What is Braze, Inc.'s change in deferred revenue?

Braze, Inc. (BRZE) reported change in deferred revenue of $38.21M in Q1 2026.

How has Braze, Inc.'s change in deferred revenue changed year-over-year?

Braze, Inc.'s change in deferred revenue increased by 55.7% year-over-year, from $24.55M to $38.21M.

What does change in deferred revenue mean?

Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.

Braze, Inc. BRZE Change in Deferred Revenue

Change in Deferred Revenue at other companies

AdobeADBE

$340M+47.2%

SalesforceCRM

-$4B-35.8%

OracleORCL

$2.55B+10.6%

TwilioTWLO

$892K+155%

KlaviyoKVYO

$8.25M-29.4%

Zeta Global HoldingsZETA

$1.92M+144%

Other financials

Income statement

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Revenue$211.0M+30.2%

Gross profit$138.7M+24.7%

Operating income-$27.5M+31.6%

Net income-$26.6M+25.7%

EPS (diluted)-$0.24+29.4%

Balance sheet

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Cash & equivalents$149.3M-35.7%

Total debt$81.5M-6.7%

Total equity$581.7M+22.6%

Total assets$1.1B+22.7%

Cash flow

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Operating cash flow$28.1M+16.5%

CapEx$108.0K-50.2%

Free cash flow$28.0M+17.1%

Valuation

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Market cap$2.17B-21.2%

Enterprise value$2.1B-19.7%

P/S2.8×-1.7×

Profitability

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Gross margin66.5%-3.0pp

Operating margin-16.8%-2.2pp

Net margin-15.5%-1.1pp

FCF margin8.4%—

Returns & leverage

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Return on equity-23.1%+0.3pp

Debt / equity0.1×0.0×

Current ratio1.2×-0.7×

Where this comes from

Reported directly by Braze, Inc. in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: Braze, Inc.’s 10-Q, filed May 28, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Braze, Inc.'s change in deferred revenue?: Braze, Inc. (BRZE) reported change in deferred revenue of $38.21M in Q1 2026.
How has Braze, Inc.'s change in deferred revenue changed year-over-year?: Braze, Inc.'s change in deferred revenue increased by 55.7% year-over-year, from $24.55M to $38.21M.
What does change in deferred revenue mean?: Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.