Braze, Inc.
Braze Inc is a customer engagement platform that powers customer-centric interactions between consumers and brands. The company provides solutions for Retail & E-commerce, Media & Entertainment, Financial Services, and Travel & Hospitality related industries. The company offers a single, vertically integrated platform that encompasses the various functionalities, or layers, required for modern customer engagement: data ingestion, classification, orchestration, personalization, and action, all of which is supported by Sage AI by Braze, its AI engine designed to power AI functionality across all layers of this stack. It generates majority of its revenue from the United States.www.braze.com
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Search complete. 214 mentions across 69 episodes found for "Braze, Inc.".
Nov 5, 2026
AlexMODERATOR
Thank you very much, Fred.
AlexMODERATOR
Turning to the competitive landscape, how would an acquisition of Braze by Salesforce affect competition at the enterprise level?
Milan PatelGUEST
Yeah, I'll take that one.
Milan PatelGUEST
So if we look at history and if it repeats itself, a lot of the consolidation that's happened in the digital marketing space has caused disruption in the mid-market.
Milan PatelGUEST
We're obviously very focused in that mid-market.
Milan PatelGUEST
Also have enterprise clients which are looking for more cost-effective solution and quicker to deploy solutions.
Milan PatelGUEST
So I feel in a displacement market that we operate within, it creates opportunities for digital Braze is a very good platform for very enterprise, more customized processes that you're looking to deploy.
Milan PatelGUEST
And I do feel that we have a solution that meets 94, 95% of the functionality set any one of those enterprise cloud providers have.
Jason LemkinPANELIST
It should make sense.
Jason LemkinPANELIST
And I I think also like you noted it's half its 21 private price or whatever, right? I think like the Braze deal at Salesforce, you may say, what's the similarity? A lot of times folks have been circling each other for years.
Jason LemkinPANELIST
Tony said they'd been talking for years, right? So there are deals that don't make sense.
Jason LemkinPANELIST
even if they're cheaper.
Jason LemkinPANELIST
And then there are deals where like Salesforce brought Braze.
Jason LemkinPANELIST
Salesforce was losing to Braze in marketing for years.
Jason LemkinPANELIST
And that when it got super cheap, when it got to 3X AR, now they had to pay a big premium.
Jason LemkinPANELIST
They just buy the assets they want when they become cheap.
NickGUEST
So from back in, if you go back to 2017, Zeta decided to re-engineer their marketing cloud to kind of make it this unified ecosystem.
NickGUEST
So something about the legacy marketing clouds of the world, sort of like, you know, you look at Adobe or Salesforce, they're kind of like this archaic platform that just acquires companies and plugs them on and says, hey, here's a new toy or here's Slack or here's Braze because Salesforce just acquired Braze.
NickGUEST
What Zeta said is, okay, we want to acquire companies too and integrate technology, but we want everything unified into a single platform.
NickGUEST
So the latency is very low.
19 MINS LATER
NickGUEST
But they're just dealing with a whole separate set of issues at the moment.
NickGUEST
So Zeta, when they go into an RFP, They essentially see Salesforce, Adobe, Oracle, and the Trade Desk quite frequently.
NickGUEST
They used to see Braze, but Braze now just got acquired by Salesforce.
NickGUEST
So these are their main competitors.
Trinadha KandiGUEST
So the consumers are expecting a true personalization at an omnichannel level today, which brands are missing the point.
Alan HartHOST
Well, Ed McDonald from Braze described this dynamic exactly like this when we spoke.
Ed McDonnellSOUNDBITE_SPEAKER
And we have some research out there that's specific kind of to retail and consumer brands where we did a survey.
Ed McDonnellSOUNDBITE_SPEAKER
I can't remember how many people were in it, but it was enough.
Trinadha KandiGUEST
So the consumers are expecting a true personalization at an omnichannel level today, which brands are missing the point.
Alan HartHOST
Well, Ed McDonald from Braze described this dynamic exactly like this when we spoke.
Ed McDonnellSOUNDBITE_SPEAKER
And we have some research out there that's specific kind of to retail and consumer brands where we did a survey.
Ed McDonnellSOUNDBITE_SPEAKER
I can't remember how many people were in it, but it was enough.
Mark JohnsonHOST
Uh, makes perfect sense.
Mark JohnsonHOST
Uh, and, and kinda that, that, the ability to help brands integrate the technology can be a, a big challenge, right? So whether it's, uh, Salesforce working with Braze, maybe that's not as important now since they, uh, obviously were just purchased, but, you know, making sure those technology stacks work in a way i- is very important.
Mark JohnsonHOST
Uh, so APIs or just having fixed integrations or even facilitating the, those technology integrations can be a big challenge, right? If brand X has a certain platform, they wanna work with a larger technology, being able to facilitate or having the connections to do that can be quite important.
Mark JohnsonHOST
Correct?
ThomasHOST
Okay, understood.
ThomasHOST
And so this week, Salesforce agreed to buy Braze.
ThomasHOST
So you mentioned Braze.
ThomasHOST
So they acquired Braze.
ThomasHOST
So one of the big platforms retailers use to send essentially emails and app messages for more than $5 billion.
ThomasHOST
And they essentially named Braze AI decisioning as part of the reason for the acquisition.
ThomasHOST
So when, I mean, probably the biggest CRM company out there buys a platform You essentially sit on top of, I mean, what happens to you? What does it mean for a company like you?
Elias KourklouGUEST
Okay.
Joe CottamHOST
good question i think on the website it's listed as the 12th of october so i presume that's when it was announced oh no today it's signed yeah
Elliot RossHOST
so is that kind of you know, like on the journey where like Braze is now and then Braze will be signed in a year or whatever.
Elliot RossHOST
So it's loops.
Elliot RossHOST
But anyway, but yeah.
Joe CottamHOST
I don't know because the wording is the same for Braze.
Joe CottamHOST
It also says,
Elliot RossHOST
yeah, I don't know.
Joe CottamHOST
confused.
Tim CortinovisHOST
Let's start with customer context.
Tim CortinovisHOST
According to the Salesforce announcement covered in this week's brief, the company agreed to acquire Braze for approximately $5.6 billion.
Tim CortinovisHOST
Important distinction, agreed to acquire, the deal hasn't closed, and an acquisition announcement is not a working integration, but the direction matters.
Tim CortinovisHOST
customer records and real time engagement are moving closer together.
Joaquín MuñozPANELIST
Yeah.
Joaquín MuñozPANELIST
I don't know if other people in the room know, but Salesforce recently purchased Braze and we have a robust ecosystem for our LCM content, which is around that, which I've been very proud of that we've built up using design driven localization through Figma flow import that directly goes into Braze.
Joaquín MuñozPANELIST
So I have concerns and how much they're going to, you know, are they going to leave it alone? Will it be changing? And it raises a larger question of when you have your own, you know, process built around certain APIs and certain products, they're still prone to being bought out or changed.
Joaquín MuñozPANELIST
And when you've built up your process around that, then it brings back the question of build or buy.
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