异动解读 | Braze第三季度营收超预期并上调全年指引,盘后大涨12.23%

异动解读
Dec 10, 2025

Braze, Inc.(股票代码:BRZE)今日盘后大涨12.23%,引起了市场的广泛关注。

消息面上,Braze公布了第三季度财报,收入达1.91亿美元,同比增长25.5%,超出分析师预期的1.84亿美元。调整后每股收益为0.06美元,符合市场预期。公司还上调了全年营收指引至7.305-7.315亿美元,高于此前市场共识的7.18亿美元,并将调整后每股收益预期上调至0.42-0.43美元。

这一强劲表现主要由新客户增加、追加销售和续约驱动,总客户数同比增长14%至2,528家。Braze联合创始人兼首席执行官Bill Magnuson表示:“对Braze来说,这是又一个出色的季度,收入增长25.5%,盈利能力强劲,证明了我们模式的实力。”

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