Braze at Citi’s 2026 Global TMT Conference: ai push lifts outlook
Braze presented a positive outlook at Citi's 2026 Global TMT Conference, highlighting steady demand, faster product delivery and rising competition against legacy marketing cloud vendors. The company raised its revenue outlook and operating margin guidance. Organic CRPO growth was 23%, down from 25% in the prior quarter due to seasonality.
Revenue for the last twelve months was $834 million, with 27% growth, though the company remains unprofitable. New AI products are being released ahead of schedule, including Agent Console, Operator and remote MCP servers. Professional services revenue grew due to packaging changes, not a shift to a services-led model. Braze reported strong global results and described its competitive position in enterprise accounts as "very strong."
The company is hiring sales staff earlier than usual to build capacity for 2025. Management emphasized the company's execution-focused approach and financial flexibility to invest in AI development.
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