Braze (BRZE) Investor presentation summary

Financial performance and key metrics

• Achieved $720M quarterly revenue run rate with 24% year-over-year revenue growth as of July 31, 2025.

• 95% of revenue is subscription-based, supporting a recurring and visible business model.

• Dollar-based net retention rate stands at 108%, with large customers at 111%.

• Non-GAAP gross margin is 69%, and non-GAAP operating margin is 3.4% for the quarter.

• Reported a GAAP net loss of $28M for the quarter.

Customer engagement platform and AI innovation

• Platform enables brands to orchestrate cross-channel, personalized customer engagement at scale.

• AI/ML capabilities include real-time data execution, flexible experimentation, and personalized decisioning.

• OfferFit acquisition enhances AI-driven 1:1 messaging and decisioning.

• Continuous AI innovation with features like predictive analytics, generative AI, and content optimization.

• Platform supports a wide range of use cases and industries globally.

Customer success stories and business outcomes

• Erewhon saw a 20% increase in mobile order engagement and ~2x growth in MAU volume.

• DraftKings improved email efficiency, saving 4-5 hours per week per campaign creator.

• Kayo Sports achieved a 14% increase in subscriptions and 105% increase in cross-sells using AI personalization.

• Brands across retail, media, finance, and more leverage the platform for engagement and growth.