InvestorWaves
BRZEEnterprise & Vertical Softwarehigh signal

Large enterprises continue expanding software relationships

A 112% large-customer retention rate indicates that enterprise customers are expanding existing software deployments rather than merely renewing them. That supports a broader theme of durable expansion demand for mission-critical customer and workflow platforms.

net retentionenterprise demandaccount expansionsoftware spending
Dollar-based net retention for our large customer cohort, who spend at least $500,000 annually, continued to inflect positively, rising 100 basis points to 112% in the quarter.
Bill MagnusonChief Executive Officer · Braze, Inc. · Q2 FY2027

Who it touches

  • BRZEbullish

    Large-customer net retention rose to 112%, indicating continued expansion within enterprise accounts.

  • CRMbullish

    The quote signals resilient enterprise software expansion budgets among large customers, relevant to scaled customer-platform vendors.

  • NOWbullish

    Improving large-account retention supports a constructive read-through for enterprise software vendors with expansion-led models.

About this signal

Theme
Enterprise & Vertical Software
Company
Braze, Inc.
Category
demand
Call
Q2 FY2027

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