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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
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
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Next Braze earnings date
Q4 202626 Mar, 2026
Braze
Next Braze earnings date
Q4 202626 Mar, 2026
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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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