Braze (BRZE) Goldman Sachs Communacopia + Technology Conference summary

Reflections on growth and platform evolution

• Growth during the zero interest rate and COVID periods provided key lessons in scaling infrastructure and servicing a diverse customer base.

• Global expansion included successful joint ventures, notably in Japan, and adapting go-to-market strategies for different regions.

• The platform expanded its channel offerings and invested in new features, aiming to be the platform customers never outgrow.

• Demonstrated ability to serve both SMBs and large multinationals, maintaining speed, scale, and reliability.

Investment priorities and future strategy

• Focus on improving sales organization efficiency while continuing to invest in R&D aligned with revenue growth.

• Investments target the ingestion layer for faster, more reliable data integration and lower customer data costs.

• Ongoing enhancements in data processing, orchestration, and personalization to support sophisticated cross-channel strategies.

AI integration and monetization

• AI/ML has been embedded in the platform from inception, supporting advanced A/B testing and campaign optimization.

• Recent integrations with ChatGPT and DALL-E enable small teams to generate and test diverse content efficiently.

• Predictive analytics and recommendation engines leverage real-time, high-quality first-party data for personalized user engagement.

• Monetization distinguishes between embedded AI features (included in standard pricing) and premium, always-on AI SKUs (priced separately).