Core Viewpoint - Braze, Inc. reported strong financial results for Q2 2025, with a revenue increase of 26% year-over-year, reaching $145.5 million, and achieving non-GAAP operating income profitability for the first time, indicating effective business execution and growth potential in customer engagement solutions [9][39]. Financial Performance - Revenue for Q2 2025 was $145.5 million, up 26% year-over-year [9][31]. - Non-GAAP gross margin improved to 70.9%, a rise of 90 basis points compared to the previous year [9][35]. - Non-GAAP operating income was $4.2 million, representing 3% of revenue, compared to a loss of $7.6 million in the prior year [39]. - Non-GAAP net income attributable to Braze shareholders was $9.1 million, or $0.09 per share, compared to a loss of $3.9 million in the prior year [39]. Customer Growth and Engagement - Customer count reached 2,163, an increase of 61 during the quarter and 205 year-over-year [11][32]. - The number of large customers (spending at least $500,000 annually) grew to 222, up 28% year-over-year, contributing 61% to total ARR [15][32]. - Dollar-based net retention was 114%, with large customers at 117% [33]. Product and Market Strategy - Braze is focusing on the legacy vendor replacement cycle and point solution consolidation trends, which are expected to drive market share gains as brands seek modern customer engagement solutions [10][12]. - The company launched the Braze data platform to enhance data capabilities and streamline customer engagement processes [18][80]. - New initiatives such as "Braze for Startups" and a free trial program aim to expand the customer base and improve engagement [24][25]. Guidance and Future Outlook - For Q3 2025, Braze expects revenue between $147.5 million and $148.5 million, representing approximately 19% year-over-year growth at the midpoint [41]. - Full fiscal year 2025 revenue is projected to be between $582.5 million and $585.5 million, indicating a year-over-year growth rate of approximately 24% at the midpoint [44]. - The company anticipates continued investment in product innovation and customer engagement strategies to solidify its market position [12][70].

Braze, Inc. (NASDAQ:BRZE) Q2 2025Earnings Conference Call September 5, 2024 4:30 PM ET Company Participants Christopher Ferris - Head of IR Bill Magnuson - Co-Founder and CEO Isabelle Winkles - CFO Conference Call Participants Ryan MacWilliams - Barclays Pinjalim Bora - JPMorgan Gabriela Borges - Goldman Sachs Arjun Bhatia - William Blair DJ Hynes - Canaccord Genuity Ashley Kim - Citi Scott Berg - Needham & Company Brent Bracelin - Piper Sandler Derrick Wood - TD Cowen Nick Altmann - Scotiabank Brian Peters ...

Q2 Fiscal 2025 Earnings Results September 5, 2024 braze | --- | --- | --- | --- | |----------------------------------------------|---------------------------------|----------------------------|------------------------------| | | | Braze Financial Highlights | | | $582M | 26% | | 2,163 | | QUARTERLY REVENUE RUN | YoY REVENUE | | CUSTOMERS IN OVER 75 | | RATE 1 114% DOLLAR-BASED NET RETENTION RATE | GROWTH 96% SUBSCRIPTION REVENUE | | COUNTRIES $23M GAAP NET LOSS | Forward-Looking Statements This presentation ...

Braze, Inc. (BRZE) came out with quarterly earnings of $0.09 per share, beating the Zacks Consensus Estimate of a loss of $0.03 per share. This compares to loss of $0.04 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 400%. A quarter ago, it was expected that this company would post a loss of $0.10 per share when it actually produced a loss of $0.05, delivering a surprise of 50%. Over the last four quarters, the company has s ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________________________ FORM 10-Q ______________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission F ...

BRAZE REPORTS FISCAL SECOND QUARTER 2025 RESULTS NEW YORK -- (BUSINESSWIRE) -- September 5, 2024 -- Braze (Nasdaq: BRZE) the leading customer engagement platform that empowers brands to Be Absolutely Engaging , today announced results for its fiscal quarter ended July 31, 2024. TM "We delivered a great second quarter, demonstrating strong top-line growth while driving efficiency in our business, achieving our first quarter of non-GAAP operating income profitability and non-GAAP net income profitability. Our ...

Braze, Inc. (BRZE) will report its second-quarter fiscal 2025 results on Sep. 5, after the bell. The Zacks Consensus Estimate for the bottom line in the to-be-reported stands at a loss of 3 cents, indicating a 25% contraction from the year-ago reported quarter. The consensus estimate for revenues stands at $141.1 million, indicating 22.6% year-over-year growth. There has been no change in analyst estimates or revisions lately. | --- | --- | --- | --- | --- | |----------------------------------------------|- ...

Braze (BRZE) Growth stocks that trade under $50 per share usually have medium-sized underlying businesses. These tend to be up-and-coming companies that are looking to land contracts and accelerate their growth. Their market caps are often below $10 billion, and they have high top-line growth. Such are the companies I've highlighted below. Now, companies with such characteristics have not done so well in the current market. That goes double for those that are not delivering solid profits. I believe that's e ...

Investment overview 2024 150 | --- | --- | --- | --- | --- | --- | --- | --- | |-----------------------------------------------|-------|-------|-------|----------|-------|----------|-------| | | | | | | | | | | Revenue growth | | 56% | 58% | 355 49%6 | 32% | $13 32%6 | | | Valuation metrics / Balance sheet (base case) | | | | | | | | | Forward revenue multiple | | | | | | 5 | | | Enterprise value | | | | | | 5367 | | | Net cash | | | | | | 487 | | | Market capitlization | | | | | | 5854 | | | Shares outstan ...

Braze Today The thing to keep in mind is that this most-downgraded stock is still rated a Moderate Buy with ample upside. The downgrades are relative: this stock is also ranked well on the list of Top Rated Stocks. Trading at $36.78 ahead of the Q1 release, the stock was 20% below the lowest analyst target and 65% below the consensus. Because the results include outperformance, momentum is present, and guidance was raised, the analysts should stick to their targets and guide this market higher. New clients ...