Braze, Inc. (BRZE) Q2 Earnings and Revenues Beat Estimates

Group 1: Earnings Performance - Braze, Inc. reported quarterly earnings of $0.15 per share, exceeding the Zacks Consensus Estimate of $0.03 per share, and up from $0.09 per share a year ago, representing an earnings surprise of +400.00% [1] - The company has surpassed consensus EPS estimates for the last four quarters [2] - Braze's revenues for the quarter ended July 2025 were $180.11 million, surpassing the Zacks Consensus Estimate by 4.96%, and up from $145.5 million year-over-year [2] Group 2: Stock Performance and Outlook - Braze shares have declined approximately 35.6% since the beginning of the year, while the S&P 500 has gained 9.6% [3] - The future performance of Braze's stock will depend on management's commentary during the earnings call and the earnings outlook [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.02 on revenues of $180.44 million, and for the current fiscal year, it is $0.17 on revenues of $704.36 million [7] Group 3: Industry Context - The Internet - Software industry, to which Braze belongs, is currently ranked in the top 29% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Braze's stock performance [5][6]