Braze Earnings Call Transcripts
Fiscal Year 2026
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Q4 revenue grew 28% year-over-year to $205M, with accelerating organic growth and strong enterprise momentum. FY27 guidance calls for 20% revenue growth and improved margins, supported by rapid adoption of new AI products and a $100M share repurchase program.
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The platform leverages AI and real-time data to drive hyper-personalized, cross-channel engagement, with innovations like Decision Studio and Agent Console gaining traction. Flex Credits pricing boosts experimentation and retention, while leadership changes and stabilized net revenue retention position the company for continued growth.
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Q3 revenue rose 25.5% year-over-year to $191M, with strong customer growth and expanding adoption of AI-driven solutions. Profitability and cash flow improved, and guidance for Q4 and FY26 points to continued double-digit growth and margin expansion.
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Q2 revenue grew 24% year-over-year to $180M, with strong customer and large account growth, and successful integration of OfferFit. Guidance for FY26 was raised, reflecting continued demand, improved profitability, and robust pipeline momentum.
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Revenue grew 20% year-over-year to $162.1M, with improved margins and strong customer growth. OfferFit acquisition enhances AI capabilities, while new pricing and product features drive competitive wins. FY26 guidance raised, with continued focus on profitable growth.
Fiscal Year 2025
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Strong quarterly results driven by product and customer health initiatives, AI innovation, and a flexible credits model that boosts cross-channel engagement. AI is now central to product strategy, with new launches and premium offerings supporting growth. Margins and customer retention are improving, with a positive outlook for continued expansion.
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The session highlighted a real-time, AI-driven data architecture enabling advanced customer engagement and composable intelligence. Improved sales productivity, onboarding, and the OfferFit acquisition are driving growth and efficiency, while new decisioning products promise higher margins and expanded cross-sell opportunities.
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Customer engagement is evolving with AI-driven automation, real-time data, and direct brand-consumer relationships. Recent financial results show accelerated organic growth, improved retention, and successful integration of new decisioning products. More on the AI roadmap will be revealed at the upcoming Forge event.
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Q4 revenue grew 22% YoY to $160.4M, with strong profitability and customer growth. Announced $325M OfferFit AI acquisition, expected to close in Q2 FY26. FY26 revenue guidance is $686M–$691M, with continued margin expansion and robust enterprise momentum.
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The platform's cross-channel approach and early AI integration drive strong differentiation, with customers increasingly leveraging multiple channels and new AI-powered features. Flexible credits, global expansion, and deepening GSI partnerships support growth, while financials show improving retention and margin opportunities.
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Revenue grew 23% year-over-year to $152.1 million, with improved margins and positive non-GAAP net income. Customer count and large enterprise customers increased, while AI-driven product innovation and global expansion continued. FY25 guidance projects 25% revenue growth and sustained profitability.
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Q2 FY25 revenue grew 26% year-over-year to $145.5M, with improved gross margin and first-ever non-GAAP profitability. Customer count and large enterprise wins increased, while new product launches and global expansion supported growth. Macro challenges persist, but guidance remains strong for FY25.
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Q1 FY2025 revenue grew 33% year-over-year to $135.5M, with strong customer and enterprise growth despite a challenging macro and a $750K outage impact. Guidance calls for 23% revenue growth for FY2025, with continued investment in AI, global expansion, and efficiency.
Fiscal Year 2024
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Project Catalyst will bring advanced AI-driven experiment optimization to customer engagement, making sophisticated strategies accessible and automating real-time personalization. The market is shifting from cost-cutting to growth, with stable teams and renewed focus on value creation.
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The session highlighted the company's real-time, omni-channel engagement platform, competitive advantages over legacy and point solutions, and growth strategies focused on new client acquisition, upsells, and vendor consolidation. AI and machine learning are deeply integrated, with a focus on maintaining balanced growth and margin improvement over the next three years.
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Braze outlined its strategy to lead customer engagement through AI-driven personalization, global expansion, and verticalized solutions, while raising its long-term gross margin target and introducing a flexible message credits model. Product innovation, strong partner ecosystem, and customer success stories underpin its growth and efficiency goals.
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Customer engagement technology is evolving toward integrated, multi-channel platforms, breaking down traditional silos and enabling interdisciplinary teams. Growth is driven by expanding within existing customers, vendor consolidation, and leveraging AI for automation. As macro pressures ease, further expansion into enterprise verticals and partner ecosystems is expected.
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The session highlighted lessons from rapid growth, ongoing investments in R&D and sales efficiency, and a dual AI monetization strategy. Expansion into new markets and flexible pricing models are driving customer growth, while the focus remains on balancing revenue growth and profitability.
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The discussion highlighted ongoing industry shifts toward first-party data, the integration of GenAI for enhanced productivity, and the adoption of a flexible credits model to reduce sales friction. Despite macroeconomic challenges, improved margins and global expansion signal strong execution and readiness for future growth.