Braze (BRZE) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

For the quarter ended October 2025, Braze, Inc. (BRZE) reported revenue of $190.84 million, up 25.5% over the same period last year. EPS came in at $0.06, compared to $0.02 in the year-ago quarter.

The reported revenue represents a surprise of +3.69% over the Zacks Consensus Estimate of $184.06 million. With the consensus EPS estimate being $0.06, the company has not delivered EPS surprise.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Braze performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Total Customers: 2,528 versus 2,477 estimated by two analysts on average.
• Dollar Based Net Retention (TTM): 108% compared to the 108% average estimate based on two analysts.
• Revenue- Professional services and other: $9.2 million compared to the $7.64 million average estimate based on four analysts. The reported number represents a change of +58.6% year over year.
• Revenue- Subscription: $181.6 million versus $176.42 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +24.1% change.

View all Key Company Metrics for Braze here>>>

Shares of Braze have returned +6.6% over the past month versus the Zacks S&P 500 composite's +1.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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