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Braze (BRZE) investor relations material

Braze Piper Sandler 4th Annual Growth Frontiers Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Piper Sandler 4th Annual Growth Frontiers Conference summary10 Sep, 2025

Data architecture and AI-driven differentiation

  • Stream processing engine was inspired by high-frequency trading systems, enabling real-time data flow and immediate actionable insights for customer engagement.

  • Emphasis on processing and contextualizing first-party data in real time, rather than relying solely on static data warehouses.

  • The architecture supports multi-channel engagement and is evolving to leverage AI and agents for more autonomous, intelligent decision-making.

  • Introduction of 'composable intelligence' allows brands to imbue AI models with their own creativity and strategy, making these assets reusable across campaigns.

  • Real-time context and high-scale event-driven processing enable advanced orchestration and relevance optimization, handling trillions of data points annually.

Business momentum and financial performance

  • Sales force productivity has increased for two consecutive quarters, aided by improved enablement and focused international strategy.

  • Enhanced onboarding and implementation processes have reduced downsell risk and improved renewal outcomes.

  • The company has moved past a cohort of over-purchasing customers, further lowering risk and improving efficiency.

  • Cost structure improvements are driven by globalization, cost-optimized locations, and strategic hires, including a new CRO and the OfferFit acquisition.

  • OfferFit integration is yielding efficiencies by fulfilling future headcount needs and supporting top and bottom line growth.

Product and pricing strategy

  • SaaS business model features unique pricing based on customer engagement, distinct from traditional CPA models.

  • OfferFit offers two SKUs: a $250,000–$300,000 enterprise use case and a $100,000 lighter version for broader scalability.

  • Cross-sell opportunities exist between OfferFit and the core platform, with plans for a spectrum of customizable and scalable products.

  • Decisioning products offer higher gross margins than messaging products, as they rely on existing infrastructure and sell provable performance.

  • Future product vision centers on AI-centric customer engagement, composable intelligence, and expanded decisioning capabilities.

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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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