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2024 Investor Day2024 Investor Day · Braze
Consulting deck Strategy consulting 1 hit
54
2024 Investor Day2024 Investor Day · Braze
Consulting deck Strategy consulting 1 hit
96
The slide tracks Gross Margin, S&M, R&D, G&A, and Operating Income/Loss percentages from FY'21 to 1H'25.2024 Investor Day · Braze
Consulting deck Strategy consulting 1 hit
97
The table tracks Gross Margin, S&M, R&D, and G&A expenses as a percentage of revenue, alongside operating income/loss.2024 Investor Day · Braze
Consulting deck Strategy consulting 1 hit
98
The slide uses stacked bar charts to visualize customer count growth and ARR percentage distribution.2024 Investor Day · Braze
Consulting deck Strategy consulting 1 hit
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The slide tracks customer segments defined by ARR thresholds ($500K-$1M and >$1M).2024 Investor Day · Braze
Consulting deck Strategy consulting 1 hit
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.2024 Investor Day · Braze
Consulting deck Strategy consulting 1 hit
108
The chart visualizes cohort expansion, with a legend indicating the expansion multiplier for each cohort group.2024 Investor Day · Braze
Consulting deck Strategy consulting 1 hit
109
The chart uses a background shading to define three distinct time periods: ZIRP Cohort, Post-ZIRP Cohort, and Measurement Period.2024 Investor Day · Braze
Consulting deck Strategy consulting 1 hit
110
The slide title mentions 'gross margins' but the table includes operating expenses and operating income, suggesting a broader focus on operating margin expansion.2024 Investor Day · Braze
Consulting deck Strategy consulting 1 hit
111
The slide highlights the path to operational efficiency by showing current performance vs. future targets.2024 Investor Day · Braze
Consulting deck Strategy consulting 1 hit
112
The slide focuses on operational efficiency, specifically targeting R&D expense reduction.2024 Investor Day · Braze
Consulting deck Strategy consulting 1 hit
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.2024 Investor Day · Braze
Consulting deck Strategy consulting 1 hit
08
2025 Q1FY26 Earnings Presentation2025 Q1FY26 Earnings Presentation · Braze
Consulting deck Strategy consulting Beat · SatisfactionLoop · Logic Chain1 hit
09
The slide uses a dual-axis chart approach (bar for absolute count, line for YoY growth) for two distinct customer segments.2025 Q1FY26 Earnings Presentation · Braze
Consulting deck Strategy consulting Beat · SatisfactionLoop · Logic Chain1 hit
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The chart displays both absolute dollar values and percentage margins for each quarter.2025 Q1FY26 Earnings Presentation · Braze
Consulting deck Strategy consulting Beat · SatisfactionLoop · Logic Chain1 hit
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2025 Q2FY26 Earnings Presentation2025 Q2FY26 Earnings Presentation · Braze
Consulting deck Strategy consulting Beat · SatisfactionLoop · Logic Chain1 hit
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The slide displays two sets of bar charts side-by-side, representing different RPO metrics over time.2025 Q2FY26 Earnings Presentation · Braze
Consulting deck Strategy consulting Beat · SatisfactionLoop · Logic Chain1 hit
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2025 Q3FY26 Earnings Presentation2025 Q3FY26 Earnings Presentation · Braze
Consulting deck Strategy consulting 1 hit
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The chart shows a stacked bar breakdown of GPV by seller size categories (<$125K, $125K-$500K, >$500K) for Q3 2023, 2024, and 2025.2025 Q3 Investor Presentation · Block
Consulting deck Strategy consulting 1 hit
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The slide includes a table row below the chart showing YoY growth percentages for each year.2025 Q4 Investor Presentation · Block
Consulting deck Strategy consulting Beat · ProblemLoop · Cost Of Inaction1 hit
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The chart displays annual gross profit figures with year-over-year growth percentages at the bottom.2025 Q4 Investor Presentation · Block
Consulting deck Strategy consulting Beat · ProblemLoop · Cost Of Inaction1 hit
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Includes non-GAAP financial measure disclaimer.2025 Q4 Investor Presentation · Block
Consulting deck Strategy consulting Loop · Cost Of Inaction1 hit
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The chart displays segment-level gross profit contributions and total quarterly gross profit, with a YoY growth percentage row at the bottom.2025 Q4 Investor Presentation · Block
Consulting deck Strategy consulting Loop · Cost Of Inaction1 hit
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Includes margin percentages for Adjusted Operating Income.2025 Q4 Investor Presentation · Block
Consulting deck Strategy consulting Loop · Cost Of Inaction1 hit
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2025 Q4 Investor Presentation2025 Q4 Investor Presentation · Block
Consulting deck Strategy consulting Loop · Cost Of Inaction1 hit
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The chart displays quarterly gross profit performance for Cash App, highlighting growth drivers like Cash App Borrow, BNPL, and Cash App Card.2025 Q4 Investor Presentation · Block
Consulting deck Strategy consulting Beat · SolutionLoop · Cost Of Inaction1 hit
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2025 Q4 Investor Presentation2025 Q4 Investor Presentation · Block
Consulting deck Strategy consulting Beat · SolutionLoop · Cost Of Inaction1 hit
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2025 Q4 Investor Presentation2025 Q4 Investor Presentation · Block
Consulting deck Strategy consulting Beat · SolutionLoop · Cost Of Inaction1 hit
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The chart displays a stacked bar representation of gross profit across three segments: Bitcoin Ecosystem, Financial Solutions, and Commerce Enablement.2025 Q4 Investor Presentation · Block
Consulting deck Strategy consulting Loop · Cost Of Inaction1 hit