TLDR:
- Braze reports 25.5% revenue growth and record message deliveries.
- 2,528 customers and 303 large clients drive Braze’s Q3 success.
- Braze breaks records with 102.5 billion messages delivered in Cyber Week.
- New AI tools help Braze transform customer engagement in Q3.
- Braze named Gartner leader for 3rd year, with major growth in Q3.
Braze, Inc. (BRZE) has delivered strong financial results for its fiscal third quarter ending October 31, 2025. The customer engagement platform reported a 25.5% year-over-year revenue growth, amounting to $190.8 million. The company also posted impressive results in customer count and message delivery, demonstrating the growing demand for its innovative solutions. BRZE closed at $30.65, gaining a 2.06% increase.
Strong Revenue Growth and Profitability
Braze saw a 25.5% increase in revenue, driven by new customers, upsells, and renewals. The company’s subscription revenue reached $181.6 million, up from $146.3 million in the same period last year. Braze reported professional services and other revenue of $9.2 million, up from $5.8 million a year ago.
Despite the strong revenue performance, Braze faced a slight dip in gross margins. GAAP gross margin decreased to 67.2% from 69.8% in the previous year. However, the company’s non-GAAP gross margin remained strong at 69.1%, reflecting its operational efficiency.
Record-Breaking Message Deliveries and Customer Growth
Braze continued to expand its customer base, reaching a total of 2,528 customers by October 31, 2025. The company also saw a significant increase in its large customers, with 303 clients generating annual recurring revenue (ARR) of $500,000 or more, up from 234 a year earlier. This customer growth highlights the increasing reliance on Braze’s platform for customer engagement.
During the busy Cyber Week period, Braze broke records by delivering 102.5 billion messages. This milestone demonstrates the platform’s robust capabilities in handling high volumes of communication with zero downtime. The company’s focus on scalability and reliability has been a key factor in its ability to meet the growing demands of its clients.
Innovative Solutions and Industry Recognition
Braze introduced several new features in its BrazeAI suite, including BrazeAI Operator, BrazeAI Agent Console, and BrazeAI Decisioning Studioâ„¢. These innovations provide marketers with more powerful tools to personalize customer experiences and optimize their campaigns. By integrating AI into its platform, Braze is transforming how brands engage with customers.
Braze’s impact has been recognized across the industry. The company was named a leader in the Gartner Magic Quadrant for Multichannel Marketing Hubs for the third consecutive year. It also earned accolades at the AWS re:Invent event, being recognized as an Industry Partner of the Year for Travel and Hospitality Technology.
Braze continues to showcase its ability to grow its revenue, expand its customer base, and deliver groundbreaking innovations in the customer engagement space. With its strong financial performance and forward-looking innovations, the company is well-positioned for continued success.
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