BRZE 最新10-Q变化

相对上期新增的文字 · 来源:10-Q · 2026-05-28

• Comparison of the Three Months Ended April 30, 2026 and April 30, 2025

• Revenue increased by $48.9 million, or 30.2%, for the three months ended April 30, 2026 compared to the three months ended April 30, 2025. Approximately 55.9% of the increase in revenue was attributable to the growth from existing customers and the remaining 44.1% was attributable to growth from new…

• Sales and marketing expense increased by $15.1 million, or 20.3%, for the three months ended April 30, 2026, compared to the three months ended April 30, 2025. This increase was primarily due to an increase of $9.9 million in personnel costs and allocated overhead costs for our sales and marketing o…

• Research and development expense increased by $9.3 million, or 25.3%, for the three months ended April 30, 2026, compared to the three months ended April 30, 2025. This increase was primarily due to an increase of $7.5 million in personnel and allocated overhead costs, for our research and developme…

• General and administrative expense decreased by $9.6 million, or 23.7%, for the three months ended April 30, 2026, compared to the three months ended April 30, 2025. This decrease was primarily due to a reduction of $9.7 million in

相对上期删除的文字 · 来源:10-Q · 2025-12-10

• attract new customers will depend on a number of factors, including the quality and pricing of our products, offerings of our competitors and the effectiveness of our marketing efforts.

• to the customer. Fees associated with excess usage and incremental volume are also treated as subscription revenue. To date, fees associated with excess usage have not been material.

• Comparison of the Three Months Ended October 31, 2025 and October 31, 2024

• The increase in revenue of $38.8 million, or 25.5%, for the three months ended October 31, 2025, compared to the three months ended October 31, 2024, was primarily driven by a $35.4 million, or 24.2%, increase in subscription revenue. Approximately 44.8% of this increase in subscription revenue was …

• The increase in sales and marketing expense of $13.9 million, or 18.7%, for the three months ended October 31, 2025, compared to the three months ended October 31, 2024, was primarily driven by an increase in personnel costs and overhead costs of $7.6 million, which included $1.3 million of stock-ba…

相对上期新增的文字 · 来源:10-Q · 2026-05-28

• procedures were not effective at the reasonable assurance level as of April 30, 2026 because of the material weakness in our internal control, discussed below.

• Management is committed to the planning and implementation of remediation efforts to address this material weakness, and significant progress has been made to date. These remediation efforts, summarized below, which have been implemented, or are in process of implementation, are intended to both add…

• •Hired additional personnel to assist in control documentation and oversight; and

• •Engaged an external advisor to assist with control documentation, gap analysis and remediation monitoring.

• Remediation of the control deficiencies that aggregate to the material weakness will conclude once the controls and related documentation are consistently executed for a sufficient period of time and are determined to be effective, through formal testing. While, we currently expect this to be comple…

相对上期删除的文字 · 来源:10-Q · 2025-12-10

• Report on Form 10-Q. Our Chief Executive Officer and Chief Financial Officer concluded that, due to the material weakness discussed in this Item 4, our disclosure controls and procedures were not effective as of October 31, 2025.

• We have developed a detailed plan for remediation of the material weakness, as well as compliance with Section 404 of the Sarbanes-Oxley Act, including:

• •Engaging an external advisor to assist with control documentation, gap analysis and remediation monitoring.

• While we have performed certain remediation activities to strengthen our controls to address the identified material weakness, control weaknesses are not considered remediated until new internal controls have been operational for a period of time, are tested, and management concludes that these cont…

• We will continue to monitor the effectiveness of our remediation measures in connection with our future assessments of the effectiveness of internal control over financial reporting and disclosure controls and procedures, and we will make any changes to the design of our plan and take such other act…

相对上期新增的文字 · 来源:10-Q · 2026-05-28

• •Our use of artificial intelligence, and machine learning in our platform and our business, as well as our potential failure to effectively implement, use, and market these technologies, may result in reputational harm or liability, or could otherwise adversely affect our business.

• attempting to lure away our current and potential customers. In addition, macroeconomic uncertainty may result in an increased pace of consolidation in certain industries in which our customers operate. If this were to occur it may result in reduced overall spending on our services, particularly if …

• Our customers may face challenges to their businesses as a result of macroeconomic pressures or changes in the interest rate environment. We have in the past, and may in the future, adapt our strategy to address these market dynamics. We cannot guarantee that any change in strategy will be successfu…

• our ability to scale our business and prevent us from achieving and maintaining profitability over the long term. Our customers may also terminate their contracts, renew their agreements on terms less favorable to us, or fail to purchase additional product subscriptions. Our historical data and oper…

• technology spending. As a result, our competitors have in the past responded, and may continue in the future to respond, to market conditions by lowering prices and attempting to lure away our current and potential customers. With the introduction of new technologies and the entry of new competitors…

相对上期删除的文字 · 来源:10-Q · 2025-12-10

• generally or within any particular industry. If the economic conditions of the general economy or the markets in which we operate worsen from present levels, our business, results of operations and financial condition could be materially and adversely affected.

• Our customers may face challenges to their businesses as a result of macroeconomic pressures or changes in the interest rate environment. We have in the past, and may in the future, adapt our strategy to address these market dynamics. We cannot guarantee that any change in strategy will be successfu…

• contracting strategies in changing market environments. Any reduction in our prices or an increase in our discounting could adversely affect our revenue, gross margin, profitability, financial position, and cash flow.

• activity among our competitors, including the acquisition of Leanplum by CleverTap. Continued merger and acquisition activity in the technology industry could further increase the likelihood that we compete with other large technology companies. This could harm our ability to increase sales, maintai…

• regulatory change, or if new technologies emerge that are able to deliver competitive products at lower prices, more efficiently, more conveniently or more securely than our platform, our business, financial condition and results of operations may be adversely affected. Further as we develop, acquir…

相对上期新增的文字 · 来源:10-Q · 2026-05-28

• On April 15, 2026, Edward McDonnell, our Chief Revenue Officer, entered into a trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the Exchange Act. The trading plan provides for the sale of, in the aggregate, all the shares of our Class A common stock receive…