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Braze
Braze (BRZE) investor relations material
Braze 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary13 Jan, 2026
Platform capabilities and innovation
Enables brands to leverage high-quality first-party and zero-party data for real-time, cross-channel customer engagement, processing trillions of data points and billions of messages.
AI is deeply integrated, enhancing personalization and ROI by injecting intelligence into large, high-quality data sets.
Recent innovations include the SDK for ChatGPT and the reinforcement learning engine Decision Studio, which optimizes business outcomes and delivers measurable uplift for clients.
Agent Console, in private beta, allows customers to build agents for campaign automation and optimization, launching GA in Q2.
Flex Credits pricing model increases channel experimentation and customer retention, with strong adoption of premium channels like WhatsApp and SMS.
Industry trends and customer behavior
Customer journeys are increasingly complex, driving demand for direct-to-consumer engagement and high-quality data.
Agentic commerce and open/closed ecosystems present opportunities for data capture and engagement, regardless of industry.
Market is catching up to the platform's long-standing focus on hyper-personalization and AI-driven engagement.
Customers are using new features in evolutionary ways, with more efficient, context-rich personalization and content generation.
Most spending remains on core offerings, but new AI features are gaining traction and will be monetized through credits and separate SKUs.
Financial performance and go-to-market strategy
Q3 customer metrics were strong, attributed to execution focus and reduced competitor investment.
Flex Credits model reduces sales friction, increases channel usage, and improves customer satisfaction, though it impacts margins as entitlement consumption rises.
Upsell and net new bookings are roughly equal, with upsell dollars netting against churn.
Eliminated data point caps for monthly active users and unbundled professional services to better align with customer needs.
Net revenue retention has stabilized, with expectations for further improvement as demand recovers.
Monetization strategy for new AI features
Braze's competitive moat in current market trends
CRO's impact on GTM and sales capacity ramp
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Latest summaries
- TimeTickerHeadlineOpen
- 6 FebISCTR
Net profit hit TL 67.4 billion in 2025, with strong NIM, fee growth, and solid 2026 outlook. - 6 FebSCW
73% revenue growth and record backlog driven by new space contracts and strategic investments. - 6 FebCDP
2025 FFO/share rose 5.8% with strong leasing and retention; 2026 guidance signals further growth. - 6 FebSCWRevenue at 15.86 mln PLN, backlog 17.14 mln PLN, and major space contracts drive 2025 outlook.
- 6 FebPENG
All proposals passed, with no questions raised during the Q&A session. - 6 FebSCWQ2 2024 revenue up 115% y/y, backlog nearly doubled, Space segment leads growth.
- 6 FebPECO
2026 FFO per share growth guided at 5.5% with record occupancy and strong acquisitions. - 6 FebSCWQ2 2025 revenue surged 120% y/y, driven by a record Asian contract and a tripled backlog.
- 6 FebSCWQ1 2025 revenue jumped 97% year-over-year, with strong backlog and major new contracts secured.
- 6 FebSCWQ3 revenue up 39% y/y, backlog at 58.3 mln PLN, Space leads growth with global contracts.
Next Braze earnings date
Q4 202626 Mar, 2026
Braze
Next Braze earnings date
Q4 202626 Mar, 2026
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Frequently asked questions
Braze Inc. provides a customer engagement platform that helps businesses deliver personalized, cross-channel messaging campaigns. The platform integrates with customer data sources to enable real-time marketing via mobile, email, web, and in-app messaging. Braze serves clients in retail, media, and technology sectors. The company is headquartered in New York, New York, and its shares are listed on the NASDAQ.
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