2024 Investor Day

Braze
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 10
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Deck intelligence map

1
coverage by narrative range · generated from this deck JSON
Narrative range 125 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Whole deck 125 slides 100% 125/125 slides 99.2% 124/125 slides · 484 hits
0/125 slides
38.4% 48/125 slides · 50 hits 24% 30/125 slides
0/125 slides
8% 10/125 slides

Slide inventory

125
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
front_matter
06
No text or data present; purely visual slide.filler
07
establish_context
08
This slide serves as a visual break or mood-setting filler page.filler
09
transition
10
transition
11
The slide uses a horizontal line with three nodes to represent a chronological progression of technological shifts.present_framework
Open slide detailLoop · Logic Chain
12
transition
Open slide detailLoop · Logic Chain
13
The slide uses a central persona (Paulo) surrounded by various UI mockups (SMS, push notifications, app interfaces) to demonstrate a hyper-personalized customerillustrate_case
Open slide detailLoop · Logic Chain
14
transition
Open slide detailLoop · Logic Chain
15
transition
Open slide detailLoop · Logic Chain
16
transition
17
The slide uses a hub-and-spoke style diagram to represent AI-driven marketing orchestration.present_framework
18
The slide uses a hub-and-spoke style diagram to connect various customer touchpoints/activities to a central AI processing engine.present_framework
19
The slide uses a blurred background with circular image thumbnails, likely representing customer feedback or social media content.transition
20
The slide displays three different app UI mockups: a fitness app, a language learning app, and a banking app.illustrate_case
21
transition
22
The slide uses a hub-and-spoke visual metaphor to show data integration around a central customer profile.present_solution
23
The slide uses a central diagram to illustrate the bridge between customer journey mapping and business objectives.present_framework
25
The diagram shows a branching logic flow with various triggers (email, time delay, click, purchase) leading to different outcomes.present_framework
26
The diagram illustrates a complex multi-step customer journey orchestration, likely from a marketing automation platform like Braze or similar.present_solution
27
The diagram illustrates a marketing automation flow with branching logic based on user actions (opened, clicked, purchased) and AI-driven channel/content selectpresent_solution
28
The diagram represents a marketing automation or customer engagement flow, likely from a platform like Braze or similar.present_framework
29
The slide shows a UI element representing an email campaign for 'PamperHer' brand, likely part of a marketing automation workflow.present_solution
30
transition
31
This is a speaker introduction slide.other
32
present_solution
33
summarize
34
The slide features a gradient background with silhouettes of iconic landmarks (Las Vegas, Paris, etc.) and the Braze Forge 2024 logo.front_matter
35
The slide uses a map as a background to illustrate the global distribution of messaging services like WhatsApp, LINE, KakaoTalk, Viber, RCS, and SMS/MMS.establish_context
36
The slide uses callouts to annotate a mock-up of a chat interface.illustrate_case
Open slide detailLoop · Before After
37
Shows a Braze-style template editor interface with Liquid logic for dynamic image rendering.illustrate_case
Open slide detailLoop · Before After
38
Shows the connection between a CRM profile card and a personalized mobile app feed.illustrate_case
Open slide detailLoop · Before After
39
establish_context
Open slide detailLoop · Before After
40
The slide shows a UI screenshot of a landing page builder tool (Sandwich Emperor example) alongside a value proposition.present_solution
Open slide detailLoop · Before After
41
The slide uses a hub-and-spoke visual metaphor to represent data integration.present_solution
42
transition
43
summarize
44
The slide shows a UI mockup of an email editor alongside a chat-based AI assistant interface.illustrate_case
45
Shows a Braze AI Assistant interface, a code editor with Liquid syntax, and a rendered email preview.illustrate_case
46
The slide appears to be a UI mockup for a marketing automation tool.present_solution
47
The slide uses a matrix-like structure to show how different email components (Content, Items, Incentives) are assembled into a re-engagement email.present_solution
48
The slide uses a customer-centric design with personas and specific communication examples mapped to triggers.illustrate_case
49
transition
50
The central element is a 3D stack of layers representing the platform, surrounded by circular icons representing inputs/outputs/users.present_solution
51
illustrate_case
52
The central element is a stack of colored squares representing the Braze Data Platform, connected to surrounding logos.present_framework
53
quantify_impact
54
quantify_impact
55
The slide features a screenshot of the Braze UI showing the 'Create new import sync' menu with various data warehouse and file source options.present_solution
56
The slide features a screenshot of the Braze dashboard interface showing a SQL editor and a schema browser for CDI data tables.present_solution
57
The slide features a screenshot of a software interface (Braze sandbox) and a title indicating the strategic theme of Product-Led Growth.present_solution
58
transition
59
The slide shows a UI mockup of a 'Canvas Templates' feature, likely for a marketing automation platform like Braze.present_solution
60
Shows a screenshot of a 'Last Touch Attribution - UK' dashboard with key metrics and a horizontal bar chart.present_solution
61
Shows a UI screenshot of a message styling editor for banner cards.present_solution
62
The slide features a screenshot of the Braze platform UI showing the 'Set Up User Update' configuration panel.present_solution
63
summarize
64
front_matter
65
summarize
66
The diagram uses a hub-and-spoke layout to show the central brand connected to three distinct sales channels.present_framework
67
Uses a visual layout to represent distinct user segments.present_framework
68
The map uses a gradient color scheme and location pins to visualize global reach.establish_context
69
The slide uses a logo-grid layout to establish social proof across eight distinct industry verticals.illustrate_case
70
The slide uses a logo grid to demonstrate market traction.illustrate_case
71
The slide uses a horizontal categorization framework to show platform flexibility.present_framework
72
The slide uses a ribbon-style list layout to categorize pricing components.present_solution
73
The slide features a logo grid of technology partners and three descriptive callout boxes explaining the integration strategy.establish_context
74
The slide uses a simple 3-column grid to segment the partner ecosystem.present_framework
75
front_matter
76
transition
77
The slide uses a 3x2 grid layout to present key market insights.size_opportunity
78
The slide lists three categories of competitors: Legacy Marketing Clouds, Vertical & Point Solutions, and Venture Backed.compare_options
79
summarize
80
front_matter
81
Includes event branding (Braze FORGE 24).front_matter
82
summarize
83
Includes a screenshot of the Braze website hero section.present_solution
84
The slide uses a simple three-step process flow (Uncover, Articulate, Negotiate) to frame the GTM strategy.present_solution
85
front_matter
86
This appears to be a collage or brand guidelines overview slide showing various marketing materials, event booths, and campaign slogans.other
87
The slide serves as a brand showcase or client example, highlighting the visual identity and messaging consistency of Braze.illustrate_case
88
This appears to be a 'photo collage' slide often used in marketing or event recap decks to demonstrate brand presence and thought leadership.other
89
The slide uses a three-column layout to compare market sizing and strategic initiatives for three distinct industry verticals.size_opportunity
90
The slide uses a hub-and-spoke diagram to show how different customer engagement programs connect to the central Braze brand.present_framework
91
The slide features the Braze Forge 24 branding.other
92
transition
93
summarize
94
Includes footnotes regarding metric definitions and reconciliation.summarize
95
The slide tracks Gross Margin, S&M, R&D, and G&A expenses as percentages of revenue, alongside Operating Income/Loss percentages from FY'21 to 1H'25, with long-summarize
96
The slide tracks Gross Margin, S&M, R&D, G&A, and Operating Income/Loss percentages from FY'21 to 1H'25.quantify_impact
97
The table tracks Gross Margin, S&M, R&D, and G&A expenses as a percentage of revenue, alongside operating income/loss.quantify_impact
98
The slide uses stacked bar charts to visualize customer count growth and ARR percentage distribution.quantify_impact
99
The slide tracks customer segments defined by ARR thresholds ($500K-$1M and >$1M).quantify_impact
100
The slide uses a logo-grid layout to demonstrate market penetration across diverse sectors.illustrate_case
101
The left chart is a timeline-based bar chart showing entry into new markets; the right chart is a bar chart showing revenue growth.quantify_impact
102
present_solution
103
The slide uses a stepped growth trajectory visual to represent sequential or additive strategic initiatives.present_solution
104
This slide illustrates a 'land and expand' strategy by showing how diverse business models leverage the platform across multiple dimensions.illustrate_case
105
present_solution
106
The chart tracks customer sophistication via channel usage over time.summarize
107
The slide uses a contrast-pairs framework to explain the business model mechanics.compare_options
108
The chart visualizes cohort expansion, with a legend indicating the expansion multiplier for each cohort group.quantify_impact
109
The chart uses a background shading to define three distinct time periods: ZIRP Cohort, Post-ZIRP Cohort, and Measurement Period.quantify_impact
110
The slide title mentions 'gross margins' but the table includes operating expenses and operating income, suggesting a broader focus on operating margin expansioquantify_impact
111
The slide highlights the path to operational efficiency by showing current performance vs. future targets.quantify_impact
112
The slide focuses on operational efficiency, specifically targeting R&D expense reduction.quantify_impact
113
The slide highlights the specific G&A levers being pulled to achieve the long-term target of 8-10% G&A expense as a % of revenue.quantify_impact
114
The slide uses two variations of the Rule of 40 metric: Y/Y Rev Growth + Non-GAAP Op Margin % and Y/Y Rev Growth + FCF Margin.present_framework
115
summarize
116
transition
117
appendix
118
summarize
119
The slide uses a standard financial reporting table format for quarterly and annual guidance.summarize
120
analyze_data
121
Data is presented in thousands of dollars.summarize
122
The table includes adjustments for stock-based compensation, taxes, charitable contributions, and other one-time expenses.analyze_data
123
Includes reconciliation of net income per share and weighted-average shares.analyze_data
124
The table shows a transition from negative cash flow to positive cash flow by 1H FY'25.analyze_data
125
front_matter