Earned & PaidCompanies · customer engagement
Braze
Sell sideBRZE
Braze brought in $740M of revenue in fiscal 2026, growing 38% a year over five years at a -20% operating margin.
$740Mrevenue, FY2026
+38%growth a year, 5 years
-20%operating margin
Revenue and margin
Bars: revenue, $B (10-K). Years where the filing's revenue line isn't comparable are left out of the line.
What they see in the market
What its leaders and filings say about the ad market: its own ad business, or the channels advertisers use, since 2019; counts are statements, not spending.
CRM, loyalty & first-party data 54× since 2021AI in marketing 23× since 2023Creative campaigns 7× since 2022Paid social 5× since 2022Programmatic & display 3× since 2022Connected TV & streaming 1× since 2023
- CRM, loyalty & first-party data “Meanwhile, Decisioning Studio is steadily taking responsibility for making compound decisions of what to send, when, on which channel and with which offer, all optimized against the precise business outcomes our customers choose.” William Magnuson on the earnings call · Sep 9, 2026 · source
- AI in marketing “Virgin Media O2, one of the U.K.'s leading telecom providers, used Operator to cut their campaign quality assurance process from 6 hours down to mere seconds and their build iterations from 2 days to about 15 minutes.” William Magnuson on the earnings call · Sep 9, 2026 · source
- Creative campaigns “But man, when you see people's eyes light up as they get to bring an idea that they've had for 2 years, we just had a customer last week sent us an effusive note because they've had an idea sitting on the shelf for literally a decade, and they were able to build it in Agent…” William Magnuson on the earnings call · Sep 9, 2026 · source
- Paid social · Programmatic & display “◦ Ad Network Integrations: Using Braze Audience Sync with Meta, Google, TikTok, Snapchat, Pinterest, Linkedin, The Trade Desk, or Criteo, brands can sync first-party data from Braze to each respective advertising platform to deliver more relevant advertisements outside the Braze…” 10-K · Mar 25, 2026 · source
- Connected TV & streaming “Our out-of-product channels include, but are not limited to, mobile push notifications, web push notifications, email, SMS and MMS messages, webhooks, Facebook and Google advertisements and multiple over-the-top media services and connected TV channels.” 10-K · Mar 31, 2023 · source
In the news
- Braze expands AI from content creation to campaign operations MarTech · Sep 29, 2026 · AI in marketing
- Braze Signs Strategic Collaboration Agreement with AWS to Advance AI-Powered Customer Engagement Business Wire · Sep 29, 2026 · AI in marketing
- Braze Accelerates AI Innovation, Empowering Marketers to Treat Every Customer Like Their Only Customer Business Wire · Sep 29, 2026 · AI in marketing
- ChatGPT can help marketers build Braze campaigns in beta, without switching tools. Stock Titan · Sep 29, 2026 · AI in marketing
- Braze Named Leader in 2026 Gartner Magic Quadrant for Fourth Year MarTech Cube · Sep 28, 2026 · marketing