Latest news with #BRZE
Yahoo
5 days ago
- Business
- Yahoo
Braze to Report Fiscal Second Quarter 2026 Results
NEW YORK, August 14, 2025--(BUSINESS WIRE)--Braze (NASDAQ: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced it will release its financial results for the second quarter of fiscal year 2026, ended July 31, 2025, after U.S. financial markets close on Thursday, September 4, 2025. Braze will host a webcast conference call to discuss its financial results at 4:30 pm ET (1:30 pm PT) on the same day. The webcast will be available under the events section of our Investor site at What: Braze Fiscal Second Quarter 2026 Financial Results Conference CallWhen: Thursday, September 4th at 4:30 pm ET / 1:30 pm PTWebcast & Supplemental Data: A webcast replay will be accessible on our Investor site shortly after the live event. About Braze Braze is the leading customer engagement platform that empowers brands to Be Absolutely Engaging.™ Braze allows any marketer to collect and take action on any amount of data from any source, so they can creatively engage with customers in real time, across channels from one platform. From cross-channel messaging and journey orchestration to Al-powered experimentation and optimization, Braze enables companies to build and maintain absolutely engaging relationships with their customers that foster growth and loyalty. The company has been recognized as a 2024 U.S. News & World Report Best Companies to Work For, 2024 Best Small & Medium Workplaces in Europe by Great Place to Work®, 2024 Fortune Best Workplaces for Women™ by Great Place to Work® and was named a Leader by Gartner® in the 2024 Magic Quadrant™ for Multichannel Marketing Hubs and a Strong Performer in The Forrester Wave™: Email Marketing Service Providers, Q3 2024. Braze is headquartered in New York with 15 offices across AMER, LATAM, EMEA, and APAC. Learn more at Disclosure Information: In compliance with disclosure obligations under Regulation FD, Braze announces material information through a variety of means, including its Investor site, press releases, SEC filings, public conference calls, and company blog posts. View source version on Contacts Investors:Christopher Ferrisir@ Media:Meghan Halaszynskipress@
Yahoo
25-07-2025
- Business
- Yahoo
Strength Seen in Broadridge Financial (BR): Can Its 4.3% Jump Turn into More Strength?
Broadridge Financial Solutions (BR) shares soared 4.3% in the last trading session to close at $252.99. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 1.9% gain over the past four weeks. The stock is benefiting from the company's recurring revenue model, contributions from acquisitions, growth prospects, and dividend payouts. This technology outsourcing company is expected to post quarterly earnings of $3.51 per share in its upcoming report, which represents a year-over-year change of +0.3%. Revenues are expected to be $2.05 billion, up 5.6% from the year-ago quarter. While earnings and revenue growth expectations are important in evaluating the potential strength in a stock, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For Broadridge Financial, the consensus EPS estimate for the quarter has remained unchanged over the last 30 days. And a stock's price usually doesn't keep moving higher in the absence of any trend in earnings estimate revisions. So, make sure to keep an eye on BR going forward to see if this recent jump can turn into more strength down the road. The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> Broadridge Financial belongs to the Zacks Internet - Software industry. Another stock from the same industry, Braze, Inc. (BRZE), closed the last trading session 1% higher at $28.73. Over the past month, BRZE has returned 7.3%. Braze's consensus EPS estimate for the upcoming report has remained unchanged over the past month at $0.03. Compared to the company's year-ago EPS, this represents a change of -66.7%. Braze currently boasts a Zacks Rank of #4 (Sell). Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Broadridge Financial Solutions, Inc. (BR) : Free Stock Analysis Report Braze, Inc. (BRZE) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
30-06-2025
- Business
- Yahoo
Wells Fargo Maintained a Buy Rating on Braze Inc. (BRZE), Keeps the PT Unchanged
Braze, Inc. (NASDAQ:BRZE) is one of the 10 Best 52-Week Low Tech Stocks To Buy According to Analysts. On June 26, Analyst Michael Berg from Wells Fargo maintained a Buy rating on Braze, Inc. (NASDAQ:BRZE) with a price target of $40. Analyst Michael Berg noted that although there are short-term concerns about growth deceleration. However, Braze, Inc. (NASDAQ:BRZE) is expected to stabilize its revenue growth by fiscal year 2026 and recover in the second half of fiscal year 2027. Berg remains positive about this recovery due to strong net new bookings and improved sales productivity rates. A web developer hunched over their laptop coding a customer engagement platform. The analyst also views the appointment of Ed McDonnell as the new Chief Revenue Officer positively, noting his focus on the company's go-to-market strategies. He noted that the market conditions are favorable for Braze, Inc. (NASDAQ:BRZE) as it maintains a strong moat due to its data advantage, which is crucial in the AI-driven customer engagement market. Braze, Inc. (NASDAQ:BRZE) is a tech company that provides a customer engagement platform. Its platform helps brands create personalized, data-driven interactions with their customers across multiple channels in real-time. While we acknowledge the potential of BRZE as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
08-06-2025
- Business
- Yahoo
Braze Inc (BRZE) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic ...
Revenue: $162.1 million, up nearly 20% year-over-year. Non-GAAP Operating Margin: Increased by over 900 basis points year-over-year. Non-GAAP Net Income: Over $7 million. Free Cash Flow: Nearly $23 million in the quarter. Customer Count: 2,342, up 46 sequentially and up 240 year-over-year. Large Customers ($500,000+ ARR): 262, up 24% year-over-year. Dollar-Based Net Retention: 109% overall; 112% for large customers. Non-GAAP Gross Margin: 69.3%, up from 67.9% in the prior year quarter. Non-GAAP Sales and Marketing Expenses: $64 million or 39% of revenue. Non-GAAP R&D Expense: $25 million or 15% of revenue. Non-GAAP G&A Expense: $21 million or 13% of revenue. Cash and Equivalents: Approximately $540 million. Cash Provided by Operations: $24 million. Guidance for Q2 FY2026 Revenue: $171 million to $172 million. Guidance for FY2026 Revenue: $702 million to $706 million. Warning! GuruFocus has detected 3 Warning Signs with BRZE. Release Date: June 05, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Braze Inc (NASDAQ:BRZE) reported strong first-quarter results with a revenue of $162.1 million, marking a nearly 20% year-over-year increase. The company achieved its fourth consecutive quarter of non-GAAP net income profitability, with over $7 million in net income and nearly $23 million in free cash flow. Customer count increased to 2,342, up 46 sequentially and 240 year-over-year, with large customers ($500,000+ ARR) rising 24% to 262. Braze Inc (NASDAQ:BRZE) successfully closed the acquisition of OfferFit, enhancing its AI capabilities and positioning it for future growth. The company continues to replace legacy marketing clouds and win against point solutions, indicating strong competitive positioning and market demand for its offerings. Despite strong results, Braze Inc (NASDAQ:BRZE) faces an uneven macroeconomic environment, which has impacted sequential growth and net retention rates. The company noted elevated churn levels, particularly in the enterprise segment, due to seasonality and macroeconomic factors. There are concerns about the impact of switching costs on enterprise deal cycles, which can delay new growth initiatives. Braze Inc (NASDAQ:BRZE) anticipates a temporary departure from its operating income margin framework due to the OfferFit acquisition, impacting short-term profitability. The company faces regional comparative weakness, particularly in Southeast Asia, affecting overall growth momentum in the APAC region. Q: When do you think the positive company-specific dynamics will start to offset the uneven macro environment, and what metrics should we track? A: Isabelle Winkles, CFO, mentioned that CRPO is sensitive to renewal volumes and isn't a leading indicator. Revenue acceleration is the key metric to watch for macro stabilization. CEO Bill Magnuson added that competitive results are strong, with good momentum in the Americas and EMEA, and efforts to manage churn are expected to improve results. Q: What is the performance or ROI delta for customers using Project Catalyst compared to traditional Canvas flows? A: Bill Magnuson, CEO, explained that Project Catalyst is in private beta, but early results from similar technologies show significant uplift. For example, a customer using reinforcement learning for decision-making saw a 5x uplift compared to manual segmentation. Project Catalyst aims to automate decision-making at higher levels, enhancing customer engagement strategies. Q: Can you discuss the linearity of the quarter and the impact of OfferFit on your business? A: Isabelle Winkles, CFO, stated that Q1 linearity was normal, with no unusual patterns. Bill Magnuson, CEO, noted that OfferFit has been integrated well, with strong customer interest and a lead-rich environment. The focus is on qualifying opportunities and scaling OfferFit's capabilities across Braze's customer base. Q: How are you pricing OfferFit, and will it integrate with Braze's AI capabilities? A: Bill Magnuson, CEO, explained that OfferFit is currently priced separately, with costs around $250,000 to $300,000 annually, including expert services. The goal is to integrate OfferFit's reinforcement learning capabilities with Braze's platform, offering a broad range of AI-driven optimization capabilities. Q: How does the new pricing and packaging model impact customer reception and overall spend levels? A: Bill Magnuson, CEO, stated that the new pricing model, which relaxes data point limits, has been well-received, reducing negotiation times and increasing flexibility for customers. It allows for more experimentation and expansion across Braze's feature set, supporting customer value creation and expansion. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
08-06-2025
- Business
- Yahoo
Braze Fiscal Q1 Exceeds Expectations as Revenue Beat Lacks Strength, Oppenheimer Says
Braze (BRZE) fiscal Q1 beat expectations, but Oppenheimer said in a Friday note that the magnitude a Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
