Q2 2025 Braze Inc Earnings Call Transcript
Key Points
- Braze Inc (BRZE) reported a 26% year-over-year revenue increase to $145.5 million, demonstrating strong financial performance.
- The company achieved its first-ever quarter of non-GAAP operating income profitability and non-GAAP net income profitability.
- Customer count increased to 2,163, with notable new business wins and upsells from major brands like Asiana Airlines, Bell Media, and Papa John's Pizza.
- Braze Inc (BRZE) launched the Braze data platform, enhancing data unification, activation, and distribution capabilities.
- The company introduced new initiatives like Braze for startups and a free trial program to accelerate customer community growth and platform adoption.
- Despite strong financial performance, the macroeconomic environment continues to present challenges, impacting customer behaviors and spending.
- Dollar-based net retention for all customers was 114%, indicating some pressure on customer retention and expansion.
- The company expects a non-GAAP operating loss in the range of $3.5 million to $4.5 million for the third quarter of fiscal 2025.
- Third quarter operating expenses will be impacted by the cost of Forge, the annual customer conference, and other global customer events, estimated at $5 million to $6 million.
- Braze Inc (BRZE) anticipates continued pressure on net retention rates, indicating potential ongoing challenges in maintaining customer growth and expansion.
Welcome to the Braze fiscal second-quarter 2025 earnings conference call. My name is Leila and I'll be your operator for today's call. (Operator Instructions)
I'll now turn the call over to Christopher Ferris, Head of Braze Investor Relations.
Thank you, operator. Good afternoon and thank you for joining us today to review Braze's results for the fiscal second quarter 2025. I'm joined by our Co-Founder and Chief Executive Officer, Bill Magnuson; and our Chief Financial Officer, Isabelle Winkles.
We announced our results in our press release issued after the market closed today. Please refer to the Investor Relations section of our website at investors.braze.com for more information and a supplemental presentation related to today's earnings announcement.
During this call, we will make statements related to our business that are forward-looking under federal securities laws and the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements
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