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Braze Revenue Grows by 23.8% Year-Over-Year

Braze, Inc. has recently released its 10-Q report, providing an insight into its financial performance and operations. Braze operates a customer engagement platform that facilitates interactions between consumers and brands globally. The company offers various software development kits, REST APIs, partner data integrations, data transformation, and cloud data ingestion services. Additionally, Braze provides classification, segmentation, and predictive suite products, along with Canvas orchestration tools, campaigns, and personalization and action products. Braze, Inc. was incorporated in 2011 and is headquartered in New York, New York.

In the Management’s Discussion and Analysis of Financial Condition and Results of Operations, Braze reported generating revenue of $180.1 million and $145.5 million in the three months ended July 31, 2025, and 2024, respectively, representing year-over-year growth of 23.8%. For the six months ended July 31, 2025, the company reported revenue of $342.2 million, compared to $281.0 million in the same period in 2024. Braze also disclosed net losses of $27.8 million and $23.1 million in the three months ended July 31, 2025 and 2024, and $63.4 million and $58.9 million in the six months ended July 31, 2025 and 2024, respectively. The company reported net cash provided by operating activities of $31.1 million in the six months ended July 31, 2025, and $31.0 million in the six months ended July 31, 2024. Furthermore, Braze reported Non-GAAP free cash flow of $26.4 million and $18.7 million in the six months ended July 31, 2025 and 2024, respectively.

Braze highlighted its focus on acquiring new customers, expanding within its existing customer base, expanding geographically, and sustaining innovation and technology leadership as factors affecting its performance. As of July 31, 2025, the company had 2,422 customers across various industries. Braze aims to continue growing its customer base and expanding sales within existing customers by adding new channels and increasing messaging volume. The company also emphasized its efforts to increase market penetration in regions such as Europe and Asia-Pacific and to sustain innovation through research and development, including the development of artificial intelligence capabilities and expansion of channel offerings.

The report also addressed the potential impact of unfavorable macroeconomic conditions, tax legislation changes, and global economic uncertainty on Braze's business and operations. The company expressed its commitment to evaluating the impact of legislative changes and additional guidance as tax legislation continues to evolve globally.

As a result of these announcements, the company's shares have moved 2.48% on the market, and are now trading at a price of $27.66. For the full picture, make sure to review Braze's 10-Q report.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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