Braze, Inc. (NASDAQ:BRZE) Q1 2024 Earnings Call Transcript

Isabelle Winkles: Yes. So WhatsApp, look, just released in March of this year. And so we’re seeing a lot of interest by customers and a lot of good momentum in pipeline. But we’re not meaningfully yet adding to revenue from that channel. We saw the same thing with SMS when we launched this about a little over three years ago. So there’s a lot of kind of keen interest and we look forward to kind of that adding overall. We don’t disclose the net contribution from various channels, because we’d like to think of the channels as sort of all working together and that’s really just what I would say about the WhatsApp contribution.

Yun Kim: Okay, great. And Bill, real quick. Do you expect that generative AI to work better and more — and be more impactful on certain messaging channels that are more real-time driven, for instance.

Bill Magnuson: I wouldn’t call it out across channels. But one of the things I’m most excited about with respect to generative AI, especially as we’re talking about some of these smaller teams or one person teams is, because of the ubiquitous global adoption of smartphones and I think that just the app stores in general, more brands than ever before serve global audiences. But many of their customer engagement teams are still isolated to just one country or a handful of countries. And one of the best features of LOM as a co-pilot is their inclusion of a wide array of cultures, human personas, different languages. And so I spoke about generative AI being amuse earlier. And I think it’s a lot more than just getting over writer’s block.

It’s also about enabling a marketer, who is kind of lived just one life in one place to connect better with a globally diverse audience. And when you combine that with Braze’s personalized varying capability and some of the other automated decision-making capability that we have in Canvas, what it does is, it provides just substantially more inputs for us to go and optimize. And so that’s going to move across channels. And I think that the key part is that more of the user journey that gets into Canvas, the more the workloads that are defined there, gives us the mapping of all the different moments that we have to be able to intervene. And when we can improve the kind of diversity of different techniques and engagement strategies that an individual marketer is using or generating within Braze, we can then unleash our AI on it and really go and optimize the results for them in a way that they just never would have been able to access before.

Yun Kim: Great. Thank you so much and congrats on a solid quarter.

Bill Magnuson: Yes. Thank you.

Operator: I will now pass the call back to Bill for closing remarks.

Bill Magnuson: All right. Well, thank you to everybody for joining the call today. We appreciate your continued support and we look forward to seeing you either at a conference or on the roads. Thanks a lot.