Braze (BRZE) 8 Jun 232024 Q1 Earnings call transcript

Welcome to the Braze First Quarter Fiscal Year 2024 Earnings Conference Call. My name is Anne and I will be your operator for today's call. At this time, all participants are in a listen-only mode. After the speaker's presentation, we will conduct a question-and-answer session.

I will now turn the call over to Christopher Ferris, Head of Braze Investor Relations.

operator. you, Thank thank Braze's and joining today us Good for you the review results XXXX. fiscal to afternoon for first quarter by Chief and our Isabelle our Bill joined Winkles. and Officer, Chief Executive Magnusson; Financial I'm Officer, Co-Founder

to announced more after market issued supplemental information the Relations and closed press website our related to the section refer a our of results today's Please at We a Investor release earnings in announcement. today. investors.braze.com presentation for

business These will second harbor year XX, During of forward-looking XXXX, statements Private make statements regarding the that this quarter cash our statements therefrom, laws safe features, ended of are the feature and consolidation to, our to goals, on our the planned the Securities we July ended January product provisions and are include securities fiscal federal call, XXXX. not XX, benefits limited operating and Act under related to the including our Litigation behaviors and and financial income, targets Reform positive trends, in and trends duration and for the positive may us our anticipated our financial impact period outlook and free XXXX vendor but of AI long-term impact Braze including customers current anticipated customer potential which non-GAAP and and we our their our including generate macroeconomic flow. development the for

uncertainties and forward-looking actual obligation that no of These statements reflect any We as cause are only from a update such subject views today. could to to and to risks our differ of results variety materially statements. expectations assume

website. refer press the our risks on our material filings, release risks Investor both of actual and identified of results, discussion could a our today's section For affect Relations uncertainties the SEC available and in the to please that

fiscal the remind results. reconciliations further by and first measures the the website. measures that calculated company's our today's investors to GAAP understanding under I'd to of should prepared aid in section comparable non-GAAP in non-GAAP Please Investor to impact of financial release included to also to management directly as to these in accordance non-GAAP superior of performance will financial operations include with addition refer used GAAP. have U.S. certain the U.S. like Relations not our measures in financial the call earnings measures performance on quarter the a our evaluate our XXXX measures you to for with considered The financial be ongoing substitute financial items in accordance provided or financial most the

to And turn like call now to the over I'd Bill.

Thank you, Chris, and good afternoon, everyone

pleased very again platform, year, got efficiency off in first the power in generating year, XX% million the with challenging engagement prior even to start while driving We're our the customer to business. of macroeconomic performance, background. against which up $XXX.X versus the revenue, great Braze the the We quarter a demonstrated operating

gross quarter Non-GAAP points year-over-year points year. we the of basis basis improving non-GAAP over last with to compared XXX leverage margins and operating demonstrated strong margins first by increased XXX

part by in fourth generated flow solid driven of record $XX.X bookings. cash We quarter also million, free

outlined As we achieving to maintaining our top-line near continue plan XXXX, discipline March. long-term progress cost the in strong to and believe on way are through quarter we profitability driving fiscal well our we growth and goals fourth call while on

engagement customer win continuing count both cross-channel best-in-class with total first customer total that to platform. we increased In Braze ROI our of high the recognize quarter, to can Point XX engagement sequentially platform. achieved the enabled Marketing continue the Clouds and against by legacy X,XXX be to Solutions Brands through by personalized customer a our

and included others. Technologies, Sonos, upsells Recent Swimply, new many Sweetgreen, business among Procore and wins

growth during and We and classes, verticals e-commerce media strong both with period. and entertainment geographies customer multiple the retail year-over-year across realize continue to showing strong growth particularly

modern again quarter from our vendor engagement like ambition this ecosystem as and sophistication benefited with continue trend consolidate customer enterprises technology with we Braze this believe omnichannel and will consolidation solutions Braze.

trend We capitalize replacement AI-driven that will in as our on accelerate processing consolidation further breadth from and flexibility, both area the and Braze's cycle customer data innovation, new real-time well customers of believe benefits this look to vendor advancements the of engagement, messaging legacy an stream tremendously as footprint architecture. which as

core presented through to roadmap. coming since relentlessly quarter mentioned then of adoption is wide-scale technology use leading mobile fourth And a that a of Braze ago. existing sophisticated company edge at and our in opportunity the DNA the by on of perceives call, opportunity is the I our seize our decade the worked we've innovation of more technology. than at As that earnings the

Braze's had years making using machine data more use code. product, we engineers importantly, AI end and and scientists, engineer machine with journeys, ability into build on of data engaging dedicated to learning as software that generating focused optimizing databases customer secure using and goal teams to content marketers a Even writing by and to effective and their strategies. are For the AI believe enhancing our more of being learning more users as fundamental generative relevant targeting the

extensible new allow artificial quickly deliver our As to limited customers. emerge, technologies in to and including not intelligence, us our R&D but highly innovation forward-looking foundations posture breakthroughs to

first-party recently. in with record also only You but activating of our generative stream including history real-time AI, can processing, through AI see data not this long track more

a December. a early and Braze images to experience, for generation over Dolly launching GPT AI a email year the we message integration line debuted subject into were composition dashboard for ago generative last integrate integration with

of content message or to mistakes, sending copyrighting content. marketers on More sending avoid recently, we insensitive text helping built culturally accidental the a messages top GPTX, checking tool, of launched

for a generating that have to We're been even SQL message adversarial may generate cases, to using AB and also use successfully testing composition array for even new including our automatic suggesting assistant during inspire and believe wide simulator capabilities strategies. Customers content message predict segmentation reporting AI and launched. copy message new of and image before winning advanced campaign populations generate a be copyrighting testing we to improvements variants automatically an for both able engagement months generation is and

creation content dashboard to in quickly, bring of powerful customers while features more new proprietary, our also of Braze environment. native burden the serving use experimentation as to expanding also visual the an news while their cases encourages into Canvas, Lowering usage no-code development

our further our enhanced burden We deliver further test with to and believe this the we agility driven combines experiment machine reduce ROI optimization compounding new to learning ideas, customers. other capabilities,

into expect volumes time. from one over productivity generative stickiness our this for AI-driven see populations, charged teams know believe small company that even customer marketers a and a to we still channels. as never further accomplish that person the We translate of more Braze can for more lot into even higher message has will with and enhancements base or expansion usage Braze driving adoption and user individual promote new We our cement seats,

Braze remains customer market, a the on-ramp into broadly of early of a our engagement. that who sophisticated accessible modern the about practice lot to presented adopting we part Internally, even journey in smoothing to ensuring those of ever-growing talk differentiation are as the Braze's key capabilities by their

our five a technology community. acceleration tackling this translates that seen last of the deeper years, which into an trends and the challenge, also customer of importance two for Over we've moat highlight Braze's

and of journey, directly customer of the engagement imperative the second is in rising tightly the increased product the often available it coordinating data engagement delivery the product And collecting first-party with real-time is of experience. ROI inside First including making systems. to messaging

and brand product these professional understanding design a include more trends of that quickly find engagement generating traditional of analysis, deeper their advancing mean customer and skill data Both their the in themselves higher will basic career. for marketing expands their who set ROI to coding

customer generative for we broadly on-ramp AI Braze. the that further help will use new while marketers make our efforts the pairing capabilities into with education integration AI that our and the familiar of environment investments designed those personalization encouraging Braze are Braze's more more are targeting our community experimentation platform by and transition already of smoothing advanced the of customers, with this our and Canvas compound these for believe to into and

journey the continuation a which of central directly a product into be immense strategy, of who data the the place principle it's brand that and but of to Canvas with enhanced also with of to and it and why value All this you not our power hands view promise. It's of customer can and we only created why usability and tools. flexibility we built collaboration those when continue closest is is programmability are power additional

robust AI Canvas. whole our of Preceding collection of isn't has And course, advanced Intelligence learning both techniques, personalized methods, into including varying a and capability been decision-making machine a automated and integrated suite Predictive using generative these Suite, statistical features the story. the

standard others continuing release blended offering, features directly through we these of over as already Some that monetized part AI our premium are as while provided features of approach anticipate add-ons, more we time. are a

SAC, and our examples integrated which Underlying these capabilities competitors differentiation ways. of All execution area Braze Braze. believe them we and flow three deeply represent from in Braze's are distinguishes differentiated key early enduring is of architecture be into of an will for what our data

real-time comprehensive data Braze messages, data ecosystems, over with into their across messaging warehouses. flows data and X our points integrations Customer stream of sent and capabilities. First processed trillion and data products fiscal our Braze year, flow is our all over inclusive into trillion direct Last XX processor. customer's data their

to and take represents are end value vendor ongoing component of user of integrated this across and many outputs action also inputs decisions array and with Braze the key channels. are us both flexible our and product interfaces, AI We into more the a a enables consolidation. its from touchpoints The success is comprehensive with direct which added wide consumer

execution. is Next real-time

content in employs Our to AI statistical act be inject is outputs in a machine learning better on that user custom faster. able basis. we're enable decision-making Canvas experimenting ability into Braze to real-time to decisions automated generated Braze and with that make generative AI will transformers to per able methods of automated product data and within on and already means newly and ingest message multiple real-time recommendation for the

much experimentation AI/ML methods. like Building continue decision-making market increasing as even number our engagement. just exciting subsequent journey, manual and to on into decision incredibly strengthening experimentation, new as we're throughout flexibility to potential enabling as XX-year anniversary automated focus we'll an and techniques statistical innovative in be customer points It's AI feels the as against strategies And both on programmability. Braze summer, techniques Canvas's as team and our a of existing it this we with leading for started. and an user getting again tested a enhancement our still is time to Third AI-driven approach be injecting

X, the Braze of reseller acquisition Zealand. technology to Before in I June turn we Isabelle, and it note our of to I'd exclusive that Australia Star, like New over closed on North

expanding to forward forward on to brought the our New We have and the in you months updating that in market. fully look dynamic thrilled house look coming team in We progress years. are markets Australia in their and and Zealand to

our our we plan, our our in AI engagement disciplined a years. investments profitability. are industry products backs to addition macro path standard growth ability confident at Braze challenges, Despite execute in customer become the strong generative to and Further, in coming while customer on engagement to we the wins the believe on to including remaining in secular positions the for

now, over the to And will I turn call Isabelle.

Bill, you, for everyone, you, thank joining Thank today. us and

to reported by a new expansion, we contract combination business. $XXX.X a with quarter year-over-year customer revenue XX% and mentioned, Bill driven existing million. was strong This of renewals up As first

The of remains of as configuration onboarding the revenue. a other subscription services. primary our fees total Our contributing XX% well of first X% combination quarter professional recurring one-time revenue our top-line, and as remaining component represents

count quarter. customers XX of the increased from from up XXX up period customer as April prior X,XXX to Total same XX% last year-over-year year the and XX,

ARR large a as quarter, our of to Our XX% April of same number year. XX. we last at the XX% as XX% annually, that our quarter customers, to total contributed X% of year-over-year this large increase total January contribution as to compared from and reflects of total $XXX,XXX XX, as to a those last customers Compared XXX XX% contributed ARR grew spending XXX define which least of

total while dollar-based broadly across was the customers, prior XXX%. for revenue quarter. Revenue dollar-based was quarter, the in was with all net contributed XX% across Expansion customers large U.S. outside first retention and geographic Measured net our XXX%, retention in the of regions. industries line distributed

approximately sequentially. obligation sequentially. total and was In The X% up $XXX XX% million, the X% XX% first customer renewals driven upsells of performance our length contract year-over-year $XXX remaining increases quarter, at up and years. were and Current by million, year-over-year contracts. remains RPO up two and signing Overall the contract year-over-year dollar-weighted up new was

basis million, $XX million to of was margin profit $XX.X gross margin and of a XX.X%. ongoing the economies efficiencies in continued improvement The the was personnel non-GAAP of and in gross point in non-GAAP costs XXX gross year. Non-GAAP technology compares of representing last expenses. related our by This first quarter non-GAAP quarter core of XX.X% gross driven year-over-year to profit margin scale a

marketing was and million XX% XX% $XX.X revenue compared sales expense year quarter. prior to $XX.X revenue the of or million Non-GAAP of or in

year-over-year growth efficiency global reflects reflects support and go-to-market investments investment increase deployment in to resource the costs our our our dollar to improved ongoing the our While organization. expansion, disciplined approach across headcount

and well revenue to dollar develop was to or to the primarily increase existing to was the support XX% features quarter. expense headcount in R&D by or prior products million Non-GAAP $XX.X of compared of expansion offerings growth. $XX.X new XX% as The of million increased our as costs drive driven year revenue

$XX.X $XX was in our the quarter. The headcount of was XX% growth, overall year or subscription G&A and to in company compared support or by investments and licenses. of revenue dollar increase increases Non-GAAP software expense revenue including XX% prior million to million driven costs

was Braze share the or shareholders of to per loss to in million $XX operating prior Non-GAAP compared loss the quarter of million loss year operating to $XX.X loss in the $XX of $X.XX million quarter. quarter. in million a net was a attributable per share prior or loss Non-GAAP a non-GAAP year of $X.XX $XX.X a loss compared

and with prior management. marketable sheet Now spend by improved cash, driven improved provided $XXX.X turning compared the quarter was $XX.X balance cash to during equivalents, operations operating the flow cash the the Cash quarter, ended restricted cash to statement. securities. million $XX.X million in in efficiencies, million and quarter including We by year

expect first quarters delivered that that impact operating into we the we in quarter consideration, note positive the we generated which two vendor the of period of we While flow, Taking the was consecutive ago $XX.X positive cash customer reflecting from and operating efficiency. to flow costs, timing we compared cash given to to reiterate cash million flow million of our cash continued fluctuate improvements payments, generated this of in year in capitalized free quarter. quarter $XX.X

like application make a internal turn Braze's forecast, brief I to capabilities to the and Before and AI I'd efficiency. productivity to few of comments ML regarding

designed capabilities and streamline shorten throughout cases, use the ramp and is AI improved rapidly product organization Beyond via Braze projects times, experimenting with productivity ML to processes.

APIs using both models which to documentation across support, Projects and exciting by and decrease customer GPTX public serve our are large needs our post-sales to consulting and in OpenAI's as will base. and sales, project automating co-pilots flight knowledge discovery we focused language an increase via and custom improving facing productivity solution on believe research comprehensive internal teams, enablement including

accounting intelligent functions, in as G&A automation we learning is audit. Across human to significant machine there use with a areas believe opportunity such resources, and forecasting, internal operations

and implement operational drive continue explore decision-making automation to will capabilities AI/ML We and to efficiencies. complement and

forecast. to our turning now And

a to high in solutions engagement interest remained customer quality strong. strong off in start and We are fiscal XXXX

challenging macroeconomic our and However, macro to environment current remains as continues assume fiscal such, environment guidance XXXX. through the the persist broader

call maintain QX year. during We a to believe made operating to QX negative are in reiterate non-GAAP we discipline intend our that cost margin well this and of of comments X% positioned than better we achieve earnings

which represents the of X. million revenue of a to a acquisition million, million $XXX Star closed rate XX% to of For the midpoint. expect growth contribution we be which June range includes in at $XXX second North from approximately the quarter, on our $X year-over-year This

be million operating $XX non-GAAP range to is the For the second $XX to in quarter, loss million. expected of

to loss $X.XX share loss per range to outstanding shares period. the second And $X.XX million approximately the net share, on quarter be $XX of $XX net average to is during non-GAAP based million in non-GAAP million. XX.X expected per quarter Second weighted basic

midpoint. XX% expect we $XXX.X at a in approximately For million the full of to the the range to fiscal which of XXXX, be year-over-year revenue rate $XXX.X year growth million, total represents

a North updated less million full-year a acquisition to year fiscal 'XX revenue Star. X% As and to expect Star reminder, North we from add contribution our guidance includes than our $X

expected net non-GAAP range for in a range expected be operating is to to the XXXX loss share loss to non-GAAP per XXXX on expected million be $XX Non-GAAP is in the of million be share $XX full approximately $XX of Fiscal year Fiscal same $X.XX is $XX million. share the XX.X $X.XX average loss net million. period million to shares. year based basic to per weighted to count year of

quarterly income by line operating will Braze year XX, fiscal quarterly top growing operating improving and flow ended that We margins income expect January positive we XXXX. to free end commitment unchanged. positive and non-GAAP the achieve Our free of cash while reiterate flow the remains cash

We're are effectively managing our costs excited very targets. We long-term focused customer scale business on about to at and Braze's achieve delivering our growing engagement while future. financial best-in-class

And with the questions. Q&A. that, we'll Operator, now for open the call please begin

Barclays. Our first MacWilliams comes Instructions] your [Operator Ryan question Please from your ask audio question. and unmute from

streaming how And generative Thanks the on of in generative any for impact interactions how could processing more you. Bill, AI campaigns. on question. do you think AI signs the number platform. important your real-time marketing taking Thank early

that just more generally toward the to and for allows And Yes, more it's because I'm of the pushing take that advantage this to Canvas. last capabilities and production it more excited we absolutely. and burden spoke the areas customer direction of content bear creative in the people through that modern lowers quarter the people of I bring and about differentiated And way most about one engagement. it's

campaigns. try suggestions, them production textual They're generative adoption them, in features seeing them. moving So using that these had directly out, image-based they're customers and content into for tried products, an We're when while. we've been they really excited a we've to more early see the AI product the discover of more

from a us content capability individual including are tool, sharing GPTX faster them their the gave copyrighting team. our promising it checking that to because marketer feedback We actually on that that would a driven having without confidence an provides robust also it with move provide

And wager know customer think going that many them our hood these some a with our pre-existing respect through learning for and of customers widely base, to there's including under that's the on using machine are AI/ML I'd used across of that a Canvas. I thing. And don't great our features, them

job fade on and things standard product We going that to have call where to we're to stay it's techniques as customers relevant And AI into we're new until most AI they hold the testing, high our field making sure that the them. only to going background. do, deploying a innovation focused by conceptualize rigorously we our

to ability quickly you having in take need brand this to they're questions. that We're leverage that to about need a respect action dig and context the through outputs, to them you you But lives needs the into a competition, the I some data new of journey with Braze excited also look be if point either broad flexible data, behavior, a cause I've and spectrum I the product as order the it inputs additional evolving effects direction. when are you you think, the and about is their from think you they insights people to really look generated of around at or a second when that that picture own with have ask going to I made users decision-making attributes, full can have their at when the those to really as think capabilities, point set your automated it move what historical fully both having of about of and takes inclusive the

them to new a toward action. want You nudge taking high-value

drifting to away. avoid to churn try a outcome want bad them like You or

the next then You their need some journey capitalize understand feature them and want on their be to discover that's improve those to of matter and to process or going user stage moments right you action. stickiness. And to that them move to new the are them have taking able that immediately

data suffer destroying whether who all picture or and destroying today. real-time not at you to at you when And from their channel at matter architectures has the limit there a deliver that's which moments I competitor experiences. look and inhibit channel that data cross cases it's And batch by that point look legacy even look think the the their solution simply we channel ability marketing clouds architectures use or know oriented a

you creating solutions. clouds remaining continuing who reality are that is legacy either advantage We integrated even costs siloed And need marketing on companies journey whole new just take has been that's point in of an order comprehensively executing the real-time to and at to to the opportunity where full the what time. use higher to Braze or believe that AI and for to user in offer, be scale has

The adoption to on features is adoption newest see. We're and to And AI just The toward we're moving external excited repeat that us. market build. so, up really excited and continue is generative we're really community momentum really to of seeing the picking see this.

agree, I out RPO new think for quarter? that signs have the seen I push time. or for And the improvement or any Yes, into of stabilization solid product XQ over this to Were of Isabelle, velocity definitely there you since bookings, And end deals have any those XQ? the quarter. of performance benefits shown in

thanks for the Yes, question.

overall deal elevated deal changed. we're look, in those elongated really of terms has and of macro think So seeing cycles, And scrutiny I the is persisting. what the evolution not it

started last about we this so, talking And quarter,

that QX, from continue QX, into we so to QX -- and QX. pushed see were pushed pushing QX are deals that there and from deals that deals there We from QX into into are are evolve that

philosophy I persist. I So that guidance But so embedded be into our scenario that, taken is clear that consideration. is of some to and think seeing we're want that in do

your And second then, sorry, question?

new improvement or in on bookings? to have seen any you the Just say, stabilization quarter,

Yes.

was the to we've enhance investments view, productivity of to It the a continue seeing of So to force. sales but our we're and of made are risk-adjusted we improve of approach overall that some this. sort continuing benefits

having are say be, And we're where that so quite and progress more productive that happy the trajectory we certainly are the in that want on. we we we've we're definitely certainly numbers. made wouldn't seeing those about but to conversations stabilization back I in

Appreciate. Thank you.

our Goldman question And comes next Gabriela from Sachs. Borges,

versus you, Good the afternoon, you are AI ask and in customers to In hearing of areas is to budget way thank spending for telling other the about software actually their intentions marketing, wanted potentially software, what medium of what you are the customer over on of and impact other and and terms generative to it taking it's budget. people I on budgets the marketing leading going technology, words, marketing Bill, their this customers term? longer-term implications thinking up

Yes.

So the total cost I marketer think to the of about always the software the needs engagement goals. more the Braze, do you things of customer marketers that are investment ownership we've actually in make canceling obviously like time. smaller cases, more that keyboard into team, a or that at look is over achieving And in and make of to some Braze productive as tried one brand individual complementary when to

data maybe or getting maybe And down they're not or the putting the analysis month running they're we where people that refresh a a it's cycle today. more approach than more before teams they're that basic six blast maybe we and can rather week content in to running marketing do agile can that, to email batch they the from more rigorous see strategy or three things, that whether on a move

power framework hard-coded content, is turning to message turn so that a delivery, of able instead be where trying more them they often something as user a with which having is just that the experimentation, it you know more lot into as sort experiments. just agile it they experiments. into more human teams brand of But more bringing from are, or in more you lot We product adopt with and would -- case those benefit moments those out the experimental would they're strategies, definitely because be leave you these takes transactional journey some a are into of of this a to agile methodology growth

of the the we're individual so excited really And to making impact productive. marketer more see

practitioners think economy number -- still and very engagement is in I compared it to that more I the of potential that right brands customer my more low will the the now think have. and mind,

for and to we're the more software together them. for function make up-leveling see Braze ROI teams them even productive, that I think going continue to which those improves like bringing

And skill there spoke I the really a happening higher think that pressure have view I a about order it. perspective, some comprehensive just be being of to there able toward of set more speed more exciting are from second effects data, some things to also getting of

accessible think effects transformer, see that by approaches definitely technical in also logic right of when in that on the or second data ChatGPT, looking at other scripting now some look have all all or working logic And becoming personalization, concepts force, tools I that or changes you're scale features templates they're other code are to order not and marketers. we're the comfortable more adoption slightly catalyze to the people of at we of low we that wide basic SQL the where enables and with HTML liquid going are see going like labor that automation. you these

going co-generating comfortable first be to going really it's systems ideas. it's other ChatGPT to co-pilots are to that can people sorts what able these real-time it's working also, other be generate But advanced going and to It increases party ROI help more going to they of And with data. -- is, in second, first more think, data teach to I them. do use and

or deployments, Point encourage Solutions. on-prem way people take data legacy it's should moving legacy to and capability investments moving of of enter Braze from move the which more Marketing maybe advantage elastic off whether off compute warehouses, for to of the of legacy kind that Both ancillary also cloud environment, to into catalysts while creating more pave the of Clouds

comes all skill the and improving spend the by set end and this the should ROI community So around productivity, the of see enhancing think the both I just the see continue size of we really customer by grow. the together software we and the of day -- engagement investment at to

makes it roadmap the nicely sense question. and little bit into of that a Yes, ties longer-term

point around dynamic the mentioned of products. You consolidation

longer term expanding How bit perhaps outside adjacencies other You applications? talked you and front are Braze competition. about of little a marketing into about office thinking

Yes.

Braze's when as advantage. more places is time, and this in I models look at of parallels about enduring -- look underlying forward our the supportive or take at the of personas expand it the to where same into I So workloads over AI going it to and drive enterprise new that's on spoke the foundation differentiation continuing structure us, kind

event-driven When kind you you down next stream our one break runtime data vertically and them of have then through of The the that real-time kind parts, these into Canvas. one Braze is execution integrated engine. a and And comprehensive three real-time experimentation of flow. gives programmability is processor

that customers actually time. ability compute optimize enterprise data saw productivity we recently, that the which real-time see really And Braze these when the and big other as enabling future user, by for workloads more experiment release, you through engine define to just environment, to this really workflows. Braze cases. over first And extrapolate of was this more you had the more I on as into think forward, of with sorts not them you in in bringing that use and be people And business a generated flow data vision provides just provides it that focused used kind being lives just the party well Canvas but of for

of And and so disparate and the at technical teams, create silos science a the foundations into exactly bring and planning a Canvas. ability the continuing more that, I'm home produce we personas these and future into through Braze addition we've bringing when think expand that world, but that marketing not collaboration set into here, of have in them the to ultimately products have and going they kind going engineering them amongst data success on which early really to already the and break extrapolate I data we environment a perspective bringing that look into to as more for we're to down in the within had, them I proven the exist encouraged value from markets workloads into bring

product the all in data governance that more of it's data in over with engine and all that our processor in data the insights scale. we the just those more potential and move whether their those is analyzed, creates more their place. stream way see personas maybe us and those, promise, as that gravity ML it coming is by I defined more turning are comfortable organization so in because we of -- and of and time, optimize, their through And that to their tremendous brand one investments moving get the a of People moments or capture the are they journey, think Canvas -- be There coming center continue flow optionality future. for executed to gets by data new AI the workloads ultimately their ways the and

good. for detail. the Sounds Thanks

Absolutely.

next our UBS. question McGinnis, And Taylor from comes

touch my for strength. XQ wanted question. much to I Yes, so thanks hi, taking on guidance revenue the

a point quarter-over-quarter growth we is that XQ So the first days saw like in end XQ for less as sequential and what a of at growth normalize the well it the if organic only below XQ. high looks two guide, quarter as North in we the XQ Star,

to potential guide seen. that apply decelerating we've reversal the the of sequential So seems growth some

what you as driving on you in the the quarter So well saw environment the in as just today in can seeing outlook? you're comfort that's you giving demand touch or what

the for Yes, question. thanks

guide XQ reversion. a that So $X North a that bit does it very imply the seasonal. little so million, excluding excluding Star, But sequential of is

it's days. fewer it's three QX, actually So days, not fewer two remember,

we to not will in adjustment But of going material versus business risk and But QX you're there. seeing is business And apply re-acceleration, so of we're continuing definitely seasonal QX some same so reverse QX philosophical seeing the when -- in forward. seasonal. difference the XX, -- between course, the XX are, necessarily that we we that get full a quarter the part then there days is --

answering Awesome. Thanks my so question. for much

question Berg, Next will Wells be from Michael Fargo.

Hi, off congrats on question quarter, can better, currently taking thanks term. help on near consolidation Gabriela's Maybe the driving to my and piggyback competition. and you question. us I want what's understand that the in of for

it your that have coming -- seems resolution about I are soon as plus replace may and going guys like capabilities, CDP, features that out think think ingestion I you your to data just an cloud you're announced example.

could through you Thank help maybe walk dynamic. us that you. So

I work mean, together. think all I Yes, things these

referred as of channel to kind So I've the see of also you which expansion decision-making. our the options first, outputs to from continue

the can recent in and the added to and we've surveys and through -- we of our of continued integrations, in march of increase Braze. forms, that WhatsApp to kind ahead number include messages manage points touch other And we flexibility just capture so quarters, to continue integration expand as as continued network more to audience robust our customers points sorts of the

consolidate sure that was what get a people that to and in. is I perspective, into keeping data the time quickly the lessened. into data -- accomplish You'll point trying that when look that solutions think of Then, from operational Braze make burden can the flowing see to platform data to really you we're over continue

going augmentation entire in. continue the with just ETL with that vendors have. integrations are on making coming the with definitely to are Reverse warehouses, data top into picture CDPm of inputs partnered and are direct is sure customers to our But data stay all we our products than because so, the And the those more

of data from development them deploys have then they transformation team also Braze, inside at governance team the -- a but the We're it so ongoing them we're taking their making data -- that that don't will, up if -- marketer so integration the a you data Braze can doing set help perspective data for those of operational the can teams their actually and they go of ingestion they or responsibility include burden engineering point babysitting don't have them more to forever. that is pipelines, more a we're when and data operational and pipelines,

and place between capability, organizational that the and in over a and that's efficient. relationship the cases way actually into but those working think it's engineering because creates more actually improves desire that ROI it's operationally time. marketers doing streamlined to not that a data so between more Braze and the teams move more use It just We delivering, through

like the webhooks to and kind data be be able Canvas of be base, into the as workloads in like leveraging Braze deliver this I inside able of do to in cases and move to mentioned things exist of And already more to the Canvas, people we on, our logic the see what and executing future a future around we of it. forward-looking terms purpose products our in that see general flexibility that Canvas customer personas lot then, question to and be through within and can of place use transformations aspects continue you flexible course, computation response experience to more Gabriela's of to other of do the product

And to think so continue more kind about in you extensibility when time. the of use there, you pull over cases

on-ramp over smooth across into the so And set kind across data have just just people, within we their how perspective time libs we're kind of inside great really board, something do It's the on Braze. the them everyone do got sure that getting entire how thinking gives of collaborating, value have make that of about and of not a it. marketing get we organizations of out of a can ecosystem, that it's tool that really home Braze,

new use for make bring cases you then easy them it to And in.

whether workloads through our you be flexibility channels. consolidation. value You experiment messages to continue and deliver Canvas to to in the have product out delivery together all those and push more combined let or of flexibility just give those and more are able the or more different of the massive what vendor outputs, them And drive of moving to

you much. very Thank Helpful.

Derrick from Next Wood question Cowen. comes TD with

guys but relative about my Bill, taking enterprise, of down seeing question. quarter market. acute for strength Thanks in kind Great. more you headwinds talked last the

net you commercial quarter and just generation. maybe on what you drove talk Can you that had customer and comment new saw just flag enterprise across a what strength sequential about This anything stronger you'd cohorts? versus

Yes.

a enterprise of drives be of work with generally in cycles budget the heavy that SaaS, a specific because think, people lot are quarter some aware I way enterprises, QX as So QX the behavior. and just pretty these definitely tends to

As to we -- think see that the broadly the same pressures continuing Isabelle as into in got QX, we're I a macro. of mentioned, lot

commercial you business little a so bit net adds. customer obviously, as And see in the new more in, coming

macro separating -- I and the strength lot I those such and making improve that over great Braze a is of from continue across work that to and things where But time bearing done differentiation to been strokes similarly. we I think mean, world, characterize rising the difficult a during echoing of against our execution, said categories we're customer as really would between all sure be relative a this just of in I see work this that, still to for the like it's opportunity occasion lot well fruit that Braze we've tactics, though, all competition. in competitor, to us think, has executing away people broad what -- the the earlier, again do Isabelle this very

has I out velocity improve. we're in meaningful to this excited really really know always when terms the separation we're lid such that everybody's the period about it's hard in to on tight things create results, of start see continuing opportunity a in see of momentum, macro such way mindshare, blow that a really the to excited to but market and R&D terms represents,

happen. think we're have I seeing we we it. everything quarters, speculate excited but We're last exactly we're to controlling environment still as pretty couple of job going it. We're and that's I'm the a on for to not going when great similar a about can doing of

Got know keeping strong mind income? goalposts it. you. cash I think cash flow how for there for you free Isabelle, any tends versus as should be Very the but about volatility year one you're commented, in we free to for the operating guiding quarter. in flow quarter-to-quarter,

Yes.

in quarters to volatile free cash that going of So continue mean, couple over flow and quarter come the last to be the to made that point out. going quarter I've is I I'm back to

next advise in by quarter operating that of the positive trailing. positive well we four reiterate year, flow the the quarter a of next in end cash of being year both folks it still fourth on income longer-term quarter free by So quarter more guide hit I'll next fourth as year. of the as

be at look I don't trajectory. that, it'll look So linear. that for think

that And definitely there, would so why and part guidance I some which specific of reason is we flows expect on the don't metric. ebbs provide

done. it. Got you. Well Thank

Brent Sandler. Piper with is question Bracelin from Next

drivers omnichannel? improvement. those walk the to of media it to the of quarter, is kind party data, strength to as entertainment saw cycles I go Is bit back in Sales Just environment. challenging. ability us to a do But there macro Good Totally environments, the something you flag resonating into click better. maybe macro-demand is of retail that's still specific a verticals wanted challenging. double around challenge you did that the hoping I in first Afternoon. area remain one you environment was Thanks. Braze's and through understand but could those

Yes.

think it's I both of things. those

I and business, to also continue and -- to leverage be increased great to the years the those get examples the able Braze landmark to think ability that and we accounts around have know-how categories over be reference customer in has within tremendous shown to categories. expand those able

in also retail we've integration e-com to the order and -- our specific improve lot also e-com features. We've do product out in particular, like Shopify done to a side with build things and on continue

year. You product saw catalog last the launched launch

and the along that that time enhance having kind storage of we're excited data of sitting catalog about capabilities alongside Canvas. the the to continue entire capabilities right We of the future data product over sitting -- really storage of

as spread might results. you'll given that a to our or cracking and to seen so on think it's I things our robust can competition continuing vertical good categories predictability over Braze very that to in any we a the given we're future, continue that like into diversified. sorts our diversified well. see as have always been even We've prior that other where bets growth for sure to time effects I from ability or year. always hit we macro of and see think particular make another. that, durability And momentum a we've build other we're so And out perspective There's the to continue different vertical within And new categories. places

perspective, are seeing investment exciting really some would that or think not However, in from first-party I data we're of about continued I terms momentum however, brands thinking a and data. how and first-party say,

first-party talking incomplete, that, to running of performance frantically marketing strategies up or their datasets defensive and become recently on as first-party the same about either has et they loss, like which about they of I are most conversation use, trying say, data third-party needing invalid, would data avoidance data in kind largely, of is to keep in the been illegal sets, So build world everyone focused is as cetera, the first-party can our so invest to before.

and action data stage job And the stage can of them. on describe realizing you Braze understand once engagement, understanding that do then is first-party them, customers can a first-party next in that The with you are that to really has that which and most when is your take at, them. relationships customer you describing pair

exists on And as the something put and really either positive so at and that of something a can kind point go your that direction. choose and from you customer in your hands a move influence relationships optimize brand and

within flexibility important when of to services relationship, customer the next an of products the on as at is to that their excited their the to gives customers because that them you're more and to of expand have relationships that them. one to asset first-party can stage and breadth really you look We're start top that brand then business delivering start model, ability see

with you. relationship and of the lifetime extend the the can customer You

all by Of that's engagement. course, helped customer

whole that start the seeing collect success moving into And that they up across and take all more we in as they it. feed start then you're this early toward prospect it us. it people spectrum have data, points the those and on one to they base, once something customer see first-party in wake business I that's it's our both broadly more direction an relationships but days. start for all Then think so, And transition it's future to evolution action start and innovative can to strategy. they realize, to

to good. Thank Sounds see It's the execution. you. soft great

you. Thank

James. from Peterson our And comes Brian question next with Raymond

question. the taking for thanks Hi,

Just one from me.

this something other characterize quarter, So Bill, I as reflecting is with that as questions. know year vendor benefit consolidation that's wanted that of the norm? you continuation would point. of the to you But, a mentioned more a this that or it's come really on double-click I up

How that our do this Thanks, metric we think about the balance year. of -- cross-sell versus guys. upsell in

Yes.

of inflection, because is it really I conflating an before some a So we bit there. where hard mentioned to out are macro historical it's I are there as with other that are data -- the to think compare seeing obviously, factors

But using budgets to spend. of really a where but seen more there's really there enterprise maybe what's buying with from on you've or only point it bought of been solution on the and suite lot you all a think rationalize moving has scrutiny stack through they people that before, the going thing if for and now, and single a lot someone right starting either software a categories were a

set you marketing comprehensive cases. shoulders look I in out of of And Braze perspective able a when that terms to all broadly, cross-channel above on really competitive the different head more of think being really execute being really the and use rest across and that's communication stands the there all that from software these

out just that the targeting, of for put are feature when our in utilize the the about recently, the it. layer channel channel that has for within like immediately for means that across abstraction for any brand spoken past of new WhatsApp strong have box. the channel exist able advanced orchestration, consistency all to marketers right add launched capabilities we of a channels, with that where, new personalization, because that importance a Braze's we given a I've set the Braze vertical stack of we And over design lot such you

was very with which of all set because from new to as designed single a even quickly Similarly, channel-focused as we've not just And so these familiarity I have perspective is from Braze been integrated a competitive actually channels. perspective, feature the add software them, channels but of together, is we were are different experience. this mentioned feature how consistent the heterogeneous kind which within from across clouds all before, very expansion where through inorganic have little user differently, assembled you a sets legacy work bit Braze marketing the mostly

I I can Braze. it I start say messages that run website. on deliver yes, send inbox. to to to surveys. know my WhatsApp. send I to marketers how are my can expand so, know can can And push like, able send I oh, also also how can add in-app SMS. I confidently notifications in within Braze. to I

they to pull confident cases all Braze, those done lot and a that feel run the five There's both customers use or in that we've for expansion just smooth together that prior four and on-ramp vendors and ramp through new come as can with customer and ecosystem then of Braze the one having of Braze, rest well the as started around cases. systematically channels someone use maybe their in be or their engagement center of that through that two going really to all only gravity

And happening to so time that's something consistent been pressure. that the we continue that see over has and

people really to to decisions purchasing. different in scrutiny didn't the maybe kind the go a point the have scrutinize of think has solutions, macro much on past blow of caused made out I they they when the number some probably of and as

just And more across important thing then collaboration is another happening teams. these similarly, that's

our vendor different are so, cases that a And so a bought last for, simple have someone marketing product I where use product may maybe at teams have different thinking something fall, either like of about about Feature had and mentioned like we look that you or bought earlier and data product. and surveying there Flags launch would certain you that

same the pressure marketing Also within exists. the organization,

performance hadn't the been So teams. there's -- collaboration between customer engagement ton teams of a there the previously marketing and

As more you strategies, happening start teams. important more collaboration marketing first-party to performance you've see datasets for between becoming those got

things out Pinterest ad TikTok at got which into we've like Audience ago Facebook that, launched and integrations, a with bunch you. since that of couple and when networks, expanded that And a and LinkedIn, our looking we Google, Audience years Manager have started and other of whole Syncing, you've means what places like

creating other use cases continues that coming now with consolidation Braze. that for more the actually vendor teams And drive because Braze the collaborate to environment support into is to each within reason a are and more

so, A the that of the And think that because it's more of I rapid at of it. velocity big of product. noticing -- development we're part a is

part the collaboration these greater process got and groups. then is you've that happening amongst just longer-term Another different macro with

Bill. Thanks,

Yes.

will question from come D.J. with Hynes next Canaccord. Our

terms bit little of seeing what talk guys. in ingestion. Hi, about data could maybe you're of Bill, a adoption cloud you

in with or turn then, maybe be the that on, for are Braze, results? terms would that customers B, capability spending they're what signs A, yielding of seeing Any more you helpful. that And color there better

absolutely. Yes,

of the So at and few a on it adoption, data when look breaks ways. and in impact ingestion cloud kind down revenue

able to value, One get of quickly, get to to them to value, and therefore more running is time able people just up being more faster more and being time datasets.

we see, describing And data that are lot impacts were add in appeared users there's a new we so previously not a that new a you source, one of integrated and use of often times data had of those or a cases add the channel before. set wherever whether new sources we

more So users, you people those wanted had adds to customer start take users your to more more By and be loyalty it there audience SMS either a required brings data us get warehouse, it's was datasets the you. emails maybe what to or on new database the and into or monthly is, Braze, Braze orchestrating active living going cases roadmap of amount those volumes. to were able in four to you message was stuck months whatever you program that have but engineering into in get the in an effort to mobile reducing we six to or that it get take use on drastically integration to

the And past, value we in Braze, do sure that monthly of sell, user, both data that so of into we're long really to is lower we're data we in the trying when of about when working into we've Braze lot and of active way that we're the the value make a really a to the the term in of middle term. a spoken collecting kind in sure primarily the contract trying enhancing the that flowing where getting make cost near as value the we're always We're to SAC.

we're datasets fall. and of by those And previously were already it of numbers, ingested great quantitative of customers we're to And data across cloud already in rows like seeing so want in as of data terms since in that last kind they bring launched new adoption existing that just seeing, warehouses. customers in we're ingestion billions stuck the

are expanding ingestion catalogs, into like business. of things also the concepts has data cloud which e-com I product looking a before, the been at mentioned driver We

and in bring data just in it's also but other franchises, your users it's not ability maybe we're to There's from user. it data And sorts about can product that easier catalog, a maybe on in gives that easier get that's around into Braze you that so sit come making a processor. other that whole can alongside translations. aren't that obviously the coming bunch keyed datasets an to data the of it stream about of

much. Thank sense. you Makes very

question Our Blair. comes from next William with Arjun Bhatia

marketing Perfect. sophistication, and a have now? happening just more usage, et stack. what scale, talking their to taking about their someone cetera? modern come refresh now the Bill, It's have a the you Thank marketing Why is with from this customers terms noticed to place clouds on touch legacy this that you. that Braze in their of cloud help you about. certainly positive been Can wanted why legacy us I for cycle understand we've is

Yes.

space and Cloud away or -- people a also is of are there Oracle array think or to last broader platform is a Cloud we are into that marketing point legacy usual replacement legacy out the than Salesforce suspects broad the deployed I been clouds solutions first, Braze. of the the just not that a So kind Adobe Cloud. there cycle in the lot the Marketing point of over that marketing more that out like from Marketing just or There's legacy Experience years of have the moving advanced email tools XX the XX

that which were good rest legacy I up portion you continue I a clouds replacement look the aforementioned other it, when see we those legacy we legacy of marketing think across those this is of cycle hovering the about actually landscape, quarter, that spoke last think that, tools to And across before.

amongst mean as or market didn't have mind I Braze those buyers. awareness share much share

helped I think we've with of gone probably to over our that's GSIs with -- that get done our partnership of out having expand notoriety WPP and the the pretty lot and last XX -- brand the and at with corners. just continuing awareness strategy the to more looking call and Certainly, Braze a the fundamentally ecosystem our into our partners, get public last Braze product that changed in XX months.

And That I their to matter. started as think or data processing too have of multiple legacy differences destroying they not we've across shine more have the off understood those also buyers they seen capabilities -- some coordinated but deeply antiquated really -- channels. channels, that clouds seamlessly those understand come of marketing are and that architectures across are

trying have then, we able bring and of And more data marketing marketers to so really continue to these the and as act And use together of cases. be inflow are on channels that legacy helping. real-time more to be is the teams product to from obviously, clouds able more the also and

these able think I when one actually within many actions these to inputs silo those integrations, then able be to able across things quickly, which coordinate thing product want are on want always move expanding your channels just of catalysts them other be disparate want from real-time we you in data Network channels, if that is you have able the Audience if to new old not really get by there all do and to to the or to coordinate interfaces be helps triggered quickly, WhatsApp, are and you continue deliver you be platforms net add in to and that very be but strategies. to the new send their cross that to

the also lot There's on broader that starting landscape pressure continuing in it. -- to a just that's happening put is

all continued siloed Apple tracking launched these gain if have the to like harder. at changes things operating things the that of look cookies more made So CE that software much or transparency, app continue you deprecation -- that are mail like, privacy

running of that's create that you unless these and email of or And this around same end lot strategies, meaningfully journey. kind your less deliverability, You're you're happening eyeballs. SMS product sophistication so aggressive it a getting still in flying at centers, that if like integrated changes more you're the marketers. are are channels all and the spam of filtering in like push basic they the more more or time blind the like for less over make -- even returns to consumer's notification into often And increased look even they just of lot in front similarly notifications, things getting of

software in strategies more steady, to an like Braze. people use this old and their don't so holding think to not some they to to up just to upgrade when actually wake I find And just old actively place evolve And it's is staying deteriorating. need actually in they software that, of continuing and the sophistication that ability

very helpful. Thank Bill. That's you,

your Brian, question Schwartz Brian with you may and next our Oppenheimer. question. from unmute ask And comes

come We'll back.

question Pat from Next will JMP be with Walravens Securities.

add let and you my Thank congratulations. Great. me

Bill, when opportunities, look of what's to most excited you'd your yet you that guys get? you So like you partnership there don't about? sort out that are have at And what

also coordination campaigns and bench last continue big certified our we the WPP integrate I about we've Yes. are their their time. really them run mean to the quarter. within of partners we've specifically, seeing with our to been marketing seen over and and excited those about evolve a across people Braze, ready talked to momentum deepen build and help the agencies customers to them ready GSIs that continuing teams across lot that We're

been that's about quarters the flywheel over to good see so starting couple to I've really really spoken is And of spin. that last that

up WhatsApp. network the more continuing expansions into looking out with down expand into I to the partner landscape, partnerships channel have we've about Within closely to continuing the as a all targeting, gone the technology lot and players, really spoke well Audience data providers, Audience looking and the as we've Meta as ad partnership of -- as been data more expanded transformation we've partner stack, as obviously to the at Network generation well Network warehouse there. at

out of some to the lot think there's we've the a of corporate in of we're wide also we to those. go level to AI. the been I'd to is landscape decision-making at going getting that the back continuing and to across -- partnership as doing of try for we're that lot a see value So going more lot optimize effects ecosystem invest a

which up brands streaming, of which continue help data, going replacement are cycle. also investments I are real-time, legacy these are to think to pressures to in all motivate that data first-party embrace move to ramp drive that their catalysts that to more are going

And modern that stand benefit. to our that the means in ecosystem going are data I partners the think

partners them those data pressures of of look it start whether customer their be to based them first be really that like on so help smooths it further And engagement becoming customer Braze it to real-time, to streaming, all look are things really to is at our to it time. and ecosystem them causes over upgrade caused at whatever cloud-based, to the more evolution. all to and Those the path is, be a that their rest or

Awesome. Thank you.

will Our press Oppenheimer. next Schwartz unmute. to question Brian, Brian be with from please

you Schwartz Thanks. Good today. insight the afternoon. and this ARR for from possible you seen taking you new any Thank is momentum net global your of provide you've And on Camden derived business? Can is if question. my the relationships. percentage GSIs new sitting currently can in sourcing for these with growing speak Levy, Brian about that

Yes.

So we're place. time. We've are We've just really spin investment we mentioned, excited account We've channels those all I continue right bear coordination. -- in as the we're continue that but got see disclosing quantitatively, sides to will that got how fruit great up. see I qualitatively, mutual that and to flywheel say partnerships both communication on over to not got

use -- at evolve customer to look have to are the these and our sophistication landscape where to technical they're I and where marketing cases. both marketing holding more to engagement be the data that more evolve at at of evolution to on When companies, move the and of really broad kind of services, ongoing the trying -- right want integrations trying to think and GSIs with Braze able you agencies When the more able of be look of really and work intersection creative big to you exists these to of help more sides have express to. chops

be do be -- bring able into to value partner, do modern more And to their bring engagement, world of to so we've help able through and experimentation first-party to agility. more be with to them faster, really to to this been new able it excited data, customer be

just most productivity, run over to them to to I our to got and partnerships you them a that about and evolve to was spoke one our call time the of be more that improve over time. these what more able beginning keyboards, minds of exciting and and you strategies things in that's landscape more them to more topics have of able when think the brings we customers that that's lot resources want strategies can that is that it be about you've to the the on one and do at access hands run hands have evolve able help this just

I appreciate Perfect. color. Thanks. the

Altmann And with Nick question our next comes from Scotiabank.

Awesome. Thanks, guys.

QX, customer any just, I'm strength about Just sort bookings in out Isabelle, given you XQ, the the that Thanks. activity talked XQ? count and billings of in slipped and know, of the deals XQ revenue but too for in in closed I curious of there you're was pull-forward guiding step sequential up

Yes.

is out QX. So there push some of

pretty about think If we -- you back-end a bookings talked if quarter. remember, QX, you loaded about in

count start have we means by the way has so we passed. when which to actually date customer recording And count is start actually revenue customer the

or that on quarter the -- the little very of quarter, in you last last, deal a of become to of week if time a book the for a the customer. so And new last it's brand in day the going to take bit new

in that that So seen previous a in and into is happened of answering we've I of pushing question. some of QX and then -- some that some timing out that mentioned QX.

to little seasonality. forecasting bit the back a the of come I'll With improvement environment. We're regards guide, in any to overall the not

you guide then we days start revenue seasonally philosophy lowest see including going into just versus unchanged sequentially, our there -- QX. -- will are but we're that generally that reverse And quarter. three our to are QX in fact fact, QX In extra sequential is is the QX.

of Our last question Loop. from Yun Kim comes

Okay, great.

quarter, the the international the especially on about heels of you release? integration First, can in just how talk the regions Isabelle, performed WhatsApp

Yes.

March of just year. this So WhatsApp, look, released in

saw SMS seeing lot a three little over adding that channel. lot of and We a we're the by of interest meaningfully about so And when a thing ago. years But we're customers in revenue this from same pipeline. to momentum good yet with we launched not

the kind like and together interest look the So adding net and the would working there's we'd of about don't disclose all of say really we keen think channels that's forward kind We to lot contribution of sort contribution. just a to channels, because WhatsApp what I from of as that overall. various of

-- that Bill, for And great. real and more AI on messaging generative expect work impactful better instance. more Okay, quick. more to Do and you channels be certain are real-time that driven,

app ever are just it call because before or excited engagement of out teams global wouldn't audiences. one person especially think respect the than isolated about customer global AI, still handful of about I some more across But serve with generative channels. adoption to of of the that many we're these But as I'm of and one or things ubiquitous most general, their smaller brands talking smartphones one of countries. the a is, teams stores to country just I in teams

the wide different of is their cultures, best LOM of inclusion personas, one array as of of human And a features co-pilot a languages.

globally diverse It's writer's with spoke lot who I think generative a about enabling I over a to marketer, AI is one also about better audience. so of earlier. just kind just being than one place a connect getting block. life lived And amuse it's in And more

with of decision-making varying we provides go personalized that capability more and combine that Canvas, have automated Braze's does you it capability optimize. and what the when it for And substantially is, us inputs to in some just other

of gets think so the across that mapping that the there, the that part journey And the move the more are Canvas, that's to we I the key all user more of channels. is And moments that different to to intervene. going gives able have into defined workloads that us be

strategies of the we go before. or never different is improve them within they really Braze, to a techniques that kind results and an our using can when and generating would that engagement can have able the then on been individual for unleash it access marketer way just optimize And AI we of diversity in and

and much on solid a congrats Great. Thank you quarter. so

you. Thank Yes.

pass to closing I will the now call for back Bill remarks.

you the right. your you Thanks joining forward to at call a on for to roads. or All everybody thank conference seeing continued look We and either a appreciate the we today. lot. support Well,