Braze, Inc. Stock Price, News & Analysis

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.