Every material Form 8-K Braze, Inc. has filed with the SEC since May 27, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Braze, Inc. entered into a merger agreement on October 19, 2026 under which Salesforce's subsidiary will merge into Braze, and Braze stockholders will receive $47.50 per share in cash. Completion is subject to a stockholder vote, antitrust clearance and other customary conditions, and a voting support agreement covers certain Braze holders.
Merger consideration is $47.50 per share in cash for Class A common stock, agreed October 19, 2026
Either party may terminate if the merger is not completed by the first anniversary of the agreement, extendable by up to two 90-day periods
Braze would pay Salesforce a $191,390,000 termination fee in certain circumstances; Salesforce would pay Braze $300,000,000 in certain circumstances
Braze reported results for the fiscal quarter ended July 31, 2026, with revenue of $227.2 million, up 26.2% from a year earlier, and a GAAP net loss of $0.17 per share, narrower than the $0.26 loss a year earlier. The company also issued Q3 guidance and updated its full-year fiscal 2027 revenue outlook to $910.0 million to $913.0 million, which gives shareholders a current view of expected revenue and profitability.
Revenue was $227.2 million, up 26.2% from $180.1 million in the prior-year quarter.
GAAP net loss per share was $0.17 versus $0.26 a year earlier; non-GAAP diluted EPS was $0.19 versus $0.15.
Free cash flow was $21.7 million versus $3.5 million a year earlier.
Q3 fiscal 2027 revenue guidance is $229.0 million to $230.0 million; full-year revenue guidance is $910.0 million to $913.0 million.
Braze reported fiscal first-quarter 2027 revenue of $211.0 million, up 30.2% from a year earlier, and a narrower GAAP net loss per share of $0.24 compared with $0.34. The company also updated its full-year fiscal 2027 revenue guidance to $895.0 million to $899.0 million and named Chief Accounting Officer Pankaj Malik as interim Chief Financial Officer effective May 29, 2026.
Revenue was $211.0 million, up from $162.1 million a year earlier; non-GAAP diluted EPS was $0.10 versus $0.07.
GAAP operating loss narrowed to $27.5 million from $40.2 million; stock-based compensation was $33.6 million.
Fiscal Q2 2027 revenue guidance is $219.5 million to $220.5 million; full-year fiscal 2027 revenue guidance is $895.0 million to $899.0 million.
Pankaj Malik was appointed interim CFO effective May 29, 2026 and will also remain Chief Accounting Officer; his offer letter sets a $409,013 base salary and a $205,000 target bonus.
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