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Management credibility scorecard

Braze (BRZE)

1 quarters tracked (Q2'27 to Q2'27) · latest call September 8, 2026
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100%
Kept of 3 resolved - limited history
3
Kept or exceeded
0
Missed
2
Still pending
Share count, 3 yrs/yr · heavy diluter

Score History

QuarterCall dateDisclosureFinancial qualityKeptMissed
Q2'27September 8, 2026--30Call sheet →
Disclosure: the 6-item rubric, each scored 0-2, out of 12. Financial quality: flagged indicators by severity. Kept and missed count the prior-quarter promises scored on that call.

Promise Ledger · All Quarters

MarkedStatusPromise
Q2'27PendingMay 27: 400-basis-point annual operating-margin expansion
Management reiterates at least 400 basis points
Q2'27PendingMay 27: FY revenue $895-899m
Raised to $910-913m
Q2'27DeliveredMay 27: Decisioning Studio revenue to grow 15-20% sequentially
$5.7m to $6.6m, approximately 15.8%
Q2'27ExceededMay 27: Q2 non-GAAP operating income $17-18m
Actual $21.963m
Q2'27ExceededMay 27: Q2 revenue $219.5-220.5m
Actual $227.230m
Each row is a promise from the prior call, scored against the quarter in "Marked". Kept-promise rate counts resolved promises only; pending is excluded.
Promise-kept rate counts resolved promises only (pending excluded).
Scores, kept-promise rates, and flags on this site reflect the author's opinion, applying a stated methodology to statements management made on public earnings calls. Informational and educational purposes only - not investment advice, a recommendation, or an offer to buy or sell any security. Sources believed reliable but not guaranteed; the author may hold positions in the securities discussed.

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