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Earnings transcript
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BRZE
Braze, Inc.
$22.19
-0.88
(-3.81%)
| Exchange: | NASDAQ |
| Market Cap: | 2.499B |
| Shares Outstanding: | 91.056M |
Delayed data
About The Company
| Sector: | Technology | |||||
| Industry: | Software – Application | |||||
| CEO: | William Magnuson | |||||
| Full Time Employees: | 1699 | |||||
| Address: |
| |||||
| Website: | https://www.braze.com |
Braze, Inc. operates a global customer engagement platform designed to foster meaningful interactions between consumers and brands. Its comprehensive suite of tools includes robust data ingestion capabilities. These feature Braze software development kits (SDKs) for automatic data collection and the delivery of various mobile and web notifications, integrated in-application/in-browser messages, and content cards, all seamlessly adaptable to diverse digital interfaces and application development frameworks. Additionally, a REST API facilitates data import/export and workflow automation across Braze and clients’ existing technological ecosystems. The platform also enables the synchronization of user cohorts from partner sources. For customer understanding, Braze offers advanced classification functionalities. This includes segmentation tools that allow businesses to define reusable consumer groups based on attributes, past events, or predictive propensity scores. Segment insights provide analytical views into how different segments perform relative to key metrics and help identify the underlying factors driving segment membership. Furthermore, a predictive suite assists in pinpointing high-value consumer demographics. The company further provides modules for personalization and decisive actions. Crucially, Braze’s orchestration offerings empower brands to manage complex customer journeys. Its signature ‘Canvas’ tool allows for the visual mapping of multi-step, cross-channel messaging experiences—ideal for onboarding sequences, nurturing campaigns, or win-back strategies. Other orchestration elements include the ability to run targeted campaigns (single or multi-channel) for specific user segments, event and API-driven triggering mechanisms, controls for message frequency and rate limiting, intelligent content selection, and extensive reporting alongside analytics. Founded in 2011, the company was initially known as Appboy, Inc. before adopting its current name, Braze, Inc., in November 2017. Its corporate headquarters are situated in New York, New York.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | 471,800 | 593,410 | 738,182 |
| Gross Profit | 324,273 | 410,219 | 495,657 |
| EBITDA | -137,729 | -112,044 | -125,429 |
| Operating Income | -144,692 | -122,159 | -144,757 |
| Net Income | -129,166 | -103,743 | -131,287 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Total Assets | 810,941 | 870,998 | 1,113,757 |
| Total Liabilities | 366,516 | 396,249 | 489,601 |
| Total Stockholders Equity | 444,233 | 474,861 | 623,767 |
| Total Debt | 90,612 | 87,440 | 82,654 |
| Cash and Cash Equivalents | 68,228 | 83,062 | 124,342 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Operating Cash Flow | 6,850 | 36,680 | 71,438 |
| Capital Expenditure | -9,761 | -13,234 | -9,588 |
| Free Cash Flow | -6,485 | 23,446 | 61,850 |
| Net Income | -129,166 | -104,047 | -130,786 |
| Net Change in Cash | -492 | 11,461 | 44,746 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2031 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 1,459,220.309 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 1,503,922.630 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 1,477,000 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 64,114.193 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 66,078.293 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 64,895.385 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 0 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 0 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 0 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 1,056,590.082 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 1,088,958.072 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 1,069,463.974 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 0 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 0 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 0 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 3 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 2 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Strong Financial Performance: Braze reported robust results in its Fiscal Second Quarter 2026 earnings, with key financial metrics surpassing expectations. Revenue growth remains solid, supported by consistent increases in customer engagement platform adoption, as highlighted in the earnings call summary.
- Innovative Product Offerings: The company’s focus on AI-driven innovations, as discussed in the Q2 2026 earnings call, positions Braze as a leader in customer engagement solutions, enhancing its competitive edge within the industry.
- Positive Cash Flow Metrics: Analysis of cash flow statements indicates strong net cash provided by operating activities and positive free cash flow trends, reflecting operational efficiency and financial health.
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Intrinsic Value Calculator
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Common questions about BRZE valuation
Is Braze, Inc. (BRZE) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Braze, Inc. (BRZE) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is BRZE a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether BRZE trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is BRZE’s P/E ratio?
You can see BRZE’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for BRZE?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is BRZE a good long-term investment?
Whether BRZE fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
BRZE
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
-3.81
Trading Metrics:
| Open: | 22.61 | Previous Close: | 23.07 | |
| Day Low: | 21.48 | Day High: | 23.03 | |
| Year Low: | 15.26 | Year High: | 37.33 | |
| Price Avg 50: | 22.78 | Price Avg 200: | 25.58 | |
| Volume: | 2.061M | Average Volume: | 3.293M |
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Login — it's freeBRZE full analysis
Hey everyone, welcome back to the channel! Today, we’re diving deep into a comprehensive analysis of Braze, ticker BRZE, a company that’s making waves in the customer engagement software space. If you’re looking to understand whether this stock is a potential addition to your portfolio, stick around because we’re covering everything from financials to valuation, recent performance, and more. Let’s get started! First off, let me give you a quick overview of what we’re dealing with here. Braze is a…
