NASDAQ Framework: Braze Inc.

Customer engagement platform for multichannel marketing 1.

Braze Inc. is a leading customer engagement platform that powers customer-centric interactions between consumers and brands. The company provides marketing automation for multi-channel messaging, encompassing functionalities such as data ingestion, classification, orchestration, personalization, and action, all supported by its AI engine, Sage AI by Braze 2 3 4. Founded in 2011 and headquartered in New York, Braze serves various industries including Retail & E-commerce, Media & Entertainment, Financial Services, and Travel & Hospitality 5 6. With a strong institutional backing and significant growth in subscription revenue, Braze continues to innovate and expand its market reach, making it a key player in the prepackaged software sector 7 8 9.

2: Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. The company offers Braze software development kits that automatically manage data ingestion and deliver mobile and web notifications, in-application/in-browser interstitial messages, and content cards; REST API that can be used to import or export data or to trigger workflows between Braze and brands' existing technology stacks; Partner Data Integrations, which allow brands to sync user cohorts from partners; Data Transformation, in which brands can programmatically sync and transform user data; and Braze Cloud Data Ingestion that enables brands to harness their customer data. It also offers classification products, including segmentation that can define reusable segments of consumers based upon attributes, events, or predictive propensity scores; segment insights, which allows customers to analyze how segments are performing relative to each other across a set of pre-selected key performance indicators; and predictive suite that allows customers to identify groups of consumers that are of critical business value. In addition, the company provides Canvas, an orchestration tool that allows customers to create journeys, mapping out multi-steps, and cross-channel messaging experiences; campaigns, which allows customers to send one set of single-channel or multi-channel messages to be delivered to customers in a particular user segment; event and API triggering; marketing pressure management; and reporting and analytics. Further, it offers personalization products, such as liquid templating platform, connected content platform, content blocks, intelligent timing and channel, personalized variant, and AI item recommendations, and catalogs; and action products. The company was formerly known as Appboy, Inc. and changed its name to Braze, Inc. in November 2017. Braze, Inc. was incorporated in 2011 and is headquartered in New York, New York. View Source3: Braze Inc is a customer engagement platform that powers customer-centric interactions between consumers and brands. The company provides solutions for Retail & E-commerce, Media & Entertainment, Financial Services, and Travel & Hospitality related industries. The company offers a single, vertically integrated platform that encompasses the various functionalities, or layers, required for modern customer engagement: data ingestion, classification, orchestration, personalization, and action, all of which is supported by Sage AI by Braze, its AI engine designed to power AI functionality across all layers of this stack. It generates a majority of its revenue from the United States. View Source4: Braze, Inc. operates a customer relationship management platform for mobile applications. Its application combines messaging, audience segmentation, analytics and user support in a single integrated solution. The firm offers push notifications, email, in-app messages, and news feed services. The company was founded by Mark Ghermezian, William Magnuson, and Jonathan Hyman in 2011 and is headquartered in New York, NY. View Source5: Braze Inc is a customer engagement platform that powers customer-centric interactions between consumers and brands. The company provides solutions for Retail & E-commerce, Media & Entertainment, Financial Services, and Travel & Hospitality related industries. The company offers a single, vertically integrated platform that encompasses the various functionalities, or layers, required for modern customer engagement: data ingestion, classification, orchestration, personalization, and action, all of which is supported by Sage AI by Braze, its AI engine designed to power AI functionality across all layers of this stack. It generates a majority of its revenue from the United States. View Source6: Braze, Inc. operates a customer relationship management platform for mobile applications. Its application combines messaging, audience segmentation, analytics and user support in a single integrated solution. The firm offers push notifications, email, in-app messages, and news feed services. The company was founded by Mark Ghermezian, William Magnuson, and Jonathan Hyman in 2011 and is headquartered in New York, NY. View Source7: Scott Berg has given his Buy rating due to a combination of factors that indicate a strong position for Braze in the market. Berg highlights the significant growth in subscription revenue, which not only showed a marked increase but also accelerated past the company’s performance in the previous two quarters. This acceleration is a testament to the growing demand for Braze’s personalized customer engagement platforms, which stand out even when the broader marketing software sector faces challenges. Moreover, the company’s robust customer relationship potential (cRPO) growth rate of 29.1% and the addition of 10 high-value customers each with an annual recurring revenue (ARR) over $500k, exceeding typical seasonal expectations, further solidify the positive outlook. The cautious second-half guidance provided by the company is seen as an opportunity by Berg, suggesting a potentially favorable setup for the latter half of the year as the company assesses its demand dynamics. Financially, Braze has demonstrated improved profitability, with a significant uptick in operating margin by 830 basis points year over year. Berg notes that this is particularly impressive given that Braze is poised to achieve Non-GAAP profitability by the fourth quarter even as it continues to invest substantially in the near term. These factors collectively underpin Scott Berg’s confidence in Braze’s stock, leading to his recommendation that investors buy BRZE shares. View Source8: InvestingPro Data reveals a market capitalization of $3.55 billion, underscoring the company's significant presence in the prepackaged software sector. Despite facing challenges, Braze has demonstrated strong revenue growth, with a 33.12% increase in the last twelve months as of Q1 2023. This suggests that the company is expanding its market reach and generating more sales, a positive sign for potential investors. View Source9: To get a sense of who is truly in control of Braze, Inc. (NASDAQ:BRZE), it is important to understand the ownership structure of the business. We can see that institutions own the lion's share in the company with 58% ownership. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn). View Source

UNKNOWN

The information provided does not specify whether the founders of Braze Inc. are still leading the company or are heavily involved in its operations. While it is mentioned that the company was founded by Mark Ghermezian, William Magnuson, and Jonathan Hyman in 2011 10, there is no current information about their roles or involvement.

10: Braze, Inc. operates a customer relationship management platform for mobile applications. Its application combines messaging, audience segmentation, analytics and user support in a single integrated solution. The firm offers push notifications, email, in-app messages, and news feed services. The company was founded by Mark Ghermezian, William Magnuson, and Jonathan Hyman in 2011 and is headquartered in New York, NY. View Source

MEDIUM RISK

Braze Inc. demonstrates strong revenue growth and a significant market presence, with a 33% increase in revenue to $135.5 million in the first quarter and a robust cash flow from operations 11. The company also holds more cash than debt, providing a cushion against market volatility 12. However, the P/E ratio stands at -28.78, indicating that the market currently values the company at a loss relative to its earnings 13. Additionally, while analysts have revised their earnings upwards, suggesting optimism, the company's stock has been trading near its 52-week low and has experienced a significant drop over the last three months 14. These mixed signals suggest a medium risk level for Braze Inc.'s financial situation.

11: In other recent news, Braze Inc. showcased a stellar performance in the first quarter, with a 33% revenue increase to $135.5 million, exceeding the anticipated 29%. This was accompanied by substantial non-GAAP operating margin improvements and robust cash flow from operations. The company added 58 new customers, bringing the total to 2,102. Analysts from TD Cowen, Canaccord Genuity, and Needham have maintained a positive stance on Braze, with TD Cowen and Needham holding their price targets at $52 and $70 respectively, while Canaccord Genuity raised its price target to $53. View Source12: InvestingPro Tips highlight that Braze holds more cash than debt on its balance sheet, which provides a cushion against market volatility and financial stress. Additionally, 8 analysts have revised their earnings upwards for the upcoming period, suggesting a more optimistic outlook on the company's financial performance. View Source13: However, the company's P/E ratio stands at -28.78, indicating that the market currently values the company at a loss relative to its earnings. This could reflect investor concerns about Braze's profitability, especially considering that analysts do not anticipate the company will be profitable this year. View Source14: It's also noteworthy that Braze's stock has been trading near its 52-week low and has experienced a significant drop over the last three months. While this may raise concerns, it could also present a potential entry point for investors who believe in the company's long-term growth prospects. View Source

YES

Braze Inc. is launching new product offerings, including the Braze Data Platform, which was announced on July 11, 2024 15 16.

15: Simply Wall St.With 58% ownership, Braze, Inc. (NASDAQ:BRZE) boasts of strong institutional backingKey Insights Significantly high institutional ownership implies Braze's stock price is sensitive to their trading...Business WireBraze Releases 2024 Environmental, Social, and Governance (ESG) ReportNEW YORK, July 16, 2024--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today released its third annual Environmental, Social, and Governance (ESG) report. Highlights include the company’s first Virtual Power Purchase Agreement, the expansion of the Tech for an Equitable Future product grant program, and inclusion in the Human Rights Campaign ("HRC") 2023-2024 Corporate Equality Index, which recognizes the company's strong commitmeBusiness WireBraze Introduces the Braze Data PlatformNEW YORK, July 11, 2024--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced the launch of the Braze Data Platform, a comprehensive, composable set of data capabilities and partner integrations designed to streamline data unification, activation, and distribution, empowering marketers to create memorable, relevant customer engagements with Braze. View Source16: Braze Releases 2024 Environmental, Social, and Governance (ESG) Report Business Wire Jul 16, 2024 2:21pm Braze Introduces the Braze Data Platform Business Wire Jul 11, 2024 1:00pm Braze Reports Fiscal First Quarter 2025 Results Business Wire Jun 6, 2024 8:05pm Braze Appoints Yvonne Wassenaar to Board of Directors Business Wire Jun 3, 2024 8:15pm Braze to Report First Quarter Fiscal 2025 Results Business Wire May 16, 2024 8:15pm Braze Continues Expansion of Global Footprint, Strengthening Reach Across APAC, EMEA, and LATAM Business Wire May 15, 2024 1:00pm View Source

Braze Inc.'s product roadmap and expansion strategy for 2024 through to 2026 focuses on enhancing its technological capabilities and expanding its global footprint. The company has introduced the Braze Data Platform, designed to streamline data unification, activation, and distribution, empowering marketers to create more relevant customer engagements 17 18. Additionally, Braze is investing in research and development, global expansion, and customer engagement innovation, with strategic investments aimed at long-term growth and efficiency 19. The company is also leveraging its AI engine, Sage AI by Braze, to support its multi-channel messaging functionalities, further solidifying its position as a leader in the customer engagement platform market 20 21.

17: Braze Releases 2024 Environmental, Social, and Governance (ESG) Report Business Wire Jul 16, 2024 2:21pm Braze Introduces the Braze Data Platform Business Wire Jul 11, 2024 1:00pm Braze Reports Fiscal First Quarter 2025 Results Business Wire Jun 6, 2024 8:05pm Braze Appoints Yvonne Wassenaar to Board of Directors Business Wire Jun 3, 2024 8:15pm Braze to Report First Quarter Fiscal 2025 Results Business Wire May 16, 2024 8:15pm Braze Continues Expansion of Global Footprint, Strengthening Reach Across APAC, EMEA, and LATAM Business Wire May 15, 2024 1:00pm View Source18: Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. The company offers Braze software development kits that automatically manage data ingestion and deliver mobile and web notifications, in-application/in-browser interstitial messages, and content cards; REST API that can be used to import or export data or to trigger workflows between Braze and brands' existing technology stacks; Partner Data Integrations, which allow brands to sync user cohorts from partners; Data Transformation, in which brands can programmatically sync and transform user data; and Braze Cloud Data Ingestion that enables brands to harness their customer data. It also offers classification products, including segmentation that can define reusable segments of consumers based upon attributes, events, or predictive propensity scores; segment insights, which allows customers to analyze how segments are performing relative to each other across a set of pre-selected key performance indicators; and predictive suite that allows customers to identify groups of consumers that are of critical business value. In addition, the company provides Canvas, an orchestration tool that allows customers to create journeys, mapping out multi-steps, and cross-channel messaging experiences; campaigns, which allows customers to send one set of single-channel or multi-channel messages to be delivered to customers in a particular user segment; event and API triggering; marketing pressure management; and reporting and analytics. Further, it offers personalization products, such as liquid templating platform, connected content platform, content blocks, intelligent timing and channel, personalized variant, and AI item recommendations, and catalogs; and action products. The company was formerly known as Appboy, Inc. and changed its name to Braze, Inc. in November 2017. Braze, Inc. was incorporated in 2011 and is headquartered in New York, New York. View Source19: Braze's guidance for the second quarter was slightly above expectations, with full-year revenue expected to fall between $577 million and $581 million. The company is also making strategic investments in research and development, global expansion, and customer engagement innovation, demonstrating a focus on long-term growth and efficiency. View Source20: Braze Inc is a customer engagement platform that powers customer-centric interactions between consumers and brands. The company provides solutions for Retail & E-commerce, Media & Entertainment, Financial Services, and Travel & Hospitality related industries. The company offers a single, vertically integrated platform that encompasses the various functionalities, or layers, required for modern customer engagement: data ingestion, classification, orchestration, personalization, and action, all of which is supported by Sage AI by Braze, its AI engine designed to power AI functionality across all layers of this stack. It generates a majority of its revenue from the United States. View Source21: Employ Sage AI by Braze™, the world’s smartest marketing advisor. View Source

Sources

1: Braze Inc. is known for its customer engagement platform that provides marketing automation for multi-channel messaging. As a company operating in the prepackaged software industry, Braze Inc. has been subject to the fluctuations and trends of the tech sector. View Source2: Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. The company offers Braze software development kits that automatically manage data ingestion and deliver mobile and web notifications, in-application/in-browser interstitial messages, and content cards; REST API that can be used to import or export data or to trigger workflows between Braze and brands' existing technology stacks; Partner Data Integrations, which allow brands to sync user cohorts from partners; Data Transformation, in which brands can programmatically sync and transform user data; and Braze Cloud Data Ingestion that enables brands to harness their customer data. It also offers classification products, including segmentation that can define reusable segments of consumers based upon attributes, events, or predictive propensity scores; segment insights, which allows customers to analyze how segments are performing relative to each other across a set of pre-selected key performance indicators; and predictive suite that allows customers to identify groups of consumers that are of critical business value. In addition, the company provides Canvas, an orchestration tool that allows customers to create journeys, mapping out multi-steps, and cross-channel messaging experiences; campaigns, which allows customers to send one set of single-channel or multi-channel messages to be delivered to customers in a particular user segment; event and API triggering; marketing pressure management; and reporting and analytics. Further, it offers personalization products, such as liquid templating platform, connected content platform, content blocks, intelligent timing and channel, personalized variant, and AI item recommendations, and catalogs; and action products. The company was formerly known as Appboy, Inc. and changed its name to Braze, Inc. in November 2017. Braze, Inc. was incorporated in 2011 and is headquartered in New York, New York. View Source3: Braze Inc is a customer engagement platform that powers customer-centric interactions between consumers and brands. The company provides solutions for Retail & E-commerce, Media & Entertainment, Financial Services, and Travel & Hospitality related industries. The company offers a single, vertically integrated platform that encompasses the various functionalities, or layers, required for modern customer engagement: data ingestion, classification, orchestration, personalization, and action, all of which is supported by Sage AI by Braze, its AI engine designed to power AI functionality across all layers of this stack. It generates a majority of its revenue from the United States. View Source4: Braze, Inc. operates a customer relationship management platform for mobile applications. Its application combines messaging, audience segmentation, analytics and user support in a single integrated solution. The firm offers push notifications, email, in-app messages, and news feed services. The company was founded by Mark Ghermezian, William Magnuson, and Jonathan Hyman in 2011 and is headquartered in New York, NY. View Source5: Braze Inc is a customer engagement platform that powers customer-centric interactions between consumers and brands. The company provides solutions for Retail & E-commerce, Media & Entertainment, Financial Services, and Travel & Hospitality related industries. The company offers a single, vertically integrated platform that encompasses the various functionalities, or layers, required for modern customer engagement: data ingestion, classification, orchestration, personalization, and action, all of which is supported by Sage AI by Braze, its AI engine designed to power AI functionality across all layers of this stack. It generates a majority of its revenue from the United States. View Source6: Braze, Inc. operates a customer relationship management platform for mobile applications. Its application combines messaging, audience segmentation, analytics and user support in a single integrated solution. The firm offers push notifications, email, in-app messages, and news feed services. The company was founded by Mark Ghermezian, William Magnuson, and Jonathan Hyman in 2011 and is headquartered in New York, NY. View Source7: Scott Berg has given his Buy rating due to a combination of factors that indicate a strong position for Braze in the market. Berg highlights the significant growth in subscription revenue, which not only showed a marked increase but also accelerated past the company’s performance in the previous two quarters. This acceleration is a testament to the growing demand for Braze’s personalized customer engagement platforms, which stand out even when the broader marketing software sector faces challenges. Moreover, the company’s robust customer relationship potential (cRPO) growth rate of 29.1% and the addition of 10 high-value customers each with an annual recurring revenue (ARR) over $500k, exceeding typical seasonal expectations, further solidify the positive outlook. The cautious second-half guidance provided by the company is seen as an opportunity by Berg, suggesting a potentially favorable setup for the latter half of the year as the company assesses its demand dynamics. Financially, Braze has demonstrated improved profitability, with a significant uptick in operating margin by 830 basis points year over year. Berg notes that this is particularly impressive given that Braze is poised to achieve Non-GAAP profitability by the fourth quarter even as it continues to invest substantially in the near term. These factors collectively underpin Scott Berg’s confidence in Braze’s stock, leading to his recommendation that investors buy BRZE shares. View Source8: InvestingPro Data reveals a market capitalization of $3.55 billion, underscoring the company's significant presence in the prepackaged software sector. Despite facing challenges, Braze has demonstrated strong revenue growth, with a 33.12% increase in the last twelve months as of Q1 2023. This suggests that the company is expanding its market reach and generating more sales, a positive sign for potential investors. View Source9: To get a sense of who is truly in control of Braze, Inc. (NASDAQ:BRZE), it is important to understand the ownership structure of the business. We can see that institutions own the lion's share in the company with 58% ownership. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn). View Source10: Braze, Inc. operates a customer relationship management platform for mobile applications. Its application combines messaging, audience segmentation, analytics and user support in a single integrated solution. The firm offers push notifications, email, in-app messages, and news feed services. The company was founded by Mark Ghermezian, William Magnuson, and Jonathan Hyman in 2011 and is headquartered in New York, NY. View Source11: In other recent news, Braze Inc. showcased a stellar performance in the first quarter, with a 33% revenue increase to $135.5 million, exceeding the anticipated 29%. This was accompanied by substantial non-GAAP operating margin improvements and robust cash flow from operations. The company added 58 new customers, bringing the total to 2,102. Analysts from TD Cowen, Canaccord Genuity, and Needham have maintained a positive stance on Braze, with TD Cowen and Needham holding their price targets at $52 and $70 respectively, while Canaccord Genuity raised its price target to $53. View Source12: InvestingPro Tips highlight that Braze holds more cash than debt on its balance sheet, which provides a cushion against market volatility and financial stress. Additionally, 8 analysts have revised their earnings upwards for the upcoming period, suggesting a more optimistic outlook on the company's financial performance. View Source13: However, the company's P/E ratio stands at -28.78, indicating that the market currently values the company at a loss relative to its earnings. This could reflect investor concerns about Braze's profitability, especially considering that analysts do not anticipate the company will be profitable this year. View Source14: It's also noteworthy that Braze's stock has been trading near its 52-week low and has experienced a significant drop over the last three months. While this may raise concerns, it could also present a potential entry point for investors who believe in the company's long-term growth prospects. View Source15: Simply Wall St.With 58% ownership, Braze, Inc. (NASDAQ:BRZE) boasts of strong institutional backingKey Insights Significantly high institutional ownership implies Braze's stock price is sensitive to their trading...Business WireBraze Releases 2024 Environmental, Social, and Governance (ESG) ReportNEW YORK, July 16, 2024--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today released its third annual Environmental, Social, and Governance (ESG) report. Highlights include the company’s first Virtual Power Purchase Agreement, the expansion of the Tech for an Equitable Future product grant program, and inclusion in the Human Rights Campaign ("HRC") 2023-2024 Corporate Equality Index, which recognizes the company's strong commitmeBusiness WireBraze Introduces the Braze Data PlatformNEW YORK, July 11, 2024--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced the launch of the Braze Data Platform, a comprehensive, composable set of data capabilities and partner integrations designed to streamline data unification, activation, and distribution, empowering marketers to create memorable, relevant customer engagements with Braze. View Source16: Braze Releases 2024 Environmental, Social, and Governance (ESG) Report Business Wire Jul 16, 2024 2:21pm Braze Introduces the Braze Data Platform Business Wire Jul 11, 2024 1:00pm Braze Reports Fiscal First Quarter 2025 Results Business Wire Jun 6, 2024 8:05pm Braze Appoints Yvonne Wassenaar to Board of Directors Business Wire Jun 3, 2024 8:15pm Braze to Report First Quarter Fiscal 2025 Results Business Wire May 16, 2024 8:15pm Braze Continues Expansion of Global Footprint, Strengthening Reach Across APAC, EMEA, and LATAM Business Wire May 15, 2024 1:00pm View Source17: Braze Releases 2024 Environmental, Social, and Governance (ESG) Report Business Wire Jul 16, 2024 2:21pm Braze Introduces the Braze Data Platform Business Wire Jul 11, 2024 1:00pm Braze Reports Fiscal First Quarter 2025 Results Business Wire Jun 6, 2024 8:05pm Braze Appoints Yvonne Wassenaar to Board of Directors Business Wire Jun 3, 2024 8:15pm Braze to Report First Quarter Fiscal 2025 Results Business Wire May 16, 2024 8:15pm Braze Continues Expansion of Global Footprint, Strengthening Reach Across APAC, EMEA, and LATAM Business Wire May 15, 2024 1:00pm View Source18: Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. The company offers Braze software development kits that automatically manage data ingestion and deliver mobile and web notifications, in-application/in-browser interstitial messages, and content cards; REST API that can be used to import or export data or to trigger workflows between Braze and brands' existing technology stacks; Partner Data Integrations, which allow brands to sync user cohorts from partners; Data Transformation, in which brands can programmatically sync and transform user data; and Braze Cloud Data Ingestion that enables brands to harness their customer data. It also offers classification products, including segmentation that can define reusable segments of consumers based upon attributes, events, or predictive propensity scores; segment insights, which allows customers to analyze how segments are performing relative to each other across a set of pre-selected key performance indicators; and predictive suite that allows customers to identify groups of consumers that are of critical business value. In addition, the company provides Canvas, an orchestration tool that allows customers to create journeys, mapping out multi-steps, and cross-channel messaging experiences; campaigns, which allows customers to send one set of single-channel or multi-channel messages to be delivered to customers in a particular user segment; event and API triggering; marketing pressure management; and reporting and analytics. Further, it offers personalization products, such as liquid templating platform, connected content platform, content blocks, intelligent timing and channel, personalized variant, and AI item recommendations, and catalogs; and action products. The company was formerly known as Appboy, Inc. and changed its name to Braze, Inc. in November 2017. Braze, Inc. was incorporated in 2011 and is headquartered in New York, New York. View Source19: Braze's guidance for the second quarter was slightly above expectations, with full-year revenue expected to fall between $577 million and $581 million. The company is also making strategic investments in research and development, global expansion, and customer engagement innovation, demonstrating a focus on long-term growth and efficiency. View Source20: Braze Inc is a customer engagement platform that powers customer-centric interactions between consumers and brands. The company provides solutions for Retail & E-commerce, Media & Entertainment, Financial Services, and Travel & Hospitality related industries. The company offers a single, vertically integrated platform that encompasses the various functionalities, or layers, required for modern customer engagement: data ingestion, classification, orchestration, personalization, and action, all of which is supported by Sage AI by Braze, its AI engine designed to power AI functionality across all layers of this stack. It generates a majority of its revenue from the United States. View Source21: Employ Sage AI by Braze™, the world’s smartest marketing advisor. View Source