Core Thesis - Braze, Inc. is positioned as a differentiated SaaS player at the intersection of marketing automation and AI, with a strong focus on customer engagement campaigns [2][4] Company Overview - As of September 5th, Braze's share price was $31.42, with a forward P/E ratio of 175.44 [1] - The company has a market capitalization of $3.5 billion and reported $1.5 billion in annual revenue [4] - Braze serves approximately 2,500 global Fortune-tier clients and has achieved $700 million in subscription revenue, alongside a net revenue retention rate of 108% [2] Product Innovation - Braze is set to launch an AI-powered product that integrates with Tier-1 AI engines like ChatGPT and Gemini, enabling rapid execution of marketing campaigns [3] - This innovation aims to democratize access to marketing resources, traditionally requiring multimillion-dollar budgets, thereby broadening market reach [3] Market Potential - The upcoming product launch is viewed as a potential catalyst for the company's growth, with projections suggesting the stock could reach $70 in the near term [4] - Long-term expectations indicate that Braze could become the first SaaS marketing company to scale toward a $100 billion valuation within the next decade [4] Investment Sentiment - Investors are optimistic about Braze's strong fundamentals, AI-driven innovation, and the upcoming product launch, which is seen as a clear catalyst for revaluation [4][5]

How 2 UC Berkeley dropouts raised $28M for their AI marketing automation startup | TechCrunch https://t.co/cApUOwANG2 ...

How 2 UC Berkeley dropouts raised $28 million for their AI marketing automation startup | TechCrunch https://t.co/N8jC3g5H37 ...

Core Insights - EngageLab has launched two new features, Smart Push and Push Plan, aimed at enhancing user engagement and marketing efficiency for global e-commerce businesses, with early adopters reporting over 30% increases in click-through rates [1][2][9] Feature Summaries Smart Push - Smart Push predicts the optimal time for delivering push notifications based on users' activity patterns, ensuring messages arrive at their personal "golden moment" [3][9] - This feature is available for a limited-time free trial via the EngageLab dashboard [5] Push Plan - Push Plan provides a centralized command center for managing complex promotional campaigns, allowing for multi-wave, multi-segment, and multi-content strategies [7][10] - It offers holistic performance insights, tracking key metrics like delivery rate, click rate, and conversions across the entire campaign lifecycle [10] Advantages of New Features - Higher click-through rates and increased conversion efficiency are reported due to delivering messages when users are most active [9] - Enhanced user experience by avoiding interruptions and fostering positive brand perception [9] - Flexibility in operations with full support via API and Web Portal for easy task management and strategy optimization [10] Company Overview - EngageLab is a leading AI-powered omnichannel customer engagement solution provider, supporting businesses in over 220 countries and regions, delivering more than 1 million messages every second [12]