BRAZE, INC., 10-K filed on 3/25/2026
Annual Report
v3.26.1
Cover - USD ($)
$ in Billions
12 Months Ended
Jan. 31, 2026
Mar. 17, 2026
Jul. 31, 2025
Cover [Abstract]      
Document Type 10-K    
Document Annual Report true    
Document Period End Date Jan. 31, 2026    
Current Fiscal Year End Date --01-31    
Document Transition Report false    
Entity File Number 001-41065    
Entity Registrant Name Braze, Inc.    
Entity Incorporation, State or Country Code DE    
Entity Tax Identification Number 45-2505271    
Entity Address, Address Line One 63 Madison Building    
Entity Address, Address Line Two 28 East 28th Street, Floor 12    
Entity Address, City or Town New York    
Entity Address, State or Province NY    
Entity Address, Postal Zip Code 10016    
City Area Code (609)    
Local Phone Number 964-0585    
Title of 12(b) Security Class A Common Stock, par value $0.0001 per share    
Trading Symbol BRZE    
Security Exchange Name NASDAQ    
Entity Well-known Seasoned Issuer Yes    
Entity Voluntary Filers No    
Entity Current Reporting Status Yes    
Entity Interactive Data Current Yes    
Entity Filer Category Large Accelerated Filer    
Entity Small Business false    
Entity Emerging Growth Company false    
ICFR Auditor Attestation Flag true    
Document Financial Statement Error Correction [Flag] false    
Entity Shell Company false    
Entity Public Float     $ 2.7
Entity Common Stock, Shares Outstanding   113,448,702  
Documents Incorporated by Reference
Portions of the registrant’s Proxy Statement for its 2026 Annual Meeting of Stockholders are incorporated by reference into Part III of this Annual Report on Form 10-K to the extent stated herein. Such Proxy Statement will be filed with the Securities and Exchange Commission within 120 days of the registrant’s fiscal year ended January 31, 2026.
   
Entity Central Index Key 0001676238    
Amendment Flag false    
Document Fiscal Period Focus FY    
Document Fiscal Year Focus 2026    
v3.26.1
Audit Information
12 Months Ended
Jan. 31, 2026
Audit Information [Abstract]  
Auditor Firm ID 42
Auditor Name Ernst & Young LLP
Auditor Location New York, New York
v3.26.1
Consolidated Balance Sheets - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
CURRENT ASSETS:    
Cash and cash equivalents $ 124,342 $ 83,062
Restricted cash, current 566 0
Accounts receivable, net of allowance of $1,934 and $2,563 at January 31, 2026 and January 31, 2025, respectively 122,350 95,234
Marketable securities 287,580 430,457
Prepaid expenses and other current assets 33,088 35,273
Total current assets 567,926 644,026
Restricted cash, noncurrent 3,430 530
Property and equipment, net 43,517 38,550
Operating lease right-of-use assets 72,011 76,147
Deferred contract costs 100,738 76,766
Goodwill 261,857 28,448
Intangible assets, net 61,487 3,130
Other assets 2,791 3,401
TOTAL ASSETS 1,113,757 870,998
CURRENT LIABILITIES:    
Accounts payable 1,562 2,150
Accrued expenses and other current liabilities 95,023 64,189
Deferred revenue 304,560 239,976
Operating lease liabilities, current 19,269 18,162
Total current liabilities 420,414 324,477
Operating lease liabilities, noncurrent 63,385 69,278
Other long-term liabilities 5,802 2,494
TOTAL LIABILITIES 489,601 396,249
COMMITMENTS AND CONTINGENCIES (Note 13)
Redeemable non-controlling interest (Note 4) 389 (112)
STOCKHOLDERS’ EQUITY    
Additional paid-in capital 1,340,091 1,062,613
Accumulated other comprehensive gain (loss) 1,788 (926)
Accumulated deficit (718,123) (586,836)
TOTAL STOCKHOLDERS’ EQUITY 623,767 474,861
TOTAL LIABILITIES, REDEEMABLE NON-CONTROLLING INTEREST, AND STOCKHOLDERS’ EQUITY 1,113,757 870,998
Class A common stock    
STOCKHOLDERS’ EQUITY    
Common stock 11 8
Class B common stock    
STOCKHOLDERS’ EQUITY    
Common stock $ 0 $ 2
v3.26.1
Consolidated Balance Sheets (Parenthetical) - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Allowance for doubtful accounts $ 1,934 $ 2,563
Class A common stock    
Common stock, par value (in dollars per share) $ 0.0001 $ 0.0001
Common stock, authorized (in shares) 2,000,000,000 2,000,000,000
Common stock, issued (in shares) 112,770,651 87,934,059
Common stock, outstanding (in shares) 112,770,651 87,934,059
Class B common stock    
Common stock, par value (in dollars per share) $ 0.0001 $ 0.0001
Common stock, authorized (in shares) 0 110,000,000
Common stock, issued (in shares) 0 16,017,314
Common stock, outstanding (in shares) 0 16,017,314
v3.26.1
Consolidated Statements of Operations - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Income Statement [Abstract]      
Revenue $ 738,182 $ 593,410 $ 471,800
Cost of revenue 242,525 183,191 147,527
Gross Profit 495,657 410,219 324,273
Operating expenses:      
Sales and marketing 327,012 282,316 247,125
Research and development 167,143 133,969 119,863
General and administrative 146,259 116,093 101,977
Total operating expenses 640,414 532,378 468,965
Loss from operations (144,757) (122,159) (144,692)
Other income, net 16,596 21,557 16,220
Loss before provision for income taxes (128,161) (100,602) (128,472)
Provision for income taxes 2,625 3,445 1,957
Net loss (130,786) (104,047) (130,429)
Net income (loss) attributable to redeemable non-controlling interest 501 (304) (1,263)
Net loss attributable to Braze, Inc. $ (131,287) $ (103,743) $ (129,166)
Earnings Per Share      
Net loss per share attributable to Braze, Inc. common stockholders, basic (in dollars per share) $ (1.22) $ (1.02) $ (1.32)
Net loss per share attributable to Braze, Inc. common stockholders, diluted (in dollars per share) $ (1.22) $ (1.02) $ (1.32)
Weighted-Average Shares Outstanding      
Weighted-average shares used to compute net loss per share attributable to Braze, Inc. common stockholders, basic (in shares) 107,906,000 102,189,000 98,096,000
Weighted-average shares used to compute net loss per share attributable to Braze, Inc. common stockholders, diluted (in shares) 107,906,000 102,189,000 98,096,000
v3.26.1
Consolidated Statements of Comprehensive Loss - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Statement of Comprehensive Income [Abstract]      
Net loss $ (130,786) $ (104,047) $ (130,429)
Other comprehensive income:      
Change in foreign currency translation adjustments 1,847 (806) 230
Unrealized gains on marketable securities 483 1,058 5,416
Unrealized gains on derivatives 384 0 0
Other comprehensive income, net 2,714 252 5,646
Comprehensive loss, net (128,072) (103,795) (124,783)
Less: comprehensive income (loss), net, attributable to redeemable non-controlling interest 501 (304) (1,263)
Comprehensive loss attributable to Braze, Inc. $ (128,573) $ (103,491) $ (123,520)
v3.26.1
Consolidated Statements of Convertible Preferred Stock, Redeemable Noncontrolling Interest and Stockholders' Equity (Deficit) - USD ($)
$ in Thousands
Total
Common Stock
Common Class A and B
Additional Paid-in Capital
Accumulated Deficit
Accumulated other Comprehensive Income (Loss)
Beginning balance at Jan. 31, 2023 $ 1,455        
Noncontrolling Interest [Roll Forward]          
Net income (loss) attributable to redeemable non-controlling interest (1,263)        
Ending balance at Jan. 31, 2024 192        
Beginning balance (in shares) at Jan. 31, 2023   95,975,000      
Beginning balance at Jan. 31, 2023 445,303 $ 10 $ 806,044 $ (353,927) $ (6,824)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock for options exercised (in shares)   1,955,000      
Issuance of common stock for options exercised 7,263   7,263    
Issuance of common stock under employee stock purchase plan   234,000      
Issuance of common stock under employee stock purchase plan 6,011   6,011    
Vesting of restricted stock units (in shares)   1,760,000      
Stock-based compensation 99,293   99,293    
Other comprehensive income 5,646       5,646
Charitable donation of stock (in shares)   96,000      
Charitable donation of stock 3,762   3,762    
Issuance of common stock from acquisition (in shares)   190,000      
Issuance of common stock from acquisition 6,121   6,121    
Net loss attributable to Braze, Inc. (129,166)     (129,166)  
Ending balance (in shares) at Jan. 31, 2024   100,210,000      
Ending balance at Jan. 31, 2024 444,233 $ 10 928,494 (483,093) (1,178)
Noncontrolling Interest [Roll Forward]          
Net income (loss) attributable to redeemable non-controlling interest (304)        
Ending balance at Jan. 31, 2025 $ (112)        
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock for options exercised (in shares) 990,063 990,000      
Issuance of common stock for options exercised $ 6,906   6,906    
Issuance of common stock under employee stock purchase plan   234,000      
Issuance of common stock under employee stock purchase plan 7,705   7,705    
Vesting of restricted stock units (in shares)   2,421,000      
Stock-based compensation 115,732   115,732    
Other comprehensive income 252       252
Charitable donation of stock (in shares)   96,000      
Charitable donation of stock 3,776   3,776    
Net loss attributable to Braze, Inc. (103,743)     (103,743)  
Ending balance (in shares) at Jan. 31, 2025   103,951,000      
Ending balance at Jan. 31, 2025 474,861 $ 10 1,062,613 (586,836) (926)
Noncontrolling Interest [Roll Forward]          
Net income (loss) attributable to redeemable non-controlling interest 501        
Ending balance at Jan. 31, 2026 $ 389        
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock for options exercised (in shares) 1,732,084 1,733,000      
Issuance of common stock for options exercised $ 15,861   15,861    
Issuance of common stock under employee stock purchase plan   276,000      
Issuance of common stock under employee stock purchase plan 7,099   7,099    
Vesting of restricted stock units (in shares)   2,807,000      
Stock-based compensation 143,667   143,667    
Other comprehensive income 2,714       2,714
Charitable donation of stock (in shares)   96,000      
Charitable donation of stock 3,223   3,223    
Issuance of common stock from acquisition (in shares)   2,019,000      
Issuance of common stock from acquisition 73,752 $ 1 73,751    
Replacement share-based awards issued in connection with acquisition 33,877   33,877    
Net loss attributable to Braze, Inc. (131,287)     (131,287)  
Ending balance (in shares) at Jan. 31, 2026   110,882,000      
Ending balance at Jan. 31, 2026 $ 623,767 $ 11 $ 1,340,091 $ (718,123) $ 1,788
v3.26.1
Consolidated Statements of Cash Flows - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
CASH FLOWS FROM OPERATING ACTIVITIES:      
Net loss (including amounts attributable to redeemable non-controlling interests) $ (130,786) $ (104,047) $ (130,429)
Adjustments to reconcile net loss to net cash provided by operating activities:      
Stock-based compensation 143,738 115,140 97,232
Amortization of deferred contract costs 41,267 35,014 29,788
Depreciation and amortization 19,328 10,115 6,963
Provision for credit losses 666 2,331 2,020
Value of common stock donated to charity 3,223 3,776 3,762
Accretion of discount on marketable securities (951) (2,079) (2,077)
Non-cash foreign exchange (gain) loss (73) (1,033) 460
Fair value adjustments to contingent consideration 0 (223) (1,572)
Fixed asset write offs 80 488 146
Other (144) (152) (495)
Changes in operating assets and liabilities:      
Accounts receivable (22,715) (5,363) (14,008)
Prepaid expenses and other current assets 3,569 (6,629) (3,413)
Deferred contract costs (65,249) (48,171) (45,119)
ROU assets and liabilities (1,133) 1,939 4,275
Other assets (1,880) (29) 229
Accounts payable (601) (3,912) 3,419
Accrued expenses and other current liabilities 26,191 3,694 20,990
Deferred revenue 57,137 35,887 34,108
Other long-term liabilities (229) (66) 571
Net cash provided by operating activities 71,438 36,680 6,850
CASH FLOWS FROM INVESTING ACTIVITIES:      
Cash paid for acquisition, net of cash acquired (181,854) 0 (16,319)
Purchases of property and equipment (9,588) (13,234) (9,761)
Capitalized internal-use software costs (3,776) (3,814) (3,574)
Purchases of marketable securities (151,641) (217,975) (248,059)
Maturities of marketable securities 175,208 195,353 257,737
Return of principal on marketable securities 120,744 3,200 0
Net cash used in investing activities (50,907) (36,470) (19,976)
CASH FLOWS FROM FINANCING ACTIVITIES:      
Proceeds from exercise of common stock options 15,861 6,906 7,263
Proceeds from stock associated with employee stock purchase plan 7,099 7,705 6,011
Payments of deferred purchase consideration 0 (2,916) (165)
Net cash provided by financing activities 22,960 11,695 13,109
Effect of foreign currency exchange rate changes on cash, cash equivalents, and restricted cash 1,255 (444) (475)
Net change in cash, cash equivalents, and restricted cash 44,746 11,461 (492)
Cash, cash equivalents, and restricted cash, beginning of period 83,592 72,131 72,623
Cash, cash equivalents, and restricted cash, end of period 128,338 83,592 72,131
SUPPLEMENTAL CASH FLOW DISCLOSURE:      
Cash paid for income taxes, net of refunds 3,896 2,945 309
NON-CASH INVESTING AND FINANCING ACTIVITIES:      
Stock-based compensation capitalized to internal-use software 2,073 2,259 2,152
Unrealized net gain on marketable investment securities 483 1,058 5,416
Net change to property and equipment (included in accounts payable / accrued liabilities) (259) 173 208
Asset retirement obligation 38 34 62
Common stock issuance, acquisition (107,629) 0 (6,121)
Contingent consideration, acquisition 0 0 (1,795)
Indemnity escrows, acquisition $ (3,128) $ 0 $ (3,081)
v3.26.1
Company Overview
12 Months Ended
Jan. 31, 2026
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Company Overview Company Overview
Description of Business

Braze, Inc., together with its subsidiaries (collectively, the “Company,” “we,” “us,” “our,” or “Braze”), is a cloud-based customer engagement platform that delivers customer-centric experiences across push notifications, email, in-product messaging, SMS, MMS and RCS messages, and more. Customers use the Braze platform to facilitate real-time experiences between brands and customers in a more authentic and human way.

We began operations in 2011 and are incorporated in the state of Delaware. Our headquarters are located in New York City. As of January 31, 2026, we also lease additional office space in over 10 cities across North America, South America, Europe, Asia-Pacific, and the Middle East.
v3.26.1
Summary of Significant Accounting Policies
12 Months Ended
Jan. 31, 2026
Accounting Policies [Abstract]  
Summary of Significant Accounting Policies Summary of Significant Accounting Policies
Basis of Presentation

The accompanying consolidated financial statements have been prepared in accordance with generally accepted accounting principles in the United States of America (“U.S. GAAP”). The accompanying consolidated financial statements include the accounts of the Company and its wholly-owned subsidiaries, and variable interest entities (“VIE”) for which we are the primary beneficiary. Intercompany balances and transactions have been eliminated in consolidation.

Reclassifications

Certain reclassifications and immaterial changes have been made to prior-period financial statements to conform to the current-period presentation.
Use of Estimates

The preparation of financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities, the disclosure of assets and liabilities at the date of the financial statements, and the reported amounts of revenue and expense during the reported period. We evaluate estimates based on historical and anticipated results, trends, and various other assumptions. Significant items subject to such estimates and assumptions include, but are not limited to, the standalone selling price for separate performance obligations in our revenue arrangements, expected period of benefit for deferred contract costs, the valuation of common stock and stock-based compensation, the allocation of overhead costs between cost of revenue and operating expenses, the estimated useful lives of intangible and depreciable assets, the fair value of acquired assets and assumed liabilities from business combinations, valuation of long-lived assets and their recoverability, including goodwill, the incremental borrowing rate, the valuation of deferred tax assets and liabilities and other tax estimates including our ability to utilize net operating losses.

Management evaluates its estimates and assumptions on an ongoing basis using historical experience and other factors, including the current economic environment, and makes adjustments as facts and circumstances dictate. As future events and their effects, including the uncertainty surrounding rapidly changing market and economic conditions from global or domestic macroeconomic and socioeconomic conditions such as, among others, instability in the banking and financial services sector, international and domestic supply chain risks, inflationary pressure, interest rate increases, declines in consumer confidence, international conflicts and domestic and foreign political unrest, that impact us and our customers, cannot be determined with precision, actual results could differ from those estimates and many of our estimates and assumptions have required increased judgment and carry a higher degree of variability and volatility.

Basic and Diluted Net Loss attributable to Braze, Inc. Common Stockholders per Share

Basic net loss attributable to Braze, Inc. per common stockholder’s share is computed by dividing the net loss by the weighted-average number of shares of Braze, Inc. common stock outstanding during the period. Diluted loss per share is computed by dividing the net loss attributable to Braze, Inc. by the weighted-average number of shares of Braze, Inc. common stock together with the number of additional shares of Braze Inc. common stock that would have been outstanding if all potentially dilutive shares of Braze Inc. common stock had been issued. Since we were in a net loss position for the periods presented, basic net loss per share attributable to Braze, Inc. common stockholders is the same as diluted net loss per share attributable to Braze, Inc. common stockholders since the effects of potentially dilutive securities are antidilutive.
Segment Reporting

Operating segments are defined as components of an entity for which discrete financial information is available that is regularly reviewed by the Chief Operating Decision Maker (“CODM”) in deciding how to allocate resources to an individual segment and in assessing performance. Our Chief Executive Officer (“CEO”) is the CODM. The CODM reviews financial information presented on a consolidated basis for purposes of making operating decisions, allocating resources, and evaluating financial performance. As such, we have one operating segment, which is the business of cloud-based customer engagement platform subscriptions.

Fair Value of Financial Instruments

Fair value is defined as the exchange price that would be received for an asset or paid to transfer a liability (an exit price) in the principal or most advantageous market for the asset or liability in an orderly transaction between market participants on the measurement date. Valuation techniques used to measure fair value must maximize the use of observable inputs and minimize the use of unobservable inputs. The guidance describes a fair value hierarchy based on three levels of inputs, of which the first two are considered observable and the last unobservable, that may be used to measure fair value.

Level 1 – Inputs are unadjusted quoted prices in active markets for identical assets or liabilities at the measurement date.

Level 2 – Inputs are observable, unadjusted quoted prices in active markets for similar assets or liabilities; unadjusted quoted prices for identical or similar assets or liabilities in markets that are not active; or other inputs that are observable or can be corroborated by observable market data for substantially the full term of the related assets or liabilities.

Level 3 – Unobservable inputs that are supported by little or no market data for the related assets or liabilities.

The categorization of a financial instrument within the fair value hierarchy is based upon the lowest level of input that is significant to the fair value measurement. Our financial instruments include cash equivalents, marketable securities, derivative instruments, accounts receivable, accounts payable, and other current assets and liabilities. At January 31, 2026 and 2025, the carrying amounts of accounts receivable, accounts payable, and other current assets and liabilities approximated fair values because of their short-term nature.

Foreign Currency

The functional currency of our foreign subsidiaries is primarily the local currency. Transactions denominated in currencies other than the functional currency are remeasured to the functional currency at the exchange rate on the transaction date. Monetary assets and liabilities denominated in currencies other than the functional currency are remeasured at period-end using the period-end exchange rate. Gains and losses resulting from remeasurement are recorded in other income (expense), net, on the consolidated statements of operations. All assets and liabilities of foreign subsidiaries are translated at the current exchange rate as of the end of the period, retained earnings and other equity items are translated at historical rates, and revenue and expenses are translated at average exchange rates in effect during the period. The gain or loss resulting from the process of translating foreign currency financial statements into U.S. dollars is reflected as foreign currency cumulative translation adjustments reported on the consolidated statements of comprehensive loss.

Transaction gains and losses that arise from exchange rate fluctuations on transactions denominated in a currency other than the functional currency are included in other income (expense), net in the accompanying consolidated statements of operations when realized.

Cash and cash equivalents represent cash and highly liquid investments with original contractual maturities of three months or less at the date of purchase. Cash and cash equivalents consist of deposit accounts and interest-bearing money market accounts that are stated at fair value.

As of January 31, 2026 and 2025, approximately $0.5 million and $0.5 million, respectively, of deposits were restricted due to multiple letters of credit related to our leased and subleased properties. These deposits were classified as current and noncurrent based on the related underlying lease term.

The following table provides a reconciliation of the cash, cash equivalents, and restricted cash as of January 31, 2026 and 2025 (in thousands):
January 31,
20262025
Cash and cash equivalents$124,342 $83,062 
Restricted cash, current566 — 
Restricted cash, noncurrent3,430 530 
Total cash, cash equivalents, and restricted cash$128,338 $83,592 

Accounts Receivable, Net and Credit Losses

Accounts receivable, net consists of customer obligations due under normal trade terms and are recorded at amounts billed and unbilled to customers, net of allowance for any potential uncollectible accounts. Unbilled amounts are included in trade accounts receivable, net, which generally arise from our contractual right to bill our customers in advance of services on the contract effective date. Trade accounts receivable are recorded at invoiced amounts and do not bear interest.

We maintain an allowance for credit losses for accounts receivable, net which is recorded as an offset to accounts receivable, net and changes in this allowance are recorded as general and administrative expenses in the consolidated statements of operations. We assess collectability by reviewing accounts receivable on a collective basis when similar characteristics exist and on an individual basis when we identify specific customers with known disputes or collectability issues. In determining the amount of the allowance for credit losses, we consider historical collectability based on past due status and make judgments about the creditworthiness of customers based on ongoing credit evaluations. A receivable is considered past due if we have not received payment based on agreed-upon terms. We also consider customer-specific information, current market conditions, and reasonable and supportable forecasts of future economic conditions to inform adjustments to historical loss data. No material write-offs of accounts receivable have been recognized in any of the periods presented.

Concentration of Credit Risk

Financial instruments that potentially subject us to concentration of credit risk consist primarily of cash and cash equivalents, restricted cash, marketable securities, and accounts receivable. Restricted cash consists of letters of credit related to our leased properties and funds held in escrow corresponding to acquisition related activities. For cash, cash equivalents, restricted cash, and marketable securities, we are exposed to credit risk in the event of default by the financial institutions to the extent of the amounts recorded on the consolidated balance sheets in excess of the Federal Deposit Insurance Corporation (“FDIC”) limits. Cash, cash equivalents, restricted cash, and marketable securities balances are maintained at financial institutions that management believes are of high-credit, quality financial institutions, where deposits, at times, exceed the FDIC limits.

Significant customers are those which represent 10% or more of our total revenue for the period, or accounts receivable at the balance sheets dates. For fiscal years ended January 31, 2026 and 2025, no customer accounted for 10% or more of total revenue.

For accounts receivable, we are exposed to credit risk in the event of nonpayment by customers to the extent of the amounts recorded on the consolidated balance sheets. As of January 31, 2026, no customer accounted for more than 10% of our total accounts receivable balance. As of January 31, 2025, one customer accounted for approximately 12% of our accounts receivable; no other customer accounted for more than 10% of our total accounts receivable balance.

Marketable Securities

We classify our investments in marketable securities within current assets on the consolidated balance sheets as the investments are available for use, if needed, in current operations as we may sell our marketable securities at any time, without significant penalty, even if they have not yet reached maturity. These investments are carried at fair value, based on quoted market rates when observable or utilizing data points that are observable, such as quoted prices, interest rates and yield curves. Gains and losses are determined based on the specific identification method and are recognized when realized as a component of other income (expense), net in our consolidated statements of operations.

We review our securities on a regular basis to evaluate if any security has experienced an other-than temporary decline in fair value. We consider an available-for-sale security to be impaired if the fair value of the investment is less than its amortized cost basis, our intent to sell, or whether it is more likely than not that we are required to sell the security before recovery of its amortized cost basis. If we believe that an other-than-temporary decline exists in one of the securities, we will write down these investments to fair value. To the extent that the decline in fair value is related to credit losses, such as changes to the rating of the security by third-party rating agencies, and adverse conditions specific to the security, among other factors, the write-down related to credit loss would be recorded in other income, net in the consolidated statements of operations. Impairments related to
factors other than credit losses are recognized in accumulated other comprehensive loss. As of January 31, 2026, the Company had not recorded any credit impairments.

Property and Equipment, Net

Property and equipment are stated at cost less accumulated depreciation and amortization. Depreciation is computed using the straight-line method over the estimated useful life of the related asset. Leasehold improvements are amortized using the straight-line method over the shorter of the lease term or estimated useful life of the asset. Costs of maintenance and repairs that do not improve or extend the lives of the respective assets are expensed as incurred. Upon asset retirement or sale, the cost and related accumulated depreciation and amortization are removed from the consolidated balance sheets, and the resulting gain or loss is reflected in general and administrative expenses in the consolidated statements of operations. The estimated useful lives for significant property and equipment categories are as follows:

Computer equipment, office equipment, and software
3 to 5 years
Furniture and fixtures
7 years
Leasehold improvementsShorter of lease term or estimated useful life of assets

Impairment of Long-Lived Assets

Long-lived assets, subject to depreciation and amortization, such as property and equipment, are reviewed for impairment whenever events or changes in circumstances indicate that the carrying value of these assets or asset groups may not be recoverable or that the useful life is shorter than originally estimated. Recoverability of these assets or asset groups is measured by comparison of the carrying amount of each asset or asset group to the future undiscounted cash flows the asset or asset group is expected to generate over their remaining lives. If the asset or asset group is considered to be impaired, the amount of any impairment is measured as the difference between the carrying value and the fair value of the impaired asset or asset group. If the useful life is shorter than originally estimated, we amortize the remaining carrying value over the new shorter useful life. There were no material impairment losses of long-lived assets recognized for the fiscal years ended January 31, 2026, 2025 and 2024.

Capitalized Internal-use Software Costs

We capitalize certain costs incurred to develop new or additional customer-facing software functionality, on the consolidated balance sheets as a component of property and equipment, net. We capitalize qualifying personnel costs, including stock-based compensation, and consulting costs incurred during the application development stage so long as the project is authorized, it is probable the project will be completed, and the software will be used to perform the function intended. Costs incurred during the preliminary project and post-implementation stages are expensed as incurred and included in research and development expenses on the consolidated statements of operations. These capitalized costs are amortized over the software’s expected useful life, which is generally three years, within cost of revenue on the consolidated statements of operations.

Comprehensive Loss

Our comprehensive loss is currently comprised of unrealized gains or losses on available-for-sale securities and foreign currency translation adjustments.

Variable Interest Entity

A Variable Interest Entity (“VIE”) is an entity that either has insufficient equity to permit the entity to finance its activities without additional subordinated financial support or has equity investors who lack the characteristics of a controlling financial interest. The primary beneficiary of a VIE is the party with both the power to direct the activities of the VIE that most significantly impact the VIE’s economic performance and the obligation to absorb the losses or the right to receive benefits that could potentially be significant to the VIE.

To assess whether we have the power to direct the activities of a VIE that most significantly impact its economic performance, we consider all the facts and circumstances including our role in establishing the VIE and our ongoing rights and responsibilities. This assessment includes identifying the activities that most significantly impact the VIE’s economic performance and identifying which party, if any, has power over those activities. In general, the party that makes the most significant decisions affecting the VIE is determined to have the power to direct the activities of the VIE. To assess whether we have the obligation to absorb the losses or the right to receive benefits that could potentially be significant to the VIE, we consider all of our economic interests, including debt and equity interests, servicing rights and fee arrangements, and any other variable interests in the VIE. If we determine that we are the party with the power to make the most significant decisions
affecting the VIE, and we have an obligation to absorb the losses or the right to receive benefits that could potentially be significant to the VIE, then we consolidate the VIE.

We perform ongoing reassessments of whether we are the primary beneficiary of a VIE. The reassessment process considers whether we have acquired or divested the power to direct the most significant activities of the VIE through changes in governing documents or other circumstances. We also reconsider whether entities previously determined not to be VIEs have become VIEs, based on new events, and therefore could be subject to the VIE consolidation framework.

Redeemable Non-controlling Interest

Redeemable non-controlling interests represent the portion of net income (loss), net, and comprehensive income (loss), net, that is not allocable to us, in situations where we consolidate an equity interest or as the primary beneficiary of a VIE for which there are other owners. The amount of non-controlling interest is comprised of the greater of the amount of such interests at the date of the original acquisition of an equity interest in an investment, plus the other shareholders’ share of changes in equity since the date of the investment or estimated redemption value. The resulting changes in the estimated redemption amount (increases or decreases) are recorded with corresponding adjustments against retained earnings or, in the absence of retained earnings, additional paid-in-capital. The redeemable non-controlling interest is classified outside of permanent equity as mezzanine equity on the consolidated balance sheets as the redemption option is outside of our control.

Revenue Recognition

We derive our revenue primarily from subscriptions to our platform, including associated support, and professional services. Our subscriptions do not provide customers with the right to take possession of the software supporting the applications and, as a result, are accounted for as service contracts. Professional services primarily consist of fees for distinct services rendered in training and assisting customers to configure and optimize the use of the platform. Revenue is recognized when control of the promised goods or services is transferred to clients in an amount that reflects the consideration we expect to be entitled to in exchange for those goods or services. We apply the following five-step model to recognize revenue from contracts with clients:

Identification of the contract or contracts with a customer;
Identification of the performance obligation(s) in the contract;
Determination of the transaction price;
Allocation of the transaction price to the performance obligation(s) in the contract; and
Recognition of revenue when, or as, a performance obligation is satisfied.

We identify the performance obligations in a contract or multiple contracts with a customer and determine whether they are distinct or distinct within the context of the contract. When there is more than one distinct performance obligation in a contract, we allocate the transaction price to the performance obligations on a relative standalone selling price basis based on standalone selling prices (“SSP”). We have identified two performance obligations within our contracts with our customers: (i) subscription and (ii) professional services and other.

All contracts generally contain fixed consideration payable upfront by the customer. Some of our multi-year arrangements may contain fixed fees with escalating pricing structures each year. The nature of our subscription performance obligation remains unchanged each period of the arrangement and therefore may create a contract asset reflecting the difference between the amount of revenue recognized compared to the amount billed.

Some of our contracts with customers contain terms, such as service level guarantees, product usage and overage fees, that, along with various potential claims, including breach of warranty, may result in variable consideration. Variable consideration exists when the amount which we expect to receive in a contract is affected by the occurrence or non-occurrence of future events. We develop estimates of variable consideration on the basis of historical information, current trends, and any other specific knowledge about future periods.

Variable consideration is included in the transaction price only to the extent that it is probable that a significant reversal in the amount of cumulative revenue recognized will not occur. Typically, our contracts do not provide customers with any right of return or refund; however, we may make exceptions on a case-by-case basis when it makes commercial sense. Variable consideration, including as a result of service level guarantees, product usage and overage fees or other potential claims such as breach of warranty, was not material during the fiscal years ended January 31, 2026, 2025, and 2024. We allocate the variable consideration related to the product usages and overages to the distinct month during which the related services were performed as those fees relate specifically to providing usage of the platform in the period and represents the consideration we are entitled to for the access to the platform. As a result, the usage and overage fees are included in the transaction price and recognized as revenue in the period in which the fee was generated.
To the extent that we grant customers an option to acquire additional products or services, we account for the option as a distinct performance obligation in the contract only if the option provides a material right to the customer that the customer would not receive without entering into the contract. If a material right exists in a contract, revenue allocated to the option is deferred and recognized as revenue only when those future products or services are transferred or when the option expires. Contracts do not typically contain material rights and when they do, the material right has not been significant to our consolidated financial statements.

Once the transaction price is determined, the total transaction price is allocated to each performance obligation in a manner depicting the amount of consideration to which we expect to be entitled in exchange for transferring the products or services to the customer. This allocation is based on the SSP of the products or services included in the arrangement.

Judgment is required to determine the SSP for each performance obligation. We determine SSP based on observable prices for those related goods or services when sold separately, if available. When such observable prices are not available, we determine SSP based on overarching pricing objectives and strategies, taking into consideration market conditions and other factors, including transaction size, product-specific factors, historical sales of the deliverables and costs to deliver the services and applicable margins.

Subscription Services

Subscription revenue is recognized ratably over the contract term beginning on the commencement date of each contract, which is the date the platform is made available to customers. We have determined that subscriptions to our platform represent a stand-ready obligation to perform over the subscription term. These performance obligations are satisfied over time as the customer simultaneously receives and consumes the benefits. Contracts are typically one year in length, but may be up to five years.

At the beginning of each subscription term we invoice our customers, typically in annual installments but also quarterly and semi-annually. Amounts that have been invoiced for non-cancelable contracts are recorded in accounts receivable and in deferred revenue or revenue. We report revenue net of sales tax and other taxes collected from customers to be remitted to government authorities.

Professional Services and Other

Professional services and other revenue primarily consist of onboarding services and are typically recognized as services are performed since our customers simultaneously receive the benefits of these services as they are performed, which is generally over a period of up to six months from provisioning access to the platform. We invoice our customers for professional services at the outset of the contract. Amounts that have been invoiced for non-cancelable contracts are recorded in accounts receivable and in deferred revenue or revenue. We report revenue net of sales tax and other taxes collected from customers to be remitted to government authorities.

Contract Balances

Contract Assets

A contract asset is the right to consideration for transferred goods or services when the amount is conditioned on something other than the passage of time. These balances are included in prepaid expenses and other current assets on our consolidated balance sheets.

Deferred Revenue

We record deferred revenue when we have an unconditional right to payments in advance of satisfying the performance obligations on our contracts. The balance consists primarily of annual plan subscription services and professional services not yet provided as of the balance sheet date. Deferred revenue that will be recognized during the succeeding twelve-month period is recorded as a current liability in our consolidated balance sheets. The deferred revenue balance does not represent the total contract value of annual or multi-year, non-cancelable agreements.

Deferred Contract Costs

We capitalize costs of obtaining revenue contracts that are incremental and recoverable. Incremental costs primarily include sales commissions and bonuses for new and renewal revenue contracts and associated payroll tax and fringe benefit costs and are recorded within deferred contract costs on the consolidated balance sheets. Capitalized amounts are recoverable through future revenue streams under all customer contracts.
Contract costs are amortized on a straight-line basis up to five years, which reflects the expected period of benefit of the performance obligation and may be longer than the initial contract period. We determined the estimated benefit period having considered both qualitative and quantitative factors, including the length of the subscription terms in our customer contracts and the anticipated life of our technology, among other such factors. Deferred contract costs related to renewals are amortized over the renewal term which is generally one year to three years. Amortization of contract costs are classified within operating expenses based on the function of the underlying employee receiving the benefit in the accompanying consolidated statements of operations.

Deferred contract costs are periodically analyzed for impairment. As of January 31, 2026 and 2025, we have not identified any potential indicators of impairment.

Cost of Revenue

Cost of revenue consists of expenses related to providing platform access to customers and onboarding services. These costs include payments to third-party cloud infrastructure providers for hosting software solutions and costs associated with application service providers utilized to deliver the platform, allocated personnel-related costs, including salaries, cash-based performance compensation, benefits and stock-based compensation, overhead cost allocations related to facilities and shared IT-related expenses, including depreciation expense and amortization of internal use software.

Operating Expenses

Operating expenses consist of sales and marketing, research and development, and general and administrative expenses. Personnel costs are the most significant component of operating expenses and consist of salaries, cash performance-based compensation, employee benefits and stock-based compensation. Operating expenses also include overhead cost allocations.

Sales and Marketing

Sales and marketing expenses consist primarily of personnel costs for sales and marketing organization, costs related to sponsorships, events and advertising, agency costs, travel-related expenses, and allocated overhead costs. Costs associated with our advertising and sales promotions are expensed as incurred. During the fiscal years ended January 31, 2026, 2025, and 2024, we recognized $34.3 million, $30.3 million, and $25.1 million, respectively, in advertising costs, which included brand and sponsorship costs.

Research and Development

Research and development expenses consist primarily of personnel costs for engineering, service, design, and information technology teams. Additionally, research and development expenses include allocated overhead costs and contractor fees. Research and development costs are expensed as incurred. Capitalized internal-use software development costs are excluded from research and development expenses as they are capitalized as a component of property and equipment, net and amortized to cost of revenue over the software’s expected useful life, which is generally three years.

General and Administrative

General and administrative expenses consist primarily of personnel costs for finance, legal, human resources and other administrative functions, as well as outside professional services. In addition, general and administrative expense includes non-personnel costs, such as legal, accounting and other professional fees, software costs, certain tax, license and insurance-related expenses and allocated overhead costs.

Stock-Based Compensation

We measure and recognize stock-based compensation expense for all stock-based payment awards granted to employees, directors, and non-employees, based on the award’s fair value as determined on the date of grant.

The fair value of Restricted Stock Units (“RSUs”), restricted stock, and Performance Stock Units (“PSUs”) are determined by the closing price on the date of grant of the Company’s Class A common stock, as reported on The Nasdaq Global Select Market. The Company estimates the fair value of the rights to acquire stock under the Employee Stock Purchase Plan using the Black-Scholes-Merton option pricing model. The determination of the grant date fair value using an option-pricing model is affected by the estimated fair value of the Company’s Class A common stock as well as assumptions regarding a number of other complex and subjective variables including the expected stock price volatility over the expected term of the award and the risk-free interest rate for the expected term of the award. The expected stock price volatility is based on an average of the historical volatility of the Company’s Class A common stock over the expected term. Historically, Offerings have been approximately eleven months with two distinct purchase periods.
We recognize stock-based compensation expense, net of estimated forfeitures, over the requisite service period of the individual grant, generally equal to the vesting period, and use the straight-line method to recognize stock-based compensation. Stock-based compensation for PSUs is amortized under the accelerated attribution method and may be adjusted over the vesting period based on interim estimates of performance against pre-determined objectives. PSUs will vest upon achievement of specified performance targets and subject to continuous service through the applicable vesting dates. The compensation cost is recognized over the requisite service period when it is probable that the performance condition will be satisfied.

We estimate expected forfeitures of stock-based awards at the grant date and recognize compensation cost only for those awards expected to vest. We estimate our forfeitures rate primarily based on an analysis of our actual historical forfeitures materializing in the previous fiscal years, and revise the estimates, if necessary, in subsequent periods if actual forfeitures differ from those estimates. We routinely evaluate the appropriateness of the forfeiture rate based on actual forfeiture experience, analysis of employee turnover and expectations of future behavior.

Investment Income

Investment income consists primarily of income earned on our investments, cash and cash equivalents and restricted cash.

Other Income, Net

Other income, net, is primarily comprised of realized and unrealized foreign currency gains and losses.

Leases

The Company determines if an arrangement is or contains a lease at inception by assessing whether the arrangement contains an identified asset and whether we have the right to control the identified asset. Right-of-use (“ROU”) assets represent our right to use an underlying asset for the lease term and lease liabilities represent our obligation to make lease payments arising from the lease. Lease liabilities are recognized at the lease commencement date based on the present value of the future lease payments over the lease term. ROU assets are based on the measurement of the lease liability and also include any lease payments made prior to or on lease commencement and exclude lease incentives and initial direct costs incurred, as applicable.

As the implicit rate in our leases is generally unknown, we use the incremental borrowing rate based on the estimated rate of interest for collateralized borrowing over a similar term of the lease payments at commencement date. The lease terms may include options to extend or terminate the lease when it is reasonably certain we will exercise any such options. Lease costs for our operating leases are recognized on a straight-line basis over the lease term. Finance lease assets are amortized on a straight-line basis over the shorter of the estimated useful lives of the assets or the lease term. The interest component of finance leases is included in interest expense and recognized using the effective interest method over the lease term. We did not have any finance leases in the periods presented.

We have elected to not separate lease and non-lease components for any leases within our existing classes of assets and, as a result, we account for any lease and non-lease components as a single lease component. We have also elected to not apply the recognition requirement to any leases within our existing classes of assets with a term of 12 months or less (short-term leases). Variable lease costs are comprised primarily of our proportionate share of operating expenses, property taxes, and insurance and is classified as lease cost due to our election to not separate lease and non-lease components.

Operating leases are included in operating lease right-of-use assets, current operating lease liabilities, and non-current in our consolidated balance sheets. Refer to Note 14. Leases, for further information.

Income Taxes

We account for income taxes using the asset and liability method. We recognize deferred tax assets and liabilities for the expected future tax consequences of events that have been included in the consolidated financial statements or tax returns. Deferred tax assets and liabilities are determined based on the difference between the financial statement and tax basis of assets and liabilities using enacted tax rates in effect for the year in which the differences are expected to reverse. The effect of a change in tax rates on deferred tax assets and liabilities is recognized in income in the period that includes the enactment date.

In evaluating our ability to recover our deferred income tax assets, we consider all available positive and negative evidence, using a more likely than not standard. The evaluation considers our recent historical operating results, ongoing tax planning, and forecasts of future taxable income on a jurisdiction-by-jurisdiction basis. In the event we determine that we would be able to realize our deferred tax assets in the future in excess of their net recorded amount, we would make an adjustment to the valuation allowance that would reduce the provision for income taxes. Conversely, in the event that all or part of the net
deferred tax assets are determined not to be realizable in the future, we would charge an adjustment to the valuation allowance to earnings in the period when such determination is made. As of January 31, 2026, we recorded a full valuation allowance in jurisdictions where we had net deferred tax assets, which consist of net operating loss carryforwards and other basis differences, as we have concluded that it is more likely than not that our deferred tax assets will not be realized.

We recognize tax expense associated with Global Intangible Low-Taxed Income as it is incurred as part of the current income taxes to be paid or refunded for the current period.

We recognize the tax benefits on any uncertain tax positions taken or expected to be taken in the consolidated financial statements when it is more likely than not the position will be realized upon ultimate settlement with tax authorities, assuming full knowledge of the position and relevant facts. The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement.

Business Combinations

The Company recognizes identifiable assets acquired and liabilities assumed at their acquisition date fair values. The excess of the consideration transferred over the fair value of assets acquired and liabilities assumed on the acquisition date is recorded as goodwill. Such valuations require the Company to make significant estimates and assumptions. The Company uses its best estimates and assumptions as part of the purchase price allocation process to accurately value assets acquired and liabilities assumed, but these estimates are inherently uncertain and subject to refinement. During the measurement period, the Company may record adjustments to the fair values of assets acquired and liabilities assumed, with the corresponding offset to goodwill. Upon the conclusion of the measurement period, any subsequent adjustments are recorded in the consolidated statements of operations.

Goodwill and Indefinite-Lived Intangible Assets

Goodwill represents the excess of the aggregate purchase price over the fair value of net identifiable assets acquired in a business combination. Goodwill and indefinite-lived intangible assets are not amortized and are tested for impairment at least annually or whenever events or changes in circumstances indicate that the carrying value may be impaired. Goodwill is tested for impairment at the reporting unit level.

The Company has the option to first perform a qualitative assessment to determine if it is more likely than not that the fair value of a reporting unit and indefinite-lived intangible assets are less than its carrying amount. The Company may elect to bypass the qualitative assessment and proceed directly to the quantitative impairment tests. The quantitative impairment test for goodwill involves comparing the fair value of the reporting unit to its carrying value, including goodwill. A goodwill impairment will be the amount by which a reporting unit’s carrying value exceeds its fair value. The impairment is limited to the carrying amount of goodwill.

The quantitative impairment test for indefinite-lived intangible assets involves a comparison of the estimated fair value of the intangible asset with its carrying value. If the carrying value of the indefinite-lived intangible asset exceeds its estimated fair value, an impairment loss is recognized in an amount equal to that excess. The estimates of fair value of indefinite-lived intangible assets are determined using a discounted cash flow valuation analysis that employs different valuation methodology in estimating the fair value of the asset. Significant judgments are inherent in the discounted cash flow analysis.

The Company has determined that it operates as one reporting unit and has selected November 1 as the date to perform its annual impairment test. No goodwill impairment charges have been recorded for any period presented.
Derivative Financial Instruments

When deemed appropriate, we will use derivative instruments to manage exposure to fluctuation in market risks primarily associated with cash flows denominated in foreign currencies. We do not use derivative instruments for trading or speculative purposes.

For our forward exchange contracts that have been designated and qualify as cash flow hedges, the derivative instruments are carried at fair value in our consolidated balance sheets, primarily in the following line items, as applicable: prepaid expenses and other current assets, other assets, accrued expenses and other current liabilities, and other long-term liabilities. The gains and losses that result from changes in fair value of the derivative instruments for hedges that have been designated and qualify as cash flow hedges are recorded in accumulated other comprehensive income and are reclassified to earnings in the same period as the underlying hedged item affects earnings. The reclassification from accumulated other comprehensive income is to the same line item on the consolidated statements of operations to which the hedged items are
recorded, typically expected to be within operating expenses. If applicable, the changes in the fair values of derivatives that were not designated and/or did not qualify as hedging instruments are immediately recognized in earnings.

For derivative instruments that will be accounted for as hedging instruments, we formally designate and document, at inception, the financial instrument as a hedge of a specific underlying exposure, the risk management objective and the strategy for undertaking the hedge transaction. In addition, we formally assess, both at inception and quarterly thereafter, whether the financial instruments used in hedging transactions are effective at offsetting changes in the cash flows of the related underlying exposures.

We determine the fair value of our derivatives based on quoted market prices or pricing models using current interest rates. The notional amounts of the derivative financial instruments do not necessarily represent amounts exchanged by the parties and, therefore, are not a direct measure of our exposure to the financial risks described above. The amounts exchanged are calculated by reference to the notional amounts and by other terms of the derivatives, such as foreign currency exchange rates. We do not view the fair values of our derivatives in isolation but rather in relation to the cash flows of the underlying hedged transactions. Virtually all of our derivatives are straightforward over-the-counter instruments with liquid markets.

Recently Adopted Accounting Pronouncements

In August 2017, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) 2017-12, Derivatives and Hedging (Topic 815): Targeted Improvements to Accounting for Hedging Activities, which made targeted improvements to the hedge accounting model with the objective of improving the financial reporting of hedging relationships to better portray the economic results of an entity’s risk management activities in its financial statements. The Company adopted ASU 2017-12 as of the three months ended April 30, 2025. The adoption of ASU 2017-12 coincided with the first period of derivative related activities within the Company’s consolidated financial statements.

In December 2023, the FASB issued ASU No. 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures, which intends to increase the transparency of income tax disclosures. Under the new guidance, entities must categorize and provide greater disaggregation of information in the rate reconciliation. They must also further disaggregate income taxes paid. For public business entities, it is effective for annual periods beginning after December 15, 2024. The Company adopted this standard on a prospective basis in its consolidated financial statements for the year ended January 31, 2026. The adoption of ASU 2023-07 did not have a material impact on the Company's consolidated financial statements. Refer to Note 15, Income Taxes, to the consolidated financial statements for further details.

Recently Issued Accounting Pronouncements Not Yet Adopted

In November 2024, the FASB issued ASU No. 2024-03 Income Statement - Reporting Comprehensive Income - Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses, (“ASU 2024-03”), which is intended to provide enhanced transparency into the nature of expenses and requires more detailed information on specific expense categories included in certain expense captions presented on the face of the income statement. ASU 2024-03 is effective for annual reporting periods beginning after December 15, 2026, and interim reporting periods beginning after December 15, 2027. Early adoption is permitted. The standard may be applied either (1) on a prospective basis or (2) retrospectively to all periods presented in the consolidated financial statements. The Company is currently evaluating the impact of the new standard on the consolidated financial statements and related disclosures.

In September 2025, the FASB issued ASU 2025-06, Intangibles - Goodwill and Other - Internal-Use Software (Subtopic 350-40): Targeted Improvements to the Accounting for Internal-Use Software, which removes all references to software development stages (referred to as “project stages”) throughout Subtopic 350-40. The standard requires entities to start capitalizing software costs when both of the following occur: (i) management has authorized and committed to funding the software project and (ii) it is probable that the project will be completed and the software will be used to perform the function intended. This standard is effective for the Company for the annual and interim periods beginning January 1, 2028, with early adoption permitted. The Company is currently evaluating the impacts of ASU 2025-06 on its consolidated financial statements as well as the impacts to its financial reporting process and related internal controls.

In November 2025, the FASB issued ASU No. 2025-09, Derivatives and Hedging (Topic 815): Hedge Accounting Improvements, which makes targeted improvements to the hedge accounting model. The amendments address five specific areas, including expanding the hedged risks permitted to be aggregated in groups of forecasted transactions, introducing an optional model for hedging choose-your-rate debt instruments, expanding hedge accounting for forecasted purchases and sales of nonfinancial assets, eliminating the net written option test in certain instances, and eliminating recognition and presentation mismatches for dual hedge strategies. The standard is effective for the Company for annual periods beginning January 1, 2027, and interim periods within those annual periods, with early adoption permitted. The Company does not expect this guidance to have a material impact on its consolidated financial statements.
No other new accounting pronouncement issued or effective during the fiscal year had or is expected to have a material impact on the consolidated financial statements or disclosures.
v3.26.1
Revenue from Contracts with Customers
12 Months Ended
Jan. 31, 2026
Revenue from Contract with Customer [Abstract]  
Revenue from Contracts with Customers Revenue from Contracts with Customers
Disaggregated Revenue Streams

The following disaggregation depicts the nature, amount, timing and uncertainty of cash flows related to the primary types of revenue from contracts with customers.

The following table presents total revenue by type (in thousands):

Fiscal Year Ended January 31,
202620252024
Subscription$701,833 $570,295 $451,079 
Professional services and other36,349 23,115 20,721 
Total$738,182 $593,410 $471,800 

The following table presents total revenue by geography (in thousands):

Fiscal Year Ended January 31,
202620252024
United States$405,127 $326,448 $267,224 
International333,055 266,962 204,576 
Total$738,182 $593,410 $471,800 

Revenue by geography is determined based on the location of our users. Other than the United States, no other individual country accounted for 10% or more of total revenue for any of the periods presented.

Unbilled Accounts Receivable

Unbilled accounts receivable is included in trade accounts receivable, net, which generally arise from our contractual right to bill our customers in advance of services on the contract effective date, were $3.3 million and $1.6 million as of January 31, 2026 and January 31, 2025, respectively.

Contract Balances

Contract Assets

Contract assets as of January 31, 2026 and January 31, 2025 were $1.3 million and $0.8 million, respectively. The change in contract assets for all periods presented primarily reflects revenue recognized in excess of billings partially offset by contract assets earned during the period.

Deferred Revenue

The change in deferred revenue for all periods presented primarily reflects cash payments received during the period for which the performance obligation was not satisfied prior to the end of the period, partially offset by revenues recognized during the period. Revenue recognized during the fiscal years ended January 31, 2026, 2025, and 2024 from amounts included in deferred revenue at the beginning of each respective period was $239.7 million, $204.1 million, and $165.6 million, respectively.
Credit Losses

The following table presents a reconciliation of the allowance for credit losses on accounts receivable (in thousands):

Allowance for Credit Losses
Balance at January 31, 2025
$2,563 
Reserve:
Credit losses666 
Deferred revenue1,505 
Write-offs(3,397)
Recoveries597 
Balance at January 31, 2026
$1,934 

Remaining Performance Obligations

The transaction price allocated to remaining performance obligations represents amounts under non-cancelable contracts expected to be recognized as revenue in future periods, and may be influenced by several factors, including seasonality, the timing of renewals, the timing of service delivery and contract terms. Unbilled portions of the remaining performance obligations are subject to future economic risks including bankruptcies, regulatory changes and other market factors.

The following table presents remaining performance obligations as of the dates indicated below (in millions):

TotalLess than 1 Year
1-5 Years
January 31, 2025
$793.1 $505.2 $287.9 
April 30, 2025
829.3 522.2 307.1 
July 31, 2025
862.2 558.2 304.0 
October 31, 2025
891.4 572.7 318.7 
January 31, 2026
1,033.0 642.1 390.9 
v3.26.1
Variable Interest Entity and Redeemable Non-Controlling Interest
12 Months Ended
Jan. 31, 2026
Noncontrolling Interest [Abstract]  
Variable Interest Entity and Redeemable Non-Controlling Interest Variable Interest Entity and Redeemable Non-Controlling Interest
On September 14, 2020, we, along with Japan Cloud Computing Co., Ltd., and M30 LLC, (the “Investors”), entered into an agreement, whereby each Investor agreed to purchase shares of common stock of Braze Kabushiki Kaisha (“Braze KK” and “Braze KK Shares”) for a total purchase price of $10.0 million in two tranches of $5.0 million per tranche in September 2020 and September 2021, to engage in the investment, organization, management and operation of Braze KK focused on the distribution of our products in Japan. The purpose of this arrangement was to further expand our business in the Japanese market.

In March 2022, we consented to the periodic issuance of stock options to purchase Braze KK Shares by certain employees of Braze KK. These options cannot be exercised by the holders thereof prior to the exercise of the call or put options described in more detail below. The Company considers the stock options to be a substantive class of equity, classified as a liability within other long-term liabilities on the consolidated balance sheets. As of January 31, 2026, the liability balance was $2.2 million. The issuance of stock options does not impact our majority stake in Braze KK, as the vesting criteria of the options were not met as of the balance sheet date. The issuance of stock options did not result in a reconsideration event and therefore Braze KK still met the criteria of a Variable Interest Entity as Braze KK did not have sufficient equity at risk to finance their activities. As a result, we continue to operate Braze KK as a subsidiary, exposing us to business and foreign exchange risk. We consolidate Braze KK and present the results within the consolidated balance sheets, consolidated statements of operations, and consolidated statements of cash flows.

The common stock held by the Investors is callable by us or puttable by the Investors upon certain contingent events. Should the call or put option be exercised, the redemption value would be determined based on a prescribed formula derived from the discrete revenues of Braze KK and the Company and may be settled, at our discretion, with our stock or cash. The non-controlling interest in Braze KK is classified in mezzanine equity as redeemable non-controlling interest as a result of the
put right available to the Investors in the future, an event that is not solely in our control. The non-controlling interest is not accreted to redemption value because it is currently not probable that the non-controlling interest will become redeemable.

The following table summarizes the activity in the redeemable non-controlling interests for the periods indicated below (in thousands):

Balance as of January 31, 2024
$192
Net loss attributable to redeemable non-controlling interest(304)
Balance as of January 31, 2025
$(112)
Net gain attributable to redeemable non-controlling interest
501
Balance as of January 31, 2026
$389
The total combined VIE assets, which represent the maximum exposure to loss, and liabilities were as follows (in thousands):
January 31,
20262025
Assets:
Cash and cash equivalents$5,978 $3,105 
Accounts receivable, net of allowance4,068 1,531 
Prepaid expenses and other current assets1,208 859 
Total current assets11,254 5,495 
Property and equipment, net89 73 
Deferred contract costs1,580 1,267 
Other assets45 41 
Total assets$12,968 $6,876 
Liabilities:
Accounts payable$1,542 $610 
Accrued expenses and other current liabilities3,640 2,514 
Deferred revenue8,362 5,306 
Total liabilities$13,544 $8,430 
v3.26.1
Fair Value Measurements
12 Months Ended
Jan. 31, 2026
Fair Value Disclosures [Abstract]  
Fair Value Measurements Fair Value Measurements
The following table sets forth our financial instruments that were measured at fair value on a recurring basis at the periods indicated below, by level within the fair value hierarchy (in thousands):
January 31, 2026
Level 1Level 2Level 3Total
Financial assets:
Cash equivalents
Money market funds$39,538 $— $— $39,538 
U.S. government securities3,000 — — 3,000 
Total cash equivalents42,538 — — 42,538 
Marketable securities
U.S. government securities189,238 — — 189,238 
Corporate debt securities— 98,342 — 98,342 
Total marketable securities189,238 98,342 — 287,580 
Derivative Instruments
Cash flow hedges— 409 — 409 
Total financial assets$231,776 $98,751 $— $330,527 
Liabilities:
Derivative Instruments
Cash flow hedges$— $(25)$— $(25)
Total liabilities
$— $(25)$— $(25)

January 31, 2025
Level 1Level 2Level 3Total
Financial assets:
Cash equivalents
Money market funds$20,487 $— $— $20,487 
U.S. government securities4,998 — — 4,998 
Total cash equivalents25,485 — — 25,485 
Marketable securities
U.S. government securities$317,649 $— $— $317,649 
Corporate debt securities— 112,808 — 112,808 
Total marketable securities317,649 112,808 — 430,457 
Total financial assets$343,134 $112,808 $— $455,942 

Our money market funds and financial instruments are classified as Level 1 within the fair value hierarchy, because they are valued using quoted prices in active markets as of January 31, 2026 and January 31, 2025. Financial instruments, including derivative instruments, classified as Level 2 within our fair value hierarchy are valued on the basis of prices from an orderly transaction between market participants provided by reputable dealers or pricing services. Prices of these securities are obtained through independent, third-party pricing services and include market quotations that may include both observable and unobservable inputs. In determining the value of a particular investment, pricing services may use certain information with respect to transactions in such investments, quotations from dealers, pricing matrices and market transactions in comparable investments and various relationships between investments.
The fair value of our contingent consideration is estimated using Level 3 unobservable inputs. The estimates of fair value are based upon assumptions believed to be reasonable but which are uncertain, and involve significant judgments by management. The Company reduced the contingent consideration liability related to the acquisition of North Star Y, Pty Ltd to zero as it was determined that the sellers did not satisfy the earn-out qualifications.

There were no transfers of financial instruments among Level 1, Level 2, and Level 3 during the periods presented.

The following table summarizes the fair value changes in the contingent consideration liability in connection with the acquisition of North Star Y, Pty Ltd (in thousands):

Fiscal Years Ended January 31,
20262025
Beginning fair value $— $223 
Additions (1) / (adjustments) in the period
— (223)
Ending fair value$— $— 

(1) Includes measurement period adjustments related to the Company’s preliminary fair values of the assets acquired and liabilities assumed in business combinations, which did not have a material impact on goodwill.
v3.26.1
Marketable Securities
12 Months Ended
Jan. 31, 2026
Investments, Debt and Equity Securities [Abstract]  
Marketable Securities Marketable Securities
Marketable securities consist of the following for the periods presented (in thousands):

January 31, 2026
Cost or Amortized CostGross Unrealized GainsGross Unrealized LossesTotal Estimated Fair Value
U.S. government securities$188,270 $968 $— $189,238 
Corporate debt securities97,931 411 — 98,342 
Total$286,201 $1,379 $— $287,580 

January 31, 2025
Cost or Amortized CostGross Unrealized GainsGross Unrealized LossesTotal Estimated Fair Value
U.S. government securities$317,313 $745 $(409)$317,649 
Corporate debt securities112,248 609 (49)112,808 
Total$429,561 $1,354 $(458)$430,457 
Accrued interest receivables related to our available-for-sale securities of $3.2 million as of January 31, 2026 and $4.6 million as of January 31, 2025 were included within prepaid expenses and other current assets on the consolidated balance sheets.

The Company’s short-term investments consist of available-for-sale debt securities and term deposits. The term deposits are at cost, which approximates fair value. The weighted-average remaining maturity of the Company’s investment portfolio is approximately one year as of the periods presented. No individual security incurred continuous unrealized losses for greater than 12 months as of January 31, 2026.

The following table summarizes the fair value and gross unrealized losses aggregated by category of individual securities that have been in a continuous unrealized loss position for greater than 12 months (in thousands) as of January 31, 2025:
January 31, 2025
Continuous Unrealized Loss for Greater than 12 months
Estimated Fair ValueGross Unrealized Losses
U.S. government securities$46,442 $(22)
Total$46,442 $(22)

The Company purchases investment grade marketable debt securities which are rated by nationally recognized statistical credit rating organizations in accordance with its investment policy. This policy is designed to minimize the Company's exposure to credit losses. As of January 31, 2026, the credit-quality of the Company’s marketable available-for-sale debt securities had remained stable. The unrealized losses recognized on marketable available-for-sale debt securities as of January 31, 2026 was primarily related to the continued market volatility associated with market expectations in the current interest rate environment. The contractual terms of these investments do not permit the issuer to settle the securities at a price less than the amortized cost basis of the investments and it is not expected that the investments would be settled at a price less than their amortized cost basis. The Company does not intend to sell the investments and it is not more likely than not that the Company will be required to sell the investments before recovery of their amortized cost basis. The Company is not aware of any specific event or circumstance that would require the Company to change its assessment of credit losses for any marketable available-for-sale debt security as of January 31, 2026. These estimates may change, as new events occur and additional information is obtained, and will be recognized on the consolidated financial statements as soon as they become known. No credit losses were recognized as of January 31, 2026 for the Company’s marketable debt securities.

The contractual maturities of the investments classified as available-for-sale marketable securities are as follows (in thousands):

January 31, 2026
Amortized CostEstimated Fair Value
Due within 1 year$115,437 $115,723 
Due in 1 year through 5 years170,764 171,857 
Total$286,201 $287,580 

January 31, 2025
Amortized CostEstimated Fair Value
Due within 1 year$234,628 $235,142 
Due in 1 year through 5 years194,933 195,315 
Total$429,561 $430,457 

Investment Income

Investment income consists of interest income and accretion income/amortization expense on our cash, cash equivalents, restricted cash, and marketable securities. Investment income is included within other income, net on the consolidated statements of operations. The primary component of investment income from marketable securities were as follows (in thousands):
Fiscal Year Ended January 31,
202620252024
Interest income$14,783 $18,111 $13,546 
Accretion/amortization of discount/premium, net
951 2,079 2,077 
Investment income$15,734 $20,190 $15,623 
v3.26.1
Property and Equipment, Net
12 Months Ended
Jan. 31, 2026
Property, Plant and Equipment [Abstract]  
Property and Equipment, Net Property and Equipment, Net
Property and equipment, net, consist of the following (in thousands):
January 31,
20262025
Capitalized internal-use software$24,993 $19,144 
Computer equipment, office equipment, and software13,898 10,659 
Leasehold improvements24,667 20,945 
Furniture and fixtures10,178 8,364 
Total property and equipment73,736 59,112 
Less: accumulated depreciation and amortization(30,219)(20,562)
Total property and equipment, net$43,517 $38,550 

The total depreciation expense and amortization expense for property and equipment was $11.2 million, $10.0 million, and $5.5 million, during the fiscal years ended January 31, 2026, 2025, and 2024, respectively.

In the fiscal year ended January 31, 2026, the Company wrote off $2.1 million of fixed assets. The remaining movement relates to the impact of foreign currency exchange rate fluctuations.

In the fiscal year ended January 31, 2025, the Company wrote off $2.9 million of fixed assets, which had a net book value of $0.7 million. In the fiscal year ended January 31, 2024, the Company removed $1.0 million of fixed assets, which had a minimal net impact on the Company’s consolidated financial results.

We capitalized internal-use software of $5.8 million, $6.1 million and $5.7 million during the fiscal years ended January 31, 2026, 2025, and 2024 respectively. Amortization for capitalized internal-use software costs was $4.3 million, $3.2 million and $2.1 million for the fiscal years ended January 31, 2026, 2025, and 2024, respectively.
v3.26.1
Prepaid Expenses and Other Current Assets
12 Months Ended
Jan. 31, 2026
Deferred Costs, Capitalized, Prepaid, and Other Assets Disclosure [Abstract]  
Prepaid Expenses and Other Current Assets Prepaid Expenses and Other Current Assets
Prepaid expenses and other current assets consist of the following (in thousands):
January 31,
20262025
Prepaid software subscriptions$10,717 $17,289 
Prepaid advertising3,644 2,520 
Prepaid insurance1,670 1,568 
Investment interest receivable3,158 4,572 
Tax receivables
6,539 2,156 
Prepaid employee benefits1,504 920 
Prepaid deposits
1,180 1,290 
Prepaid professional services994 644 
Prepaid office related expenses819 1,485 
Derivative instruments409 — 
Other2,454 2,829 
Total prepaid expenses and other current assets$33,088 $35,273 
v3.26.1
Accrued Expenses and Other Current Liabilities
12 Months Ended
Jan. 31, 2026
Payables and Accruals [Abstract]  
Accrued Expenses and Other Current Liabilities Accrued Expenses and Other Current Liabilities
Accrued expenses and other current liabilities consists of the following (in thousands):
January 31,
20262025
Accrued compensation costs$42,505 $28,989 
Accrued software subscriptions16,169 10,680 
Accrued commissions14,983 8,876 
Accrued professional service fees3,047 1,996 
Accrued advertising2,376 1,789 
Accrued tax liability11,711 8,848 
ESPP payable759 612 
Derivative instruments25 — 
Other3,448 2,399 
Total accrued expenses and other current liabilities
$95,023 $64,189 
v3.26.1
Employee Benefit Plans
12 Months Ended
Jan. 31, 2026
Retirement Benefits [Abstract]  
Employee Benefit Plans Employee Benefit Plans
We sponsor a 401(k) defined contribution plan covering all eligible U.S. employees. Contributions to the 401(k) plan are discretionary. Matching contributions under the plan were $5.4 million, $5.3 million, and $4.8 million for the fiscal years ended January 31, 2026, 2025, and 2024 respectively.
v3.26.1
Stockholders' Equity
12 Months Ended
Jan. 31, 2026
Equity [Abstract]  
Stockholders' Equity Stockholders’ Equity
Class A and Class B Common Stock

Prior to January 30, 2026, the Company had two classes of common stock, Class A and Class B. On January 30, 2026, pursuant to the terms of the Company’s Eighth Amended and Restated Certificate of Incorporation, each outstanding share of Class B common stock automatically converted into one share of Class A common stock (the "Conversion").

On January 30, 2026, the Company filed a certificate of retirement with the Secretary of State of the State of Delaware effecting the retirement of the shares of Class B common stock that were issued but no longer outstanding following the Conversion. Upon the effectiveness of the certificate of retirement, the Company (i) reduced the total number of authorized shares of the capital stock of the Company by 110,000,000, such that the total number of authorized shares of the Company is 2,010,000,000, consisting of (x) 2,000,000,000 shares of Class A common stock, and (y) 10,000,000 shares of preferred stock, and (ii) reduced the number of authorized shares of Class B common stock by 110,000,000, such that the number of authorized shares of Class B common stock is zero.

Charitable Contributions

In connection with our Pledge 1% commitment, we donated 96,464, 96,465, and 96,465 shares of our Class A common stock to a charitable donor-advised fund that resulted in the recognition of $3.2 million, $3.8 million, and $3.8 million expense within general and administrative in the consolidated statements of operations during the fiscal years ended January 31, 2026, 2025, and 2024, respectively.
v3.26.1
Employee Stock Plans
12 Months Ended
Jan. 31, 2026
Share-Based Payment Arrangement [Abstract]  
Employee Stock Plans Employee Stock Plans
We have historically issued equity awards under our Amended and Restated 2011 Equity Incentive Plan (the “2011 Plan”) and our 2021 Equity Incentive Plan (the “2021 Plan”).

Amended and Restated 2011 Equity Incentive Plan

Our 2011 Plan provides for the award of stock options and restricted stock units (“RSUs”) to employees, officers, directors, advisors and other service providers of Braze. The terms of each award and the exercise price of awards under the 2011 Plan are determined by our board of directors. Following effectiveness of the 2021 Plan in connection with our initial public offering, no further awards were made under the 2011 Plan.
2021 Equity Incentive Plan

In November 2021, our board of directors and our stockholders approved the 2021 Plan, which became effective on November 16, 2021. No grants were made under the 2021 Plan prior to its effectiveness. No further grants will be made under the 2011 Plan. At effectiveness, we reserved 25,660,249 shares of our Class A common stock to be issued under the 2021 Plan. In addition, the number of shares of our Class A common stock reserved for issuance under the 2021 Plan will automatically increase on February 1 of each year for a period of ten years, beginning on February 1, 2022 and continuing through February 1, 2031, in an amount equal to (1) 5% of the total number of shares of our Class A common stock outstanding on the preceding January 31, or (2) a lesser number of shares determined by our board of directors no later than the February 1 increase. On February 1, 2025, the number of shares of our Class A common stock reserved for issuance under our 2021 Plan increased by an additional 5,197,568 shares.

Stock Options

A summary of stock option activity for the periods presented, is as follows:
Options Outstanding
Number of OptionsWeighted Average Exercise PriceAverage Remaining Contractual Life (Years)Aggregate Intrinsic Value
(in thousands)
Balance as of January 31, 2024
6,121,268$17.576.09$223,306
Grantedn/a
Exercised(990,063)$6.98
Forfeited(50,025)$10.97
Balance as of January 31, 2025
5,081,180$19.705.22$133,540
Grantedn/a
Exercised(1,732,084)$9.16
Forfeited(16,648)$34.64
Balance as of January 31, 2026
3,332,448$25.104.69$17,719
Vested and expected to vest as of January 31, 2026
3,331,285$25.104.69$17,719
Exercisable - January 31, 2026
3,248,175$24.854.68$17,719

Fiscal Year Ended January 31,
202620252024
Aggregate intrinsic value of options exercised during each respective period (in millions)$35.75$34.97$72.85
Restricted Stock, Restricted Stock Units, and Performance Stock Units

The following table summarizes unvested RSU and PSU award activity and related information:

SharesWeighted-Average Grant Date Fair Value
Balance as of January 31, 2025
6,043,723
Granted5,590,648$31.75
Replacement awards issued in connection with acquisition1,888,172$36.52
Vested(2,806,509)$38.34
Forfeited(940,238)$38.22
Balance as of January 31, 2026
9,775,796
RSUs granted during the fiscal year ended January 31, 2026 contained a service-based vesting condition of up to approximately a four year period. RSUs typically vest on a quarterly basis or have a one year cliff vesting period with quarterly vesting thereafter.

PSUs granted to key executive employees will vest upon achievement of specified performance targets and are subject to continuous service throughout the applicable vesting date. The PSU awards include a one-year performance period within a three-year total requisite service vesting period. The achievement levels range from 0% to 200% of the target award value on the date of grant.

In connection with the OfferFit, Inc. (“OfferFit”) acquisition, the Company issued replacement stock awards in the form of restricted stock. The restricted stock had a total fair value of approximately $70.8 million based on the quoted price of the stock on the acquisition date. A portion of the restricted stock was attributed to consideration transferred and was recorded in additional paid-in capital on the consolidated statements of redeemable non-controlling interest and stockholders’ equity in the fiscal quarter ended July 31, 2025. The portion of the restricted stock attributable to post-combination service will be recognized as stock-based compensation expense over the remaining vesting period.

Employee Stock Purchase Plan

In November 2021, our board of directors and our stockholders approved the 2021 Employee Stock Purchase Plan (the “ESPP”), which became effective on November 16, 2021. Following completion of our initial public offering, the ESPP authorized the issuance of 1,825,000 shares of our Class A common stock under purchase rights granted to our employees or to employees of any of our designated affiliates. The number of shares of our Class A common stock reserved for issuance will automatically increase on February 1 of each year for a period of ten years, beginning on February 1, 2022 and continuing through February 1, 2031, by the lesser of (i) 1% of the total number of shares of our common stock outstanding on the preceding January 31; and (ii) 2,737,000 shares, except before the date of any such increase, our board of directors may determine that such increase will be less than the amount set forth in clauses (i) and (ii) above. On February 1, 2025, the number of shares of our Class A common stock reserved for issuance under our ESPP increased by an additional 1,039,513 shares.

The ESPP is implemented through a series of offerings under which eligible employees are granted purchase rights to purchase shares of the Company’s Class A common stock on specified dates during such offerings. Under the ESPP, our board of directors will be permitted to specify offerings with durations of not more than 27 months, and may specify shorter purchase periods within each offering. Each offering will have one or more purchase dates on which shares of our Class A common stock will be purchased for employees participating in the offering. On each purchase date, eligible employees will purchase the shares at a price per share equal to 85% of the lesser of (1) the fair market value of the Company’s Class A common stock on the first trading day of the offering period or (2) the fair market value of the Company’s Class A common stock on the last day of the offering period, as defined by the ESPP.

The Company recognized $3.0 million, $2.0 million, and $2.2 million of stock-based compensation expense related to the ESPP during the fiscal years ended January 31, 2026, 2025, and 2024, respectively. As of January 31, 2026, $0.8 million has been withheld on behalf of our employees for a future purchase and is classified as accrued expenses and other current liabilities on the consolidated balance sheets.

During the fiscal years ended January 31, 2026, 2025, and 2024 the Company issued 276,772, 234,067, and 234,089 shares of Class A common stock under the ESPP, respectively. As of January 31, 2026, there are 4,885,847 shares of Class A common stock available for issuance under the ESPP.

Stock-based Compensation Expense

The following table summarizes stock-based compensation expense, which was included in the consolidated statements of operations as follows (in thousands):
Fiscal Year Ended January 31,
202620252024
Cost of revenue$4,829 $4,022 $3,585 
Sales and marketing44,017 38,168 31,198 
Research and development56,816 43,004 38,962 
General and administrative39,239 29,067 23,432 
Stock-based compensation, net of amounts capitalized$144,901 $114,261 $97,177 
Capitalized stock-based compensation expense2,073 2,259 2,152 
Total stock-based compensation expense$146,974 $116,520 $99,329 

As of January 31, 2026, total compensation cost not yet recognized related to unvested equity awards and the weighted-average remaining period over which these costs are expected to be realized were as follows:
Stock OptionsRestricted Stock, RSUs, PSUs
Unrecognized compensation costs (in thousands)$1,354$218,621
Weighted-average remaining recognition period (years)0.492.48
v3.26.1
Commitments and Contingencies
12 Months Ended
Jan. 31, 2026
Commitments and Contingencies Disclosure [Abstract]  
Commitments and Contingencies Commitments and Contingencies
Indirect Taxes

We are subject to indirect taxation in some, but not all, of the various U.S. states and foreign jurisdictions in which we conduct business. Therefore, we have an obligation to charge, collect and remit Value Added Tax (“VAT”) or Goods and Services Tax (“GST”) in connection with certain of our foreign sales transactions and sales and use tax in connection with eligible sales to subscribers in certain U.S. states. On June 21, 2018, the U.S. Supreme Court issued an opinion in South Dakota v. Wayfair. The State of South Dakota alleged that U.S. constitutional law should be revised to permit South Dakota to require remote sellers to collect and remit sales tax in South Dakota in accordance with South Dakota’s sales tax statute. Under the U.S. Supreme Court’s ruling, the longstanding Quill Corp v. North Dakota sales tax case was overruled, and states may now require remote sellers to collect sales tax under certain circumstances. We began collecting sales tax in relevant jurisdictions for the fiscal year ended January 31, 2019. As a result of this ruling and given the scope of our operations, taxing authorities continue to provide regulations that increase the complexity and risks to comply with such laws and could result in substantial liabilities, prospectively as well as retrospectively. Based on the information available, we continue to evaluate and assess the jurisdictions in which indirect tax nexus exists and believe that the indirect tax liabilities are adequate and reasonable. Due to the complexity and uncertainty around the application of these rules by taxing authorities, results may vary materially from expectations, and we have recognized liabilities for contingencies related to state sales and use tax, VAT, and GST deemed probable and estimable totaling $1.4 million and $2.9 million as of January 31, 2026 and 2025, respectively, which is included in accrued expenses and other current liabilities on the consolidated balance sheets.

Legal Contingencies

From time to time, in the ordinary course of business, we are or may be involved in various legal or regulatory proceedings, claims or purported class actions related to, among other things, alleged infringement of third-party patents and other intellectual property rights, commercial, labor and employment, wage and hour and other claims. We have been, and may in the future be, put on notice or sued by third-parties for alleged infringement of their proprietary rights, including patent infringement. We accrue a liability when we believe that it is both probable that a liability has been incurred and the amount of loss can be reasonably estimated. We believe we have recorded adequate provisions for any such matters and, as of January 31, 2026, we believe that no material loss will be incurred in excess of the amounts recognized in our financial statements.
v3.26.1
Leases
12 Months Ended
Jan. 31, 2026
Leases [Abstract]  
Leases Leases
The Company’s lease portfolio consists solely of office space with lease terms ranging from approximately one to ten years. Certain lease agreements include options to renew or terminate the lease, which are not reasonably certain to be exercised and therefore are not factored into the determination of lease payments.

The components of lease cost reflected on the consolidated statements of operations were as follows (in thousands):
Fiscal Years Ended January 31,
202620252024
Operating lease cost$18,702 $18,884 $17,619 
Variable lease cost4,081 2,646 3,098 
Short-term lease cost1,159 710 439 
Total net lease cost$23,942 $22,240 $21,156 

The future maturities of the Company’s operating lease liabilities by fiscal year are as follows (in thousands):

Amount
2027
$19,334 
202816,673 
202914,363 
203014,057 
203113,368 
Thereafter27,737 
Total future undiscounted lease payments105,532 
Less imputed interest(22,878)
Total reported lease liability$82,654 

The Company's lease terms and discount rates are as follows:
January 31,
20262025
Weighted-average remaining lease term (years)6.47.2
Weighted-average discount rate7.5 %7.3 %

Other information for the Company's leases is as follows (in thousands):
Fiscal Years Ended January 31,
202620252024
Cash paid for amounts included in the measurement of lease liabilities$20,068 $16,873 $13,404 
Operating lease right-of-use assets obtained in exchange for new operating lease liabilities$6,529 $8,713 $47,834 
v3.26.1
Income Taxes
12 Months Ended
Jan. 31, 2026
Income Tax Disclosure [Abstract]  
Income Taxes Income Taxes
The components of the provision for income taxes are as follows (in thousands):
Fiscal Year Ended January 31,
202620252024
Current:
Federal$— $— $— 
State and local48 12 65 
Foreign5,677 3,584 2,380 
Total current5,725 3,596 2,445 
Deferred:
Federal$(1,640)$— $— 
State and local(1,312)— — 
Foreign(148)(151)(488)
Total deferred(3,100)(151)(488)
Provision for income taxes
$2,625 $3,445 $1,957 

The components of loss before income taxes are as follows (in thousands):
Fiscal Year Ended January 31,
202620252024
United States$(140,469)$(108,413)$(130,927)
Foreign12,308 7,811 2,455 
Loss before provision for income taxes$(128,161)$(100,602)$(128,472)

We adopted ASU 2023-09 "Income Taxes (Topic 740): Improvements To Income Tax Disclosures" on a prospective basis beginning with the year ended January 31, 2026. The following table presents required disclosure pursuant to ASU 2023-09 and reconciles the U.S. federal statutory tax amount and rate to our actual global effective amount and rate for the year ended January 31, 2026 (in thousands, except rates):

Fiscal Year Ended January 31, 2026
AmountPercent
Statutory income tax expense
$(26,914)21.0 %
State and local income taxes, net of federal income tax effect (1)
(1,264)1.0 %
Foreign tax effects
Canada
Canada - share-based payment disallowance1,637 (1.3)%
Other adjustments182 (0.1)%
 Other foreign jurisdictions1,124 (0.9)%
Effects of cross-border tax laws:
Global intangible low-taxed income (GILTI)1,619 (1.3)%
Other255 (0.2)%
Tax credits:
Research and development credit(3,870)3.0 %
Changes in valuation allowances10,942 (8.5)%
Nontaxable or nondeductible items:
Executive compensation limitation
8,843 (6.9)%
Stock-based compensation
5,143 (3.9)%
Nondeductible transaction costs
1,267 (1.0)%
Other940 (0.7)%
Changes in unrecognized tax benefits1,994 (1.6)%
Other adjustments727 (0.6)%
Effective tax$2,625 (2.0)%
(1) The jurisdictions that contribute to the majority of the tax effect in this category are New York and California.

The following table presents the required disclosures prior to our adoption of ASU 2023-09. A reconciliation of the provision for income taxes to the amounts computed by applying the statutory federal income tax rate to earnings before income taxes is shown as follows:
Fiscal Year Ended January 31,
20252024
Statutory income tax expense21.0 %21.0 %
Foreign tax rate differential(0.2)%— %
State taxes— %(0.1)%
Permanent items(2.0)%(0.2)%
Change in valuation allowance(25.2)%(28.9)%
Stock-based compensation5.7 %5.1 %
Non-deductible compensation
(5.3)%(2.5)%
Tax credits8.6 %4.1 %
Changes in unrecognized tax benefits
(6.0)%— %
Effective tax rate(3.4)%(1.5)%

Deferred Income Taxes

The tax effects of cumulative temporary differences that give rise to significant deferred tax assets and deferred tax liabilities are presented below (in thousands). The valuation allowance relates to deferred tax assets for which it is more likely than not that the tax benefit will not be realized.
January 31,
20262025
Deferred tax assets:
Loss carryforwards$143,421 $109,064 
Compensation and benefits25,704 20,285 
Operating lease liabilities20,361 21,853 
Tax credits17,022 14,402 
Capitalized costs23,368 33,178 
Other4,896 5,682 
Deferred tax assets234,772 204,464 
Less: valuation allowance(175,122)(164,228)
Deferred tax asset, net of valuation allowance$59,650 $40,236 
Deferred tax liabilities:
Deferred contract costs$(24,405)$(18,627)
Property, equipment and software(1,971)(2,139)
Operating lease right-of-use assets(17,802)(19,052)
Intangible assets
(15,134)(749)
Other
(463)— 
Deferred tax liabilities(59,775)(40,567)
Net deferred tax assets/(liabilities)$(125)$(331)

As of January 31, 2026, we had NOL carryforwards for federal and state income tax purposes of approximately $543.1 million and $339.6 million, respectively. Under current law, U.S. federal NOLs incurred in tax years beginning after December 31, 2017 may be carried forward indefinitely, but the deductibility of federal NOLs is limited to 80% of taxable income in tax years beginning after December 31, 2020. Accordingly, $503.7 million of our NOLs may be carried forward indefinitely for federal tax purposes and $39.4 million, if not utilized, will expire at various times between 2035 and 2037. The majority of state NOLs if not utilized, will expire at various times between 2026 and 2046. We also had foreign NOL carryforwards as of January 31, 2026 of $26.6 million, the majority of which may be carried forward indefinitely. As of January 31, 2025, we had NOL carryforwards for federal, state, and foreign income tax purposes of approximately $392.3 million, $284.2 million, and $32.3 million, respectively.

At January 31, 2026, the Company had tax credit carryforwards of $26.8 million, the majority of which are related to credits for research activities, and if not utilized, will expire between 2037 and 2046. As of January 31, 2025, the Company has tax credit carryforwards of $21.8 million.
IRC Sections 382 and 383 place a limitation on the amount of taxable income that can be offset by carryforward tax attributes, such as net operating losses or tax credits, after a change in control. Generally, after a change in control, a loss corporation cannot deduct carryforward tax attributes in excess of the limitation prescribed by Sections 382 and 383. Therefore, certain of our carryforward tax attributes may be subject to an annual limitation regarding their utilization against taxable income in future periods. As a result of issuances of different classes of preferred stock to investors in 2013, 2014 and 2017, we triggered “ownership shifts” as defined in Internal Revenue Code Section 382 and related provisions. These ownership shifts resulted in a reduction of NOLs in the fiscal year ended January 31, 2021 of $13.8 million and credits of $0.7 million. Our utilization of our NOLs and credits is limited by these ownership shifts but those limitations do not have a significant impact to the financial statements since there is no utilization of the NOLs and credits and a full valuation allowance exists against the net operating losses and credits. Subsequent ownership changes may subject us to additional annual limitations of its net operating losses. Such annual limitation could result in the expiration of the NOLs and credits.

We determine our valuation allowance on deferred tax assets by considering both positive and negative evidence to ascertain whether it is more likely than not that deferred tax assets will be realized. Realization of deferred tax assets is dependent upon the generation of future taxable income, if any, the timing, and amount of which are uncertain. Due to our history of losses, we believe that it is not more likely than not that the deferred tax assets will be realized as of January 31, 2026, for jurisdictions that are in a net deferred tax asset position. Accordingly, we have recorded a full valuation allowance against these respective net deferred tax assets. The valuation allowance increased by $10.9 million, and $28.4 million, during the fiscal years ended January 31, 2026, and 2025, respectively. The change in the valuation allowance for the year ended January 31, 2026 includes a partial release of the valuation allowance of $2.9 million in connection with the acquisition of Offerfit. The net deferred tax liability from the acquisition provided a source of additional income to support the realizability of our pre-existing deferred tax assets and, as a result, we released a portion of our valuation allowance.

The Company has not provided for U.S. federal income and foreign withholding taxes on undistributed earnings from non-U.S. operations as of January 31, 2026 because the Company intends to reinvest such earnings indefinitely outside of the United States. The amount of any unrecognized deferred tax liability related to these earnings would not be material.

A reconciliation of the beginning and ending amount of unrecognized tax benefits, including penalties but excluding interest, is as follows (in thousands):

Fiscal Year Ended January 31,
202620252024
Balance at February 1$7,061 $— $— 
Additions for tax positions of prior years244 4,521 — 
Additions based on tax positions related to current year
1,982 2,540 — 
Reductions for tax positions of prior years— — — 
Balance at January 31$9,287 $7,061 $— 

The Company recognizes interest and, if applicable, penalties related to unrecognized tax benefits in the income tax provision. As of January 31, 2026, the amounts of interest and penalties recognized were immaterial. As of January 31, 2025 and 2024, there were no interest and penalties recorded.

As of January 31, 2026, 2025 and 2024, accrued unrecognized tax benefits were $9.3 million, $7.1 million, and $0.0 million, respectively, and if recognized would affect the provision for income taxes, and our effective tax rate.

We are subject to income tax examinations in the United States and various state and foreign jurisdictions. Our most significant operations are in the United States and the earliest open tax year subject to potential examination is the period ended January 31, 2023. However, amounts reported as NOLs from these prior tax periods also remain subject to review by most tax authorities.

Cash Taxes Paid

We adopted ASU 2023-09 on a prospective basis for the fiscal year ended January 31, 2026, and have included the following table as a result of our adoption, which presents income taxes paid (net of refunds received) for the fiscal year ended January 31, 2026 (in thousands):
Fiscal Year Ended January 31, 2026
Federal taxes$— 
State taxes65 
Foreign taxes:
Canada2,555 
Singapore839 
France254 
UK(247)
Ireland246 
Brazil153 
Other31 
Total cash taxes paid$3,896 

Below is a summary of income taxes paid for the fiscal years ended January 31, 2025 and 2024 (in thousands):

Fiscal Year Ended January 31,
20252024
Cash paid during the year for:
  Income taxes, net of refunds$2,945 $309 
v3.26.1
Net Loss per Share
12 Months Ended
Jan. 31, 2026
Earnings Per Share [Abstract]  
Net Loss per Share Net Loss per Share
We compute the basic and diluted net loss per share of our Class A common stock and our previously outstanding Class B common stock. The rights, including the liquidation and dividend rights, of the Class A common stock and the previously outstanding Class B common stock are substantially identical, other than voting rights. Accordingly, the Class A common stock and the previously outstanding Class B common stock share in the Company’s net loss.

On January 30, 2026, the shares of Class B common stock that converted to Class A common stock were retired and will not be reissued by us.

The following table sets forth the computation of basic and diluted net loss per share attributable to Braze, Inc. common stockholders during the periods presented (in thousands, except per share amounts):
Fiscal Year Ended January 31,
202620252024
Numerator:
Net loss attributable to Braze, Inc.$(131,287)$(103,743)$(129,166)
Denominator:
Weighted-average shares of Braze, Inc. common stock outstanding107,906 102,189 98,099 
Less: weighted-average unvested shares of Braze, Inc. subject to repurchase— — (3)
Weighted-average shares used to calculate net loss per share attributable to Braze, Inc. common stockholders, basic and diluted107,906 102,189 98,096 
Net loss per share attributable to Braze, Inc. common stockholders, basic and diluted$(1.22)$(1.02)$(1.32)
The following outstanding shares of potentially dilutive securities have been excluded from diluted net loss per share attributable to Braze, Inc. common stockholders for the periods presented, because their inclusion would be anti-dilutive (in thousands):
Fiscal Year Ended January 31,
202620252024
Replacement shares issued in connection with acquisition1,888 — — 
Options to purchase common stock3,332 5,081 6,121 
Restricted stock units and performance stock units
7,888 6,044 6,264 
ESPP shares estimated to be purchased148 113 92 
Total13,256 11,238 12,477 
v3.26.1
Related Party Transactions
12 Months Ended
Jan. 31, 2026
Related Party Transactions [Abstract]  
Related Party Transactions Related Party Transactions
In May 2021, the Chief Financial Officer of Datadog, Inc., one of our vendors, joined our board of directors. We have purchased services from Datadog, Inc. in the aggregate amount of approximately $3.8 million during the fiscal year ended January 31, 2026, of which $0.1 million was included within accrued expenses and other current liabilities on the consolidated balance sheets. We have purchased $3.5 million and $2.5 million during the fiscal years ended January 31, 2025 and 2024, respectively.
v3.26.1
Derivative Financial Instruments
12 Months Ended
Jan. 31, 2026
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Derivative Financial Instruments Derivative Financial Instruments
The Company will use derivative instruments, specifically foreign currency forward contracts, to hedge certain portions of forecasted cash flows denominated in foreign currencies. The foreign currency forward contracts have maturities of 12 months or less. The fair value of the derivatives are disclosed on a gross basis on the consolidated balance sheets. Unrealized foreign exchange gains or losses related to those designated cash flow hedge contracts are recorded in accumulated other comprehensive income and are reclassified into the consolidated statements of operations in the same period when the hedged transaction is recognized in earnings. Cash flows from the settlement of these forward contracts are classified as operating activities on the consolidated statements of cash flows. As of January 31, 2026, the Company had designated cash flow hedge forward contracts with sell notional amounts equivalent to $21.7 million.

The Company will discontinue the cash flow hedges in the event it becomes probable that the underlying forecasted hedged transaction will not occur. The Company did not discontinue any cash flow hedges in the fiscal year ended January 31, 2026. The Company does not anticipate any such discontinuance in the normal course of business.

The following table presents the fair value of the Company’s derivative financial instruments as well as their classification on the consolidated balance sheets (in thousands):
January 31,
20262025
Prepaid expenses and other current assets
Cash flow hedges (1)
$409 $— 
Accrued expenses and other current liabilities
Cash flow hedges (1)
(25)— 
Total$384 $— 
(1) The Company did not have any active derivative financial instruments in the fiscal year ended January 31, 2025.

The following table presents the impact that changes in fair values of derivatives designated as cash flow hedges had on other comprehensive income, accumulated other comprehensive income, and earnings (in thousands):
Unrealized
Gain (Loss) on
Derivative
Instruments
Balance at January 31, 2025 (1)
$— 
Other comprehensive income before reclassifications1,328 
Amounts reclassified from accumulated other comprehensive income (loss) to operating expenses
(944)
Balance at January 31, 2026
$384 
(1) The Company did not have any active derivative financial instruments in the fiscal year ended January 31, 2025.
v3.26.1
Business Combination
12 Months Ended
Jan. 31, 2026
Business Combination, Asset Acquisition, Transaction between Entities under Common Control, and Joint Venture Formation [Abstract]  
Business Combination Business Combination
Acquisition of OfferFit, Inc.

On June 2, 2025 the Company acquired OfferFit, Inc. The acquisition was intended to deepen the integration of OfferFit’s multi-agent decisioning engine into Braze’s Customer Engagement Platform. The total adjusted preliminary purchase price consideration of $302.9 million consisted of cash payments of $195.3 million, and $107.6 million in issuances of Braze Class A common stock. As of January 31, 2026, the total adjusted purchase price consideration totaled $303.2 million due to measurement period adjustments totaling $(5.9) million.

The preliminary purchase price was allocated to the assets acquired and liabilities assumed based on the Company’s best estimate of the fair value at the acquisition date. The Company recognized the estimated fair value of $2.9 million of net tangible assets. The preliminary purchase price was allocated to intangible assets in the amount of $66.6 million and goodwill in the amount of $233.4 million based on the respective estimated fair values.

The intangible assets acquired in the business combination were developed technology, $56.7 million, customer relationships, $9.0 million, and trademarks, $0.9 million.

The developed technology was valued using an excess earnings method and the key assumptions include the estimates of forecasted sales to be generated from the acquired business, expected obsolescence rate, and technology related expenses. The Company began amortizing the acquired technology on the date of acquisition over a period of six years on a straight-line basis. The amortization expense is recorded to cost of revenue in the consolidated statements of operations.

The customer relationships were valued using the with-and-without method and the key assumptions included the forecasted amount of time and expenses required to recreate the existing customer base. The Company began amortizing the customer relationships on the date of acquisition over a period of six years on a straight-line basis. The amortization expense is recorded to sales and marketing expenses in the consolidated statements of operations.

The trademarks were valued using the relief of royalty method and the key assumptions include the forecasted sales to be generated from the acquired business and a comparable royalty rate. The Company began amortizing the trademarks on the date of the acquisition over a period of two years on a straight-line basis. To align with the announcement of the rebranding of the OfferFit name, in the third quarter of the fiscal year ended January 31, 2026, the Company adjusted the amortization period of the trademarks to one year. The amortization expense is recorded to sales and marketing expenses in the consolidated statements of operations.

The excess of purchase consideration over the fair value of net tangible and identifiable intangible assets and liabilities acquired is recorded as goodwill. The goodwill is primarily attributable to expected synergies to the Company’s ongoing Artificial Intelligence initiatives. The resulting goodwill is not deductible for income tax purposes.

Several indemnification escrows, maintained at an escrow agent, of cash and stock in the total amount of $6.0 million, were recorded within accrued expenses and other current liabilities on the consolidated balance sheets. The indemnification accounts represent security for potential indemnification claims against the seller. The indemnification escrows will be released subject to amounts withheld for actual, pending or potential claims.

A working capital escrow amount of cash and stock in the total amount of $1.5 million, inclusive of a $0.2 million measurement period adjustment recorded during the fiscal quarter ended October 31, 2025, had been held at an escrow agent and was previously reflected within accrued expenses and other current liabilities on the consolidated balance sheets. As of October 31, 2025, the working capital escrow was released in full.
Acquisition-related costs totaled $12.0 million for the fiscal year ended January 31, 2026, respectively. These costs are expensed as incurred. Acquisition-related costs are presented within general and administrative expenses in the consolidated statements of operations.

The results of operations of OfferFit from the date of acquisition, which were not material, have been included in the Company’s consolidated statements of operations for the fiscal year ended January 31, 2026.

Acquisition of North Star Y, Pty Ltd

On June 1, 2023, the Company acquired all the outstanding stock of North Star Y, Pty Ltd (“North Star”), Braze’s exclusive reseller in Australia and New Zealand. The total purchase price consideration, as adjusted, of $26.8 million consisted of cash payments of $20.6 million, $6.1 million in issuances of Braze Class A common stock, and contingent consideration payments, the fair value of which was $1.8 million as of the acquisition date. The preliminary purchase price, as adjusted, was allocated to intangible assets in the amount of $3.8 million and goodwill in the amount of $28.4 million, based on the respective estimated fair values. The resulting goodwill is not deductible for income tax purposes. In the fiscal year ended January 31, 2025, the Company reduced the contingent consideration liability to zero as it was determined that the sellers did not satisfy the earn-out qualifications.
v3.26.1
Intangible Assets, Net
12 Months Ended
Jan. 31, 2026
Goodwill and Intangible Assets Disclosure [Abstract]  
Intangible Assets, Net Intangible Assets, Net
Intangible assets, net, consisted of the following (in thousands):
January 31, 2026
Gross Carrying AmountAccumulated AmortizationNet Carrying AmountAmortization Period
Amortizable intangible assets
Customer relationships
North Star Y, Pty Ltd$3,119 $(832)$2,287 10 years
OfferFit, Inc9,000 (1,000)8,000 6 years
Trademark900 (600)300 1 year
Technology56,700 (6,300)50,400 6 years
Total amortizable intangible assets69,719 (8,732)60,987 
Non-amortizable intangible assets
Technology licenses$500 $— $500 n/a
Total intangible assets, net$70,219 $(8,732)$61,487 

January 31, 2025
Gross Carrying AmountAccumulated AmortizationNet Carrying AmountAmortization Period
Amortizable intangible assets
Customer relationships$3,119 $(520)$2,599 10 years
Restrictive covenant relationships186 (155)31 2 years
Trademark465 (465)— 1 year
Total amortizable intangible assets3,770 (1,140)2,630 
Non-amortizable intangible assets
Technology licenses$500 $— $500 n/a
Total intangible assets, net$4,270 $(1,140)$3,130 

Intangible amortization expense was approximately $8.2 million, $0.6 million and $0.6 million for the fiscal years ended January 31, 2026, 2025 and 2024, respectively.

The future intangible amortization expense by fiscal year is as follows (in thousands):
Amount
2027$11,562 
202811,262
202911,262
203011,262
203111,262
Thereafter4,377 
Total$60,987 
v3.26.1
Goodwill
12 Months Ended
Jan. 31, 2026
Goodwill and Intangible Assets Disclosure [Abstract]  
Goodwill Goodwill
The changes in the carrying amounts of goodwill were as follows (in thousands):
Amount
Balance at January 31, 2025
$28,448 
OfferFit acquisition and related adjustments233,409 
Balance at January 31, 2026
$261,857 
v3.26.1
Subsequent Events
12 Months Ended
Jan. 31, 2026
Subsequent Events [Abstract]  
Subsequent Events Subsequent Events
In February 2026, in connection with our Pledge 1% commitment, the Company donated 24,116 shares of Class A common stock to a charitable donor-advised fund that resulted in the recognition of approximately $0.5 million of operating expense.

In February 2026, the Company granted RSUs for a total of 177,523 shares of Class A common stock to employees pursuant to the 2021 Plan. The RSUs vest over a service period of approximately four years. The grant date fair value of these awards was $2.8 million.

In March 2026, the Company granted RSUs for a total of 4,989,322 shares of Class A common stock to employees pursuant to the 2021 Plan. The RSUs vest over a service period of approximately four years. The grant date fair value of these awards was $94.2 million.

In March 2026, the Company granted Performance Stock Units for a target amount of 387,270 shares of Class A common stock to key executive employees pursuant to the 2021 Plan. The PSUs will vest upon achievement of specified performance targets and are subject to continuous service throughout the applicable vesting date. The PSU awards include a one-year performance period within a three-year total vesting period. The achievement levels range from 0% to 200% of the target award value on the date of grant. The grant date fair value of these awards was $7.3 million.

In March 2026, our board of directors authorized the repurchase of up to $100.0 million in shares of our outstanding common stock, which may include repurchases of up to $50.0 million through the use of an accelerated share repurchase
program. The timing, manner, price and amount of any repurchases are determined by the discretion of management, depending on market conditions and other factors. Repurchases may be made through open market purchases and accelerated share repurchases. The exact number of shares to be repurchased by us, if any, is not guaranteed. Depending on market conditions and other factors, these repurchases may be commenced or suspended at any time or periodically without prior notice.
v3.26.1
Segments
12 Months Ended
Jan. 31, 2026
Segment Reporting [Abstract]  
Segments Segments
Operating segments are defined as components of an entity for which discrete financial information is available that is regularly reviewed by the Chief Operating Decision Maker (the “CODM”) in deciding how to allocate resources to an individual segment and in assessing performance. Our Chief Executive Officer is the CODM. The Company derives revenues from customers by providing cloud-based customer engagement platform subscriptions. The Company derives revenue primarily in North America and manages the business activities on a consolidated basis. As such, we have one operating segment, which is the customer engagement platform segment.

The CODM reviews financial information presented on a consolidated basis for purposes of making operating decisions, allocating resources, and evaluating financial performance. Intra-entity activities are eliminated at the consolidated level. The Company’s method for measuring performance on a single operating and reportable segment basis is net loss. Refer to the consolidated statements of operations. In assessing the performance of the business, the CODM regularly reviews consolidated expense information of both historical and forecasted periods to manage operations of the segment (i.e., the consolidated business).

The CODM reviews assets for Braze’s single reportable segment on a consolidated basis. Refer to the consolidated balance sheets.
v3.26.1
Insider Trading Arrangements
3 Months Ended
Jan. 31, 2026
shares
Trading Arrangements, by Individual  
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
Isabelle Winkles [Member]  
Trading Arrangements, by Individual  
Material Terms of Trading Arrangement
On January 2, 2026, Isabelle Winkles, our Chief Financial Officer, entered into a trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the Exchange Act. The trading plan provides for the sale of, in the aggregate, up to 124,721 shares of our Class A common stock and all the shares received upon the settlement of 83,224 outstanding restricted stock unit awards during the duration of the plan, excluding any shares withheld or sold by the Company to satisfy its income tax withholding and remittance obligations in connection with the settlement of such equity award, in certain cases, subject to the satisfaction of specified price conditions. The plan will terminate on January 15, 2027, subject to early termination for certain specified events set forth in the plan.
Name Isabelle Winkles
Title Chief Financial Officer
Rule 10b5-1 Arrangement Adopted true
Adoption Date January 2, 2026
Expiration Date January 15, 2027
Arrangement Duration 378 days
Jon Hyman [Member]  
Trading Arrangements, by Individual  
Material Terms of Trading Arrangement
On January 15, 2026, Jon Hyman, our Chief Technology Officer, entered into a trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the Exchange Act. The trading plan provides for the sale of, in the
aggregate, up to 655,000 shares of our Class A common stock and all the shares received upon the settlement of 81,926 outstanding restricted stock unit awards during the duration of the plan, excluding any shares withheld or sold by the Company to satisfy its income tax withholding and remittance obligations in connection with the settlement of such equity award, in certain cases, subject to the satisfaction of specified price conditions. The plan will terminate on December 31, 2026, subject to early termination for certain specified events set forth in the plan.
Name Jon Hyman
Title Chief Technology Officer
Rule 10b5-1 Arrangement Adopted true
Adoption Date January 15, 2026
Expiration Date December 31, 2026
Arrangement Duration 350 days
Isabelle Winkles, Trading Arrangement, Common Stock [Member] | Isabelle Winkles [Member]  
Trading Arrangements, by Individual  
Aggregate Available 124,721
Isabelle Winkles, Trading Arrangement, Restricted Stock Units [Member] | Isabelle Winkles [Member]  
Trading Arrangements, by Individual  
Aggregate Available 83,224
Jon Hyman, Trading Arrangement, Common Stock [Member] | Jon Hyman [Member]  
Trading Arrangements, by Individual  
Aggregate Available 655,000
Jon Hyman, Trading Arrangement, Restricted Stock Units [Member] | Jon Hyman [Member]  
Trading Arrangements, by Individual  
Aggregate Available 81,926
v3.26.1
Insider Trading Policies and Procedures
12 Months Ended
Jan. 31, 2026
Insider Trading Policies and Procedures [Line Items]  
Insider Trading Policies and Procedures Adopted true
v3.26.1
Cybersecurity Risk Management and Strategy Disclosure
12 Months Ended
Jan. 31, 2026
Cybersecurity Risk Management, Strategy, and Governance [Line Items]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]
Cybersecurity risk management is an integral part of our overall enterprise risk management program. We have an enterprise-wide cybersecurity program designed to protect against, detect, respond to and remediate cybersecurity risks and threats. To protect our information systems from cybersecurity threats, we use various security tools that are designed to prevent, identify, escalate, investigate and remediate identified cybersecurity threats and incidents, including threats and incidents associated with third-party service providers, in a timely manner. These tools include, among others, internal detection tools to support the identification, monitoring and reporting of threats, vulnerabilities and incidents, and a bug bounty program to allow security researchers to assist us in identifying vulnerabilities in our platform and products before they are exploited by malicious threat actors. We maintain a variety of incident response plans that are utilized when cybersecurity incidents are detected. We require employees with access to information systems, including specified corporate and engineering employees, to undertake data protection and cybersecurity training. Further, we use various processes to identify, monitor, assess and manage material risks from cybersecurity threats associated with the use of third-party service providers, including engaging in security reviews of third-party service providers who may have access to, or integrate with, our information systems; however, we rely on these third parties to implement cybersecurity programs commensurate with their risk profile and our expectations, and we cannot ensure in all circumstances that their efforts will be successful.

We regularly assess risks from cybersecurity and technology threats and monitor our information systems for potential vulnerabilities. We use a widely-adopted risk quantification model to identify, measure and prioritize cybersecurity and technology risks and develop related security controls and safeguards. We conduct regular reviews and tests of our information security program, including tabletop exercises, penetration and vulnerability testing, simulations, and other exercises to evaluate the effectiveness of our information security program and improve our security measures and planning. In addition to our bug bounty program, we also engage third parties to provide independent penetration testing, to support internal security audits and to provide external security audits. We also regularly report on the results of our assessments and security testing to our audit committee.
Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block]
Cybersecurity risk management is an integral part of our overall enterprise risk management program. We have an enterprise-wide cybersecurity program designed to protect against, detect, respond to and remediate cybersecurity risks and threats. To protect our information systems from cybersecurity threats, we use various security tools that are designed to prevent, identify, escalate, investigate and remediate identified cybersecurity threats and incidents, including threats and incidents associated with third-party service providers, in a timely manner. These tools include, among others, internal detection tools to support the identification, monitoring and reporting of threats, vulnerabilities and incidents, and a bug bounty program to allow security researchers to assist us in identifying vulnerabilities in our platform and products before they are exploited by malicious threat actors. We maintain a variety of incident response plans that are utilized when cybersecurity incidents are detected. We require employees with access to information systems, including specified corporate and engineering employees, to undertake data protection and cybersecurity training. Further, we use various processes to identify, monitor, assess and manage material risks from cybersecurity threats associated with the use of third-party service providers, including engaging in security reviews of third-party service providers who may have access to, or integrate with, our information systems; however, we rely on these third parties to implement cybersecurity programs commensurate with their risk profile and our expectations, and we cannot ensure in all circumstances that their efforts will be successful.
Cybersecurity Risk Management Third Party Engaged [Flag] true
Cybersecurity Risk Third Party Oversight and Identification Processes [Flag] true
Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Flag] false
Cybersecurity Risk Board of Directors Oversight [Text Block]
Our management is responsible for identifying, assessing, and managing cybersecurity risks on an ongoing basis by establishing processes to ensure that such potential cybersecurity risk exposures are monitored, putting in place appropriate mitigation and remediation measures, maintaining cybersecurity policies and procedures, and providing regular reports to our board of directors, including through the audit committee of our board directors.

Our chief technology officer is responsible for our information security team which oversees and implements our cybersecurity program. Our chief technology officer has over a decade of industry experience, and is supported by a team of information security professionals who have relevant educational and industry experience, including holding similar positions at large technology companies. Our chief technology officer and information security team provide regular reports to senior management, other relevant teams and the audit committee of our board of directors on our cybersecurity program, material cybersecurity risks and mitigation strategies, and other cybersecurity developments. In addition to such regular reports, and as part of our incident response processes, our chief technology officer will provide updates on material cybersecurity threats and incidents to our audit committee and, as necessary, to the full board of directors, based on management’s assessment of risk.

Our board of directors has ultimate oversight responsibility for our strategic and business risk management and delegates cybersecurity risk management oversight to its audit committee. Our audit committee receives reports on, generally, a quarterly basis from our chief technology officer on various cybersecurity matters, including risk assessments, mitigation strategies, areas of emerging risks, incidents and industry trends, and other areas of importance. Our audit committee is responsible for overseeing the adequacy and effectiveness of our privacy and information security policies and practices and the internal controls regarding privacy and information security. Our audit committee or chief technology officer, as appropriate, also reports material cybersecurity risks to our full board of directors.

While unauthorized persons have attempted to access our information systems in the past, and will likely continue to do so in the future, we have not, to date, identified any cybersecurity incidents that have materially affected or are reasonably likely to materially affect us, including our business strategy, results of operations or financial condition. However, despite our efforts, we cannot eliminate all risks from cybersecurity threats or incidents, or provide assurances that we have not experienced an undetected cybersecurity incident. For more information on these risks, see “Risk Factors—If we or our third-party service providers or vendors experience a security breach or unauthorized parties otherwise obtain access to our customers’ data, our
data or our platform, our solution may be perceived as not being secure, our reputation may be harmed, demand for our platform and products may be reduced and we may incur significant liabilities.”
Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block] Our board of directors has ultimate oversight responsibility for our strategic and business risk management and delegates cybersecurity risk management oversight to its audit committee. Our audit committee receives reports on, generally, a quarterly basis from our chief technology officer on various cybersecurity matters, including risk assessments, mitigation strategies, areas of emerging risks, incidents and industry trends, and other areas of importance. Our audit committee is responsible for overseeing the adequacy and effectiveness of our privacy and information security policies and practices and the internal controls regarding privacy and information security. Our audit committee or chief technology officer, as appropriate, also reports material cybersecurity risks to our full board of directors.
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block]
Our chief technology officer is responsible for our information security team which oversees and implements our cybersecurity program. Our chief technology officer has over a decade of industry experience, and is supported by a team of information security professionals who have relevant educational and industry experience, including holding similar positions at large technology companies. Our chief technology officer and information security team provide regular reports to senior management, other relevant teams and the audit committee of our board of directors on our cybersecurity program, material cybersecurity risks and mitigation strategies, and other cybersecurity developments. In addition to such regular reports, and as part of our incident response processes, our chief technology officer will provide updates on material cybersecurity threats and incidents to our audit committee and, as necessary, to the full board of directors, based on management’s assessment of risk.
Cybersecurity Risk Role of Management [Text Block]
Our management is responsible for identifying, assessing, and managing cybersecurity risks on an ongoing basis by establishing processes to ensure that such potential cybersecurity risk exposures are monitored, putting in place appropriate mitigation and remediation measures, maintaining cybersecurity policies and procedures, and providing regular reports to our board of directors, including through the audit committee of our board directors.

Our chief technology officer is responsible for our information security team which oversees and implements our cybersecurity program. Our chief technology officer has over a decade of industry experience, and is supported by a team of information security professionals who have relevant educational and industry experience, including holding similar positions at large technology companies. Our chief technology officer and information security team provide regular reports to senior management, other relevant teams and the audit committee of our board of directors on our cybersecurity program, material cybersecurity risks and mitigation strategies, and other cybersecurity developments. In addition to such regular reports, and as part of our incident response processes, our chief technology officer will provide updates on material cybersecurity threats and incidents to our audit committee and, as necessary, to the full board of directors, based on management’s assessment of risk.
Our board of directors has ultimate oversight responsibility for our strategic and business risk management and delegates cybersecurity risk management oversight to its audit committee. Our audit committee receives reports on, generally, a quarterly basis from our chief technology officer on various cybersecurity matters, including risk assessments, mitigation strategies, areas of emerging risks, incidents and industry trends, and other areas of importance. Our audit committee is responsible for overseeing the adequacy and effectiveness of our privacy and information security policies and practices and the internal controls regarding privacy and information security. Our audit committee or chief technology officer, as appropriate, also reports material cybersecurity risks to our full board of directors.
Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block]
Our chief technology officer is responsible for our information security team which oversees and implements our cybersecurity program. Our chief technology officer has over a decade of industry experience, and is supported by a team of information security professionals who have relevant educational and industry experience, including holding similar positions at large technology companies. Our chief technology officer and information security team provide regular reports to senior management, other relevant teams and the audit committee of our board of directors on our cybersecurity program, material cybersecurity risks and mitigation strategies, and other cybersecurity developments. In addition to such regular reports, and as part of our incident response processes, our chief technology officer will provide updates on material cybersecurity threats and incidents to our audit committee and, as necessary, to the full board of directors, based on management’s assessment of risk.
Our board of directors has ultimate oversight responsibility for our strategic and business risk management and delegates cybersecurity risk management oversight to its audit committee. Our audit committee receives reports on, generally, a quarterly basis from our chief technology officer on various cybersecurity matters, including risk assessments, mitigation strategies, areas of emerging risks, incidents and industry trends, and other areas of importance. Our audit committee is responsible for overseeing the adequacy and effectiveness of our privacy and information security policies and practices and the internal controls regarding privacy and information security. Our audit committee or chief technology officer, as appropriate, also reports material cybersecurity risks to our full board of directors.
Cybersecurity Risk Management Expertise of Management Responsible [Text Block] Our chief technology officer has over a decade of industry experience, and is supported by a team of information security professionals who have relevant educational and industry experience, including holding similar positions at large technology companies.
Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block] Our board of directors has ultimate oversight responsibility for our strategic and business risk management and delegates cybersecurity risk management oversight to its audit committee. Our audit committee receives reports on, generally, a quarterly basis from our chief technology officer on various cybersecurity matters, including risk assessments, mitigation strategies, areas of emerging risks, incidents and industry trends, and other areas of importance. Our audit committee is responsible for overseeing the adequacy and effectiveness of our privacy and information security policies and practices and the internal controls regarding privacy and information security. Our audit committee or chief technology officer, as appropriate, also reports material cybersecurity risks to our full board of directors.
Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.26.1
Summary of Significant Accounting Policies (Policies)
12 Months Ended
Jan. 31, 2026
Accounting Policies [Abstract]  
Basis of Presentation
Basis of Presentation

The accompanying consolidated financial statements have been prepared in accordance with generally accepted accounting principles in the United States of America (“U.S. GAAP”). The accompanying consolidated financial statements include the accounts of the Company and its wholly-owned subsidiaries, and variable interest entities (“VIE”) for which we are the primary beneficiary. Intercompany balances and transactions have been eliminated in consolidation.
Reclassifications
Reclassifications

Certain reclassifications and immaterial changes have been made to prior-period financial statements to conform to the current-period presentation.
Use of Estimates
Use of Estimates

The preparation of financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities, the disclosure of assets and liabilities at the date of the financial statements, and the reported amounts of revenue and expense during the reported period. We evaluate estimates based on historical and anticipated results, trends, and various other assumptions. Significant items subject to such estimates and assumptions include, but are not limited to, the standalone selling price for separate performance obligations in our revenue arrangements, expected period of benefit for deferred contract costs, the valuation of common stock and stock-based compensation, the allocation of overhead costs between cost of revenue and operating expenses, the estimated useful lives of intangible and depreciable assets, the fair value of acquired assets and assumed liabilities from business combinations, valuation of long-lived assets and their recoverability, including goodwill, the incremental borrowing rate, the valuation of deferred tax assets and liabilities and other tax estimates including our ability to utilize net operating losses.

Management evaluates its estimates and assumptions on an ongoing basis using historical experience and other factors, including the current economic environment, and makes adjustments as facts and circumstances dictate. As future events and their effects, including the uncertainty surrounding rapidly changing market and economic conditions from global or domestic macroeconomic and socioeconomic conditions such as, among others, instability in the banking and financial services sector, international and domestic supply chain risks, inflationary pressure, interest rate increases, declines in consumer confidence, international conflicts and domestic and foreign political unrest, that impact us and our customers, cannot be determined with precision, actual results could differ from those estimates and many of our estimates and assumptions have required increased judgment and carry a higher degree of variability and volatility.
Basic and Diluted Net Loss attributable to Braze, Inc. Common Stockholders per Share
Basic and Diluted Net Loss attributable to Braze, Inc. Common Stockholders per Share

Basic net loss attributable to Braze, Inc. per common stockholder’s share is computed by dividing the net loss by the weighted-average number of shares of Braze, Inc. common stock outstanding during the period. Diluted loss per share is computed by dividing the net loss attributable to Braze, Inc. by the weighted-average number of shares of Braze, Inc. common stock together with the number of additional shares of Braze Inc. common stock that would have been outstanding if all potentially dilutive shares of Braze Inc. common stock had been issued. Since we were in a net loss position for the periods presented, basic net loss per share attributable to Braze, Inc. common stockholders is the same as diluted net loss per share attributable to Braze, Inc. common stockholders since the effects of potentially dilutive securities are antidilutive.
Segment Reporting
Segment Reporting

Operating segments are defined as components of an entity for which discrete financial information is available that is regularly reviewed by the Chief Operating Decision Maker (“CODM”) in deciding how to allocate resources to an individual segment and in assessing performance. Our Chief Executive Officer (“CEO”) is the CODM. The CODM reviews financial information presented on a consolidated basis for purposes of making operating decisions, allocating resources, and evaluating financial performance. As such, we have one operating segment, which is the business of cloud-based customer engagement platform subscriptions.
Fair Value of Financial Instruments
Fair Value of Financial Instruments

Fair value is defined as the exchange price that would be received for an asset or paid to transfer a liability (an exit price) in the principal or most advantageous market for the asset or liability in an orderly transaction between market participants on the measurement date. Valuation techniques used to measure fair value must maximize the use of observable inputs and minimize the use of unobservable inputs. The guidance describes a fair value hierarchy based on three levels of inputs, of which the first two are considered observable and the last unobservable, that may be used to measure fair value.

Level 1 – Inputs are unadjusted quoted prices in active markets for identical assets or liabilities at the measurement date.

Level 2 – Inputs are observable, unadjusted quoted prices in active markets for similar assets or liabilities; unadjusted quoted prices for identical or similar assets or liabilities in markets that are not active; or other inputs that are observable or can be corroborated by observable market data for substantially the full term of the related assets or liabilities.

Level 3 – Unobservable inputs that are supported by little or no market data for the related assets or liabilities.

The categorization of a financial instrument within the fair value hierarchy is based upon the lowest level of input that is significant to the fair value measurement. Our financial instruments include cash equivalents, marketable securities, derivative instruments, accounts receivable, accounts payable, and other current assets and liabilities. At January 31, 2026 and 2025, the carrying amounts of accounts receivable, accounts payable, and other current assets and liabilities approximated fair values because of their short-term nature.
Foreign Currency
Foreign Currency

The functional currency of our foreign subsidiaries is primarily the local currency. Transactions denominated in currencies other than the functional currency are remeasured to the functional currency at the exchange rate on the transaction date. Monetary assets and liabilities denominated in currencies other than the functional currency are remeasured at period-end using the period-end exchange rate. Gains and losses resulting from remeasurement are recorded in other income (expense), net, on the consolidated statements of operations. All assets and liabilities of foreign subsidiaries are translated at the current exchange rate as of the end of the period, retained earnings and other equity items are translated at historical rates, and revenue and expenses are translated at average exchange rates in effect during the period. The gain or loss resulting from the process of translating foreign currency financial statements into U.S. dollars is reflected as foreign currency cumulative translation adjustments reported on the consolidated statements of comprehensive loss.
Transaction gains and losses that arise from exchange rate fluctuations on transactions denominated in a currency other than the functional currency are included in other income (expense), net in the accompanying consolidated statements of operations when realized.
Cash, Cash Equivalents and Restricted Cash
Cash and cash equivalents represent cash and highly liquid investments with original contractual maturities of three months or less at the date of purchase. Cash and cash equivalents consist of deposit accounts and interest-bearing money market accounts that are stated at fair value.
Accounts Receivable, Net
Accounts Receivable, Net and Credit Losses

Accounts receivable, net consists of customer obligations due under normal trade terms and are recorded at amounts billed and unbilled to customers, net of allowance for any potential uncollectible accounts. Unbilled amounts are included in trade accounts receivable, net, which generally arise from our contractual right to bill our customers in advance of services on the contract effective date. Trade accounts receivable are recorded at invoiced amounts and do not bear interest.
We maintain an allowance for credit losses for accounts receivable, net which is recorded as an offset to accounts receivable, net and changes in this allowance are recorded as general and administrative expenses in the consolidated statements of operations. We assess collectability by reviewing accounts receivable on a collective basis when similar characteristics exist and on an individual basis when we identify specific customers with known disputes or collectability issues. In determining the amount of the allowance for credit losses, we consider historical collectability based on past due status and make judgments about the creditworthiness of customers based on ongoing credit evaluations. A receivable is considered past due if we have not received payment based on agreed-upon terms. We also consider customer-specific information, current market conditions, and reasonable and supportable forecasts of future economic conditions to inform adjustments to historical loss data. No material write-offs of accounts receivable have been recognized in any of the periods presented.
Concentration of Credit Risk
Concentration of Credit Risk

Financial instruments that potentially subject us to concentration of credit risk consist primarily of cash and cash equivalents, restricted cash, marketable securities, and accounts receivable. Restricted cash consists of letters of credit related to our leased properties and funds held in escrow corresponding to acquisition related activities. For cash, cash equivalents, restricted cash, and marketable securities, we are exposed to credit risk in the event of default by the financial institutions to the extent of the amounts recorded on the consolidated balance sheets in excess of the Federal Deposit Insurance Corporation (“FDIC”) limits. Cash, cash equivalents, restricted cash, and marketable securities balances are maintained at financial institutions that management believes are of high-credit, quality financial institutions, where deposits, at times, exceed the FDIC limits.
Marketable Securities
Marketable Securities

We classify our investments in marketable securities within current assets on the consolidated balance sheets as the investments are available for use, if needed, in current operations as we may sell our marketable securities at any time, without significant penalty, even if they have not yet reached maturity. These investments are carried at fair value, based on quoted market rates when observable or utilizing data points that are observable, such as quoted prices, interest rates and yield curves. Gains and losses are determined based on the specific identification method and are recognized when realized as a component of other income (expense), net in our consolidated statements of operations.

We review our securities on a regular basis to evaluate if any security has experienced an other-than temporary decline in fair value. We consider an available-for-sale security to be impaired if the fair value of the investment is less than its amortized cost basis, our intent to sell, or whether it is more likely than not that we are required to sell the security before recovery of its amortized cost basis. If we believe that an other-than-temporary decline exists in one of the securities, we will write down these investments to fair value. To the extent that the decline in fair value is related to credit losses, such as changes to the rating of the security by third-party rating agencies, and adverse conditions specific to the security, among other factors, the write-down related to credit loss would be recorded in other income, net in the consolidated statements of operations. Impairments related to
factors other than credit losses are recognized in accumulated other comprehensive loss. As of January 31, 2026, the Company had not recorded any credit impairments.
Property and Equipment, Net
Property and Equipment, Net
Property and equipment are stated at cost less accumulated depreciation and amortization. Depreciation is computed using the straight-line method over the estimated useful life of the related asset. Leasehold improvements are amortized using the straight-line method over the shorter of the lease term or estimated useful life of the asset. Costs of maintenance and repairs that do not improve or extend the lives of the respective assets are expensed as incurred. Upon asset retirement or sale, the cost and related accumulated depreciation and amortization are removed from the consolidated balance sheets, and the resulting gain or loss is reflected in general and administrative expenses in the consolidated statements of operations.
Impairment of Long-Lived Assets
Impairment of Long-Lived Assets
Long-lived assets, subject to depreciation and amortization, such as property and equipment, are reviewed for impairment whenever events or changes in circumstances indicate that the carrying value of these assets or asset groups may not be recoverable or that the useful life is shorter than originally estimated. Recoverability of these assets or asset groups is measured by comparison of the carrying amount of each asset or asset group to the future undiscounted cash flows the asset or asset group is expected to generate over their remaining lives. If the asset or asset group is considered to be impaired, the amount of any impairment is measured as the difference between the carrying value and the fair value of the impaired asset or asset group. If the useful life is shorter than originally estimated, we amortize the remaining carrying value over the new shorter useful life.
Capitalized Internal-use Software Costs
Capitalized Internal-use Software Costs

We capitalize certain costs incurred to develop new or additional customer-facing software functionality, on the consolidated balance sheets as a component of property and equipment, net. We capitalize qualifying personnel costs, including stock-based compensation, and consulting costs incurred during the application development stage so long as the project is authorized, it is probable the project will be completed, and the software will be used to perform the function intended. Costs incurred during the preliminary project and post-implementation stages are expensed as incurred and included in research and development expenses on the consolidated statements of operations. These capitalized costs are amortized over the software’s expected useful life, which is generally three years, within cost of revenue on the consolidated statements of operations.
Comprehensive Loss
Comprehensive Loss

Our comprehensive loss is currently comprised of unrealized gains or losses on available-for-sale securities and foreign currency translation adjustments.
Variable Interest Entity
Variable Interest Entity

A Variable Interest Entity (“VIE”) is an entity that either has insufficient equity to permit the entity to finance its activities without additional subordinated financial support or has equity investors who lack the characteristics of a controlling financial interest. The primary beneficiary of a VIE is the party with both the power to direct the activities of the VIE that most significantly impact the VIE’s economic performance and the obligation to absorb the losses or the right to receive benefits that could potentially be significant to the VIE.

To assess whether we have the power to direct the activities of a VIE that most significantly impact its economic performance, we consider all the facts and circumstances including our role in establishing the VIE and our ongoing rights and responsibilities. This assessment includes identifying the activities that most significantly impact the VIE’s economic performance and identifying which party, if any, has power over those activities. In general, the party that makes the most significant decisions affecting the VIE is determined to have the power to direct the activities of the VIE. To assess whether we have the obligation to absorb the losses or the right to receive benefits that could potentially be significant to the VIE, we consider all of our economic interests, including debt and equity interests, servicing rights and fee arrangements, and any other variable interests in the VIE. If we determine that we are the party with the power to make the most significant decisions
affecting the VIE, and we have an obligation to absorb the losses or the right to receive benefits that could potentially be significant to the VIE, then we consolidate the VIE.

We perform ongoing reassessments of whether we are the primary beneficiary of a VIE. The reassessment process considers whether we have acquired or divested the power to direct the most significant activities of the VIE through changes in governing documents or other circumstances. We also reconsider whether entities previously determined not to be VIEs have become VIEs, based on new events, and therefore could be subject to the VIE consolidation framework.
Redeemable Noncontrolling Interest
Redeemable Non-controlling Interest

Redeemable non-controlling interests represent the portion of net income (loss), net, and comprehensive income (loss), net, that is not allocable to us, in situations where we consolidate an equity interest or as the primary beneficiary of a VIE for which there are other owners. The amount of non-controlling interest is comprised of the greater of the amount of such interests at the date of the original acquisition of an equity interest in an investment, plus the other shareholders’ share of changes in equity since the date of the investment or estimated redemption value. The resulting changes in the estimated redemption amount (increases or decreases) are recorded with corresponding adjustments against retained earnings or, in the absence of retained earnings, additional paid-in-capital. The redeemable non-controlling interest is classified outside of permanent equity as mezzanine equity on the consolidated balance sheets as the redemption option is outside of our control.
Revenue Recognition
Revenue Recognition

We derive our revenue primarily from subscriptions to our platform, including associated support, and professional services. Our subscriptions do not provide customers with the right to take possession of the software supporting the applications and, as a result, are accounted for as service contracts. Professional services primarily consist of fees for distinct services rendered in training and assisting customers to configure and optimize the use of the platform. Revenue is recognized when control of the promised goods or services is transferred to clients in an amount that reflects the consideration we expect to be entitled to in exchange for those goods or services. We apply the following five-step model to recognize revenue from contracts with clients:

Identification of the contract or contracts with a customer;
Identification of the performance obligation(s) in the contract;
Determination of the transaction price;
Allocation of the transaction price to the performance obligation(s) in the contract; and
Recognition of revenue when, or as, a performance obligation is satisfied.

We identify the performance obligations in a contract or multiple contracts with a customer and determine whether they are distinct or distinct within the context of the contract. When there is more than one distinct performance obligation in a contract, we allocate the transaction price to the performance obligations on a relative standalone selling price basis based on standalone selling prices (“SSP”). We have identified two performance obligations within our contracts with our customers: (i) subscription and (ii) professional services and other.

All contracts generally contain fixed consideration payable upfront by the customer. Some of our multi-year arrangements may contain fixed fees with escalating pricing structures each year. The nature of our subscription performance obligation remains unchanged each period of the arrangement and therefore may create a contract asset reflecting the difference between the amount of revenue recognized compared to the amount billed.

Some of our contracts with customers contain terms, such as service level guarantees, product usage and overage fees, that, along with various potential claims, including breach of warranty, may result in variable consideration. Variable consideration exists when the amount which we expect to receive in a contract is affected by the occurrence or non-occurrence of future events. We develop estimates of variable consideration on the basis of historical information, current trends, and any other specific knowledge about future periods.

Variable consideration is included in the transaction price only to the extent that it is probable that a significant reversal in the amount of cumulative revenue recognized will not occur. Typically, our contracts do not provide customers with any right of return or refund; however, we may make exceptions on a case-by-case basis when it makes commercial sense. Variable consideration, including as a result of service level guarantees, product usage and overage fees or other potential claims such as breach of warranty, was not material during the fiscal years ended January 31, 2026, 2025, and 2024. We allocate the variable consideration related to the product usages and overages to the distinct month during which the related services were performed as those fees relate specifically to providing usage of the platform in the period and represents the consideration we are entitled to for the access to the platform. As a result, the usage and overage fees are included in the transaction price and recognized as revenue in the period in which the fee was generated.
To the extent that we grant customers an option to acquire additional products or services, we account for the option as a distinct performance obligation in the contract only if the option provides a material right to the customer that the customer would not receive without entering into the contract. If a material right exists in a contract, revenue allocated to the option is deferred and recognized as revenue only when those future products or services are transferred or when the option expires. Contracts do not typically contain material rights and when they do, the material right has not been significant to our consolidated financial statements.

Once the transaction price is determined, the total transaction price is allocated to each performance obligation in a manner depicting the amount of consideration to which we expect to be entitled in exchange for transferring the products or services to the customer. This allocation is based on the SSP of the products or services included in the arrangement.

Judgment is required to determine the SSP for each performance obligation. We determine SSP based on observable prices for those related goods or services when sold separately, if available. When such observable prices are not available, we determine SSP based on overarching pricing objectives and strategies, taking into consideration market conditions and other factors, including transaction size, product-specific factors, historical sales of the deliverables and costs to deliver the services and applicable margins.

Subscription Services

Subscription revenue is recognized ratably over the contract term beginning on the commencement date of each contract, which is the date the platform is made available to customers. We have determined that subscriptions to our platform represent a stand-ready obligation to perform over the subscription term. These performance obligations are satisfied over time as the customer simultaneously receives and consumes the benefits. Contracts are typically one year in length, but may be up to five years.

At the beginning of each subscription term we invoice our customers, typically in annual installments but also quarterly and semi-annually. Amounts that have been invoiced for non-cancelable contracts are recorded in accounts receivable and in deferred revenue or revenue. We report revenue net of sales tax and other taxes collected from customers to be remitted to government authorities.

Professional Services and Other

Professional services and other revenue primarily consist of onboarding services and are typically recognized as services are performed since our customers simultaneously receive the benefits of these services as they are performed, which is generally over a period of up to six months from provisioning access to the platform. We invoice our customers for professional services at the outset of the contract. Amounts that have been invoiced for non-cancelable contracts are recorded in accounts receivable and in deferred revenue or revenue. We report revenue net of sales tax and other taxes collected from customers to be remitted to government authorities.

Contract Balances

Contract Assets

A contract asset is the right to consideration for transferred goods or services when the amount is conditioned on something other than the passage of time. These balances are included in prepaid expenses and other current assets on our consolidated balance sheets.

Deferred Revenue

We record deferred revenue when we have an unconditional right to payments in advance of satisfying the performance obligations on our contracts. The balance consists primarily of annual plan subscription services and professional services not yet provided as of the balance sheet date. Deferred revenue that will be recognized during the succeeding twelve-month period is recorded as a current liability in our consolidated balance sheets. The deferred revenue balance does not represent the total contract value of annual or multi-year, non-cancelable agreements.

Deferred Contract Costs

We capitalize costs of obtaining revenue contracts that are incremental and recoverable. Incremental costs primarily include sales commissions and bonuses for new and renewal revenue contracts and associated payroll tax and fringe benefit costs and are recorded within deferred contract costs on the consolidated balance sheets. Capitalized amounts are recoverable through future revenue streams under all customer contracts.
Contract costs are amortized on a straight-line basis up to five years, which reflects the expected period of benefit of the performance obligation and may be longer than the initial contract period. We determined the estimated benefit period having considered both qualitative and quantitative factors, including the length of the subscription terms in our customer contracts and the anticipated life of our technology, among other such factors. Deferred contract costs related to renewals are amortized over the renewal term which is generally one year to three years. Amortization of contract costs are classified within operating expenses based on the function of the underlying employee receiving the benefit in the accompanying consolidated statements of operations.

Deferred contract costs are periodically analyzed for impairment. As of January 31, 2026 and 2025, we have not identified any potential indicators of impairment.
Cost of Revenue
Cost of Revenue

Cost of revenue consists of expenses related to providing platform access to customers and onboarding services. These costs include payments to third-party cloud infrastructure providers for hosting software solutions and costs associated with application service providers utilized to deliver the platform, allocated personnel-related costs, including salaries, cash-based performance compensation, benefits and stock-based compensation, overhead cost allocations related to facilities and shared IT-related expenses, including depreciation expense and amortization of internal use software.
Operating Expenses
Operating Expenses

Operating expenses consist of sales and marketing, research and development, and general and administrative expenses. Personnel costs are the most significant component of operating expenses and consist of salaries, cash performance-based compensation, employee benefits and stock-based compensation. Operating expenses also include overhead cost allocations.
Sales, Marketing, General and Administrative
Sales and Marketing

Sales and marketing expenses consist primarily of personnel costs for sales and marketing organization, costs related to sponsorships, events and advertising, agency costs, travel-related expenses, and allocated overhead costs. Costs associated with our advertising and sales promotions are expensed as incurred. During the fiscal years ended January 31, 2026, 2025, and 2024, we recognized $34.3 million, $30.3 million, and $25.1 million, respectively, in advertising costs, which included brand and sponsorship costs.
General and Administrative

General and administrative expenses consist primarily of personnel costs for finance, legal, human resources and other administrative functions, as well as outside professional services. In addition, general and administrative expense includes non-personnel costs, such as legal, accounting and other professional fees, software costs, certain tax, license and insurance-related expenses and allocated overhead costs.
Research and Development
Research and Development

Research and development expenses consist primarily of personnel costs for engineering, service, design, and information technology teams. Additionally, research and development expenses include allocated overhead costs and contractor fees. Research and development costs are expensed as incurred. Capitalized internal-use software development costs are excluded from research and development expenses as they are capitalized as a component of property and equipment, net and amortized to cost of revenue over the software’s expected useful life, which is generally three years.
Stock-Based Compensation
Stock-Based Compensation

We measure and recognize stock-based compensation expense for all stock-based payment awards granted to employees, directors, and non-employees, based on the award’s fair value as determined on the date of grant.

The fair value of Restricted Stock Units (“RSUs”), restricted stock, and Performance Stock Units (“PSUs”) are determined by the closing price on the date of grant of the Company’s Class A common stock, as reported on The Nasdaq Global Select Market. The Company estimates the fair value of the rights to acquire stock under the Employee Stock Purchase Plan using the Black-Scholes-Merton option pricing model. The determination of the grant date fair value using an option-pricing model is affected by the estimated fair value of the Company’s Class A common stock as well as assumptions regarding a number of other complex and subjective variables including the expected stock price volatility over the expected term of the award and the risk-free interest rate for the expected term of the award. The expected stock price volatility is based on an average of the historical volatility of the Company’s Class A common stock over the expected term. Historically, Offerings have been approximately eleven months with two distinct purchase periods.
We recognize stock-based compensation expense, net of estimated forfeitures, over the requisite service period of the individual grant, generally equal to the vesting period, and use the straight-line method to recognize stock-based compensation. Stock-based compensation for PSUs is amortized under the accelerated attribution method and may be adjusted over the vesting period based on interim estimates of performance against pre-determined objectives. PSUs will vest upon achievement of specified performance targets and subject to continuous service through the applicable vesting dates. The compensation cost is recognized over the requisite service period when it is probable that the performance condition will be satisfied.

We estimate expected forfeitures of stock-based awards at the grant date and recognize compensation cost only for those awards expected to vest. We estimate our forfeitures rate primarily based on an analysis of our actual historical forfeitures materializing in the previous fiscal years, and revise the estimates, if necessary, in subsequent periods if actual forfeitures differ from those estimates. We routinely evaluate the appropriateness of the forfeiture rate based on actual forfeiture experience, analysis of employee turnover and expectations of future behavior.
Investment Income
Investment Income

Investment income consists primarily of income earned on our investments, cash and cash equivalents and restricted cash.
Other Income (Expense), Net
Other Income, Net

Other income, net, is primarily comprised of realized and unrealized foreign currency gains and losses.
Leases
Leases

The Company determines if an arrangement is or contains a lease at inception by assessing whether the arrangement contains an identified asset and whether we have the right to control the identified asset. Right-of-use (“ROU”) assets represent our right to use an underlying asset for the lease term and lease liabilities represent our obligation to make lease payments arising from the lease. Lease liabilities are recognized at the lease commencement date based on the present value of the future lease payments over the lease term. ROU assets are based on the measurement of the lease liability and also include any lease payments made prior to or on lease commencement and exclude lease incentives and initial direct costs incurred, as applicable.

As the implicit rate in our leases is generally unknown, we use the incremental borrowing rate based on the estimated rate of interest for collateralized borrowing over a similar term of the lease payments at commencement date. The lease terms may include options to extend or terminate the lease when it is reasonably certain we will exercise any such options. Lease costs for our operating leases are recognized on a straight-line basis over the lease term. Finance lease assets are amortized on a straight-line basis over the shorter of the estimated useful lives of the assets or the lease term. The interest component of finance leases is included in interest expense and recognized using the effective interest method over the lease term. We did not have any finance leases in the periods presented.

We have elected to not separate lease and non-lease components for any leases within our existing classes of assets and, as a result, we account for any lease and non-lease components as a single lease component. We have also elected to not apply the recognition requirement to any leases within our existing classes of assets with a term of 12 months or less (short-term leases). Variable lease costs are comprised primarily of our proportionate share of operating expenses, property taxes, and insurance and is classified as lease cost due to our election to not separate lease and non-lease components.
Operating leases are included in operating lease right-of-use assets, current operating lease liabilities, and non-current in our consolidated balance sheets.
Income Taxes
Income Taxes

We account for income taxes using the asset and liability method. We recognize deferred tax assets and liabilities for the expected future tax consequences of events that have been included in the consolidated financial statements or tax returns. Deferred tax assets and liabilities are determined based on the difference between the financial statement and tax basis of assets and liabilities using enacted tax rates in effect for the year in which the differences are expected to reverse. The effect of a change in tax rates on deferred tax assets and liabilities is recognized in income in the period that includes the enactment date.

In evaluating our ability to recover our deferred income tax assets, we consider all available positive and negative evidence, using a more likely than not standard. The evaluation considers our recent historical operating results, ongoing tax planning, and forecasts of future taxable income on a jurisdiction-by-jurisdiction basis. In the event we determine that we would be able to realize our deferred tax assets in the future in excess of their net recorded amount, we would make an adjustment to the valuation allowance that would reduce the provision for income taxes. Conversely, in the event that all or part of the net
deferred tax assets are determined not to be realizable in the future, we would charge an adjustment to the valuation allowance to earnings in the period when such determination is made. As of January 31, 2026, we recorded a full valuation allowance in jurisdictions where we had net deferred tax assets, which consist of net operating loss carryforwards and other basis differences, as we have concluded that it is more likely than not that our deferred tax assets will not be realized.

We recognize tax expense associated with Global Intangible Low-Taxed Income as it is incurred as part of the current income taxes to be paid or refunded for the current period.
We recognize the tax benefits on any uncertain tax positions taken or expected to be taken in the consolidated financial statements when it is more likely than not the position will be realized upon ultimate settlement with tax authorities, assuming full knowledge of the position and relevant facts. The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement.
Business Combinations
Business Combinations
The Company recognizes identifiable assets acquired and liabilities assumed at their acquisition date fair values. The excess of the consideration transferred over the fair value of assets acquired and liabilities assumed on the acquisition date is recorded as goodwill. Such valuations require the Company to make significant estimates and assumptions. The Company uses its best estimates and assumptions as part of the purchase price allocation process to accurately value assets acquired and liabilities assumed, but these estimates are inherently uncertain and subject to refinement. During the measurement period, the Company may record adjustments to the fair values of assets acquired and liabilities assumed, with the corresponding offset to goodwill. Upon the conclusion of the measurement period, any subsequent adjustments are recorded in the consolidated statements of operations.
Goodwill and Indefinite-Lived Intangible Assets
Goodwill and Indefinite-Lived Intangible Assets

Goodwill represents the excess of the aggregate purchase price over the fair value of net identifiable assets acquired in a business combination. Goodwill and indefinite-lived intangible assets are not amortized and are tested for impairment at least annually or whenever events or changes in circumstances indicate that the carrying value may be impaired. Goodwill is tested for impairment at the reporting unit level.

The Company has the option to first perform a qualitative assessment to determine if it is more likely than not that the fair value of a reporting unit and indefinite-lived intangible assets are less than its carrying amount. The Company may elect to bypass the qualitative assessment and proceed directly to the quantitative impairment tests. The quantitative impairment test for goodwill involves comparing the fair value of the reporting unit to its carrying value, including goodwill. A goodwill impairment will be the amount by which a reporting unit’s carrying value exceeds its fair value. The impairment is limited to the carrying amount of goodwill.

The quantitative impairment test for indefinite-lived intangible assets involves a comparison of the estimated fair value of the intangible asset with its carrying value. If the carrying value of the indefinite-lived intangible asset exceeds its estimated fair value, an impairment loss is recognized in an amount equal to that excess. The estimates of fair value of indefinite-lived intangible assets are determined using a discounted cash flow valuation analysis that employs different valuation methodology in estimating the fair value of the asset. Significant judgments are inherent in the discounted cash flow analysis.

The Company has determined that it operates as one reporting unit and has selected November 1 as the date to perform its annual impairment test. No goodwill impairment charges have been recorded for any period presented.
Recently Adopted and Issued Accounting Pronouncements
Derivative Financial Instruments

When deemed appropriate, we will use derivative instruments to manage exposure to fluctuation in market risks primarily associated with cash flows denominated in foreign currencies. We do not use derivative instruments for trading or speculative purposes.

For our forward exchange contracts that have been designated and qualify as cash flow hedges, the derivative instruments are carried at fair value in our consolidated balance sheets, primarily in the following line items, as applicable: prepaid expenses and other current assets, other assets, accrued expenses and other current liabilities, and other long-term liabilities. The gains and losses that result from changes in fair value of the derivative instruments for hedges that have been designated and qualify as cash flow hedges are recorded in accumulated other comprehensive income and are reclassified to earnings in the same period as the underlying hedged item affects earnings. The reclassification from accumulated other comprehensive income is to the same line item on the consolidated statements of operations to which the hedged items are
recorded, typically expected to be within operating expenses. If applicable, the changes in the fair values of derivatives that were not designated and/or did not qualify as hedging instruments are immediately recognized in earnings.

For derivative instruments that will be accounted for as hedging instruments, we formally designate and document, at inception, the financial instrument as a hedge of a specific underlying exposure, the risk management objective and the strategy for undertaking the hedge transaction. In addition, we formally assess, both at inception and quarterly thereafter, whether the financial instruments used in hedging transactions are effective at offsetting changes in the cash flows of the related underlying exposures.

We determine the fair value of our derivatives based on quoted market prices or pricing models using current interest rates. The notional amounts of the derivative financial instruments do not necessarily represent amounts exchanged by the parties and, therefore, are not a direct measure of our exposure to the financial risks described above. The amounts exchanged are calculated by reference to the notional amounts and by other terms of the derivatives, such as foreign currency exchange rates. We do not view the fair values of our derivatives in isolation but rather in relation to the cash flows of the underlying hedged transactions. Virtually all of our derivatives are straightforward over-the-counter instruments with liquid markets.

Recently Adopted Accounting Pronouncements

In August 2017, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) 2017-12, Derivatives and Hedging (Topic 815): Targeted Improvements to Accounting for Hedging Activities, which made targeted improvements to the hedge accounting model with the objective of improving the financial reporting of hedging relationships to better portray the economic results of an entity’s risk management activities in its financial statements. The Company adopted ASU 2017-12 as of the three months ended April 30, 2025. The adoption of ASU 2017-12 coincided with the first period of derivative related activities within the Company’s consolidated financial statements.

In December 2023, the FASB issued ASU No. 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures, which intends to increase the transparency of income tax disclosures. Under the new guidance, entities must categorize and provide greater disaggregation of information in the rate reconciliation. They must also further disaggregate income taxes paid. For public business entities, it is effective for annual periods beginning after December 15, 2024. The Company adopted this standard on a prospective basis in its consolidated financial statements for the year ended January 31, 2026. The adoption of ASU 2023-07 did not have a material impact on the Company's consolidated financial statements. Refer to Note 15, Income Taxes, to the consolidated financial statements for further details.

Recently Issued Accounting Pronouncements Not Yet Adopted

In November 2024, the FASB issued ASU No. 2024-03 Income Statement - Reporting Comprehensive Income - Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses, (“ASU 2024-03”), which is intended to provide enhanced transparency into the nature of expenses and requires more detailed information on specific expense categories included in certain expense captions presented on the face of the income statement. ASU 2024-03 is effective for annual reporting periods beginning after December 15, 2026, and interim reporting periods beginning after December 15, 2027. Early adoption is permitted. The standard may be applied either (1) on a prospective basis or (2) retrospectively to all periods presented in the consolidated financial statements. The Company is currently evaluating the impact of the new standard on the consolidated financial statements and related disclosures.

In September 2025, the FASB issued ASU 2025-06, Intangibles - Goodwill and Other - Internal-Use Software (Subtopic 350-40): Targeted Improvements to the Accounting for Internal-Use Software, which removes all references to software development stages (referred to as “project stages”) throughout Subtopic 350-40. The standard requires entities to start capitalizing software costs when both of the following occur: (i) management has authorized and committed to funding the software project and (ii) it is probable that the project will be completed and the software will be used to perform the function intended. This standard is effective for the Company for the annual and interim periods beginning January 1, 2028, with early adoption permitted. The Company is currently evaluating the impacts of ASU 2025-06 on its consolidated financial statements as well as the impacts to its financial reporting process and related internal controls.

In November 2025, the FASB issued ASU No. 2025-09, Derivatives and Hedging (Topic 815): Hedge Accounting Improvements, which makes targeted improvements to the hedge accounting model. The amendments address five specific areas, including expanding the hedged risks permitted to be aggregated in groups of forecasted transactions, introducing an optional model for hedging choose-your-rate debt instruments, expanding hedge accounting for forecasted purchases and sales of nonfinancial assets, eliminating the net written option test in certain instances, and eliminating recognition and presentation mismatches for dual hedge strategies. The standard is effective for the Company for annual periods beginning January 1, 2027, and interim periods within those annual periods, with early adoption permitted. The Company does not expect this guidance to have a material impact on its consolidated financial statements.
No other new accounting pronouncement issued or effective during the fiscal year had or is expected to have a material impact on the consolidated financial statements or disclosures.
v3.26.1
Summary of Significant Accounting Policies (Tables)
12 Months Ended
Jan. 31, 2026
Accounting Policies [Abstract]  
Schedule of Cash and Cash Equivalents
The following table provides a reconciliation of the cash, cash equivalents, and restricted cash as of January 31, 2026 and 2025 (in thousands):
January 31,
20262025
Cash and cash equivalents$124,342 $83,062 
Restricted cash, current566 — 
Restricted cash, noncurrent3,430 530 
Total cash, cash equivalents, and restricted cash$128,338 $83,592 
Property and equipment, net The estimated useful lives for significant property and equipment categories are as follows:
Computer equipment, office equipment, and software
3 to 5 years
Furniture and fixtures
7 years
Leasehold improvementsShorter of lease term or estimated useful life of assets
Property and equipment, net, consist of the following (in thousands):
January 31,
20262025
Capitalized internal-use software$24,993 $19,144 
Computer equipment, office equipment, and software13,898 10,659 
Leasehold improvements24,667 20,945 
Furniture and fixtures10,178 8,364 
Total property and equipment73,736 59,112 
Less: accumulated depreciation and amortization(30,219)(20,562)
Total property and equipment, net$43,517 $38,550 
v3.26.1
Revenue from Contracts with Customers (Tables)
12 Months Ended
Jan. 31, 2026
Revenue from Contract with Customer [Abstract]  
Disaggregation of Revenue
The following table presents total revenue by type (in thousands):

Fiscal Year Ended January 31,
202620252024
Subscription$701,833 $570,295 $451,079 
Professional services and other36,349 23,115 20,721 
Total$738,182 $593,410 $471,800 
Total Revenue by Geography
The following table presents total revenue by geography (in thousands):

Fiscal Year Ended January 31,
202620252024
United States$405,127 $326,448 $267,224 
International333,055 266,962 204,576 
Total$738,182 $593,410 $471,800 
Accounts Receivable, Allowance for Credit Loss
The following table presents a reconciliation of the allowance for credit losses on accounts receivable (in thousands):

Allowance for Credit Losses
Balance at January 31, 2025
$2,563 
Reserve:
Credit losses666 
Deferred revenue1,505 
Write-offs(3,397)
Recoveries597 
Balance at January 31, 2026
$1,934 
Remaining Performance Obligations
The following table presents remaining performance obligations as of the dates indicated below (in millions):

TotalLess than 1 Year
1-5 Years
January 31, 2025
$793.1 $505.2 $287.9 
April 30, 2025
829.3 522.2 307.1 
July 31, 2025
862.2 558.2 304.0 
October 31, 2025
891.4 572.7 318.7 
January 31, 2026
1,033.0 642.1 390.9 
v3.26.1
Variable Interest Entity and Redeemable Non-Controlling Interest (Tables)
12 Months Ended
Jan. 31, 2026
Noncontrolling Interest [Abstract]  
Redeemable Noncontrolling Interest
The following table summarizes the activity in the redeemable non-controlling interests for the periods indicated below (in thousands):

Balance as of January 31, 2024
$192
Net loss attributable to redeemable non-controlling interest(304)
Balance as of January 31, 2025
$(112)
Net gain attributable to redeemable non-controlling interest
501
Balance as of January 31, 2026
$389
Schedule of Variable Interest Entity Assets and Liabilities
The total combined VIE assets, which represent the maximum exposure to loss, and liabilities were as follows (in thousands):
January 31,
20262025
Assets:
Cash and cash equivalents$5,978 $3,105 
Accounts receivable, net of allowance4,068 1,531 
Prepaid expenses and other current assets1,208 859 
Total current assets11,254 5,495 
Property and equipment, net89 73 
Deferred contract costs1,580 1,267 
Other assets45 41 
Total assets$12,968 $6,876 
Liabilities:
Accounts payable$1,542 $610 
Accrued expenses and other current liabilities3,640 2,514 
Deferred revenue8,362 5,306 
Total liabilities$13,544 $8,430 
v3.26.1
Fair Value Measurements (Tables)
12 Months Ended
Jan. 31, 2026
Fair Value Disclosures [Abstract]  
Fair Value of Financial Instruments Measured at Fair Value on a Recurring Basis
The following table sets forth our financial instruments that were measured at fair value on a recurring basis at the periods indicated below, by level within the fair value hierarchy (in thousands):
January 31, 2026
Level 1Level 2Level 3Total
Financial assets:
Cash equivalents
Money market funds$39,538 $— $— $39,538 
U.S. government securities3,000 — — 3,000 
Total cash equivalents42,538 — — 42,538 
Marketable securities
U.S. government securities189,238 — — 189,238 
Corporate debt securities— 98,342 — 98,342 
Total marketable securities189,238 98,342 — 287,580 
Derivative Instruments
Cash flow hedges— 409 — 409 
Total financial assets$231,776 $98,751 $— $330,527 
Liabilities:
Derivative Instruments
Cash flow hedges$— $(25)$— $(25)
Total liabilities
$— $(25)$— $(25)

January 31, 2025
Level 1Level 2Level 3Total
Financial assets:
Cash equivalents
Money market funds$20,487 $— $— $20,487 
U.S. government securities4,998 — — 4,998 
Total cash equivalents25,485 — — 25,485 
Marketable securities
U.S. government securities$317,649 $— $— $317,649 
Corporate debt securities— 112,808 — 112,808 
Total marketable securities317,649 112,808 — 430,457 
Total financial assets$343,134 $112,808 $— $455,942 
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation
The following table summarizes the fair value changes in the contingent consideration liability in connection with the acquisition of North Star Y, Pty Ltd (in thousands):

Fiscal Years Ended January 31,
20262025
Beginning fair value $— $223 
Additions (1) / (adjustments) in the period
— (223)
Ending fair value$— $— 

(1) Includes measurement period adjustments related to the Company’s preliminary fair values of the assets acquired and liabilities assumed in business combinations, which did not have a material impact on goodwill.
v3.26.1
Marketable Securities (Tables)
12 Months Ended
Jan. 31, 2026
Investments, Debt and Equity Securities [Abstract]  
Components of Marketable Securities
Marketable securities consist of the following for the periods presented (in thousands):

January 31, 2026
Cost or Amortized CostGross Unrealized GainsGross Unrealized LossesTotal Estimated Fair Value
U.S. government securities$188,270 $968 $— $189,238 
Corporate debt securities97,931 411 — 98,342 
Total$286,201 $1,379 $— $287,580 

January 31, 2025
Cost or Amortized CostGross Unrealized GainsGross Unrealized LossesTotal Estimated Fair Value
U.S. government securities$317,313 $745 $(409)$317,649 
Corporate debt securities112,248 609 (49)112,808 
Total$429,561 $1,354 $(458)$430,457 
Debt Securities, Available-for-Sale, Unrealized Loss Position, Fair Value
January 31, 2025
Continuous Unrealized Loss for Greater than 12 months
Estimated Fair ValueGross Unrealized Losses
U.S. government securities$46,442 $(22)
Total$46,442 $(22)
Marketable Securities by Contractual Maturity
The contractual maturities of the investments classified as available-for-sale marketable securities are as follows (in thousands):

January 31, 2026
Amortized CostEstimated Fair Value
Due within 1 year$115,437 $115,723 
Due in 1 year through 5 years170,764 171,857 
Total$286,201 $287,580 

January 31, 2025
Amortized CostEstimated Fair Value
Due within 1 year$234,628 $235,142 
Due in 1 year through 5 years194,933 195,315 
Total$429,561 $430,457 
Investment Income
Fiscal Year Ended January 31,
202620252024
Interest income$14,783 $18,111 $13,546 
Accretion/amortization of discount/premium, net
951 2,079 2,077 
Investment income$15,734 $20,190 $15,623 
v3.26.1
Property and Equipment, Net (Tables)
12 Months Ended
Jan. 31, 2026
Property, Plant and Equipment [Abstract]  
Property and equipment, net The estimated useful lives for significant property and equipment categories are as follows:
Computer equipment, office equipment, and software
3 to 5 years
Furniture and fixtures
7 years
Leasehold improvementsShorter of lease term or estimated useful life of assets
Property and equipment, net, consist of the following (in thousands):
January 31,
20262025
Capitalized internal-use software$24,993 $19,144 
Computer equipment, office equipment, and software13,898 10,659 
Leasehold improvements24,667 20,945 
Furniture and fixtures10,178 8,364 
Total property and equipment73,736 59,112 
Less: accumulated depreciation and amortization(30,219)(20,562)
Total property and equipment, net$43,517 $38,550 
v3.26.1
Prepaid Expenses and Other Current Assets (Tables)
12 Months Ended
Jan. 31, 2026
Deferred Costs, Capitalized, Prepaid, and Other Assets Disclosure [Abstract]  
Schedule of Prepaid Expenses and Other Current Assets
Prepaid expenses and other current assets consist of the following (in thousands):
January 31,
20262025
Prepaid software subscriptions$10,717 $17,289 
Prepaid advertising3,644 2,520 
Prepaid insurance1,670 1,568 
Investment interest receivable3,158 4,572 
Tax receivables
6,539 2,156 
Prepaid employee benefits1,504 920 
Prepaid deposits
1,180 1,290 
Prepaid professional services994 644 
Prepaid office related expenses819 1,485 
Derivative instruments409 — 
Other2,454 2,829 
Total prepaid expenses and other current assets$33,088 $35,273 
v3.26.1
Accrued Expenses and Other Current Liabilites (Tables)
12 Months Ended
Jan. 31, 2026
Payables and Accruals [Abstract]  
Schedule of Accrued Expenses and Other Current Liabilities
Accrued expenses and other current liabilities consists of the following (in thousands):
January 31,
20262025
Accrued compensation costs$42,505 $28,989 
Accrued software subscriptions16,169 10,680 
Accrued commissions14,983 8,876 
Accrued professional service fees3,047 1,996 
Accrued advertising2,376 1,789 
Accrued tax liability11,711 8,848 
ESPP payable759 612 
Derivative instruments25 — 
Other3,448 2,399 
Total accrued expenses and other current liabilities
$95,023 $64,189 
v3.26.1
Employee Stock Plans (Tables)
12 Months Ended
Jan. 31, 2026
Share-Based Payment Arrangement [Abstract]  
Schedule of Stock Option Activity
A summary of stock option activity for the periods presented, is as follows:
Options Outstanding
Number of OptionsWeighted Average Exercise PriceAverage Remaining Contractual Life (Years)Aggregate Intrinsic Value
(in thousands)
Balance as of January 31, 2024
6,121,268$17.576.09$223,306
Grantedn/a
Exercised(990,063)$6.98
Forfeited(50,025)$10.97
Balance as of January 31, 2025
5,081,180$19.705.22$133,540
Grantedn/a
Exercised(1,732,084)$9.16
Forfeited(16,648)$34.64
Balance as of January 31, 2026
3,332,448$25.104.69$17,719
Vested and expected to vest as of January 31, 2026
3,331,285$25.104.69$17,719
Exercisable - January 31, 2026
3,248,175$24.854.68$17,719

Fiscal Year Ended January 31,
202620252024
Aggregate intrinsic value of options exercised during each respective period (in millions)$35.75$34.97$72.85
Schedule of Summarized Unvested RSU Award Activity
The following table summarizes unvested RSU and PSU award activity and related information:

SharesWeighted-Average Grant Date Fair Value
Balance as of January 31, 2025
6,043,723
Granted5,590,648$31.75
Replacement awards issued in connection with acquisition1,888,172$36.52
Vested(2,806,509)$38.34
Forfeited(940,238)$38.22
Balance as of January 31, 2026
9,775,796
Schedule of Stock-Based Compensation Expense
The following table summarizes stock-based compensation expense, which was included in the consolidated statements of operations as follows (in thousands):
Fiscal Year Ended January 31,
202620252024
Cost of revenue$4,829 $4,022 $3,585 
Sales and marketing44,017 38,168 31,198 
Research and development56,816 43,004 38,962 
General and administrative39,239 29,067 23,432 
Stock-based compensation, net of amounts capitalized$144,901 $114,261 $97,177 
Capitalized stock-based compensation expense2,073 2,259 2,152 
Total stock-based compensation expense$146,974 $116,520 $99,329 
Schedule of Employee Service Share Based Compensation Unrecognized Compensation Costs
As of January 31, 2026, total compensation cost not yet recognized related to unvested equity awards and the weighted-average remaining period over which these costs are expected to be realized were as follows:
Stock OptionsRestricted Stock, RSUs, PSUs
Unrecognized compensation costs (in thousands)$1,354$218,621
Weighted-average remaining recognition period (years)0.492.48
v3.26.1
Leases (Tables)
12 Months Ended
Jan. 31, 2026
Leases [Abstract]  
Schedule of Lease Cost, Terms, Discount Rate and Other Information
The components of lease cost reflected on the consolidated statements of operations were as follows (in thousands):
Fiscal Years Ended January 31,
202620252024
Operating lease cost$18,702 $18,884 $17,619 
Variable lease cost4,081 2,646 3,098 
Short-term lease cost1,159 710 439 
Total net lease cost$23,942 $22,240 $21,156 
The Company's lease terms and discount rates are as follows:
January 31,
20262025
Weighted-average remaining lease term (years)6.47.2
Weighted-average discount rate7.5 %7.3 %

Other information for the Company's leases is as follows (in thousands):
Fiscal Years Ended January 31,
202620252024
Cash paid for amounts included in the measurement of lease liabilities$20,068 $16,873 $13,404 
Operating lease right-of-use assets obtained in exchange for new operating lease liabilities$6,529 $8,713 $47,834 
Schedule of Maturities of Operations Lease Liabilities
The future maturities of the Company’s operating lease liabilities by fiscal year are as follows (in thousands):

Amount
2027
$19,334 
202816,673 
202914,363 
203014,057 
203113,368 
Thereafter27,737 
Total future undiscounted lease payments105,532 
Less imputed interest(22,878)
Total reported lease liability$82,654 
v3.26.1
Income Taxes (Tables)
12 Months Ended
Jan. 31, 2026
Income Tax Disclosure [Abstract]  
Schedule of Components of Income Tax Expense (Benefit)
The components of the provision for income taxes are as follows (in thousands):
Fiscal Year Ended January 31,
202620252024
Current:
Federal$— $— $— 
State and local48 12 65 
Foreign5,677 3,584 2,380 
Total current5,725 3,596 2,445 
Deferred:
Federal$(1,640)$— $— 
State and local(1,312)— — 
Foreign(148)(151)(488)
Total deferred(3,100)(151)(488)
Provision for income taxes
$2,625 $3,445 $1,957 
Schedule of Income before Income Tax, Domestic and Foreign
The components of loss before income taxes are as follows (in thousands):
Fiscal Year Ended January 31,
202620252024
United States$(140,469)$(108,413)$(130,927)
Foreign12,308 7,811 2,455 
Loss before provision for income taxes$(128,161)$(100,602)$(128,472)
Schedule of Effective Income Tax Rate Reconciliation
We adopted ASU 2023-09 "Income Taxes (Topic 740): Improvements To Income Tax Disclosures" on a prospective basis beginning with the year ended January 31, 2026. The following table presents required disclosure pursuant to ASU 2023-09 and reconciles the U.S. federal statutory tax amount and rate to our actual global effective amount and rate for the year ended January 31, 2026 (in thousands, except rates):

Fiscal Year Ended January 31, 2026
AmountPercent
Statutory income tax expense
$(26,914)21.0 %
State and local income taxes, net of federal income tax effect (1)
(1,264)1.0 %
Foreign tax effects
Canada
Canada - share-based payment disallowance1,637 (1.3)%
Other adjustments182 (0.1)%
 Other foreign jurisdictions1,124 (0.9)%
Effects of cross-border tax laws:
Global intangible low-taxed income (GILTI)1,619 (1.3)%
Other255 (0.2)%
Tax credits:
Research and development credit(3,870)3.0 %
Changes in valuation allowances10,942 (8.5)%
Nontaxable or nondeductible items:
Executive compensation limitation
8,843 (6.9)%
Stock-based compensation
5,143 (3.9)%
Nondeductible transaction costs
1,267 (1.0)%
Other940 (0.7)%
Changes in unrecognized tax benefits1,994 (1.6)%
Other adjustments727 (0.6)%
Effective tax$2,625 (2.0)%
(1) The jurisdictions that contribute to the majority of the tax effect in this category are New York and California.

The following table presents the required disclosures prior to our adoption of ASU 2023-09. A reconciliation of the provision for income taxes to the amounts computed by applying the statutory federal income tax rate to earnings before income taxes is shown as follows:
Fiscal Year Ended January 31,
20252024
Statutory income tax expense21.0 %21.0 %
Foreign tax rate differential(0.2)%— %
State taxes— %(0.1)%
Permanent items(2.0)%(0.2)%
Change in valuation allowance(25.2)%(28.9)%
Stock-based compensation5.7 %5.1 %
Non-deductible compensation
(5.3)%(2.5)%
Tax credits8.6 %4.1 %
Changes in unrecognized tax benefits
(6.0)%— %
Effective tax rate(3.4)%(1.5)%
Schedule of Deferred Tax Assets and Liabilities
The tax effects of cumulative temporary differences that give rise to significant deferred tax assets and deferred tax liabilities are presented below (in thousands). The valuation allowance relates to deferred tax assets for which it is more likely than not that the tax benefit will not be realized.
January 31,
20262025
Deferred tax assets:
Loss carryforwards$143,421 $109,064 
Compensation and benefits25,704 20,285 
Operating lease liabilities20,361 21,853 
Tax credits17,022 14,402 
Capitalized costs23,368 33,178 
Other4,896 5,682 
Deferred tax assets234,772 204,464 
Less: valuation allowance(175,122)(164,228)
Deferred tax asset, net of valuation allowance$59,650 $40,236 
Deferred tax liabilities:
Deferred contract costs$(24,405)$(18,627)
Property, equipment and software(1,971)(2,139)
Operating lease right-of-use assets(17,802)(19,052)
Intangible assets
(15,134)(749)
Other
(463)— 
Deferred tax liabilities(59,775)(40,567)
Net deferred tax assets/(liabilities)$(125)$(331)
Schedule of Unrecognized Tax Benefits Roll Forward
A reconciliation of the beginning and ending amount of unrecognized tax benefits, including penalties but excluding interest, is as follows (in thousands):

Fiscal Year Ended January 31,
202620252024
Balance at February 1$7,061 $— $— 
Additions for tax positions of prior years244 4,521 — 
Additions based on tax positions related to current year
1,982 2,540 — 
Reductions for tax positions of prior years— — — 
Balance at January 31$9,287 $7,061 $— 
Schedule of Income Taxes Paid, Net of Refunds
We adopted ASU 2023-09 on a prospective basis for the fiscal year ended January 31, 2026, and have included the following table as a result of our adoption, which presents income taxes paid (net of refunds received) for the fiscal year ended January 31, 2026 (in thousands):
Fiscal Year Ended January 31, 2026
Federal taxes$— 
State taxes65 
Foreign taxes:
Canada2,555 
Singapore839 
France254 
UK(247)
Ireland246 
Brazil153 
Other31 
Total cash taxes paid$3,896 

Below is a summary of income taxes paid for the fiscal years ended January 31, 2025 and 2024 (in thousands):

Fiscal Year Ended January 31,
20252024
Cash paid during the year for:
  Income taxes, net of refunds$2,945 $309 
v3.26.1
Net Loss per Share (Tables)
12 Months Ended
Jan. 31, 2026
Earnings Per Share [Abstract]  
Schedule of Net Loss Per Share
Fiscal Year Ended January 31,
202620252024
Numerator:
Net loss attributable to Braze, Inc.$(131,287)$(103,743)$(129,166)
Denominator:
Weighted-average shares of Braze, Inc. common stock outstanding107,906 102,189 98,099 
Less: weighted-average unvested shares of Braze, Inc. subject to repurchase— — (3)
Weighted-average shares used to calculate net loss per share attributable to Braze, Inc. common stockholders, basic and diluted107,906 102,189 98,096 
Net loss per share attributable to Braze, Inc. common stockholders, basic and diluted$(1.22)$(1.02)$(1.32)
Schedule of Potentially Diluted Securities
The following outstanding shares of potentially dilutive securities have been excluded from diluted net loss per share attributable to Braze, Inc. common stockholders for the periods presented, because their inclusion would be anti-dilutive (in thousands):
Fiscal Year Ended January 31,
202620252024
Replacement shares issued in connection with acquisition1,888 — — 
Options to purchase common stock3,332 5,081 6,121 
Restricted stock units and performance stock units
7,888 6,044 6,264 
ESPP shares estimated to be purchased148 113 92 
Total13,256 11,238 12,477 
v3.26.1
Derivative Financial Instruments (Tables)
12 Months Ended
Jan. 31, 2026
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Schedule of Derivative Instruments in Statement of Financial Position, Fair Value
The following table presents the fair value of the Company’s derivative financial instruments as well as their classification on the consolidated balance sheets (in thousands):
January 31,
20262025
Prepaid expenses and other current assets
Cash flow hedges (1)
$409 $— 
Accrued expenses and other current liabilities
Cash flow hedges (1)
(25)— 
Total$384 $— 
(1) The Company did not have any active derivative financial instruments in the fiscal year ended January 31, 2025.
Schedule of Cash Flow Hedges Included in Accumulated Other Comprehensive Income (Loss)
The following table presents the impact that changes in fair values of derivatives designated as cash flow hedges had on other comprehensive income, accumulated other comprehensive income, and earnings (in thousands):
Unrealized
Gain (Loss) on
Derivative
Instruments
Balance at January 31, 2025 (1)
$— 
Other comprehensive income before reclassifications1,328 
Amounts reclassified from accumulated other comprehensive income (loss) to operating expenses
(944)
Balance at January 31, 2026
$384 
(1) The Company did not have any active derivative financial instruments in the fiscal year ended January 31, 2025.
v3.26.1
Intangible Assets, Net (Tables)
12 Months Ended
Jan. 31, 2026
Goodwill and Intangible Assets Disclosure [Abstract]  
Schedule of Intangible Assets and Goodwill
Intangible assets, net, consisted of the following (in thousands):
January 31, 2026
Gross Carrying AmountAccumulated AmortizationNet Carrying AmountAmortization Period
Amortizable intangible assets
Customer relationships
North Star Y, Pty Ltd$3,119 $(832)$2,287 10 years
OfferFit, Inc9,000 (1,000)8,000 6 years
Trademark900 (600)300 1 year
Technology56,700 (6,300)50,400 6 years
Total amortizable intangible assets69,719 (8,732)60,987 
Non-amortizable intangible assets
Technology licenses$500 $— $500 n/a
Total intangible assets, net$70,219 $(8,732)$61,487 

January 31, 2025
Gross Carrying AmountAccumulated AmortizationNet Carrying AmountAmortization Period
Amortizable intangible assets
Customer relationships$3,119 $(520)$2,599 10 years
Restrictive covenant relationships186 (155)31 2 years
Trademark465 (465)— 1 year
Total amortizable intangible assets3,770 (1,140)2,630 
Non-amortizable intangible assets
Technology licenses$500 $— $500 n/a
Total intangible assets, net$4,270 $(1,140)$3,130 
Schedule of Finite-Lived Intangible Assets, Future Amortization Expense
The future intangible amortization expense by fiscal year is as follows (in thousands):
Amount
2027$11,562 
202811,262
202911,262
203011,262
203111,262
Thereafter4,377 
Total$60,987 
v3.26.1
Goodwill (Tables)
12 Months Ended
Jan. 31, 2026
Goodwill and Intangible Assets Disclosure [Abstract]  
Schedule of Goodwill
The changes in the carrying amounts of goodwill were as follows (in thousands):
Amount
Balance at January 31, 2025
$28,448 
OfferFit acquisition and related adjustments233,409 
Balance at January 31, 2026
$261,857 
v3.26.1
Summary of Significant Accounting Policies - Narrative (Details)
$ in Thousands
12 Months Ended
Jan. 31, 2026
USD ($)
segment
reporting_unit
Jan. 31, 2025
USD ($)
Jan. 31, 2024
USD ($)
Disaggregation of Revenue [Line Items]      
Number of operating segments | segment 1    
Restricted cash $ 500 $ 500  
Amortization period, contract cost 5 years    
Impairment losses of long-lived assets $ 0 0 $ 0
Advertising costs $ 34,300 30,300 25,100
Number of reporting units | reporting_unit 1    
Goodwill impairment $ 0 $ 0 $ 0
Capitalized internal-use software      
Disaggregation of Revenue [Line Items]      
Useful life, software 3 years    
Accounts Receivable Benchmark | Customer Concentration Risk | One customer      
Disaggregation of Revenue [Line Items]      
Concentration risk   12.00%  
Software      
Disaggregation of Revenue [Line Items]      
Estimated useful life 3 years    
Minimum      
Disaggregation of Revenue [Line Items]      
Contract term 1 year    
Minimum | Renewal      
Disaggregation of Revenue [Line Items]      
Amortization period, contract cost 1 year    
Maximum      
Disaggregation of Revenue [Line Items]      
Contract term 5 years    
Maximum | Renewal      
Disaggregation of Revenue [Line Items]      
Amortization period, contract cost 3 years    
v3.26.1
Summary of Significant Accounting Policies - Cash and Cash Equivalents (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Jan. 31, 2023
Accounting Policies [Abstract]        
Cash and cash equivalents $ 124,342 $ 83,062    
Restricted cash, current 566 0    
Restricted cash, noncurrent 3,430 530    
Total cash, cash equivalents, and restricted cash $ 128,338 $ 83,592 $ 72,131 $ 72,623
v3.26.1
Summary Of Significant Accounting Policies - Estimated Useful Lives of Significant Property and Equipment Categories (Details)
Jan. 31, 2026
Computer equipment, office equipment, and software | Minimum  
Property, Plant and Equipment [Line Items]  
Estimated useful life 3 years
Computer equipment, office equipment, and software | Maximum  
Property, Plant and Equipment [Line Items]  
Estimated useful life 5 years
Furniture and fixtures  
Property, Plant and Equipment [Line Items]  
Estimated useful life 7 years
v3.26.1
Revenue from Contracts with Customers - Disaggregation of Revenue by Type (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Disaggregation of Revenue [Line Items]      
Revenue $ 738,182 $ 593,410 $ 471,800
Subscription      
Disaggregation of Revenue [Line Items]      
Revenue 701,833 570,295 451,079
Professional Services and Other      
Disaggregation of Revenue [Line Items]      
Revenue $ 36,349 $ 23,115 $ 20,721
v3.26.1
Revenue from Contracts with Customers - Disaggregation of Revenue by Geography (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Disaggregation of Revenue [Line Items]      
Revenue $ 738,182 $ 593,410 $ 471,800
United States      
Disaggregation of Revenue [Line Items]      
Revenue 405,127 326,448 267,224
Foreign      
Disaggregation of Revenue [Line Items]      
Revenue $ 333,055 $ 266,962 $ 204,576
v3.26.1
Revenue from Contracts with Customers - Narrative (Details) - USD ($)
$ in Millions
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Revenue from Contract with Customer [Abstract]      
Unbilled contracts receivable $ 3.3 $ 1.6  
Contract asset 1.3 0.8  
Revenue recognized from previously recorded contract liabilities $ 239.7 $ 204.1 $ 165.6
v3.26.1
Revenue from Contracts with Customers - Accounts Receivable, Allowance for Credit Loss (Details)
$ in Thousands
12 Months Ended
Jan. 31, 2026
USD ($)
Accounts Receivable, Allowance for Credit Loss [Roll Forward]  
Beginning balance $ 2,563
Credit losses 666
Deferred revenue 1,505
Write-offs (3,397)
Recoveries 597
Ending balance $ 1,934
v3.26.1
Revenue from Contracts with Customers - Remaining Performance Obligations (Details) - USD ($)
$ in Millions
Jan. 31, 2026
Oct. 31, 2025
Jul. 31, 2025
Apr. 30, 2025
Jan. 31, 2025
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]          
Revenue, remaining performance obligation, amount $ 1,033.0 $ 891.4 $ 862.2 $ 829.3 $ 793.1
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2025-05-01          
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]          
Revenue, remaining performance obligation, amount       $ 522.2  
Revenue, remaining performance obligation, period       1 year  
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2025-08-01          
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]          
Revenue, remaining performance obligation, amount     $ 558.2    
Revenue, remaining performance obligation, period     1 year    
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2025-11-01          
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]          
Revenue, remaining performance obligation, amount   $ 572.7      
Revenue, remaining performance obligation, period   1 year      
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2026-02-01          
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]          
Revenue, remaining performance obligation, amount         $ 505.2
Revenue, remaining performance obligation, period         1 year
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2026-05-01          
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]          
Revenue, remaining performance obligation, amount       $ 307.1  
Revenue, remaining performance obligation, period       4 years  
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2026-08-01          
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]          
Revenue, remaining performance obligation, amount     $ 304.0    
Revenue, remaining performance obligation, period     4 years    
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2026-11-01          
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]          
Revenue, remaining performance obligation, amount   $ 318.7      
Revenue, remaining performance obligation, period   4 years      
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2027-02-01          
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]          
Revenue, remaining performance obligation, amount $ 642.1       $ 287.9
Revenue, remaining performance obligation, period 1 year       4 years
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2028-02-01          
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]          
Revenue, remaining performance obligation, amount $ 390.9        
Revenue, remaining performance obligation, period 4 years        
v3.26.1
Variable Interest Entity and Redeemable Non-Controlling Interest - Narrative (Details) - USD ($)
$ in Millions
1 Months Ended 13 Months Ended
Sep. 30, 2021
Sep. 30, 2020
Sep. 30, 2021
Jan. 31, 2026
Noncontrolling Interest [Line Items]        
Deferred compensation liability, classified, noncurrent       $ 2.2
Braze KK        
Noncontrolling Interest [Line Items]        
Consideration received $ 5.0 $ 5.0 $ 10.0  
v3.26.1
Variable Interest Entity and Redeemable Non-Controlling Interest - Redeemable Noncontrolling Interest (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Noncontrolling Interest [Roll Forward]      
Beginning balance $ (112) $ 192 $ 1,455
Net income (loss) attributable to redeemable non-controlling interest 501 (304) (1,263)
Ending balance $ 389 $ (112) $ 192
v3.26.1
Variable Interest Entity and Redeemable Non-Controlling Interest - Variable Interest Entity Assets and Liabilities (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Assets [Abstract]    
Cash and cash equivalents $ 124,342 $ 83,062
Accounts receivable, net of allowance of $1,934 and $2,563 at January 31, 2026 and January 31, 2025, respectively 122,350 95,234
Prepaid expenses and other current assets 33,088 35,273
Total current assets 567,926 644,026
Property and equipment, net 43,517 38,550
Operating lease right-of-use assets 72,011 76,147
Deferred contract costs 100,738 76,766
Other assets 2,791 3,401
TOTAL ASSETS 1,113,757 870,998
Liabilities [Abstract]    
Accounts payable 1,562 2,150
Accrued expenses and other current liabilities 95,023 64,189
Deferred revenue 304,560 239,976
Operating lease liabilities, current 19,269 18,162
Total current liabilities 420,414 324,477
Other long-term liabilities 5,802 2,494
TOTAL LIABILITIES 489,601 396,249
Variable Interest Entity, Primary Beneficiary | Braze KK    
Assets [Abstract]    
Cash and cash equivalents 5,978 3,105
Accounts receivable, net of allowance of $1,934 and $2,563 at January 31, 2026 and January 31, 2025, respectively 4,068 1,531
Prepaid expenses and other current assets 1,208 859
Total current assets 11,254 5,495
Property and equipment, net 89 73
Deferred contract costs 1,580 1,267
Other assets 45 41
TOTAL ASSETS 12,968 6,876
Liabilities [Abstract]    
Accounts payable 1,542 610
Accrued expenses and other current liabilities 3,640 2,514
Deferred revenue 8,362 5,306
TOTAL LIABILITIES $ 13,544 $ 8,430
v3.26.1
Fair Value Measurements - Fair Value of Financial Instruments Measured at Fair Value on a Recurring Basis (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total cash equivalents $ 42,538 $ 25,485
Total marketable securities 287,580 430,457
Cash flow hedges 409  
Total financial assets 330,527 455,942
Cash flow hedges (25)  
Total liabilities 25  
U.S. government securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total marketable securities 189,238 317,649
Corporate debt securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total marketable securities 98,342 112,808
Money market funds    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total cash equivalents 39,538 20,487
U.S. government securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total cash equivalents 3,000 4,998
Level 1    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total cash equivalents 42,538 25,485
Total marketable securities 189,238 317,649
Cash flow hedges 0  
Total financial assets 231,776 343,134
Cash flow hedges 0  
Total liabilities 0  
Level 1 | U.S. government securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total marketable securities 189,238 317,649
Level 1 | Corporate debt securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total marketable securities 0 0
Level 1 | Money market funds    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total cash equivalents 39,538 20,487
Level 1 | U.S. government securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total cash equivalents 3,000 4,998
Level 2    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total cash equivalents 0 0
Total marketable securities 98,342 112,808
Cash flow hedges 409  
Total financial assets 98,751 112,808
Cash flow hedges (25)  
Total liabilities 25  
Level 2 | U.S. government securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total marketable securities 0 0
Level 2 | Corporate debt securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total marketable securities 98,342 112,808
Level 2 | Money market funds    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total cash equivalents 0 0
Level 2 | U.S. government securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total cash equivalents 0 0
Level 3    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total cash equivalents 0 0
Total marketable securities 0 0
Cash flow hedges 0  
Total financial assets 0 0
Cash flow hedges 0  
Total liabilities 0  
Level 3 | U.S. government securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total marketable securities 0 0
Level 3 | Corporate debt securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total marketable securities 0 0
Level 3 | Money market funds    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total cash equivalents 0 0
Level 3 | U.S. government securities    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total cash equivalents $ 0 $ 0
v3.26.1
Fair Value Measurements - Schedule of Changes in Fair Value of Contingent Liability (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation, Calculation [Roll Forward]    
Beginning fair value $ 0 $ 223
Additions in the period/ (adjustments) in period 0 (223)
Ending fair value $ 0 $ 0
v3.26.1
Marketable Securities - Components of Marketable Securities (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Debt Securities, Available-for-sale [Line Items]    
Total $ 286,201 $ 429,561
Gross Unrealized Gains 1,379 1,354
Gross Unrealized Losses 0 (458)
Total Estimated Fair Value 287,580 430,457
U.S. government securities    
Debt Securities, Available-for-sale [Line Items]    
Total 188,270 317,313
Gross Unrealized Gains 968 745
Gross Unrealized Losses 0 (409)
Total Estimated Fair Value 189,238 317,649
Debt Security, Government, Non-US [Member]    
Debt Securities, Available-for-sale [Line Items]    
Total 97,931 112,248
Gross Unrealized Gains 411 609
Gross Unrealized Losses 0 (49)
Total Estimated Fair Value 98,342 112,808
Corporate debt securities    
Debt Securities, Available-for-sale [Line Items]    
Total Estimated Fair Value $ 98,342 $ 112,808
v3.26.1
Marketable Securities - Narrative (Details) - USD ($)
Jan. 31, 2026
Jan. 31, 2025
Investments, Debt and Equity Securities [Abstract]    
Debt Securities, Available-for-Sale, Accrued Interest, after Allowance for Credit Loss, Statement of Financial Position [Extensible Enumeration] Prepaid expenses and other current assets  
Debt securities, available for sale, accrued interest $ 3,200,000 $ 4,600,000
Debt securities, available-for-sale, allowance for credit loss, excluding accrued interest $ 0  
v3.26.1
Marketable Securities - Securities in Unrealized Loss Position (Details)
$ in Thousands
Jan. 31, 2025
USD ($)
Debt Securities, Available-for-sale [Line Items]  
Debt Securities, Available-for-Sale, Continuous Unrealized Loss Position, 12 Months or Longer $ 46,442
Debt Securities, Available-for-Sale, Continuous Unrealized Loss Position, 12 Months or Longer, Accumulated Loss (22)
U.S. government securities  
Debt Securities, Available-for-sale [Line Items]  
Debt Securities, Available-for-Sale, Continuous Unrealized Loss Position, 12 Months or Longer 46,442
Debt Securities, Available-for-Sale, Continuous Unrealized Loss Position, 12 Months or Longer, Accumulated Loss $ (22)
v3.26.1
Marketable Securities - Contractual Maturity (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Amortized Cost    
Due within 1 year $ 115,437 $ 234,628
Due in 1 year through 5 years 170,764 194,933
Total 286,201 429,561
Estimated Fair Value    
Due within 1 year 115,723 235,142
Due in 1 year through 5 years 171,857 195,315
Total $ 287,580 $ 430,457
v3.26.1
Marketable Securities - Investment Income (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Investments, Debt and Equity Securities [Abstract]      
Interest income $ 14,783 $ 18,111 $ 13,546
Accretion/amortization of discount/premium, net 951 2,079 2,077
Investment income $ 15,734 $ 20,190 $ 15,623
v3.26.1
Property and Equipment, Net (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Property, Plant and Equipment [Line Items]      
Property, plant and equipment, gross $ 73,736 $ 59,112  
Less: accumulated depreciation and amortization (30,219) (20,562)  
Total property and equipment, net 43,517 38,550  
Depreciation 11,200 10,000 $ 5,500
Transfers and changes 2,100 2,900 1,000
Net book value of property and equipment written off 700    
Capitalized internal-use software 5,800 6,100 5,700
Cost of revenue      
Property, Plant and Equipment [Line Items]      
Amortization for capital internal-use software 4,300 3,200 $ 2,100
Capitalized internal-use software      
Property, Plant and Equipment [Line Items]      
Property, plant and equipment, gross 24,993 19,144  
Computer equipment, office equipment, and software      
Property, Plant and Equipment [Line Items]      
Property, plant and equipment, gross 13,898 10,659  
Leasehold improvements      
Property, Plant and Equipment [Line Items]      
Property, plant and equipment, gross 24,667 20,945  
Furniture and fixtures      
Property, Plant and Equipment [Line Items]      
Property, plant and equipment, gross $ 10,178 $ 8,364  
v3.26.1
Prepaid Expenses and Other Current Assets - Summary (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Deferred Costs, Capitalized, Prepaid, and Other Assets Disclosure [Abstract]    
Prepaid software subscriptions $ 10,717 $ 17,289
Prepaid advertising 3,644 2,520
Prepaid insurance 1,670 1,568
Investment interest receivable 3,158 4,572
Tax receivables 6,539 2,156
Prepaid employee benefits 1,504 920
Prepaid deposits 1,180 1,290
Prepaid professional services 994 644
Prepaid office related expenses 819 1,485
Derivative instruments 409 0
Other 2,454 2,829
Total prepaid expenses and other current assets $ 33,088 $ 35,273
v3.26.1
Accrued Expenses and Other Current Liabilities (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Payables and Accruals [Abstract]    
Accrued compensation costs $ 42,505 $ 28,989
Accrued software subscriptions 16,169 10,680
Accrued commissions 14,983 8,876
Accrued professional service fees 3,047 1,996
Accrued advertising 2,376 1,789
Accrued tax liability 11,711 8,848
ESPP payable 759 612
Derivative instruments 25 0
Other 3,448 2,399
Total accrued expenses and other current liabilities $ 95,023 $ 64,189
v3.26.1
Employee Benefit Plans (Details) - USD ($)
$ in Millions
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Retirement Benefits [Abstract]      
Contributions $ 5.4 $ 5.3 $ 4.8
v3.26.1
Stockholders' Equity (Details)
$ in Millions
12 Months Ended
Jan. 30, 2026
shares
Jan. 31, 2026
USD ($)
shares
Jan. 31, 2025
USD ($)
class
shares
Jan. 31, 2024
USD ($)
shares
Class of Warrant or Right [Line Items]        
Classes of common stock (in classes) | class     2  
Decrease in capital stock authorized (in shares) 110,000,000      
Capital stock, shares authorized (in shares) 2,010,000,000      
Common stock, authorized (in shares) 2,000,000,000      
Preferred stock, shares authorized (in shares) 10,000,000      
Charitable donation | $   $ 3.2 $ 3.8 $ 3.8
Class A common stock        
Class of Warrant or Right [Line Items]        
Common stock, authorized (in shares)   2,000,000,000 2,000,000,000  
Charitable donation (in shares)   96,464 96,465 96,465
Class B common stock        
Class of Warrant or Right [Line Items]        
Common stock conversion ratio 1      
Decrease in capital stock authorized (in shares) 110,000,000      
Common stock, authorized (in shares)   0 110,000,000  
v3.26.1
Employee Stock Plans - Narrative (Details) - USD ($)
$ in Thousands
1 Months Ended 12 Months Ended
Feb. 01, 2023
Nov. 30, 2021
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Nov. 16, 2021
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]            
Stock-based compensation     $ 144,901 $ 114,261 $ 97,177  
OfferFit, Inc            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]            
Share-Based Compensation Arrangement By Share-Based Payment Award, Equity Instruments Other Than Options, Grant Date Fair Value     $ 70,800      
Restricted Stock, RSUs, PSUs            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]            
Award cliff vesting period     4 years      
PSUs            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]            
Award vesting period     1 year      
Requisite service period     3 years      
Maximum | PSUs            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]            
Achievement levels of the target award     200.00%      
Minimum | Restricted Stock, RSUs, PSUs            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]            
Award cliff vesting period     1 year      
Minimum | PSUs            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]            
Achievement levels of the target award     0.00%      
2021 Equity Incentive Plan            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]            
Number of shares reserved for future issuance (in shares)   25,660,249        
Increase in shares authorized, percentage of total shares   5.00%        
Additional shares (in shares) 5,197,568          
Employee Stock Purchase Plan            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]            
Automatic increase period   10 years        
Increase in shares authorized, percentage of total shares   1.00%        
Additional shares (in shares) 1,039,513          
Automatic increase in ESPP (in shares)           2,737,000
Purchase price as a percentage of market value     85.00%      
Employee Stock Purchase Plan | Employee stock            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]            
Number of shares reserved for issuance (in shares)           1,825,000
Stock-based compensation     $ 3,000 $ 2,000 $ 2,200  
Share-based compensation amount withheld from employees for future purchase     $ 800      
Shares issued in period (in shares)     276,772 234,067 234,089  
Number available for grant (in shares)     4,885,847      
v3.26.1
Employee Stock Plans - Schedule of Stock Option Activity (Details) - USD ($)
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Number of Options      
Beginning balance in shares) 5,081,180 6,121,268  
Granted (in shares) 0 0  
Exercised (in shares) (1,732,084) (990,063)  
Forfeited (in shares) (16,648) (50,025)  
Ending balance (in shares) 3,332,448 5,081,180 6,121,268
Vested and expected to vest (in shares) 3,331,285    
Exercisable, number (in shares) 3,248,175    
Weighted Average Exercise Price      
Beginning balance (in dollars per share) $ 19.70 $ 17.57  
Exercised (in dollars per share) 9.16 6.98  
Forfeited (in dollars per share) 34.64 10.97  
Ending balance (in dollars per share) 25.10 $ 19.70 $ 17.57
Vested and expected to vest (in dollars per share) 25.10    
Exercisable (in dollars per share) $ 24.85    
Options, outstanding, weighted average remaining contractual life 4 years 8 months 8 days 5 years 2 months 19 days 6 years 1 month 2 days
Options, vested and expected to vest, weighted average remaining contractual life 4 years 8 months 8 days    
Options, exercisable, weighted average remaining contractual life 4 years 8 months 4 days    
Options, outstanding, intrinsic value $ 17,719,000 $ 133,540,000 $ 223,306,000
Options, vested and expected to vest, intrinsic value 17,719,000    
Options, exercisable, intrinsic value 17,719,000    
Options, exercised in period, intrinsic value $ 35,750 $ 34,970 $ 72,850
v3.26.1
Employee Stock Plans - Schedule of Summarized Unvested RSU Award Activity (Details)
12 Months Ended
Jan. 31, 2026
$ / shares
shares
Stock units  
Replacement awards issued in connection with acquisition (in shares) 1,888,172
Weighted-average grant date fair value  
Replacement awards issued in connection with acquisition (in dollars per share) | $ / shares $ 36.52
Restricted Stock, RSUs, PSUs  
Stock units  
Beginning balance, outstanding (in shares) 6,043,723
Granted (in shares) 5,590,648
Vested (in shares) (2,806,509)
Forfeited (in shares) (940,238)
Ending balance, outstanding (in shares) 9,775,796
Weighted-average grant date fair value  
Granted (in dollars per share) | $ / shares $ 31.75
Vested (in dollars per share) | $ / shares 38.34
Forfeited (in dollars per share) | $ / shares $ 38.22
v3.26.1
Employee Stock Plans - Stock-Based Compensation Expense (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]      
Stock-based compensation $ 144,901 $ 114,261 $ 97,177
Capitalized stock-based compensation expense 2,073 2,259 2,152
Total stock-based compensation expense 146,974 116,520 99,329
Cost of revenue      
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]      
Stock-based compensation 4,829 4,022 3,585
Sales and marketing      
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]      
Stock-based compensation 44,017 38,168 31,198
Research and development      
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]      
Stock-based compensation 56,816 43,004 38,962
General and administrative      
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]      
Stock-based compensation $ 39,239 $ 29,067 $ 23,432
v3.26.1
Employee Stock Plans - Compensation Cost by Plan (Details)
$ in Thousands
12 Months Ended
Jan. 31, 2026
USD ($)
Stock Options  
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Unrecognized compensation costs (in thousands) $ 1,354
Weighted-average remaining recognition period (years) 5 months 26 days
Restricted Stock, RSUs, PSUs  
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Unrecognized compensation costs (in thousands) $ 218,621
Weighted-average remaining recognition period (years) 2 years 5 months 23 days
v3.26.1
Commitments and Contingencies - Narrative (Details) - USD ($)
$ in Millions
Jan. 31, 2026
Jan. 31, 2025
Commitments and Contingencies Disclosure [Abstract]    
Taxes payable $ 1.4 $ 2.9
v3.26.1
Leases - Narrative (Details)
Jan. 31, 2026
Minimum  
Lessee, Lease, Description [Line Items]  
Term of contract 1 year
Maximum  
Lessee, Lease, Description [Line Items]  
Term of contract 10 years
v3.26.1
Leases - Schedule of Lease, Cost (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Leases [Abstract]      
Operating lease cost $ 18,702 $ 18,884 $ 17,619
Variable lease cost 4,081 2,646 3,098
Short-term lease cost 1,159 710 439
Total net lease cost $ 23,942 $ 22,240 $ 21,156
v3.26.1
Leases - Maturities of Operating Lease Liabilities (Details)
$ in Thousands
Jan. 31, 2026
USD ($)
Leases [Abstract]  
2027 $ 19,334
2028 16,673
2029 14,363
2030 14,057
2031 13,368
Thereafter 27,737
Total future undiscounted lease payments 105,532
Less imputed interest (22,878)
Operating Lease, Liability $ 82,654
v3.26.1
Leases - Lease Terms and Discount Rates (Details)
Jan. 31, 2026
Jan. 31, 2025
Leases [Abstract]    
Weighted-average remaining lease term (years) 6 years 4 months 24 days 7 years 2 months 12 days
Weighted-average discount rate 7.50% 7.30%
v3.26.1
Leases - Other Information for the Company's Leases (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Leases [Abstract]      
Cash paid for amounts included in the measurement of lease liabilities $ 20,068 $ 16,873 $ 13,404
Operating lease right-of-use assets obtained in exchange for new operating lease liabilities $ 6,529 $ 8,713 $ 47,834
v3.26.1
Income Taxes - Components of Income Tax Expense (Benefit) (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Current:      
Federal $ 0 $ 0 $ 0
State and local 48 12 65
Foreign 5,677 3,584 2,380
Total current 5,725 3,596 2,445
Deferred:      
Federal (1,640) 0 0
State and local (1,312) 0 0
Foreign (148) (151) (488)
Deferred Income Tax Expense (Benefit), Total (3,100) (151) (488)
Provision for income taxes $ 2,625 $ 3,445 $ 1,957
v3.26.1
Income Taxes - Income before Income Tax, Domestic and Foreign (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Income Tax Disclosure [Abstract]      
United States $ (140,469) $ (108,413) $ (130,927)
Foreign 12,308 7,811 2,455
Loss before provision for income taxes $ (128,161) $ (100,602) $ (128,472)
v3.26.1
Income Taxes - Reconciliation of the Statutory Federal Income Tax Rate to the Effective Tax Rate, 2026 (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Amount      
Statutory income tax expense $ (26,914)    
State and local income taxes, net of federal income tax effect (1,264)    
Foreign tax effects      
Canada - share-based payment disallowance 1,637    
 Other foreign jurisdictions 1,124    
Effects of cross-border tax laws:      
Global intangible low-taxed income (GILTI) 1,619    
Other 255    
Tax credits:      
Research and development credit (3,870)    
Changes in valuation allowances 10,942    
Nontaxable or nondeductible items:      
Executive compensation limitation 8,843    
Stock-based compensation 5,143    
Nondeductible transaction costs 1,267    
Other 940    
Changes in unrecognized tax benefits 1,994    
Provision for income taxes $ 2,625 $ 3,445 $ 1,957
Percent      
Statutory income tax expense 21.00% 21.00% 21.00%
State taxes 1.00% 0.00% (0.10%)
Foreign tax effects      
Canada - share-based payment disallowance (1.30%) 5.70% 5.10%
 Other foreign jurisdictions (0.90%) (0.20%) 0.00%
Effects of cross-border tax laws:      
Global intangible low-taxed income (GILTI) (1.30%)    
Other (0.20%)    
Tax credits:      
Research and development credit 3.00%    
Change in valuation allowance (8.50%) (25.20%) (28.90%)
Nontaxable or nondeductible items:      
Executive compensation limitation (6.90%)    
Stock-based compensation (3.90%)    
Nondeductible transaction costs (1.00%)    
Other (0.70%)    
Changes in unrecognized tax benefits (1.60%) (6.00%) 0.00%
Effective tax rate (2.00%) (3.40%) (1.50%)
Canada      
Nontaxable or nondeductible items:      
Other adjustments $ 182    
Nontaxable or nondeductible items:      
Other adjustments (0.10%)    
United States      
Nontaxable or nondeductible items:      
Other adjustments $ 727    
Nontaxable or nondeductible items:      
Other adjustments (0.60%)    
v3.26.1
Income Taxes - Reconciliation of the Statutory Federal Income Tax Rate to the Effective Tax Rate, 2025 (Details)
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Income Tax Disclosure [Abstract]      
Statutory income tax expense 21.00% 21.00% 21.00%
Foreign tax rate differential (0.90%) (0.20%) 0.00%
State taxes 1.00% 0.00% (0.10%)
Permanent items   (2.00%) (0.20%)
Change in valuation allowance (8.50%) (25.20%) (28.90%)
Stock-based compensation (1.30%) 5.70% 5.10%
Non-deductible compensation   (5.30%) (2.50%)
Tax credits   8.60% 4.10%
Changes in unrecognized tax benefits (1.60%) (6.00%) 0.00%
Effective tax rate (2.00%) (3.40%) (1.50%)
v3.26.1
Income Taxes - Deferred Tax Assets and Liabilities (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Deferred tax assets:    
Loss carryforwards $ 143,421 $ 109,064
Compensation and benefits 25,704 20,285
Operating lease liabilities 20,361 21,853
Tax credits 17,022 14,402
Capitalized costs 23,368 33,178
Other 4,896 5,682
Deferred tax assets 234,772 204,464
Less: valuation allowance (175,122) (164,228)
Deferred tax asset, net of valuation allowance 59,650 40,236
Deferred tax liabilities:    
Deferred contract costs (24,405) (18,627)
Property, equipment and software (1,971) (2,139)
Operating lease right-of-use assets 17,802 19,052
Intangible assets (15,134) (749)
Other (463) 0
Deferred tax liabilities (59,775) (40,567)
Net deferred tax liability $ (125) $ (331)
v3.26.1
Income Taxes - Narrative (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2023
Jan. 31, 2024
Operating Loss Carryforwards [Line Items]        
Decrease in operating loss carryforward     $ (13,800)  
Decrease in tax credit carryforward     (700)  
Increase in valuation allowance $ 10,900 $ 28,400    
Decrease in valuation allowance due to acquisition 2,900      
Penalties and interest accrued 0 0   $ 0
Unrecognized tax benefits 9,287 7,061 $ 0 $ 0
Research tax credit carryforward        
Operating Loss Carryforwards [Line Items]        
Tax credit carryforward 26,800 21,800    
Federal        
Operating Loss Carryforwards [Line Items]        
Operating loss carryforwards 543,100 392,300    
Operating loss carryforward not subject to expiration 503,700      
Operating loss carryforward subject to expiration 39,400      
State and Local Jurisdiction        
Operating Loss Carryforwards [Line Items]        
Operating loss carryforwards 339,600 284,200    
Foreign Tax Jurisdiction        
Operating Loss Carryforwards [Line Items]        
Operating loss carryforwards $ 26,600 $ 32,300    
v3.26.1
Income Taxes - Reconciliation of Unrecognized Tax Benefits (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Unrecognized Tax Benefits [Roll Forward]      
Unrecognized tax benefits, beginning of year $ 7,061 $ 0 $ 0
Additions for tax positions of prior years 244 4,521 0
Additions based on tax positions related to current year 1,982 2,540 0
Reductions for tax positions of prior years 0 0 0
Unrecognized tax benefits, end of year $ 9,287 $ 7,061 $ 0
v3.26.1
Income Taxes - Income Taxes Paid, Net of Refunds Received (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Income Tax Paid, by Individual Jurisdiction [Line Items]      
Federal taxes $ 0    
State taxes 65    
Cash paid for income taxes, net of refunds 3,896 $ 2,945 $ 309
Canada      
Income Tax Paid, by Individual Jurisdiction [Line Items]      
Foreign taxes: 2,555    
Singapore      
Income Tax Paid, by Individual Jurisdiction [Line Items]      
Foreign taxes: 839    
France      
Income Tax Paid, by Individual Jurisdiction [Line Items]      
Foreign taxes: 254    
UK      
Income Tax Paid, by Individual Jurisdiction [Line Items]      
Foreign taxes: (247)    
Ireland      
Income Tax Paid, by Individual Jurisdiction [Line Items]      
Foreign taxes: 246    
Other      
Income Tax Paid, by Individual Jurisdiction [Line Items]      
Foreign taxes: 31    
BRAZIL      
Income Tax Paid, by Individual Jurisdiction [Line Items]      
Foreign taxes: $ 153    
v3.26.1
Net Loss per Share - Schedule of Net Loss Per Share (Details) - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Numerator:      
Net loss attributable to Braze, Inc. $ (131,287) $ (103,743) $ (129,166)
Denominator:      
Weighted-average shares of Braze, Inc. common stock outstanding, basic (in shares) 107,906,000 102,189,000 98,099,000
Less: weighted-average unvested shares of Braze, Inc. subject to repurchase (in shares) 0 0 (3,000)
Weighted-average shares used to compute net loss per share attributable to Braze, Inc. common stockholders, basic (in shares) 107,906,000 102,189,000 98,096,000
Weighted-average shares used to compute net loss per share attributable to Braze, Inc. common stockholders, diluted (in shares) 107,906,000 102,189,000 98,096,000
Earnings Per Share, Basic and Diluted [Abstract]      
Net loss per share attributable to Braze, Inc. common stockholders, basic (in dollars per share) $ (1.22) $ (1.02) $ (1.32)
Net loss per share attributable to Braze, Inc. common stockholders, diluted (in dollars per share) $ (1.22) $ (1.02) $ (1.32)
v3.26.1
Net Loss per Share - Schedule of Potentially Dilutive Securities (Details) - shares
shares in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive securities excluded from computation of loss per share (in shares) 13,256 11,238 12,477
Replacement shares issued in connection with acquisition      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive securities excluded from computation of loss per share (in shares) 1,888 0 0
Options to purchase common stock      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive securities excluded from computation of loss per share (in shares) 3,332 5,081 6,121
Restricted stock units and performance stock units      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive securities excluded from computation of loss per share (in shares) 7,888 6,044 6,264
ESPP shares estimated to be purchased      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive securities excluded from computation of loss per share (in shares) 148 113 92
v3.26.1
Related Party Transactions - Narrative (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Related Party Transaction [Line Items]      
Purchases from related party $ 3,800 $ 3,500 $ 2,500
Accrued expenses and other current liabilities $ 95,023 64,189  
Related Party      
Related Party Transaction [Line Items]      
Accrued expenses and other current liabilities   $ 100  
v3.26.1
Derivative Financial Instruments - Narrative (Details)
$ in Millions
12 Months Ended
Jan. 31, 2026
USD ($)
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Derivative maturity term 12 months
Notional amount $ 21.7
v3.26.1
Derivative Financial Instruments - Summary of Financial Position (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Derivative Instruments and Hedging Activities Disclosure [Abstract]    
Prepaid expenses and other current assets, Cash flow hedges $ 409 $ 0
Accrued expenses and other current liabilities, Cash flow hedges (25) 0
Total $ 384 $ 0
v3.26.1
Derivative Financial Instruments - AOCI Rollforward (Details)
$ in Thousands
12 Months Ended
Jan. 31, 2026
USD ($)
AOCI Including Portion Attributable to Noncontrolling Interest, Net of Tax [Roll Forward]  
Beginning balance $ 0
Other comprehensive income before reclassifications 1,328
Amounts reclassified from accumulated other comprehensive income to operating expenses (944)
Ending balance $ 384
v3.26.1
Business Combination (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Jan. 31, 2026
Jun. 02, 2025
Jun. 01, 2023
Jan. 31, 2026
Oct. 31, 2025
Jan. 31, 2026
Jun. 01, 2025
Jan. 31, 2025
Business Combination [Line Items]                
Goodwill $ 261,857     $ 261,857   $ 261,857   $ 28,448
Technology                
Business Combination [Line Items]                
Intangible assets   $ 56,700            
Amortization Period   6 years            
Customer relationships                
Business Combination [Line Items]                
Intangible assets   $ 9,000            
Amortization Period   6 years            
Trademark                
Business Combination [Line Items]                
Intangible assets   $ 900            
Amortization Period   2 years   1 year        
OfferFit, Inc                
Business Combination [Line Items]                
Consideration transferred 303,200 $ 302,900            
Purchase price consideration, cash payments   195,300            
Purchase price consideration, equity issued   107,600            
Business Combination, Measurement Period Adjustments (5,900)       $ 200      
Business Combination, Recognized Net Tangible Assets Acquired   2,900            
Intangible assets   66,600            
Goodwill   $ 233,400            
Indemnification holdback             $ 6,000  
Working capital holdback             $ 1,500  
Acquisition-related costs           12,000    
North Star Y, Pty Ltd                
Business Combination [Line Items]                
Consideration transferred     $ 26,800          
Purchase price consideration, cash payments     20,600          
Purchase price consideration, equity issued     6,100          
Intangible assets     3,800          
Goodwill     28,400          
Derivative Instruments $ 0   $ 1,800 $ 0   $ 0    
v3.26.1
Intangible Assets, Net - Schedule of Intangible Assets, Net (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Jun. 02, 2025
Jan. 31, 2026
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Jun. 01, 2023
Finite-Lived Intangible Assets [Line Items]            
Gross Carrying Amount   $ 69,719 $ 69,719 $ 3,770    
Accumulated Amortization   (8,732) (8,732) (1,140)    
Total   60,987 60,987 2,630    
Non-amortizable intangible assets   500 500 500    
Total intangible assets, gross   70,219 70,219 4,270    
Intangible assets, net   61,487 61,487 3,130    
Intangible amortization expense     8,200 600 $ 600  
North Star Y, Pty Ltd            
Finite-Lived Intangible Assets [Line Items]            
Intangible assets           $ 3,800
OfferFit, Inc            
Finite-Lived Intangible Assets [Line Items]            
Intangible assets $ 66,600          
Customer relationships            
Finite-Lived Intangible Assets [Line Items]            
Gross Carrying Amount       3,119    
Accumulated Amortization       (520)    
Total       $ 2,599    
Useful life, software       10 years    
Intangible assets $ 9,000          
Amortization Period 6 years          
Customer relationships | North Star Y, Pty Ltd            
Finite-Lived Intangible Assets [Line Items]            
Gross Carrying Amount   3,119 3,119      
Accumulated Amortization   (832) (832)      
Total   $ 2,287 $ 2,287      
Useful life, software   10 years 10 years      
Customer relationships | OfferFit, Inc            
Finite-Lived Intangible Assets [Line Items]            
Gross Carrying Amount   $ 9,000 $ 9,000      
Accumulated Amortization   (1,000) (1,000)      
Total   $ 8,000 $ 8,000      
Useful life, software   6 years 6 years      
Restrictive covenant relationships            
Finite-Lived Intangible Assets [Line Items]            
Gross Carrying Amount       $ 186    
Accumulated Amortization       (155)    
Total       $ 31    
Useful life, software       2 years    
Trademark            
Finite-Lived Intangible Assets [Line Items]            
Gross Carrying Amount   $ 900 $ 900 $ 465    
Accumulated Amortization   (600) (600) (465)    
Total   $ 300 $ 300 $ 0    
Useful life, software   1 year 1 year 1 year    
Intangible assets $ 900          
Amortization Period 2 years 1 year        
Technology            
Finite-Lived Intangible Assets [Line Items]            
Gross Carrying Amount   $ 56,700 $ 56,700      
Accumulated Amortization   (6,300) (6,300)      
Total   $ 50,400 $ 50,400      
Useful life, software   6 years 6 years      
Intangible assets $ 56,700          
Amortization Period 6 years          
v3.26.1
Intangible Assets, Net - Schedule of Future Amortization Expense (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Jan. 31, 2025
Goodwill and Intangible Assets Disclosure [Abstract]    
2025 $ 11,562  
2026 11,262  
2027 11,262  
2028 11,262  
2031 11,262  
Thereafter 4,377  
Total $ 60,987 $ 2,630
v3.26.1
Goodwill (Details)
$ in Thousands
12 Months Ended
Jan. 31, 2026
USD ($)
Goodwill [Roll Forward]  
Balance at January 31, 2023 $ 28,448
North Star addition and related adjustments (1) 233,409
Balance at January 31, 2026 $ 261,857
v3.26.1
Subsequent Events - Narrative (Details) - USD ($)
$ in Millions
1 Months Ended 12 Months Ended
Mar. 24, 2026
Feb. 28, 2026
Jan. 31, 2026
Jan. 31, 2025
Jan. 31, 2024
Subsequent Event [Line Items]          
Charitable donation     $ 3.2 $ 3.8 $ 3.8
Class A common stock          
Subsequent Event [Line Items]          
Charitable donation (in shares)     96,464 96,465 96,465
Restricted Stock, RSUs, PSUs          
Subsequent Event [Line Items]          
Granted (in shares)     5,590,648    
PSUs          
Subsequent Event [Line Items]          
Requisite service period     3 years    
Award vesting period     1 year    
PSUs | Minimum          
Subsequent Event [Line Items]          
Achievement levels of the target award     0.00%    
PSUs | Maximum          
Subsequent Event [Line Items]          
Achievement levels of the target award     200.00%    
Subsequent event          
Subsequent Event [Line Items]          
Charitable donation (in shares)   24,116      
Charitable donation   $ 0.5      
Share Repurchase Program, Authorized, Amount $ 100.0        
Subsequent event | Accelerated Share Repurchase Program          
Subsequent Event [Line Items]          
Share Repurchase Program, Authorized, Amount $ 50.0        
Subsequent event | Restricted Stock, RSUs, PSUs | Class A common stock          
Subsequent Event [Line Items]          
Granted (in shares) 4,989,322 177,523      
Requisite service period 4 years 4 years      
Grant date fair value $ 94.2 $ 2.8      
Subsequent event | PSUs | Minimum          
Subsequent Event [Line Items]          
Achievement levels of the target award 0.00%        
Subsequent event | PSUs | Maximum          
Subsequent Event [Line Items]          
Achievement levels of the target award 200.00%        
Subsequent event | PSUs | Class A common stock          
Subsequent Event [Line Items]          
Granted (in shares) 387,270        
Requisite service period 1 year        
Award vesting period 3 years        
Grant date fair value $ 7.3