Braze, Inc. Stock Price, News & Analysis

Braze (NASDAQ: BRZE) said it will participate in two investor conferences and present management remarks. Barclays Global Technology Conference presentation is scheduled for Thursday, December 11, 2025 at 10:25 AM PT with cofounder, CEO, and president Bill Magnuson. Needham Growth Conference presentation is scheduled for Tuesday, January 13, 2026 at 2:15 PM ET with CFO Isabelle Winkles. All presentations will be webcast and available under the events section at investors.braze.com.

Braze (Nasdaq: BRZE) announced that BrazeAI Decisioning Studio™ is now available on Google Cloud Marketplace, enabling streamlined procurement and deployment directly within Google Cloud environments.

The studio uses reinforcement learning and first-party data to deliver 1:1 personalization across channel, message, creative, offer, timing, and frequency, and integrates with martech stacks and Google BigQuery to train autonomous AI agents for KPI-driven decisioning.

Braze (NASDAQ: BRZE) will release its fiscal third quarter 2026 results for the period ended October 31, 2025 after U.S. markets close on Tuesday, December 9, 2025. The company will host a webcast conference call to discuss results at 4:30 pm ET / 1:30 pm PT on the same day. Investors can access the live webcast and supplemental data under the Events section at investors.braze.com. A replay of the webcast will be available on the investor site shortly after the live event.

Rokt (BRZE) announced two senior finance appointments effective Nov 15, 2025: David Obstler, CFO of Datadog, joins the board and will chair the audit committee, and Matt Briers, former CFO of Wise, joins as board advisor and observer.

The company said both executives bring financial, operational and governance expertise to help prepare Rokt for a potential IPO. Rokt reported 2024 revenue of $600 million, up >40% year-over-year, and expects its network to power 7.5 billion transactions in 2025. Recent deals and acquisitions named include partnerships with Ulta Beauty, Albertsons, Macy's and acquisitions of Canal, mParticle and Aftersell.

Braze (Nasdaq: BRZE) has opened applications for the sixth cohort of its Tech for an Equitable Future product grant program, aimed at supporting underrepresented entrepreneurs. The program will select 10 founders to receive 12 months of free access to Braze technology and resources, valued at tens of thousands of dollars per company.

The initiative, which has supported over 60 founders since 2020, will partner with Coursera to provide mentorship and discounted access to over 10,000 courses. Eligible businesses must have underrepresented founders, fewer than 100 employees, less than $b>$30M in venture funding, and be located in APAC, EMEA, or North America. Applications are open until January 16th, 2026.

Braze (NASDAQ: BRZE) announced significant platform enhancements at Forge 2025 to help marketers create personalized, interactive customer experiences more efficiently. The updates include Zero-copy Canvas Triggers for seamless data activation, WhatsApp Commerce features, and enhanced email capabilities.

Key innovations focus on three main areas: data activation without technical overhead, richer cross-channel experiences including RCS Rich Cards and WhatsApp Flows, and automated email scaling tools like IP warming. The platform improvements align with Braze's vision of providing marketers with an AI-powered solution for customer engagement.

Braze (NASDAQ: BRZE) has unveiled a groundbreaking suite of AI products at its Forge 2025 conference, revolutionizing customer engagement through intelligent automation. The new BrazeAI™ product line includes three major components: BrazeAI Decisioning Studio™ for personalized customer interactions, BrazeAI Agent Console™ for custom AI agent creation, and BrazeAI Operator™ for streamlined campaign management.

The platform integrates with leading AI providers including Google's Gemini, Anthropic, Amazon Bedrock, and OpenAI, while also featuring a new partnership with Snowflake Cortex AI for enhanced data analytics. These tools enable marketers to automate personalization, generate content, and optimize customer journeys at scale.

Braze (NASDAQ: BRZE), a customer engagement platform provider, has been named a Leader in the 2025 Gartner® Magic Quadrant™ for Multichannel Marketing Hubs for the third consecutive year. The recognition is based on the company's Completeness of Vision and Ability to Execute.

Under CEO Bill Magnuson's leadership, Braze has demonstrated continued innovation through the acquisition of OfferFit and expansion of BrazeAI™. The company has enhanced its platform with new features including RCS messaging, Banners, the Braze Data Platform, and improved reporting capabilities.

Braze (NASDAQ: BRZE) reported strong fiscal Q2 2026 results with revenue reaching $180.1 million, up 23.8% year-over-year. The company demonstrated improved profitability with non-GAAP operating income of $6.0 million and non-GAAP net income per share of $0.15.

Key metrics include subscription revenue of $171.8 million, remaining performance obligations of $862.2 million, and a total customer base expansion to 2,422. The company maintained solid customer retention with a dollar-based net retention rate of 108% overall and 111% for customers with ARR over $500,000.

Looking ahead, Braze provided Q3 FY2026 guidance with revenue expected between $183.5-184.5 million and updated full-year FY2026 guidance to $717.0-720.0 million in revenue.