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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 (BRZE) investor relations material
Braze Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary11 Dec, 2025
Business performance and customer health
Strong quarterly results attributed to multi-quarter focus on product and customer health, pricing, and packaging improvements.
Flexible credits model enabled more cross-channel strategies and reduced downsell activity.
Net customer adds improved, with lower churn and better payment collections, indicating healthier customer base.
In-quarter NRR stabilized and slightly increased, reflecting limited churn and improved organic revenue growth.
Sales efficiency and productivity gains, along with proactive management of customer entitlements, contributed to growth.
Product innovation and AI integration
Launched new AI-driven products, including Operator, Agent Console, and Decisioning Studio, with AI now central to all customer conversations.
AI features are driving real business impact and revenue, especially in optimizing customer journeys.
Premium AI offerings like Decisioning Studio Pro target high-value, high-scale use cases, with plans for broader AI relevance optimization.
Commitment to staying at the forefront of AI through both organic development and potential acquisitions.
Market trends and customer engagement
Cyber Week saw 100 billion messages sent with 100% uptime; Cyber Monday surpassed Black Friday in volume for the first time.
Retailers are extending holiday campaigns and increasing use of advanced personalization features.
Messaging growth observed across diverse verticals, not just retail, with notable events like the K-pop Grammys driving traffic.
SMS, WhatsApp, and Content Cards are among the fastest-growing channels, reflecting a shift to deeper funnel engagement.
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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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