Braze

Venus Williams and José Andrés join Jimmy O. Yang and influential marketing leaders for three days of inspiration and innovation in Las Vegas Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced that tennis champion and entrepreneur Venus Williams will headline Forge 2026, taking place September 28–30 at Fontainebleau Las Vegas.

ATLANTA, Sept. 15, 2026 Two new tools give local operators a way to talk back and forth with customers, and a one-click way to keep their local lists engaged, joining Email, SMS, Push, and In-App already live on Braze.

“Marketers are hearing a lot about everything they need to change, learn or become, and that can make this moment feel more daunting than exciting,” said Astha Malik, Chief Business Officer at Braze . “We believe there is enormous opportunity ahead, and marketers are better prepared to seize it than they may realize.

Braze reported second quarter 2026 revenue of US$227.23 million and a net loss of US$18.85 million, issued third quarter revenue guidance of US$229 million to US$230 million, and updated full year 2026 to 2027 revenue guidance to US$910 million to US$913 million, while completing a US$50 million buyback program.

When a loyalty program is built to reward what a customer has already done, it stays one step behind. A loyalty point balance updates or a confirmation email goes out, but the moment that could change things has already passed.

Braze, Inc. (BRZE) Citi's 2026 Global TMT Conference September 10, 2026 10:10 AM EDT Company Participants William Magnuson - Co-Founder, Chairman, President & CEO Conference Call Participants Tyler Radke - Citigroup Inc., Research Division Presentation Tyler RadkeCitigroup Inc., Research Division Good morning, everybody.

Braze ( BRZE ) used Citi’s 2026 Global TMT Conference on Thursday, 10 September 2026, to present a picture of steady demand, faster product delivery and rising competition with legacy marketing cloud vendors. The company also acknowledged seasonal renewal pressure and higher costs later in the year, even as it raised its revenue outlook and lifted operating margin guidance.

Braze, Inc. (NASDAQ:BRZE) reported second quarter results characterized by significant revenue growth and expanding operating leverage. The company stated that brands are prioritizing AI-driven solutions to leverage first-party data and direct-to-consumer relationships, leading to competitive takeaways from legacy marketing clouds and specialized point solutions. Management emphasized the concept of the 'Agentic Harness,' a vertically integrated environment for building and deploying AI agents for marketing workloads. The company confirmed it is on track to deliver at least 400 basis points of operating margin improvement for the full year, consistent with its long-term profitability framework.

Braze reported a strong second quarter with revenue increasing 26% year-over-year to $227 million, driven by a combination of existing customer contract expansions, renewals, and new business. The company's operating income was $22 million, or 9.7% of revenue, compared to $6 million or 3.4% of revenue in the prior year quarter. Braze's operating margin improved by over 600 basis points year-over-year. The company's dollar-based net retention for its large customer cohort, who spend at least $500,000 annually, continued to inflect positively, rising 100 basis points to 112% in the quarter. Braze's management emphasized the concept of the 'Agentic Harness,' a vertically integrated environment for building and deploying AI agents for marketing workloads. The company confirmed it is on track to deliver at least 400 basis points of operating margin improvement for the full year, consistent with its long-term profitability framework. Braze's CEO stated that the company is prioritizing AI-driven solutions to leverage first-party data and direct-to-consumer relationships, leading to competitive takeaways from legacy marketing clouds and specialized point solutions. The company's management also highlighted the importance of trust in AI adoption, noting that major inbox providers are deploying increasingly stringent AI-driven filtering that rejects generic content, and that protecting deliverability is no longer a niche issue for the marketing team but a whole company revenue protection challenge. Braze's management emphasized the company's focus on innovation, with a strong pipeline and disciplined approach to achieving long-term profitability targets. The company's stock price has been impacted by the market's volatility, but its management remains optimistic about its future prospects.

What's going on here? Braze topped expectations in its latest quarter, but investors focused on a weaker profit outlook for next quarter, sending the stock down nearly 20% on Wednesday. What does this mean? Braze, a customer engagement software company that helps brands tailor messages across apps, email, and other channels, posted fiscal Q2 adjusted earnings of $0.19 a share, up from $0.15 a year earlier and ahead of FactSet’s $0.15 estimate.

Raymond James reiterated an Outperform rating and $33 price target on Braze ( BRZE ), adding that the firm wants to provide some additional perspective from the company’s 10-Q, with the stock down roughly 19% in what it views as an overreaction to the company’s Q2 print.

Key Takeaways Braze shares plummeted 11% Wednesday following Q2 earnings that surpassed analyst projections The company delivered $227 million in revenue, marking 19% annual growth and exceeding the $220 million consensus forecast Adjusted earnings per