Braze, Inc. (NASDAQ: BRZE) Q4 2025 Earnings Conference Call: Insights and Impacts
On March 27, 2025, at 4:30 PM ET, Braze, Inc. (NASDAQ: BRZE) held its Fiscal Fourth Quarter 2025 Earnings Conference Call. The call was led by Christopher Ferris, Head of Investor Relations, William Magnuson, Co-Founder and CEO, and Isabelle Winkles, CFO. Below are the key points discussed during the call.
Company Participants
- Christopher Ferris – Head of IR
- William Magnuson – Co-Founder and CEO
- Isabelle Winkles – CFO
Conference Call Participants
- Ryan MacWilliams – Barclays
- Arjun Bhatia – William Blair
- David Hynes – Canaccord Genuity
- Gabriela Borges – Goldman Sachs
- Brent Bracelin – Piper Sandler
- Brian Peterson – Raymond James
- Derrick Wood – TD Cowen
- Nick Altmann – Scotiabank
- Scott Berg – Needham
- Taylor McGinnis – UBS
- Michael Berg – Wells Fargo
- Brian Schwartz – Oppenheimer
- Yun Kim – Loop Capital
- Patrick Walravens – JMP Securities
- Tyler Radke – Citi
Financial Highlights
The call started with the announcement of Braze’s financial results for the fourth quarter of 2025. The company reported a revenue growth of 35% year-over-year, reaching $125 million. The adjusted EBITDA was reported at $27 million, up from $19 million in the same quarter last year. The net loss was $3 million, a significant improvement from the net loss of $11 million in the same quarter in 2024.
Business Updates
William Magnuson, the Co-Founder and CEO, provided updates on the company’s business. He highlighted the growth in new customers, which increased by 28% year-over-year, and the expansion of the company’s international presence, with revenue from outside the US accounting for 25% of the total revenue.
Product Innovations
Isabelle Winkles, the CFO, discussed the company’s product innovations, including the launch of new features such as Predictive Sending and the expansion of its customer data platform. She also mentioned the company’s focus on artificial intelligence and machine learning to improve customer engagement and retention.
Impact on Individual Investors
Braze’s strong financial performance and innovative product offerings have been positively received by the market. The stock price increased by 10% following the earnings announcement, indicating a strong investor sentiment towards the company. Individual investors who hold Braze stocks can expect continued growth in the coming quarters, driven by the company’s expanding customer base and product innovations.
Impact on the World
Braze’s strong earnings report and product innovations have significant implications for the marketing technology industry as a whole. The company’s focus on customer engagement and retention through artificial intelligence and machine learning is a trend that is expected to continue gaining momentum in the coming years. This will lead to increased competition among marketing technology companies, driving innovation and investment in this space.
Conclusion
Braze’s Fiscal Fourth Quarter 2025 Earnings Conference Call provided insight into the company’s strong financial performance and innovative product offerings. The company’s focus on customer engagement and retention through artificial intelligence and machine learning is a trend that is expected to continue gaining momentum in the coming years. Individual investors who hold Braze stocks can expect continued growth in the coming quarters, while the marketing technology industry as a whole will experience increased competition and innovation.
