Braze (BRZE) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Braze, Inc. reported revenue of $180.11 million for the quarter ended July 2025, marking a year-over-year increase of 23.8% and exceeding the Zacks Consensus Estimate of $171.6 million by 4.96% [1] - The company achieved an EPS of $0.15, significantly higher than the $0.09 reported a year ago, and surpassed the consensus EPS estimate of $0.03 by 400% [1] Financial Performance Metrics - Dollar Based Net Retention (TTM) stood at 108%, closely aligning with the average estimate of 108.1% from two analysts [4] - Total Customers reached 2,422, slightly above the average estimate of 2,394 from two analysts [4] - Revenue from Professional Services and Other was reported at $8.3 million, exceeding the average estimate of $6.73 million from five analysts, representing a year-over-year increase of 50.9% [4] - Subscription Revenue amounted to $171.8 million, surpassing the average estimate of $164.76 million from five analysts, with a year-over-year growth of 22.7% [4] Stock Performance - Over the past month, Braze's shares have returned -1.1%, contrasting with the Zacks S&P 500 composite's increase of 3.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]