TU IS Investment Thesis Braze, Inc. (NASDAQ:BRZE) provides a platform for businesses to engage with their customers across various channels like emails and app notifications, think Salesforce (CRM) or HubSpot (HUBS). They specialize in personalized messaging, helping businesses communicate with their customers. Braze’s bull case is focused on this company’s fast progression towards break-even profitability….
AzmanL/E+ via Getty Images Summary Readers may find my previous coverage via this link. My previous rating was a hold, as I believed any further upside for Braze (NASDAQ:BRZE) would require multiples to re-rate even higher, even though I was optimistic about the business. My conclusion back then was to wait for a cheaper valuation…
Urupong Braze, Inc. (NASDAQ:BRZE) released its Q3 2024, beating EPS and revenue expectations and improving its top and bottom line results YoY. In my previous article, my concern was the company’s lack of profitability. It has improved its EPS guidance for FY2024 by roughly $0.10, which is impressive. However, the forecasted loss is still between…
Braze, Inc. (NASDAQ:BRZE) Q2 2024 Earnings Conference Call September 7, 2023 4:30 PM ET Company Participants Christopher Ferris – Head, IR William Magnuson – Co-Founder, Chairman & CEO Isabelle Winkles – CFO Conference Call Participants Ryan MacWilliams – Barclays Bank Jacob Titleman – Goldman Sachs Group Michael Berg – Wells Fargo Securities David Hynes –…