AcquisitionThe acquisition of OfferFit is expected to enhance Braze's offerings with AI-driven suggestions, making campaigns more effective and aligning well with Braze's enterprise orientation.
Customer GrowthTotal customer count expanded to 2,296, a net addition of 85 sequentially that was larger than last 4Q’s +33; management noted it was not due to any specific changes in incentive structures but was rather due to strength in core business performance.
EarningsBraze delivered a strong finish to FY25, with T12M DBNR at 111%, higher than the forecast 110%, and a better revenue beat magnitude than Q3, driven by strength in net new business.