Braze Stock Price, News & Analysis

Braze, Inc. (Nasdaq: BRZE) is a software company in the information sector that operates a customer engagement platform used by brands to deliver personalized, data-driven marketing experiences. Classified within the software publishers industry, Braze focuses on helping marketers use first-party data to create, orchestrate, and optimize customer interactions across channels from a single platform.

The company describes itself as a customer engagement platform that empowers brands to "Be Absolutely Engaging." According to its public materials, Braze allows marketers to collect and take action on data from multiple sources so they can engage customers in real time. Its platform supports cross-channel messaging, journey orchestration, and AI-powered experimentation and optimization, with the goal of building and maintaining relationships that foster customer growth and loyalty.

Core Platform and Customer Engagement Capabilities

Braze offers a vertically integrated customer engagement platform that includes data ingestion, classification, orchestration, personalization, and action. The Polygon description notes that these layers are supported by an AI engine referred to as Sage AI by Braze, designed to power AI functionality across this stack. More recent company communications describe this AI layer as BrazeAI™, built on a foundation of composable intelligence that enables marketers to combine and activate AI agents, models, and features at many touchpoints throughout the Braze Customer Engagement Platform.

Across its materials, Braze highlights capabilities for cross-channel messaging and journey orchestration. The platform is designed so marketers can use real-time and historical customer data to trigger, personalize, and optimize campaigns. Braze states that it allows any marketer to collect and act on any amount of data from any source, and to creatively engage with customers in real time from one platform.

AI and BrazeAI™

AI is a central focus of Braze’s product strategy. The company describes BrazeAI™ as a set of intelligent models, agents, and operators that help marketers deliver smarter, faster, and more relevant engagement at scale. BrazeAI is positioned as a composable intelligence layer that can be applied across the customer engagement stack.

Recent announcements describe several BrazeAI-branded capabilities:

• BrazeAI Decisioning Studio™, which the company describes as a decisioning layer that uses reinforcement learning to optimize business KPIs through 1:1 personalization. It uses first-party data to personalize elements such as channel, message, creative, offer, time, day, and frequency, and is intended to make individualized decisions aligned to company goals.
• BrazeAI Operator™, which provides a unified experience for accessing AI to build campaigns, uncover data insights, answer questions, and simplify execution. It is described as helping marketers run analysis or take action in Braze through intelligent agents that can build content, surface insights, automate workflows, and respond to queries.
• BrazeAI Agent Console™, which allows brands to create custom AI agents that operate within Braze Canvas and Catalogs. These agents can support content generation, data enrichment, and orchestration tasks, and can be configured using Braze-provided large language models or models from external providers such as Anthropic, Amazon Bedrock, OpenAI, or Google’s Gemini models, according to the company’s description.

Braze also refers to additional AI-related tools, such as a Content Optimizer agent embedded in Braze Canvas and a Model Context Protocol (MCP) Server that connects Braze data to external AI clients, giving marketers conversational access to campaign and segment information.

Data and Personalization Features

Braze emphasizes the role of first-party data in its platform. The company describes the Braze Data Platform as a way to simplify how brands collect and unify first-party data, combining real-time segmentation with calculated attributes, such as metrics related to purchase behavior, to support dynamic personalization. Features such as Zero-copy Canvas Triggers and calculated attributes are described as enabling marketers to activate data directly from cloud data warehouses and generate customer metrics for smarter segmentation without additional technical overhead.

The platform also includes tools for interactive and cross-channel experiences. Company materials describe capabilities such as messaging across email, in-product, and web channels, as well as support for formats like RCS Rich Cards and interactive WhatsApp experiences. Braze also highlights drag-and-drop components for forms and email product blocks that are designed to help marketers collect insights and add relevant content without code.

Industry Positioning and Recognitions

Braze positions itself as a customer engagement platform used by brands in sectors that include retail and e-commerce, media and entertainment, financial services, and travel and hospitality, according to the Polygon description. The company states that it has repeatedly been recognized as a Leader in marketing technology by industry analysts. In multiple press releases, Braze notes that it has been named a Leader in the Gartner® Magic Quadrant™ for Multichannel Marketing Hubs, including for the third consecutive year in 2025, based on Gartner’s evaluation criteria.

In addition to analyst recognition, Braze cites workplace and product awards. It reports being voted a G2 “Best of Marketing and Digital Advertising Software Product” in 2025, and being named among Best Companies to Work For and other workplace rankings by organizations such as U.S. News & World Report, Newsweek, Fortune, and Great Place To Work® in specified years. These recognitions are presented by the company as evidence of both product reception and workplace culture.

Geographic Footprint and Headquarters

Braze states that it is headquartered in New York. Company descriptions also note that it has 15 offices across regions including the Americas, EMEA, LATAM, and APAC. This geographic footprint is presented as part of its ability to support brands in multiple markets.

Customer Base and Use Cases

The company reports that it serves customers across a range of industries. Its financial disclosures describe revenue that is primarily subscription-based, with additional professional services and other revenue. Braze defines a customer as an ultimate parent-level entity with an active subscription to use its products, and notes that a single organization with multiple contracting divisions or subsidiaries is counted as a single customer.

Use cases highlighted in Braze’s communications include cross-channel messaging, journey orchestration, and AI-powered decisioning to personalize experiences. The company describes how marketers can use its platform to activate data, test and optimize content, and automate campaigns that respond to customer behavior in real time. Examples in its materials reference scenarios such as triggering personalized welcome series, using sentiment from surveys to route customers into different journeys, and applying AI agents to optimize content and offers.

Business Model and Revenue Characteristics

According to the Polygon description, Braze generates a majority of its revenue from the United States. The company’s financial press releases describe revenue that is largely derived from subscriptions, with professional services and other revenue contributing a smaller portion. Braze also reports metrics such as annual recurring revenue (ARR), dollar-based net retention rate, and remaining performance obligations, and provides definitions for these metrics in its disclosures.

The company’s non-GAAP financial discussions explain how it adjusts GAAP measures for items such as stock-based compensation, employer taxes related to stock-based compensation, charitable contribution expense, contingent consideration adjustments, acquisition-related expense, and amortization of intangible assets. Braze states that it uses these non-GAAP measures internally to analyze financial results and to provide consistency and comparability with past performance.

Stock Information and Regulatory Profile

Braze’s Class A common stock trades on the Nasdaq Global Select Market under the ticker symbol BRZE. The company files reports with the U.S. Securities and Exchange Commission (SEC), including Forms 8-K for material events such as quarterly financial results and shareholder meeting outcomes. For example, an 8-K dated September 4, 2025, references a press release announcing results for the fiscal quarter ended July 31, 2025, and an 8-K dated June 27, 2025, reports voting outcomes from the company’s annual meeting of stockholders.

These filings illustrate typical corporate governance and disclosure practices, including the election of directors, advisory votes on executive compensation, and ratification of the independent registered public accounting firm. Braze also notes in its communications that it uses its investor website, press releases, SEC filings, public conference calls, and company blog posts as channels for disclosing material information in line with Regulation FD.

Programs and Social Impact Initiatives

Braze describes a product grant program called Tech for an Equitable Future, which is aimed at businesses with underrepresented founders. According to the company, this program offers selected companies access to Braze technology and supporting resources for a defined period, along with onboarding services, educational content, customer success support, certifications, and community access. The program has also involved partnerships with customers such as BET+ and Coursera, which provide mentorship and other support to participating founders.

The company has also referenced an Environmental, Social, and Governance (ESG) report, which it describes as reaffirming commitments related to how brands create, nurture, and sustain relationships with their customers. These initiatives are presented as part of Braze’s broader approach to social impact and corporate responsibility.

Partnerships and Ecosystem

Braze highlights collaborations with technology partners in its announcements. Examples include a listing of BrazeAI Decisioning Studio™ on Google Cloud Marketplace, which the company describes as enabling streamlined procurement and deployment in Google Cloud environments, and an integration with Google BigQuery to work with first-party customer data. Braze also references an integration with Snowflake Cortex AI, allowing marketers to query campaign and analytics data using natural language through BrazeAI Operator™.

In addition, Braze cites collaborations related to messaging channels, such as work with Google on RCS for Business, and describes how these relationships support next-generation brand messaging and interactive customer experiences. These partnerships are presented as extensions of the Braze platform into broader cloud and data ecosystems.

Sector and Investor Considerations

As a software publisher in the information sector, Braze operates in a segment where recurring subscription revenue, data infrastructure, and AI capabilities are central themes. Investors analyzing BRZE stock often look at factors such as subscription revenue growth, dollar-based net retention, remaining performance obligations, and the adoption of AI-driven features across the customer base, as described in the company’s financial communications.

According to its disclosures, Braze provides both GAAP and non-GAAP financial measures and encourages investors to review reconciliations between them. The company also defines and reports operating metrics such as ARR and dollar-based net retention rate, explaining how these metrics relate to customer satisfaction, expansion, and contract renewals.

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