2025 Q2FY26 Earnings Presentation

Braze

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 20 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Attention 2 slides 100% 2/2 slides 100% 2/2 slides · 18 hits

— 0/2 slides

50% 1/2 slides

— 0/2 slides

100% 2/2 slides 50% 1/2 slides Need 3 slides 100% 3/3 slides 100% 3/3 slides · 13 hits

— 0/3 slides

33.3% 1/3 slides

— 0/3 slides

100% 3/3 slides 100% 3/3 slides Satisfaction 6 slides 100% 6/6 slides 100% 6/6 slides · 37 hits

— 0/6 slides

100% 6/6 slides 100% 6/6 slides Action 9 slides 100% 9/9 slides 100% 9/9 slides · 37 hits

— 0/9 slides

100% 9/9 slides 100% 9/9 slides

Slide inventory

every slide · same image gating as the playbook

front_matter

Open slide detailBeat · Attention

Data points include revenue run rate, growth, customer count, retention, revenue mix, and net loss.summarize

Open slide detailBeat · AttentionLoop · Logic Chain

front_matter

Open slide detailBeat · NeedLoop · Logic Chain

summarize

Open slide detailBeat · NeedLoop · Logic Chain

summarize

Open slide detailBeat · NeedLoop · Logic Chain

The chart combines bar charts for absolute revenue and a line chart for YoY growth percentages.analyze_data

Open slide detailBeat · SatisfactionLoop · Logic Chain

analyze_data

Open slide detailBeat · SatisfactionLoop · Logic Chain

quantify_impact

Open slide detailBeat · SatisfactionLoop · Logic Chain

The slide uses a dual-axis chart approach (bar for absolute count, line for YoY growth) to visualize customer base expansion.summarize

Open slide detailBeat · SatisfactionLoop · Logic Chain

Includes a note regarding the impact of OfferFit acquisition payments on FY'26 Q1 and Q2 FCF.analyze_data

Open slide detailBeat · SatisfactionLoop · Logic Chain

The slide displays two sets of bar charts side-by-side, representing different RPO metrics over time.quantify_impact

Open slide detailBeat · SatisfactionLoop · Logic Chain

The slide provides specific financial targets for the company Braze.summarize

Open slide detailBeat · ActionLoop · Cost Of Inaction

appendix

Open slide detailBeat · ActionLoop · Cost Of Inaction

summarize

Open slide detailBeat · ActionLoop · Cost Of Inaction

Data presented in thousands of dollars.analyze_data

Open slide detailBeat · ActionLoop · Cost Of Inaction

Includes reconciliation for both operating income and net income, including per-share data.summarize