Braze

BRZE

Market cap $3.92B

Braze, Inc. ( BRZE ) Barclays 23rd Annual Global Technology Conference December 11, 2025 1:25 PM EST Company Participants William Magnuson - Co-Founder, Chairman & CEO Isabelle Winkles - Chief Financial Officer Conference Call Participants Raimo Lenschow - Barclays Bank PLC, Research Division Presentation Raimo Lenschow Barclays Bank PLC, Research Division Welcome to our next session. Glad to have the team from Braze.

Concerns about slowing growth and free cash flow volatility led analysts to trim 2025 targets, sending Braze's NASDAQ: BRZE stock price to long-term lows, but that movement is over.

Braze's artificial intelligence (AI)-powered marketing solutions are in high demand. Management boosted its full-year earnings targets.

Braze shows signs of bottoming after a period of underperformance, with revenue acceleration and improved customer retention metrics signaling a potential turnaround. BRZE's Q3 revenue grew 25.5% YoY to $190.8M, beating estimates, and Q4 guidance implies further acceleration with $197.5–198.5M expected. AI-driven product innovation and notable enterprise wins are supporting customer growth and stickier relationships, enhancing the investment case.

Braze, Inc. (BRZE) Q3 2026 Earnings Call Transcript

While the top- and bottom-line numbers for Braze (BRZE) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Braze, Inc. (BRZE) came out with quarterly earnings of $0.06 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.02 per share a year ago.

Braze, Inc. (NASDAQ: BRZE) stock rallied in Tuesday's extended trading after the company released its third-quarter earnings report, beating the analyst revenue estimate and raising its fiscal 2026 guidance.

NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced results for its fiscal quarter ended October 31, 2025. “This was another standout quarter for Braze, with 25.5% revenue growth and strong profitability, proving the strength of our model,” said Bill Magnuson, Cofounder and CEO of Braze. “We introduced a wave of innovation across BrazeAI™, including BrazeAI Operator™, BrazeAI Agent Console™ an.

NEW YORK--(BUSINESS WIRE)--Braze (NASDAQ: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced it will participate in two upcoming investor conferences with management presentations: Event: Barclays Global Technology Conference Date & Time: Thursday, December 11th, 2025 Management Presentation: Cofounder, CEO, and President Bill Magnuson at 10:25 AM PT Event: Needham Growth Conference Date & Time: Tuesday, January 13th, 2026 Ma.