NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced strategic leadership appointments and new customer wins on the heels of a significant financial milestone. As previously announced, the company recently passed $500 million of Committed Annual Recurring Revenue (CARR), demonstrating the continued demand for Braze as brands recognize the critical role of customer engagement in driving growth, loyalty, and ...

akinbostanci Investment Thesis Braze (NASDAQ:BRZE) stock's expectations are relatively muted, even as the company is delivering strong results. I make the case that this stock is now on the point of inflection. Succinctly put, I believe that Braze could within the next 12 months, be on a forward run-rate of +5% non-GAAP operating margin. Consequently, I argue that in the next twelve months, this business will grow its revenues by at least 25% CAGR and that paying 10x forward sales, for a profitable clou ...

AzmanL/E+ via Getty Images Summary Readers may find my previous coverage via this link. My previous rating was a hold, as I believed any further upside for Braze (NASDAQ:BRZE) would require multiples to re-rate even higher, even though I was optimistic about the business. My conclusion back then was to wait for a cheaper valuation or when there was a visible catalyst in sight before buying the stock again. I am revising my rating from hold to buy as I now believe BRZE is able to continue growing the bus ...

One stock that might be an intriguing choice for investors right now is Braze, Inc. (BRZE) . This is because this security in the Technology Services space is seeing solid earnings estimate revision activity, and is in great company from a Zacks Industry Rank perspective.This is important because, often times, a rising tide will lift all boats in an industry, as there can be broad trends taking place in a segment that are boosting securities across the board. This is arguably taking place in the Technology ...

Braze, Inc. (NASDAQ:BRZE) Q4 2024 Earnings Call December 7, 2023 4:30 PM ET Company Participants Christopher Ferris - Head, IR Bill Magnuson - Co-Founder, Chairman and Chief Executive Officer Isabelle Winkles - Chief Financial Officer Conference Call Participants Arjun Bhatia - William Blair Ryan MacWilliams - Barclays Taylor McGinnis - UBS Tyler Radke - Citi Brent Bracelin - Piper Sandler Michael Berg - Wells Fargo Matthew VanVliet - BTIG Pinjalim Bora - JPMOrgan Scott Berg - Needham Brian Schwartz - Oppen ...

CONDENSED CONSOLIDATED STATEMENTS OF REDEEMABLE NON-CONTROLLING INTEREST AND STOCKHOLDERS' EQUITY (UNAUDITED) 9 CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (UNAUDITED) (in thousands) BRAZE, INC. | --- | --- | --- | --- | --- | |-------------------------------------------------------------------------------------------------------------------|-------|--------------------------|-------------|---------| | SUPPLEMENTAL CASH FLOW DISCLOSURE: | | Nine Months Ended \n2023 | October 31, | 2022 | | Cash paid for ...

173 CUSTOMERS WITH $500K+ ARR, UP 24% Y/Y 8 ($18.7)M Remaining Performance Obligations Total RPO braze 12 Annual Recurring Revenue (ARR): We define ARR as the annualized value of customer subscription contracts, including certain premium professional services that are subject to contractual subscription terms, as of the measurement date, assuming any contract that expires during the next 12 months is renewed on its existing terms (including contracts for which we are negotiating a renewal). Our calculation ...

Braze, Inc. (NASDAQ:BRZE) Q2 2024 Earnings Conference Call September 7, 2023 4:30 PM ET Company Participants Christopher Ferris - Head, IR Bill Magnuson - Co-Founder, Chairman & CEO Isabelle Winkles - CFO Conference Call Participants Ryan MacWilliams - Barclays Bank Jacob Titleman - Goldman Sachs Group Michael Berg - Wells Fargo Securities David Hynes - Canaccord Genuity James Wood - TD Cowen Arjun Bhatia - William Blair & Company Matthew VanVliet - BTIG Nicholas Altmann - Scotiabank Taylor McGinnis - UBS B ...

| --- | --- | |--------------------------------------------------------------------------|-------| | Balance as of January 31, 2023 | $ | | Net loss attributable to redeemable non-controlling interest | | | Balance as of July 31, 2023 | $ | 16 6. Marketable Securities The Company's short-term investments consist of available-for-sale debt securities and term deposits. The term deposits are at cost, which approximates fair value. The weighted-average remaining maturity of the Company's investment portfolio w ...

Braze, Inc. (NASDAQ:BRZE) Q1 2024 Earnings Conference Call June 8, 2023 5:00 PM ET Company Participants Christopher Ferris - Head of IR Isabelle Winkles - CFO Bill Magnuson - Co-Founder and CEO Conference Call Participants Ryan MacWilliams - Barclays Gabriela Borges - Goldman Sachs Taylor McGinnis - UBS Michael Berg - Wells Fargo Derrick Wood - TD Cowen Brent Bracelin - Piper Sandler Brian Peterson - Raymond James D.J. Hynes - Canaccord Arjun Bhatia - William Blair Pat Walravens - JMP Securities Camden Levy ...