What specific financial guidance or outlook will be disclosed during the conference presentations?

Braze’s management will use the two conference slots – the Citi Global TMT conference (Sept 5, 2025) and the Piper Sandler Growth Frontiers conference – to lay out the company’s full‑year 2025 outlook and Q4 2024 guidance. In line with what the firm has historically disclosed at investor events, the presentations are expected to focus on:

• Revenue and net‑new bookings guidance – a top‑line growth target (likely mid‑30 % YoY, given the 70 %‑plus growth trajectory the platform has been posting) and the expected contribution of its “Be Absolutely Engaging™” suite to recurring subscription revenue.
  
• Operating‑margin and cash‑flow outlook – the CFO will probably provide a revised adjusted EBITDA margin range and free‑cash‑flow expectations, highlighting the path toward profitability on a GAAP basis.
  
• Guidance on product‑rollout and expansion initiatives – updates on the rollout of AI‑driven engagement tools, new vertical‑specific solutions, and the anticipated impact of recent pricing and partnership moves on gross‑margin expansion.

Trading implications: If Braze delivers guidance that exceeds consensus expectations—especially on the high‑growth revenue and margin fronts—its stock could see a short‑term rally, breaking the current $30‑$32 resistance zone on the daily chart. Conversely, a muted or downward‑revision in bookings or cash‑flow guidance would likely trigger a sell‑off toward the $27‑$28 support level. Positionally, traders might consider buying on any upside‑bias surprise (e.g., a 5‑10 % beat on revenue guidance) while keeping a stop just below the recent low‑volume swing at $28, and staying prepared to short on any guidance shortfall that drags the price below $28.