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Earnings transcript
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BRZE
Braze, Inc.
$23.68
0.1
(0.42%)
[ms_data_label text=’Delayed data’]
| Exchange: | NASDAQ |
| Market Cap: | 2.686B |
| Shares Outstanding: | 91.056M |
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 customer engagement platform that provides interactions between consumers and brands worldwide. It offers data ingestion products, such as Braze software development kits that automatically manage data ingestion and the delivery of mobile and web notifications, in-application/in-browser interstitial messages, and content cards, as well as can be integrated into a range of digital interfaces and application development frameworks; REST API that can be used to import or export data or to trigger workflows between Braze and brands’ existing technology stacks; and partner cohort syncing, which allow brands to sync user cohorts from partners. The company 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 helps to understand the factors that determine which consumers belong to a particular segment; and predictive suite that allows customers to identify groups of consumers that are of critical business value. In addition, it provides personalization and action products; and orchestration products, which include Canvas, an orchestration tool that allows customers to create journeys, mapping out multi-steps, and cross-channel messaging experiences, which include onboarding flows, nurture campaigns, win-back strategies, and others; campaigns, which allow 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; frequency capping and rate limiting; intelligent selection; and reporting and analytics. 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.
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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 | -113,429 |
| Operating Income | -144,692 | -122,159 | -132,757 |
| 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) | 1,443,839.254 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 1,506,906.722 | 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) | 101,533.611 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 105,968.639 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 103,865.539 | 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) | 1,045,452.990 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 1,091,118.789 | 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
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0.42
Trading Metrics:
| Open: | [ms_cell_or_dash table='trading_quote' column='open'] | Previous Close: | [ms_cell_or_dash table='trading_quote' column='previousClose'] | |
| Day Low: | [ms_cell_or_dash table='trading_quote' column='dayLow'] | Day High: | [ms_cell_or_dash table='trading_quote' column='dayHigh'] | |
| Year Low: | 15.26 | Year High: | 37.67 | |
| Price Avg 50: | 19.9 | Price Avg 200: | 26.59 | |
| Volume: | 2.887M | Average Volume: | 3.361M |
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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…
