appboy empowers mobile marketers to build better relationships with their customers. we’re a team of 100+ based in new york. we built the world’s best intelligent crm so marketers can connect human-to-human, at scale, with their customers, driving deep engagement and roi. the center of our platform is the holistic user profile that offers a single view of the customer. our robust audience segmentation and advanced multi-channel messaging allow brands to use the data from those user profiles to create and automate highly personalized marketing campaigns, and build meaningful dialogues with their audiences across devices and channels at scale. thousands of global marketers use appboy to power over a billion user profiles worldwide. we help brands like dominos, etsy, iheartmedia, picsart, soundcloud, and urban outfitters to better engage, retain, and monetize their customers. appboy is venture funded. learn more at appboy.com.
Company profile
Ticker
BRZE
Exchange
Website
CEO
William Magnuson
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Microsoft • Oracle • Mobileye Global Inc - Ordinary Shares • Activision Blizzard • Gen Digital • Vmware • Adobe • Salesforce • BlackBerry • Dayforce ...
Former names
Appboy, Inc.
SEC CIK
Corporate docs
Subsidiaries
Braze Limited ...
IRS number
452505271
BRZE stock data
Latest filings (excl ownership)
S-8
Registration of securities for employees
1 Apr 24
10-K
2024 FY
Annual report
1 Apr 24
8-K
Braze Reports Fiscal Year and Fourth Quarter 2024 Results
27 Mar 24
10-Q
2024 Q3
Quarterly report
6 Dec 23
8-K
Braze Reports Fiscal Third Quarter 2024 Results
6 Dec 23
10-Q
2024 Q2
Quarterly report
7 Sep 23
8-K
Braze Reports Fiscal Second Quarter 2024 Results
7 Sep 23
8-K
Submission of Matters to a Vote of Security Holders
5 Jul 23
S-3ASR
Automatic shelf registration
9 Jun 23
10-Q
2024 Q1
Quarterly report
8 Jun 23
Transcripts
BRZE
Earnings call transcript
2024 Q4
27 Mar 24
BRZE
Earnings call transcript
2024 Q3
6 Dec 23
BRZE
Earnings call transcript
2024 Q2
7 Sep 23
BRZE
Earnings call transcript
2024 Q1
8 Jun 23
BRZE
Earnings call transcript
2023 Q4
30 Mar 23
BRZE
Earnings call transcript
2023 Q3
14 Dec 22
BRZE
Earnings call transcript
2023 Q3
13 Dec 22
BRZE
Earnings call transcript
2023 Q2
13 Sep 22
BRZE
Earnings call transcript
2023 Q1
14 Jun 22
BRZE
Earnings call transcript
2022 Q4
31 Mar 22
Latest ownership filings
4
Jonathan Hyman
23 Apr 24
4
PHILLIP M FERNANDEZ
17 Apr 24
4
Fernando Machado
16 Apr 24
4
William J.G. Griffith
16 Apr 24
4
Douglas A Pepper
16 Apr 24
4
Isabelle Winkles
15 Apr 24
144
Notice of proposed sale of securities
12 Apr 24
4
Jonathan Hyman
12 Apr 24
144
Notice of proposed sale of securities
11 Apr 24
4
Susan Wiseman
8 Apr 24
Financial summary
Quarter (USD) | Oct 23 | Jul 23 | Apr 23 | Jan 23 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Jan 23 | Jan 22 | |
---|---|---|---|
Revenue | |||
Cost of revenue | |||
Operating income | |||
Operating margin | |||
Net income | |||
Net profit margin | |||
Cash on hand | |||
Change in cash | |||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 64.37 mm | 64.37 mm | 64.37 mm | 64.37 mm | 64.37 mm | 64.37 mm |
Cash burn (monthly) | 5.61 mm | (no burn) | 11.71 mm | 12.41 mm | 667.67 k | (no burn) |
Cash used (since last report) | 32.45 mm | n/a | 67.73 mm | 71.77 mm | 3.86 mm | n/a |
Cash remaining | 31.93 mm | n/a | -3.35 mm | -7.39 mm | 60.51 mm | n/a |
Runway (months of cash) | 5.7 | n/a | -0.3 | -0.6 | 90.6 | n/a |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 196 |
Opened positions | 52 |
Closed positions | 24 |
Increased positions | 76 |
Reduced positions | 40 |
13F shares | Current |
---|---|
Total value | 2.33 tn |
Total shares | 92.64 mm |
Total puts | 153.40 k |
Total calls | 142.30 k |
Total put/call ratio | 1.1 |
Largest owners | Shares | Value |
---|---|---|
Battery Ventures XI-A | 18.21 mm | $0.00 |
ICONIQ Strategic Partners III | 11.41 mm | $0.00 |
MCG7 Capital | 8.63 mm | $0.00 |
ICONIQ Capital | 5.67 mm | $264.95 bn |
MS Morgan Stanley | 5.39 mm | $251.77 bn |
Vanguard | 5.27 mm | $246.10 bn |
BLK Blackrock | 3.69 mm | $172.41 bn |
Cadian Capital Management | 3.35 mm | $156.44 bn |
Battery Management | 3.24 mm | $151.53 bn |
Alliancebernstein | 2.05 mm | $95.78 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
15 Apr 24 | Fernandez Phillip M | Class A Common Stock | Sell | Dispose S | No | Yes | 41.79 | 1,500 | 62.69 k | 11,056 |
15 Apr 24 | Fernandez Phillip M | Class A Common Stock | Conversion | Acquire C | No | No | 0 | 1,500 | 0.00 | 12,556 |
15 Apr 24 | Fernandez Phillip M | Class B Common Stock Class A Common Stock | Conversion | Dispose C | No | No | 0 | 1,500 | 0.00 | 0 |
15 Apr 24 | Fernandez Phillip M | Class B Common Stock Class A Common Stock | Option exercise | Acquire M | No | No | 3.83 | 1,500 | 5.75 k | 1,500 |
15 Apr 24 | Fernandez Phillip M | Stock Option Class B Common Stock | Option exercise | Dispose M | No | No | 3.83 | 1,500 | 5.75 k | 164,692 |
15 Apr 24 | Jonathan Hyman | Class B Common Stock Class A Common Stock | Option exercise | Acquire M | No | No | 3.46 | 500 | 1.73 k | 1,423,680 |
15 Apr 24 | Jonathan Hyman | Stock Option Class B Common Stock | Option exercise | Dispose M | No | No | 3.46 | 500 | 1.73 k | 125,699 |
12 Apr 24 | Douglas A Pepper | Class A Common Stock | Other | Dispose J | Yes | No | 0 | 774,841 | 0.00 | 2,263,120 |
12 Apr 24 | Douglas A Pepper | Class A Common Stock | Other | Dispose J | Yes | No | 0 | 725,159 | 0.00 | 2,118,013 |
12 Apr 24 | ICONIQ Strategic Partners III | Class A Common Stock | Other | Dispose J | Yes | No | 0 | 774,841 | 0.00 | 2,263,120 |
News
Beyond The Numbers: 13 Analysts Discuss Braze Stock
22 Apr 24
Piper Sandler Maintains Overweight on Braze, Maintains $66 Price Target
5 Apr 24
12 Information Technology Stocks Moving In Friday's Pre-Market Session
29 Mar 24
Why Kodiak Sciences Shares Are Trading Lower By Around 20%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
28 Mar 24
Why Cloud-Based Software Company Braze Shares Are Diving Today
28 Mar 24