)
Visual
test
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
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income. - 6 FebFFIE
Raising capital for global EV and AI expansion, with regulatory and dilution risks highlighted.
Next Braze earnings date
Q4 202626 Mar, 2026
Braze
Next Braze earnings date
Q4 202626 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage