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The themes Braze is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Software Application
Graded A or B and worth $2B or more: A first, then the largest.
SAPSAP SE288,5B $A+
SHOPShopify Inc.189,9B $A+
CRMSalesforce, Inc.179,3B $A+
ADPAutomatic Data Processing, Inc.122,3B $A+
NOWServicenow, Inc.106,1B $A
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation22 окт. 2026 г.BAGraded B, now A
IBMInternational Business Machines Corporation21 окт. 2026 г.BAGraded B, now A
CDNSCadence Design Systems, Inc.28 окт. 2026 г.BAGraded B, now A
NXPINXP Semiconductors N.V.27 окт. 2026 г.BAGraded B, now A
UIUbiquiti Inc.6 нояб. 2026 г.BAGraded B, now A
На чём зарабатывает
- Subscription revenue93 %
- Professional services revenue8 %
Доли выручки — это оценки за quarter ended 2026-04-30, high confidence, а не цифры из поданной отчётности.
Конкурирует с
Что продаёт6
Braze Data Platform
Collects and organizes customer data from apps, websites, and connected data systems, and can pass that data to other tools.
Canvas
A visual tool for mapping and running multi-step customer journeys, such as welcome messages or reminders to return.
BrazeAI Decisioning Studio
Uses AI to choose and improve parts of customer communications, such as the message, channel, timing, or frequency.
Показать ещё 3
Agent Console
Lets marketers build and use custom AI agents for tasks such as translating text, scoring leads, and creating content.
Operator
An AI assistant that answers questions and helps marketers carry out tasks in the Braze dashboard.
Cross-channel messaging
Tools for sending email, text messages, mobile and web notifications, and messages inside apps and websites.
Кто покупает3
- Brands in retail and consumer goods, media and entertainment, gaming, restaurants and on-demand services, healthcare, technology, and financial services.
- Marketing teams that plan customer communications, alongside product, engineering, data, and analytics teams that connect systems and use customer data.
- Companies of different sizes and industries, including global businesses and technology companies; Braze sells mainly through its own sales teams, with resellers in some markets and a joint venture in Japan.
На чём держится и что может это сломать
От чего зависит бизнес
- 1Relies on cloud hosting providers, including Amazon Web Services and Rackspace, to run its products.
- 2Depends on mobile operating systems and third-party messaging providers and channels to deliver customer communications.
- 3Processes personal data and depends on customers having appropriate permission to communicate with consumers, while complying with changing privacy and data-protection requirements.
- 4Relies on customers renewing subscriptions and expanding their use of the software and messaging capacity.
Что может пойти не так
- 1Braze competes with established software companies that may bundle marketing products with other services, lower prices, or make it harder to connect competing tools.
- 2The business depends on one main software platform and on customers renewing subscriptions and expanding their use; reduced acceptance or usage could hurt revenue.
- 3A security breach, service disruption, or failure to meet privacy and data-protection requirements could expose customer data, lead to liability, and damage customer trust.
Полная финансовая отчётность →
О компании Braze, Inc.
Braze software helps companies collect and use customer activity data to plan and send messages across digital channels, including email, text, mobile apps, and websites. Marketers can use it to build automated customer journeys, test messages, and tailor content; artificial intelligence (AI) tools can help with decisions, content, and routine work. Braze reported 2,609 customers (January 2026, low confidence) and activity from 8.0 billion monthly active users (January 2026, low confidence) across customer apps, websites, and other digital interfaces.
- Штаб-квартира
- New York, New York
- Год основания
- 2011
- Сотрудников
- 1,988 (January 31, 2026, high confidence)
- Торгуется на
- NASDAQ
- Конец финансового года
- January 31
Построено по собственной отчётности Braze, Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.
