Braze Ignites Customer Engagement Boom: Q4 2025 Highlights Strong Growth and Profits
The Braze Fiscal Fourth Quarter 2025 Earnings Conference Call has revealed impressive results for the company, solidifying its position as a leading customer engagement platform globally. With revenue reaching $160.4 million, a 22% year-over-year increase and a 5% rise from the prior quarter, Braze's strong execution of its teams worldwide has been demonstrated.
The company achieved continued efficiency across its business, recognizing nearly $8 million of non-GAAP operating income in the quarter and achieving a non-GAAP operating margin of 5.0%, up from negative 5.7% in the fourth quarter of last year. This marks Braze's third straight quarter of non-GAAP net income profitability, generating over $12 million of net income and over $15 million of free cash flow.
As previously discussed, the full year financial results demonstrated impressive operating leverage, including $18 million of non-GAAP net income, nearly $20 million of free cash flow, and an 850 basis point improvement in non-GAAP operating income margin. This represents a nearly 20 percentage point improvement over the last 2 fiscal years.
Braze has successfully capitalized on the legacy vendor replacement cycle and point solution consolidation trends, securing new business wins where it is replacing legacy marketing clouds. These include a U.S. fintech, a large U.S. retailer, an energy company in EMEA, and a ticket broker in APAC, among others.
Moreover, Braze continues to win against both channel-specific point solutions and homegrown tools across various industries, geographies, and use cases. A notable takeaway includes a leading U.S. consumer rating service and several other prominent brands that have chosen Braze as their preferred customer engagement platform.
The company's leadership expressed pride in these financial achievements and looks forward to sustaining profitable growth in the coming quarters and years while thoughtfully reinvesting to grow its business.
