Braze(NASDAQ) BRZE

Braze helps brands talk to their customers. It sends personal messages through apps, websites, and emails. This makes digital interactions feel like human conversations.

Tools for Digital Engagement

• Platform Subscriptions: Access to tools for collecting data and sending messages; includes base platform fees and volume tiers.
• Messaging Channels: Services for delivering content cards, push notifications, and in-app messages across various digital interfaces.
• Data Orchestration: Visual mapping of multi-step customer journeys using the proprietary Canvas tool.
• Predictive Intelligence: Artificial intelligence tools for grouping consumers based on attributes, past events, or predicted behaviors.
• Professional Services: Onboarding support, technical training, and premium assistance like email deliverability help.

Growing the Global Footprint

• Acquired OfferFit during the six-month period ended July 31, 2025, to enhance automated experimentation capabilities.
• Authorized a share repurchase program in March 2026 to buy back company stock.
• Spent $50.0 million on an accelerated stock repurchase transaction during the three months ended April 30, 2026.
• Maintained a global presence with 45% of revenue coming from international markets in the six months ended July 31, 2026.

How Braze Stands Out

The platform uses real-time context to help brands deliver personally relevant interactions. Its visual Canvas tool allows teams to map and automate complex, multi-step customer journeys.

A Look at the Numbers

• Revenue was $227.2 million in the three months ended July 31, 2026, up 26.2% year over year.
• The company reported a net loss of $43.8 million for the six months ended July 31, 2026.
• Non-GAAP free cash flow reached $48.5 million during the six months ended July 31, 2026.
• The customer base grew to 2,789 entities as of July 31, 2026.
• Monthly active users reached 9 billion as of July 31, 2026.

Bottom Line

Braze has expanded from a mobile messaging tool into a comprehensive platform for enterprise customer engagement. Its focus on real-time data and cross-channel continuity helps brands maintain relevance in digital markets.