Welcome to our dedicated page for Braze news (Ticker: BRZE), a resource for investors and traders seeking the latest updates and insights on Braze stock.
Company Overview
Braze Inc is a customer engagement platform that empowers brands to forge meaningful, personalized connections with their users. Leveraging an integrated, vertically structured approach, the company seamlessly unites data ingestion, classification, orchestration, personalization, and action into a single cohesive platform. The inclusion of Sage AI by Braze within this ecosystem underlines its commitment to harnessing artificial intelligence to enhance every layer of customer interaction.
Core Business and Market Position
At its core, Braze connects brands with their customers in a human-to-human fashion, transcending traditional marketing by focusing on personalized, data-driven engagement. By offering a single platform that aggregates multiple functionalities, the company simplifies the complexities inherent in modern customer engagement strategies. This unification into one robust system not only streamlines the marketing process but also ensures that customer interactions are deeply relevant and timely. Through its platform, Braze addresses the pressing need for marketers in various sectors to better understand and respond to consumer behaviors.
Key Functionalities
The platform is built on several key layers:
- Data Ingestion: Seamlessly collecting and integrating diverse data sources to build a comprehensive view of each customer.
- Data Classification: Organizing and categorizing customer data to facilitate effective segmentation.
- Orchestration: Enabling marketers to design, execute, and automate multi-channel campaigns built on sophisticated workflows.
- Personalization: Utilizing AI-driven insights to tailor interactions, ensuring each message is contextually relevant.
- Real-Time Action: Empowering immediate responses based on customer behavior and preferences.
Industry Applications
Braze serves a wide array of industries, including Retail & E-commerce, Media & Entertainment, Financial Services, and Travel & Hospitality. This versatility illustrates the platform’s capacity to adapt to different market dynamics and consumer expectations. Brands in these sectors utilize Braze’s tools to build more connected, engaging, and ultimately more profitable customer relationships.
Competitive Landscape and Differentiators
Within the competitive landscape of marketing technology, Braze sets itself apart through its single, integrated system that reduces the need for multiple fragmented tools. Its comprehensive data-driven approach and prioritized emphasis on personalization allow it to deliver deeper customer insights and more meaningful interactions. Unlike platforms that offer modular solutions, Braze’s vertically integrated model ensures a consistent, streamlined experience that inherently supports scalability and flexibility. This approach not only enhances operational efficiency but also provides marketers with a clear path to implement customized customer engagement strategies.
Technological Edge
The backbone of Braze’s platform is its strategic use of artificial intelligence via Sage AI by Braze. This proprietary engine integrates advanced analytics into every facet of the platform, ensuring that customer profiles are not merely data points, but actionable insights. By automating segmentation and personalizing outreach in real time, the company reduces manual processing and enhances the accuracy of its targeting efforts, which is crucial for maintaining relevance in the fast-evolving digital marketing landscape.
Business Model and Revenue Generation
The primary revenue model for Braze revolves around subscription-based access to its integrated platform, with potential supplementary revenue streams from customized services and enterprise-level support. This recurring revenue structure provides a stable foundation, enabling the company to continuously invest in technological advancements and platform enhancements.
Summary
In summary, Braze Inc stands as a comprehensive customer engagement solution, employing layered functionalities and robust AI capabilities to empower brands across diverse industries. Its focus on personalized, data-driven interactions not only fosters deep customer relationships but also positions the company as a critical tool for modern marketing practices. For those seeking an unbiased, in-depth understanding of customer engagement technology, Braze represents a benchmark of integrated innovation and operational excellence in the space.
Braze (NASDAQ: BRZE), a customer engagement platform, has scheduled the release of its fourth quarter fiscal year 2025 financial results. The announcement will take place after U.S. financial markets close on Thursday, March 27, 2025.
The company will host a webcast conference call to discuss the financial results at 4:30 pm ET (1:30 pm PT) on the same day. Investors can access the webcast through the events section of Braze's Investor site at investors.braze.com. A replay of the webcast will be made available on the Investor site shortly after the live event.
Braze (BRZE) has released its fifth annual Global Customer Engagement Review (CER), highlighting key customer engagement trends for 2025. The comprehensive report, based on insights from 2,300 marketing leaders across 18 countries, reveals how brands can strengthen customer relationships and drive business outcomes.
Key findings show that 60% of brands focused on emotional connections exceeded revenue goals, while top performers were 16% more likely to use 3+ channels for engagement. The study also revealed that 43% of marketing executives are concerned about user data consent, and 39% are utilizing AI-powered solutions for advanced customer data analysis.
Top-performing brands are 30% more likely to use AI-powered predictive analytics, 15% more likely to use AI for image generation in campaigns, and 15% more likely to use AI for content quality assurance. The research emphasizes the importance of merging content and technology while prioritizing customer consent to build trust and deliver value.
Braze (BRZE) has announced record customer bookings for both Q4 and fiscal year ending January 31, 2025, alongside significant organizational changes. Myles Kleeger, President and Chief Commercial Officer, will step down after 10 years, remaining in position until June 1, 2025, to ensure a smooth transition.
The company plans to hire a new Chief Revenue Officer (CRO) who will report directly to CEO Bill Magnuson. Additionally, Braze has announced several leadership changes: Jesse Hoobler becomes SVP customer experience of the unified post-sales Customer Experience team, Jerry Schorn joins as VP of Americas Sales, and John Ashton transitions to VP of Global Partnerships.
Braze (BRZE) reported fiscal Q3 2025 results with revenue of $152.1 million, up 22.7% year-over-year. Subscription revenue reached $146.3 million, while professional services revenue was $5.8 million. The company's total customer base grew to 2,211, with 234 customers having ARR of $500,000 or more.
Key metrics include a dollar-based net retention rate of 113% for all customers and 116% for high-value customers. While GAAP operating loss was $32.6 million, non-GAAP operating loss improved to $2.2 million. The company maintains a strong financial position with $493.1 million in cash and equivalents.
For Q4 FY2025, Braze expects revenue between $155.0-156.0 million and projects full-year revenue of $588.0-589.0 million.
Braze (NASDAQ: BRZE), a customer engagement platform, has announced its participation in two upcoming investor conferences. At the Barclays Global Technology Conference on December 12th, 2024, Cofounder and CEO Bill Magnuson will present from 8:40 - 9:10 am PT. Subsequently, at the Needham Growth Conference on January 14th, 2025, CFO Isabelle Winkles will present at 2:15 pm ET.
All conference presentations will be accessible via webcast through the events section of Braze's Investor site at investors.braze.com.
Braze (NASDAQ: BRZE) has announced it will release its third quarter fiscal year 2025 financial results on Monday, December 9, 2024, after U.S. financial markets close. The company will host a webcast conference call to discuss the results at 4:30 pm ET (1:30 pm PT) on the same day. The webcast will be available under the events section of the Braze Investor site, with a replay accessible shortly after the live event.
Braze (BRZE) has been named a Leader in Gartner's 2024 Magic Quadrant for Multichannel Marketing Hubs for the second consecutive year. The evaluation was based on the company's Completeness of Vision and Ability to Execute. Braze's customer engagement platform enables brands to create personalized relationships through various channels including email, push notifications, SMS, and in-app messaging. The company recently introduced BrazeAI-powered tools like Project Catalyst for campaign optimization, and enhanced data capabilities with automated identity resolution and new integrations with AWS and Microsoft Azure.
Braze (Nasdaq: BRZE) unveiled new product innovations at Forge 2024, its annual customer conference. The company introduced Project Catalyst, a BrazeAI™ agent that creates personalized customer experiences by generating multiple variants of journey components. Braze also announced:
1. New BrazeAI™ assistants for advanced personalization logic and message templates
2. Canvas Templates for pre-built use cases
3. Enhancements to the Braze Data Platform, including Cloud Data Ingestion integrations with AWS S3 and Microsoft Azure
4. New channels like LINE and RCS Business
5. Expanded WhatsApp features
These innovations aim to help marketers craft and optimize one-to-one personalized experiences more efficiently, leveraging Braze's integrated tech stack and cross-channel architecture.
Braze (Nasdaq: BRZE) has opened applications for the fifth cohort of its Tech for an Equitable Future product grant program, partnering with BET+ for the first time. The program offers 20 companies with underrepresented founders 12 months of free access to Braze technology and resources. BET+ will provide mentorship, a branding masterclass, and free email advertising to select participants.
The initiative aims to address the funding disparity faced by Black and female entrepreneurs. In 2023, Black-founded startups received less than 0.5% of U.S. venture funding, while women-founded companies garnered just 2.2%. Braze currently supports 31 early-stage startups, including 16 women-founded businesses, with over $900,000 in annualized product value donated in FY'25.
Eligible applicants must be located in APAC, EMEA, or North America, have underrepresented founders, less than $30M in VC funding, fewer than 100 employees, and compatible SDK and resources. The application deadline is January 17, 2025.
Braze (NASDAQ: BRZE) reported strong fiscal Q2 2025 results, with revenue up 26.4% year-over-year to $145.5 million. The company achieved its first quarter of non-GAAP operating income profitability at $4.2 million and non-GAAP net income of $0.09 per share. Key highlights include:
- Subscription revenue: $140.0 million
- GAAP gross margin: 70.2%
- Non-GAAP gross margin: 70.9%
- Dollar-based net retention: 114%
- Total customers: 2,163
- Free cash flow: $7.2 million
Braze also introduced new products like the Braze Data Platform and Braze for Startups. The company updated its FY 2025 guidance, projecting revenue of $582.5 - $585.5 million and non-GAAP net income of $6.5 - $7.5 million.