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Gates raised growth guidance for Q3 and Q4, citing strong order intake and secular growth in personal mobility and data centers. It also expects margin expansion through operational efficiency and innovation, supported by disciplined channel management and targeted M&A.
Braze reported fiscal second-quarter revenue of $227 million, up 26% year over year, and said non-GAAP operating margin improved by more than 600 basis points. It raised third-quarter and full-year revenue guidance.