Description

Braze From Campaign Tools To Intelligent Orchestration—How AI Is Transforming Its Growth Engine!

Braze, Inc. reported its fiscal fourth quarter 2026 results with a 28% year-over-year revenue increase to $205.2 million, marking an 8% sequential growth. The company highlighted an acceleration in organic revenue growth for the third consecutive quarter, supported by strong customer contract expansions, renewals, and new business. Notably, Braze surpassed significant milestones including over $1 billion in remaining performance obligations and achieving $800 million in annual recurring revenue, underscoring sustained demand for its customer engagement platform. The company reported a trailing 12-month dollar-based net retention rate of 109%, reflecting positive customer retention and expansion. Large customer growth remains robust, with customers spending over $500,000 annually increasing 35% year-over-year, contributing 64% of total ARR. Braze’s growth was bolstered by demand for its AI-powered solutions, particularly the BrazeAI Decisioning Studio and new product launches such as Agent Console and BrazeAI Operator, both made generally available ahead of schedule.