Braze, Inc.
braze.comWhat Do They Do?
Provides brands with a customer engagement platform that uses customer data to coordinate personalized interactions across messaging channels, apps, and websites.
10-K for FY2026, filed Mar 25, 2026Braze is a leading customer engagement platform that empowers brands to Be Absolutely Engaging. Customer Engagement is an emerging category…View ↗
Braze is a leading customer engagement platform that empowers brands to Be Absolutely Engaging. Our platform brings together rich…View ↗
We support interactions across both in-product and out-of-product messaging channels. Today, our messaging channels consist of widely used…View ↗
How Do They Make Money?
Brands pay for platform access and support through subscriptions, invoiced at the start of each term, usually annually but also quarterly or semiannually. Professional services are invoiced at the outset of the contract.
10-K for FY2026, filed Mar 25, 2026We primarily generate revenue from the sale of subscriptions to customers for the use of our platform. Our subscription fees are…View ↗
Subscription revenue is recognized ratably over the contract term beginning on the commencement date of each contract, which is the date…View ↗
At the beginning of each subscription term we invoice our customers, typically in annual installments but also quarterly and semi-annually.…View ↗
Professional services and other revenue primarily consist of onboarding services and are typically recognized as services are performed…View ↗
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10-K for FY2026, filed Mar 25, 2026
FY2026 revenue by product or service ↗
$738.2M
-
10-K for FY2026, filed Mar 25, 2026
$738.2M ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Subscription
Recurring
10-K for FY2026, filed Mar 25, 2026 |
95%
FY2023: 95%
|
Subscription, FY2026
$701.8M Sources
|
Recurring |
|
Professional Services and Other
Recurring
|
4.9%
FY2023: 4.8%
|
Professional Services and Other, FY2026
$36.3M Sources
|
Recurring |
Who Are Their Customers?
Braze serves brands ranging from established global enterprises to technology innovators across retail and consumer goods, media and entertainment, and other industries.
10-K for FY2026, filed Mar 25, 2026
Do Revenues Turn Into Profits?
Not on paper. It lost $131.3M in FY2026, but brought in more cash than it spent: $61.9M of free cash flow.
10-K for FY2026, filed Mar 25, 2026
−$144.8MView ↗
10-K for FY2026, filed Mar 25, 2026
−$131.3MView ↗
10-K for FY2026, filed Mar 25, 2026
$61.9MView ↗
How Are They Changing?
- Net income
-
Sources
10-Q for Q2 FY2027, filed Sep 9, 2026
−$18.9MView ↗
- ▼ −32% (Loss)
- vs −$27.9M in Q2 FY2026
10-Q for Q2 FY2027, filed Sep 9, 2026
Open tableView ↗
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May 27, 2026
Chief accounting officer named interim chief financial officer
Pankaj Malik’s appointment takes effect May 29, 2026.
Sources
8-K, filed May 27, 2026
On May 25, 2026, the Board of Directors (the “Board”) of the Company appointed Pankaj Malik, who currently serves as the Company’s Chief…View ↗
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Apr 28, 2026
Chief financial officer announced plans to leave
Isabelle Winkles said she would leave for another opportunity, remain through May 29, and advise through August 17, 2026.
Sources
8-K, filed Apr 28, 2026
Isabelle Winkles, Chief Financial Officer, has advised the company that she will step down from her role at Braze to pursue another…View ↗
Growing. Revenue grew 3.1x in 4 years, from $238M in FY2022 to $738.2M in FY2026, about 33% a year.
AI product expansion
The earlier report describes predictive intelligence and AI copywriting assistance; the current report presents BrazeAI agents, models, and operators across the platform, including tools for customers to create their own agents.
10-K for FY2023, filed Mar 31, 2023 10-K for FY2026, filed Mar 25, 2026The Braze Customer Engagement Platform is an end-to-end solution with AI integrated across every layer. With Braze at the center of their…View ↗
More channels and tools
The earlier report lists email, SMS and MMS, WhatsApp, webhooks, and audience sync; the current report also describes RCS and LINE messaging, landing pages, and feature flags.
10-K for FY2023, filed Mar 31, 2023 10-K for FY2026, filed Mar 25, 2026We support interactions across both in-product and out-of-product messaging channels. Today, our messaging channels consist of in-app…View ↗
We support interactions across both in-product and out-of-product messaging channels. Today, our messaging channels consist of widely used…View ↗
Landing Pages– which are standalone web pages with a single call-to-action often used for audience acquisition and conversion, and Feature…View ↗
Cross-Channel ActionView ↗
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