfolio.

The sustained expansion of high-value enterprise customers not only boosts revenue stability but also enhances Braze's multi-year contract visibility.

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Source Fool.com