Braze, Inc. (BRZE) Presents at Barclays 23rd Annual Global Technology Conference Transcript
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SA Transcripts157.31K FollowersFollow5ShareSaveCommentsQ3: 2025-12-09 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of $0.06 misses by $0.01 | Revenue of $190.84M (25.51% Y/Y) beats by $6.76M Braze, Inc. (BRZE) Barclays 23rd Annual Global Technology Conference December 11, 2025 1:25 PM EST Company Participants William Magnuson - Co-Founder, Chairman & CEOIsabelle Winkles - Chief Financial Officer Conference Call Participants Raimo Lenschow - Barclays Bank PLC, Research Division Presentation Raimo LenschowBarclays Bank PLC, Research Division Welcome to our next session. Glad to have the team from Braze. Great week for you so far. Question-and-Answer Session Raimo LenschowBarclays Bank PLC, Research Division Can you talk a little bit, you reported very strong numbers. Share price move kind of reflected that as well and even more. Kind of maybe to bring everyone on the same page, like talk a little bit about what you saw in this quarter and the highlights for you? William MagnusonCo-Founder, Chairman & CEO Yes. I think this quarter, really a combination of two things. One is the work that we've been doing in the last 6 or 8 quarters really focused on product health, customer health, a lot of the changes that we've made around pricing and packaging and other things to make using Braze and growing with Braze easier, just removing those friction points for customers to be able to get up and running and be able to experiment with new use cases, scale them production, et cetera. And you're seeing that come together, and we'll talk about that a little bit more around Black Friday, Cyber Monday as well. And then, of course, all the excitement around the frontier work being done on the AI road map. We launched -- the -- we launched a bunch of new products, the Operator Agent Console, Decisioning Studio at Forge, which was right at the end of September. And AI is in every single customer conversation. We're seeing people bringing it to life, driving Recommended For You