Company

Braze Inc.

BRZESoftware

Braze Inc. is a technology firm specializing in a cloud-based customer engagement platform that supports multi-channel marketing through email, push notifications, and in-app messaging.

Snapshot

Braze Inc. is a software company that has completed 2 disclosed acquisitions and reported $738M in latest-year revenue.

Sector
Software
Ticker
BRZE
Revenue (LTM)
$738M
Acquisitions
2
Operating margin
-19.6%
Latest call
Q1 2027

Business description

Braze Inc. is a technology firm specializing in a cloud-based customer engagement platform that supports multi-channel marketing through email, push notifications, and in-app messaging. Founded in 2011 and led by CEO Bill Magnuson, the company serves over 1,000 global brands with a subscription-based model. Competing with firms like Salesforce and Adobe, Braze is recognized for innovation through tools such as Braze Canvas and advanced analytics. Its focus on AI-driven enhancements and global integrations positions the company for sustained growth.

$738M
Revenue (LTM)
2
Acquisitions
-19.6%
Operating margin
Q1 2027
Latest call

Financials

View financials
Revenue (FY2026) $738M
YoY growth +24.4%
Operating margin -19.6%
Direction Expanding
Gross margin 67.1%
Net margin -17.7%

Leadership & board

View leadership

Share repurchases

In March 2026, the board authorized the repurchase of up to $100.0 million of common stock (including up to $50.0 million via an accelerated share repurchase), authorized after fiscal year-end with no repurchases disclosed during fiscal 2026.

$100.0 million
Authorized

Competition & customers

Named competitors
AdobeSalesforceIterableKlaviyo
Customer concentration

For fiscal years ended January 31, 2026 and 2025, no customer accounted for 10% or more of total revenue. As of January 31, 2026, no customer accounted for more than 10% of total accounts receivable; as of January 31, 2025, one customer accounted for approximately 12% of accounts receivable.

Recent SEC filings

View on EDGAR
2026-05-27 Reported quarterly results (+1 more) View filing ↗
2026-04-28 Leadership change (directors/officers) (+1 more) View filing ↗
2026-04-07 Leadership change (directors/officers) View filing ↗
2026-03-24 Reported quarterly results View filing ↗
2026-02-02 Modified securityholder rights (+2 more) View filing ↗
2025-12-09 Reported quarterly results (+1 more) View filing ↗
2025-09-04 Reported quarterly results View filing ↗
2025-06-27 Shareholder vote results View filing ↗
2025-06-05 Reported quarterly results (+1 more) View filing ↗
2025-03-27 Reported quarterly results (+2 more) View filing ↗
2025-02-03 Reported quarterly results (+2 more) View filing ↗
2024-12-09 Reported quarterly results View filing ↗
SourcesSEC filings · company financials · earnings transcripts Last updated

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