Braze, Inc. Stock Price, News & Analysis

Braze (NASDAQ: BRZE), a customer engagement platform, has scheduled its fiscal second quarter 2026 financial results announcement for September 4, 2025, after U.S. market close. The company will host a conference call and webcast at 4:30 PM ET to discuss the results.

Investors can access the webcast through the events section of Braze's investor relations website at investors.braze.com. A replay of the webcast will be made available shortly after the live event.

Braze (NASDAQ: BRZE) has released its fourth annual ESG report, highlighting significant progress in environmental, social, and governance initiatives. The company received SBTi approval for emissions reduction targets and implemented a Virtual Power Purchase Agreement for five solar facilities in Michigan, projected to generate 1,600 MWh of renewable energy annually.

On the social front, Braze has invested over $2.9 million in community initiatives since 2022, supporting 150+ nonprofits globally. The company expanded its impact through the Tech for an Equitable Future program and launched Charitable-Giving Canvas Templates. In governance, Braze maintained its ISO 27001, SOC 2 Type 2, and HIPAA compliance certifications for the fifth consecutive year.

Braze (BRZE) reported strong Q1 FY2026 results with revenue reaching $162.1M, up 19.6% YoY. The company achieved non-GAAP operating income of $2.8M, compared to a loss of $10.0M in the previous year. Key highlights include the hiring of Ed McDonnell as CRO, completion of OfferFit acquisition, and improved gross margins at 68.6%. Customer base grew to 2,342, with 262 customers having ARR over $500K. The company demonstrated solid financial health with $539.8M in cash and equivalents, while generating $24.1M in operating cash flow. For FY2026, Braze projects revenue between $702.0M-$706.0M and non-GAAP net income of $17.0M-$21.0M. However, dollar-based net retention declined to 109% from 117% year-over-year.

Braze (BRZE) has completed its acquisition of OfferFit, an AI decisioning company, strengthening its customer engagement platform capabilities. The integration combines OfferFit's multi-agent decisioning engine with Braze's real-time, cross-channel platform, leveraging advanced AI and reinforcement learning technologies. This acquisition complements Braze's Project Catalyst, a native AI agent currently in limited beta. The merged technologies aim to enhance marketers' capabilities by automating campaign creation and optimizing customer experiences. The integration will allow brands to utilize OfferFit's AI decisioning system within Braze's customer engagement platform, with companies like Kayo Sports already seeing positive results from the combined solution.

Workiva (NYSE:WK) has appointed Astha Malik, Chief Business Officer of Braze (Nasdaq:BRZE), to its board of directors. Malik brings over 25 years of experience in driving growth and scaling go-to-market operations for high-growth SaaS companies. At Braze, she leads teams across corporate strategy, growth engineering, operations, marketing, strategic consulting, and education.

Prior to Braze, Malik served as COO at VTEX and held executive positions at Zendesk, Citrix, Sumo Logic, and PagerDuty. She has been recognized on Forbes' Top 50 Entrepreneurial CMOs list and holds a Master of Science in Finance from Florida International University. Her appointment maintains seven members on Workiva's board of directors.

Braze (NASDAQ: BRZE), a customer engagement platform company, has scheduled the release of its first quarter fiscal year 2026 financial results. The results will be announced after U.S. financial markets close on Thursday, June 5, 2025. 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.

Investors and interested parties 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) reported strong fiscal year 2025 results with revenue growing 26% to $593.4 million. Fourth quarter revenue reached $160.4 million, up 22.5% year-over-year. The company achieved three consecutive quarters of non-GAAP net income profitability.

Key metrics include:

• Total customers increased to 2,296
• Dollar-based net retention rate at 111%
• Non-GAAP gross margin improved to 69.9%
• Free cash flow of $19.6 million for fiscal 2025

Braze announced plans to acquire OfferFit, an AI decisioning company, for $325 million in cash and stock. The company also formed a strategic partnership with Shopify to enhance eCommerce capabilities.

Braze (BRZE) has announced a definitive agreement to acquire OfferFit, an AI decisioning company, for $325 million in a combination of cash and Class A common stock. The acquisition is expected to close in the fiscal quarter ending July 31, 2025.

OfferFit's technology specializes in recommending individualized cross-channel customer journeys through reinforcement learning agents that autonomously experiment and learn optimal actions. The acquisition aims to enhance Braze's agentic AI capabilities, building upon their Project Catalyst initiative announced in September 2024.

The integration will combine OfferFit's multi-agent approach with Braze's platform to deliver more sophisticated experimentation and 1:1 personalization for customer experiences. Brands using OfferFit's AI technology have already demonstrated improved uplift in areas such as new customer signups and reactivation campaigns for inactive users.

Braze (BRZE) has announced a strategic partnership with Shopify and introduced new eCommerce features to enhance customer engagement. The integration, launching in Q1 2025, will enable bi-directional commerce insights and personalized shopping experiences using Shopify's visitor data and product metafields.

The company is rolling out several new capabilities including: pre-defined events for eCommerce use cases like Abandoned Cart (Q1-Q2 2025), pre-built Canvas and Email templates (Q1-Q3 2025), customizable Landing Page templates (Q1 2025), and enhanced WhatsApp Commerce features (Q2 2025) including dynamic product messages and rich media support.

Notable brands already using Braze's platform include e.l.f. Beauty, Hugo Boss, Gymshark, Gap, and Overstock. The new features aim to help eCommerce marketers create more personalized, data-driven customer experiences while improving conversion rates, retention, and lifetime value.