BRZE Earnings Prediction
The chart below shows how BRZE performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BRZE sees a +0.30% change in stock price 10 days leading up to the earnings, and a -2.14% change 10 days following the report. On the earnings day itself, the stock moves by -0.36%. This data can give you a slight idea of what to expect for the next quarter's release.
BRZE Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
152.05M
22.67%
4.50%
Gross Margin
69.81%
-1.20%
-0.50%
Operating Margin
-21.42%
-24.42%
11.50%
Net Margin
-18.50%
-25.97%
16.28%
EPS
-0.27
-12.90%
17.39%
No Data Available
BRZE Earnings Analysis
Braze, Inc. Class A Common Stock Corporation (BRZE.O) Earnings Conference Call
Positive
Revenue Growth Surge: Revenue increased by 23% year-over-year to $152.1 million, driven by a combination of existing customer contract expansions, renewals, and new business.
Subscription Revenue Dominance: Subscription revenue remains the primary component of our total topline, contributing 96% of our third quarter revenue, while the remaining 4% represents a combination of recurring professional services and one-time configuration and onboarding fees.
Customer Count Growth: Total customer count increased by 10% year-over-year to 2,211 customers as of October 31, up 200 from the same period last year and up 48 from the prior quarter.
Large Customer Growth: Our total number of large customers, defined as those spending at least $500,000 annually, grew 24% year-over-year to 234 and as of October 31, contributed 61% to our total ARR.
Non-GAAP Gross Profit Margin: Non-GAAP gross profit in the quarter was $107 million, representing a non-GAAP gross margin of 70.5%.
Negative
Gross Profit Comparison: Non-GAAP gross profit in the quarter was $107 million, representing a non-GAAP gross margin of 70.5%. This compares to a non-GAAP gross profit of $89 million and non-GAAP gross margin of 71.4% in the third quarter of last year.
Margin Decline Factors: Decline in year-over-year margin was primarily driven by expansion of premium messaging channels, partially offset by continued cost optimization of our technology stack with additional benefits from personnel efficiencies.
Operating Loss Improvement: Non-GAAP operating loss was $2.2 million or negative 1% of revenue compared to a non-GAAP operating loss of $8.9 million or negative 7% of revenue in the prior year quarter.
Operating Income Impact Analysis: Third quarter operating income was impacted by approximately $5 million related to the cost of several global customer events, including Forge, our annual flagship customer event.
RPO Growth Analysis: Current RPO was $458 million, up 24% year-over-year and up 5% sequentially. The year-over-year increases were driven by contract renewals and upsells and the signing of new customer contracts.
BRZE FAQs
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BRZE Earning Call Sentiment
Braze, Inc. (BRZE) Q3 2025 Earnings Call Transcript
1.0x
00:00
00:00
BRZE.O
-2.85%Positive
The earnings call summary and Q&A session indicate strong financial metrics, a positive market strategy, and shareholder return plans. The company has announced new partnerships and initiatives, which could boost short-term stock price. Despite some unclear management responses, the overall sentiment is positive, with strong revenue guidance and optimistic growth prospects. Considering the market cap, a positive stock price movement of 2% to 8% is expected over the next two weeks.
