Braze, Inc. (BRZE) Q2 2025 Earnings Conference Call Transcript Summary
Braze, Inc. (BRZE) Q2 2025 Earnings Conference Call Transcript Summary
Achieved first-ever quarter of non-GAAP operating and net income profitability.The following is a summary of the Braze, Inc. (BRZE) Q2 2025 Earnings Conference Call Transcript:
以下是Braze, Inc.（BRZE）2025年Q2業績會議通話記錄摘要:
Financial Performance:
金融業績：
Braze, Inc. reported a solid Q2 with revenue at $145.5 million, up 26% year-over-year.
Non-GAAP gross margin increased to 70.9%, reflecting improvements in technology stack and personnel efficiencies.
Achieved first-ever quarter of non-GAAP operating and net income profitability.
Braze, Inc.報告了一個強勁的Q2季度，營業收入達到145.5萬元，同比增長26%。
非通用會計準則的毛利率提高到70.9%，反映出技術棧和人員效率的改善。
實現了有史以來首個非通用會計準則的運營和淨收入盈利季度。
Business Progress:
業務進展：
Added 61 new customers in the quarter, reaching a customer count of 2,163, an increase of 205 year-over-year.
Successfully introduced and expanded into new customer segments and geographies.
Highlighted ongoing AI initiatives and launched the Braze data platform, aiming to enhance customer data integration and management.
在該季度新增了61個客戶，客戶數量達到2,163個，同比增加205個。
成功進入並擴展了新的客戶細分市場和地理區域。
突出AI倡議，並推出了Braze數據平台，旨在提升客戶數據整合和管理能力。
Opportunities:
機會：
Leveraged product innovation with new features and AI advancements, seeing positive trends from both new business wins and the interest in expanded data platform capabilities.
Initiated strategic programs like 'Braze for Start-Ups' to nurture early-stage companies and expanded a free trial program aimed at broadening the adoption of its platform.
利用產品創新與新功能的AI進展，從新業務贏得和擴展數據平台能力的興趣中看到積極趨勢。
啓動了「Braze for Start-Ups」等戰略計劃，以培養初創公司，並擴大了免費試用計劃，旨在推廣其平台的採用。
Risks:
風險：
Churn remains at a level higher than desired, affecting net retention rates even amidst strong business performance.
Economic fluctuations and a dynamic pricing environment continue to present challenges, adding pressure on operational adjustments and market strategy.
流跑率仍然高於預期水平，即使在業務表現強勁的情況下，也會影響淨保持率。
經濟波動和動態定價環境繼續帶來挑戰，增加了對運營調整和市場策略的壓力。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由AI生成。文章內容的準確性無法完全保證。有關更全面的詳細信息，請參閱IR網站。本文只是爲投資者提供參考，沒有任何指導或推薦建議。
