Braze logged a solid QQ2 2026 performance, delivering 24% year-over-year revenue growth to $180.1 million and 11% sequential growth, supported by continued renewals, expansions, and the meaningful contribution from the OfferFit acquisition. Management highlighted robust late-stage pipeline, historically high competitive win rates, and a stabilization in downsell dynamics, contributing to better profitability as the year progresses. The combination of Braze's core platform with OfferFit’s AI-driven decisioning is positioned to accelerate one-to-one personalization at scale, with AI-driven capabilities expected to become increasingly accessible to broader customer segments. Near-term guidance was raised for QQ3 and full-year 2026, reflecting confidence in topline growth and incremental margin expansion as OfferFit scales. The company also signaled a strategic emphasis on AI–data unification, Canvas orchestration, and composable intelligence, with Forge as a key event to showcase the AI roadmap. Key risks include macro demand volatility, integration execution, and the challenge of sustaining high DBNR in a evolving AI-enabled landscape.